If this blog post sounds familiar, it is because you have likely heard us say this before. However, we think it bears repeating.
We want to help you make the most of policyIQ.
As with any product that is continuously evolving, it can be difficult to keep up with all of the new possibilities that are available within the policyIQ application. Maybe you didn’t even know that every upgrade and every new feature developed is rolled out to all of our clients automatically at no additional cost.
If you implemented policyIQ last year, there are already new features that might save time or allow you to create a solution for your team that you haven’t thought about yet.
If you implemented policyIQ more than five years ago and have not revisited the way that the application is configured, we need to talk.
What does that expert review and guidance cost you? An hour of your time. That’s it. For real. We know your time is valuable, but an hour of your time with one of our policyIQ implementation specialists can save you far more time in the long run.
Contact us today – and ask to set up a meeting with a policyIQ implementation specialist to talk about the way that you are using policyIQ!
By now, you likely are aware that policyIQ is a flexible GRC platform that can be easily configured and customized into various GRC and other solutions. One of policyIQ’s strengths is the ability to tailor security at a broad and granular level allowing organizations to implement policyIQ in many areas without stepping on each other’s toes, so to speak. Because of this security capability, with our user-based pricing (rather than the common software model of pushing multiple products or add-on modules), our clients have long been able to leverage policyIQ throughout the organization for multiple initiatives at a reasonable cost.
The latest release of policyIQ includes features that support robust enterprise-wide applications of policyIQ for a range of initiatives. In the past, users in different areas of the organization would create a folder, manual, dropdown or multi-select list to track different critical pieces of information pertinent for their documentation. And while this setup could have been perfect for the audit team’s testing documentation, the same location list, for example, would have to be recreated by the technical accountants performing ASC 606 contract reviews. That was then. Clients leveraging policyIQ’s version 7.8 are able to create and manage Global Lists that can be shared across the organization. If your list of Field Offices is leveraged in various types of content throughout the organization, it can now be centrally maintained and updated rather than having to be updated in several department-specific templates.
Similarly, clients historically had to create independent dropdown fields to track people or responsibilities in their content (i.e. Control Owners, testers, contract reviewers). Now, the lists of users created under Groups and Users and established as a part of user profiles can be leveraged as fields within templates. Once and done.
Here are more examples of where this might be pertinent to you. If you have fields or folders tracking these things and would like to save time and sanity managing them, we recommend looking into the new shared fields (Global Lists, Users Lists):
- Revenue Stream
- Process Area
- Business Unit
- Control Owners
- Significant Accounts
- System Applications
- Relevant Compliance Area
- Prepared By
Of course, reach out to us if you have questions on how to make the adjustments to your policyIQ site.