Lesson’s Learned from a Policy Management Software Implementation

Last week, the policyIQ team hosted our quarterly “Introduction to policyIQ” class–this one focused on a full scale policy management solution.  While many aspects of the presentation are typical of any policyIQ Solution, there are a few that lend themselves to the policy management world.

  • Importing of documentation – saves a ton of time and manual entry of policies.  All policies can be created and set up in an Excel spreadsheet, and importing into policyIQ in just minutes.  In addition to populating many of the content fields (policy owner, reference number, summary statement, etc.), many aspects of workflow, folder indexing, and security can dictated, as well.
  • Setup of policy sign-offs – automated email reminders and follow-up. Once the policy sign-offs have been issued out to your organization, it is a huge benefit to have policyIQ automate regular email follow-ups to users with sign-offs that have not been submitted.  Gone are the days of hunting down employees via email or phone calls – policyIQ does this for you!
  • Response filtering – find the important information quickly.  Sort through hundreds or even thousands of policy sign-off responses in seconds by looking for the outliers, and taking critical action on those items: follow-up, meetings or clarifications.

These, among many others, offer a some great benefits to checking out policyIQ for your Policy Management needs.  However, every organization’s needs are different – which makes policyIQ an ideal solution.  It’s easily configurable!  Let’s meet via the phone or webcast to discuss if policyIQ can be configured to meet your needs.

A recording of this demonstration is available here. 

To learn more about the complete policyIQ Policy Management solution, visit our website.

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