How to Transition from Manual to Automated Workflows

Tis the season for fresh starts!

Let us help you manage the development, hand-offs, review and approval of your GRC content more efficiently! Have you designated the parties responsible for updating your Process Narratives and Control documentation? Do you have a process defined for who captures testing details and who performs the final review of audits?

Have you mapped out hand-offs in your processes?

The workflow features in policyIQ support multiple levels of authoring, reviewing, and final approval by individuals or groups, such as one of two line staff or any of 3 auditors. These features allow you to institute your expectation for updates and hand-offs so that those actually responsible for performing various duties are prompted by the system to properly wrap up their work and to establish a defensible audit trail with appropriate documentation and evidence.

Is your team utilizing the Check-in/Check Out capability to collaborate with fellow contributors? Have you added external auditors and other stakeholders as Viewers on your documentation? Rest assured that Viewers will have Read-only access only after your content has completed your designated approval process.

Ensure greater communication, security, performance, and cost savings with automated workflows

We are standing by ready to talk through your options on how to transition from manual maintenance to automated workflows. It’s 2019! Time for a fresh start and more efficient and effective processes. Talk to you soon!

This entry was posted in Features and tagged , , , , , , , , , by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

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