About Stacey Zearott

Stacey is the Operations & Sales Coordinator for policyIQ. She is coming up on her 1 year anniversary with the company. She has a very strong background in sales and operations with 15 years in the communications sales industry. Not only does she bring this knowledge and background to the team, but a love of theatre, fun hair and just the need for a daily dose of laughter.

2016 GAM Conference – stop by and say, “hi”!

2016 GAM Conference Header

GRC Technology: policyIQ2016 GAM Conference Header

Once again, the policyIQ Team and RGP are looking forward to attending the IIA GAM Conference, March 7– 9, 2016 in Dallas-Ft. Worth, TX. We are excited for the opportunity to engage with other key influencers in the areas of:

  • Talent and Resource Strategies
  • Regulatory & Compliance Issues
  • Risk Management
  • Innovation & Technology
  • Stakeholder Relationships and Expectations

While we are highlighting RGP’s service offering–which ranges from strategy and advisory services to implementation solutions that help support clients’ efforts at any stage of their initiatives—we are also always excited to discuss  the latest version of our GRC Technology: policyIQ. We make it simple and efficient to manage all of your Compliance and Audit processes and content in policyIQ.

Please stop by and say, “hi”!  We would love to shake hands and get a chance to meet face to face!  We will have lots of goodies to hand out, and there will be some great giveaways you won’t want to miss!

We look forward to seeing you soon!

Federal Signal achieved GRC efficiency. So can you.

Are you as efficient as you would like to be in your Governance, Risk and Compliance initiatives?  Federal Signal implemented policyIQ to get a handle on their Sarbanes Oxley program, and have since expanded their use.  Having previous experience with other tools, the team at Federal Signal found policyIQ to be unmatched in flexibility, cost and overall ease of use.

The team at Federal Signal has become “smarter” users of policyIQ over the years, learning how to best use the software to suit their needs. The reporting capabilities within the system have become an asset within the organization, streamlining the process of finding deficiencies during testing periods. Dolores De La Torre, auditor at Federal Signal, specifically calls out the value of having a system that their external auditors can access directly.

“Our external auditors like the tool because they are able to see all necessary paperwork in our site without having to reach out to us.”

RGP Consultants teamed up with Federal Signal and were  able to develop a configuration for their policyIQ site that was practical, and immediately drove efficiency into their SOX testing program.  It has been a great partnership!

Check out the full case study here.

 

 

 

White Paper Alert: Tail Spend Sourcing

RGP is pleased to announce a new white paper entitled Tail Spend Sourcing, which explores the role and impact of an effective and strategic approach to tail spend – commonly defined as the “bottom 20 percent” of a company’s non-core spend.

Senior Practice Director David Matthews and Managing Consultant Kaush Oza present a practical and tested 5-step framework to target tail spend and drive value. The white paper is available HERE.wp

Please contact us if we can assist with your procurement cost restructuring initiative or if you’d like a complimentary assessment of your tail spend strategy.

TWO Upcoming RGP Webcasts

RGP Continues to offer regular free CPE opportunities. Here’s a look at the next two upcoming sessions!

November 18th – Culture Interrupted:  Best Practices for Merging Knowledge-Based Companies

In today’s knowledge-intensive economy, every organization relies substantially on its most mobile asset – high value talent.  In many industries, the employee talent pool defines the value of their company.  However, when companies merge, there is a very high risk of talent flight which, in knowledge intensive industries, can seriously erode company value.  Statistics have shown that between 70% and 90% of mergers fail and people issues and culture compatibility are cited as the top integration failure factors.

In this November 18th webcast, RGP takes a look at several of the standard employee engagement markers and presents a culture based solution and best practices for successful integration.  Click here to register and learn how to apply this methodology, thus becoming proactive and effective in helping to attract and retain your most important talent.

December 11th – Optimizing Finance by Improving the Financial Close

Companies are under increasing pressure – whether it be from shareholders or regulation – to report their financials quickly, transparently and accurately.  The financial close is critical this and improving the close process not only helps meet reporting demands but also enables companies to be more proactive and make informed business decisions.  The financial close is not just about accounting, however, it also includes people, process and technology.

In this webcast, RGP discusses the financial close process and share leading practices that finance organizations have implemented to enhance their process.  RGP also explores market trends and inhibitors, as well as share some tools and techniques.

Register today and let RGP lead the way to a smoother Financial Close process.

RGP Webcast on November 18th — Culture Interrupted: Best Practices for Merging Knowledge-Based Companies

In today’s knowledge-intensive economy, every organization relies substantially on its most mobile asset – high value talent.  In many industries, the employee talent pool defines the value of their company.  However, when companies merge, there is a very high risk of talent flight which, in knowledge intensive industries, can seriously erode company value.  Statistics have shown that between 70% and 90% of mergers fail and people issues and culture compatibility are cited as the top integration failure factors.

In this November 18th webcast, RGP takes a look at several of the standard employee engagement markers and presents a culture based solution and best practices for successful integration.  Click here to register and learn how to apply this methodology, thus becoming proactive and effective in helping to attract and retain your most important talent.

Going Back to School Isn’t Just for the Children Anymore!

As the children go back to school and continue their valuable education experience, we want to carry on that valuable experience with you. After all, just because we’re adults doesn’t mean learning has to end. Our technique may be a little different, i.e., no homework, no studying for tests, no fear of blurting out the wrong answer, etc., but the end result is just as worthwhile.

Below are just a couple of “classes” that are being offered, along with final enrollment dates:

Vendor Risk Management for Financial Services: September 18th at 12:00pm EDT – Financial Services companies are facing increased regulatory scrutiny of the processes, systems and controls used in monitoring and managing risks associated with third-party vendors. In this webcast, RGP will provide an overview of the compliance initiative, examine how companies are establishing and advancing their programs, and discuss RGP’s proven methodology used with our clients to achieve sustainable compliance with these important regulatory requirements.

The New Revenue Recognition Standard Webcast Series (Part 2): How to Begin Implementing the New Standard:    September 22nd at 12:00pm EDT – Part 2 of the New Revenue Recognition Series builds on Part 1 of the Revenue Recognition series which focuses on how to get started on developing your company-wide implementation plan and address challenges in not only technical accounting, but also in systems, data, people and processes. Register today and ensure a smooth progression from the planning through the implementation of your industry’s process.

And, in case you were not able to attend Part 1 of this series – Understanding the New Revenue Recognition Standard Webcast Series (Part 1): Industry-Specific Impacts – click here to view the recording, at your convenience, in its entirety. This webcast took a look at the impact the new rules may have on specific industries, outlined their unique challenges and highlighted what companies in these industries should watch for.

Click here to register for either or both of the upcoming RGP webinars and receive a free CPE credit for each webinar upon successful completion.

Introduction to policyIQ: Quarterly – Dates to be announced – These sessions focus on the basics of policyIQ. Whether you are a seasoned, new or prospective user of policyIQ, this training session offers you the chance to check out the essential components and concepts of our cloud-based, Governance, Risk and Compliance application. Click here to view a recording of the first session.

Instead of or in addition to the recording, if you would like that real-time interaction that allows questions with an immediate response, watch for the next quarterly session, which will be held in November. Each session offers – at the very least – an opportunity to gain a better understanding on how to:

  • Locate content and, generally, how to get around in policyIQ
  • Add new content, such as new policies and questionnaires
  • Link content to represent relationships(i.e., Policies to Procedures or Risks to Controls)
  • Monitor, analyze and share findings using policyIQ Reports

And, the learning doesn’t stop here. Continue browsing the policyIQ blog so you don’t miss out on any future learning opportunities – whether they be upcoming webinars or tools and tips for best utilizing policyIQ!

As the old saying goes: Knowledge = Power

RGP Shares New and Proven Practices in Project Management

RGP is thrilled to share with you some new and proven practices in project management.  Dialogue at this webcast will focus on (1) tailoring project management principles and tools to your unique business environment and culture and (2) techniques for managing in the new world including distributed work groups, cloud-based tools and other ways to support teams and projects.

Click here to register for this complimentary CPE eligible Webcast to be held March 13th, 2014th.

RGP Provides Insight to the Latest Developments in Finance & Accounting and Supply Chain Management!

RGP is pleased to present two opportunities to enhance your organization’s awareness in (1) Finance & Accounting and (2) Supply Chain Management:

01/29/2014:  Financial Reporting Update and the Year Ahead

In 2013, one thing was certain:  accounting standards were always changing and this year is no exception.  So, what is the outlook for 2014?

Join Shauna Watson, RGP’s subject-matter expert on US GAAP, IFRS, SEC and PCAOB regulations, for a financial reporting and accounting review and scrutiny including the latest FASB pronouncements, and SEC and PCAOB standard setting.  This session will provide you with what you need to know to comply with these changes and help you to stay a step ahead.

02/13/2014:  Delivering the Greatest Impact from a Supplier Audit

As organizations consolidate their supply base to fewer, more strategic partnerships, the need for transparency and trust within the supply base becomes more critical.

RGP’s very own David Bazzetta, Supply Chain Management Practice, and Andy George, Managing Director, will share with you just how Supplier Audits are a powerful tool to ensure compliance, mitigate financial risk and, most importantly, strengthen the supplier relationship.

Click here to register for both of these complimentary CPE Webcasts.  Be among the ones to get a kick-start in RGP’s 2014 year of preparation!

What can you look forward to with policyIQ’s version 7.2?

Happy New Year, policyIQ Friends! As we turned over to the 2014 calendar, we introduced policyIQ’s version 7.2 to the first wave of clients. This latest release includes features that serve a wide range of policyIQ users. If you’d like to get right to the technical details, follow this link to the release notes. Read on for a peek at the highlights.

More easily populate content using the Import utility

If you are one of those clients who take advantage of the Import utility, you can now easily toggle back and forth between the table where you are analyzing the results of your Import and the table listing your Imports using the “Back to Imports” option that was added to the toolbar.

New time savers in Roles

If you recently began using policyIQ or are expanding your use of policyIQ to new areas, you may find some new options related to Roles to be helpful.

First, you can now copy one of the existing standard policyIQ Roles as a starting place for a new role that you would like to create. For example, to give different teams mutually exclusive access to policyIQ, you can copy the Group Administrator role and enable the “Add Root Folder”, “Add Root Group” and “Add Template” permissions to create a new role for the different team leaders. For more information, check out our related post “Practical Application: How do I really use policyIQ for multiple purposes?”

Another enhancement introduced with 7.2 and related to Roles is that the core Roles in any new policyIQ site have been locked down. That is, the permissions of your standard policyIQ Roles cannot be changed. Coupled with the ability to Copy a Role, this is an advantage or improvement because it helps the administrators of your site and the policyIQ Support team to better support your users while simplifying your ability to create custom roles. One of the fundamental items to check when users are not seeing what they expect, or do not have the access that they expected, is the user’s Role. If someone had changed the permissions of a client’s standard roles, it would not have been initially apparent to the troubleshooter and could have prolonged the time to arrive at a resolution.

policyIQ has learned to do math!

We’ve had clients using policyIQ for Account Reconciliations, monitoring of leases and vendors, tracking of Risk Assessment conclusions—and a whole slew of other things—for quite some time. Maybe you’ve heard us say that policyIQ is used for “administration” of these processes. We always want to err on the side of being honest…and until recently, clients were really not using policyIQ to perform the reconciliation. They were using policyIQ for the administration of the process around reconciliations, contract approval, and so on. With policyIQ’s version 7.2, clients can now use the “Calculated Fields” to actually calculate and display the balance, variance, contract amount, lease payment, etc. We’re very excited about this long awaited development!

Ongoing development to support Conflict Minerals compliance

We are proud to have partnered with experts around the U.S. to be among the first of firms and technology developers to offer comprehensive support for compliance with the Dodd-Frank Conflict Mineral Provision. With version 7, we have continued to make performance improvements on the application and to add features that better support the Reasonable Country of Origin Inquiry (RCOI) supplier survey process. Check out our Release Notes to learn how we are supporting analysis of supplier and part-level surveys.

Babysitting—policyIQ is even doing that now

A couple of years ago we presented a webinar on how policyIQ is used to help manage, collect and report on questionnaires for things like 302 Certification. We talked about that pesky human condition called procrastination that was really out of reach of policyIQ. Turns out we were wrong!

Back then, we told you that you could go to Activities/Issued Forms and take advantage of the instant inventory of responses to easily send email reminders to those who still had outstanding or “open” forms. Now, with version 7.2, policyIQ offers you the option to prescribe the reminders for open forms, including the

  • Frequency of reminders
  • Day of the week that you’d like reminders to go out
  • Start and end date of reminders for any given Form Bundle
  • And customized email Subject and Message

So, we can make easy work of chasing down those people who tend to need ongoing reminders. Nice!

Exciting times!

We are thrilled to be starting 2014 with such momentum! The policyIQ Team is committed to listening to our clients, getting you the functionality that you need—fast—and continuously improving this tool that you rely on to make you more effective and more efficient.

Cheers to 2014! We are looking forward to our ongoing partnership with you. Thank you for all of your feedback!