RGP engaged with audit professionals in Orlando


The policyIQ team joined our RGP colleagues at the Institute of Internal Auditors’ 2017 General Audit Management (GAM) Conference in Orlando, Florida on March 20th-22nd. Once again, this was a great event packed with learning and networking opportunities!

Representatives from RGP included:

The conference was attended by more than a thousand audit professionals and we were only able to speak to about 200 of them. If we didn’t get to have a conversation with you, here’s what might have transpired had we connected:


The conference sessions inspired some great discussions!

We carried on the conversations started by the keynote speakers and others. We talked about the hats that auditors are asked to wear, the importance of the internal audit function and profession, and the value of independence, maintaining integrity and having the courage to do the right thing against, sometimes, great personal risk. With integrity being among the core values at RGP and 20+ years’ experience serving as a professional services firm in this field, we are charged by discussions in this vein and by the opportunity to encourage our clients and peers in the audit profession.

We talked about how the times have changed. Once upon a time, we recognized that not all companies were performing regular risk assessments and we were encouraging them to get started with annual risk assessments. In the last few years, we see that the demands of business, technology, competition, culture and so many more are requiring companies to be more nimble and to both assess and respond to risk on a continuous basis. We participated in discussions around what it takes to be prepared and resilient in these times and how RGP’s Data Solutions practice can help companies to better collect, manage, secure and leverage their data.

Cyber security was a hot topic again this year! We discussed the struggles that some companies experience in identifying and developing the necessary expertise to address the present and growing need to address cyber security. We heard that companies are looking across various functions to address their security concerns. RGP’s maturity in integrated solutions, leveraging expertise across information security, audit, data solutions, process improvement (and more) allows us to be responsive, provide a high quality service and to tailor comprehensive solutions to each client’s needs.


We shared our story…how RGP and policyIQ stand out from the pack.

Another theme in our conversations with other professionals at GAM: how RGP is different. There’s certainly no shortage of consulting firms and technology providers at these things, right? The vendor hall can be a little bit intimidating for the introverts among us. At the RGP booth and throughout the conference, we worked to jump quickly to how we at RGP and our GRC Technology are different from most others.

Our consultants have 10-20 years’ experience. They are true subject matter experts who can lead your initiative or project and work alongside your team with valuable knowledge to share and teach. Rather than the checklist approach, our consultants build tailored solutions and collaborative partnerships. Remember the mention of integrity being a core value? We have a track record of long-term, trusted partnerships, evidenced by a 100% retention rate of our top 50 clients.

RGP also has 70+ offices around the globe—these are our offices, not affiliates. This means our people, our culture, and our standards; therefore, we deliver consistently high quality results worldwide.

And our GRC technology, policyIQ, packs a powerful punch in a nimble and affordable, centrally accessible platform. We serve companies from risk assessment through compliance initiatives, testing, reporting of findings and remediation like many other enterprise GRC tools. We also provide solutions for ASC 606 contract review, lease data capture, contract administration, policy management, automation of evidence request and collection, 302 certifications, legal and data room, support for integration with mergers and acquisitions, account reconciliation management and many more ALL IN ONE TOOL. It’s a matter of security configuration (part of the information governance planning that we guide you through as a matter of course at no additional charge). People find it amazing that they can do so much in one easy to use tool.

What’s more, a solution or initiative can be implemented in policyIQ in 4-6 weeks—not months or years, like most other products. And policyIQ is so easy to setup and use that NO IT RESOURCES ARE REQUIRED. We like to include and engage IT in the early conversations because a company can better leverage policyIQ for various departments and initiatives when the IT department includes it among their suite of solutions for their stakeholders. (Pssst—it saves time and money for IT departments, too!)


Next year, we’re going to have the biggest booth and the loudest parties!

Just kidding. You know, I often start off feeling a little bit small at these huge conferences. We don’t have the biggest booth or the most extravagant events to woo attendees to come and visit with us. (Although we heard from a bunch of folks that we did have the best swag this year with our super cool phone charger pens.)

Still, every year, I leave energized!

We deliver excellence! We have amazing clients and valuable partnerships and we build on them every year. I don’t have to feel pressure to be bigger and flashier to land sales. The truth of who we are and what we have to offer at RGP holds tremendous value, builds solid relationships and is a great story to share.

If we didn’t get to shake hands at GAM or elsewhere, yet, and you’d like to hear the good news first-hand, please reach out to any of us. We’d love to buy you a cup of coffee and learn about your business issues that we’ll help to remedy.

 

 

A World of Good Wishes from the policyIQ Team!

One of the real joys for our team this holiday season is the opportunity to say thank you and wish you the very best for the upcoming new year!

We look forward to continuing our partnership with you, continuously enhancing your experience in the policyIQ application, and helping you to work smarter in 2017!

From all of us on RGP’s policyIQ team, have a very

Happy Holiday and a Prosperous New Year!holidaywish

We are grateful for our community.

turkey

In this time of gratitude, we give thanks for you, our policyIQ community. We value not only your business, but we appreciate your confidence in us. We enjoy the opportunity to work with you to continuously improve the policyIQ product and to create new solutions for your business.

Counting you among our clients is something for which we are especially grateful. On behalf of all of us at policyIQ, we wish you a very Happy Thanksgiving.

 

 

policyIQ Users come from Many Industries!

Users know that policyIQ is ultra-flexible, and that explains why so many different clients have purchased our software.

Industries

The needs for each and every industry are unique, and vary client to client.  policyIQ offers unmatched flexibility to help meet these requirements, complete with an Account Management and Customer Support team that is ranked at a near perfect satisfaction ranking (2015 survey).

Customize templates to create content that looks familiar to you, and captures information that you’ll want to report on later.  Populate your content, either piece by piece or in bulk from an Excel spreadsheet.  Organize your content into folders, just as you would on a network drive.  Tailor security to give read, write and approve access to your content.  Set up your sites’ users with unique accounts, Dashboards, and other great features.  Before you know it, you’re off and running…and policyIQ immediately makes your life a lot easier!

Not only can policyIQ be the solution for a particular business need, it can also serve a variety of needs within one business.  This means less money spent on multiple software products, and more time making policyIQ your go-to cloud solution for SOX, Audit, Sign-offs, Policy Management, Conflict Minerals Compliance, and many other compliance and certification management processes.

Some long time policyIQ users have even left a position within one industry and repurchased policyIQ when they settle in to another.  Now, that’s flexibility!

If you’ve been considering giving policyIQ a look, contact our team to sign up for a FREE custom demonstration with a member of our Account Management team.  They’ll answer your questions, and determine if policyIQ is the right fit for your needs.  If it looks like a good match, we’ll set you up with a free, no-obligation trial site for 30 days.  Try it for yourself!

You’re doing a great job!

How often do you hear this or say it to someone else?

Support - becoming a momMaybe it was becoming a mom that enabled me to better recognize that acknowledgement of a person’s effort is invaluable for trust and relationship building. It seems like a no-brainer, as a parent, that you want to encourage your little people to have confidence and enthusiastically try new things and accomplish new feats.

Are you often told that you’re doing a great job—by your peers, clients, or boss? When the store clerk or waiter hands you your receipt and circles the address on the bottom where you can go to share your feedback, do you? Do you regularly highlight great work, progress, or effort of the people that you encounter in the workplace—colleagues, stakeholders, vendors?

I don’t always remember or make time to do it either.

But I want to.

Sometimes, when I have, the recipient is surprised and even tells me how unusual it is. Maybe this is why I’m struck by the fact that our policyIQ Support Team consistently receives compliments and messages of “thanks” from our clients:

Support - Thank you

Now, consider how often you could–with sincerity–pay such compliments to your other software providers?

We’d love to partner with you.

#99.9%Satisfaction #wearedifferent #integrity

It’s true! policyIQ is a misfit among typical software providers.

Have you been burned by a software provider?

Sheesh—who hasn’t?!

You worked for months (years for some), listening to promises from several different people who kept handing you off and never addressing your concerns. You found yourself with more time and money invested than you care to admit and you have grown to look at all software providers with skepticism (if not disgust).

Does this sound familiar?

I hear you. Your frustration was echoed by countless people that I spoke with at a national conference in March. Because a number of people felt compelled to share their horror stories about other providers with me, I got comfortable jumping quickly to the things that make us different than the typical software company:

  • All-in-one_BubblesRGP is NOT a software company! Integrity is at the core of our firm. We want to create great relationships and serve you so impressively that, when you need a consultant, you already know the quality that you can expect from us.
  • We don’t have a huge policyIQ booth at conferences and our software does not have the huge price-tag required to pay for that presence (policyIQ starts at <$5k/year).
  • We don’t sell multiple modules or products and aim to upsell you. policyIQ really does accommodate multiple business areas and needs in one affordable tool.
  • Our goal is to solve for your information, content, process, and workflow challenges across the Governance, Risk and Compliance (GRC) space, not to land a sale.
  • Your sales person does not make commission or hand you off to an implementation team that’s unaware of promises made during the sales process—we walk alongside you the whole way and help to tailor the implementation to your organization’s needs.
  • Our product does what we tell you it does (and we answer truthfully if you ask us about something we don’t do or plan to develop).
  • We have a support team that truly cares to give you excellent and timely service.

We think of our clients as part of our community with whom we will have a long partnership. We listen to your needs, plans, wishes and heartaches and work continuously to problem solve with you.

We’re proud to be a misfit among typical software providers.

pIQ_Misfit_smWe’re ready to prove it and to earn your trust.

We encourage you to take a peek at this introduction to policyIQ, and then reach out to us!  We’d be glad to schedule a personalized tour of policyIQ. Also, we invite you to kick the tires! Sign up for a 30-day trial, completely risk-free.

We look forward to working with you!

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!

And everything she touched became more efficient. The end.

Once Upon a TimeSounds like a fairy tale, right? The best part of the story is that it is true! Every story has to start somewhere. And, like all great stories, the potential “beginning” for a policyIQ client can look different from one company to the next. The majority of policyIQ stories have started in the areas of compliance or policy management, but some have jumped right into the plot twist from the beginning with a launch in automation of certifications, account reconciliations, or contract management.

Wherever you started, it is simple to take your story in any number of directions and realize more and more efficiency by automating processes that relate to your work. It is as simple as ensuring that you are capturing necessary information in your Page or Form Templates or, in some cases, adding a new Page or Form Template and using links and reports to oversee and analyze relationships from one process to another. Here are some examples of how your story could play out:

  • Add a “Position Responsible” field to a “Procedure” Page Template.  The ability to quickly create a complete Procedure Manual for any position greatly expedites the onboarding process of new employees.
  • Add a new Page Template to keep track of all of your Systems and related critical information such as versions, ownership, contracts/terms, and the like. Create a link from each of your procedures to any of the relevant Systems pages and easily identify all procedures, positions and departments that may be impacted by system changes, upgrades, downtime or retirements.
  • Give your auditors a one-stop shop by keeping the results of your Financial, Operational, Fraud and Enterprise Risk Assessments in policyIQ. You can then capture the identified risks alongside your controls, tests, evidence, issues and remediations.
  • Quarterly review of compliance documentation (Process Narratives, Procedures, Controls) can be made more efficient using Forms. Associate questionnaires with the content, assign to responsible parties, automate reminders and monitor real-time information on who you have heard from and who you have not. You can do all of this while also noting any outliers in the report results that are emailed to you weekly (or on whatever interval you desire).

It’s a little bit like the Field of Dreams story…“if you build it, [they] will come”. Consider all of the different places that you go to search for information or to complete a process or task, then create the opportunity to make the next search more efficient by building it in policyIQ. If you’re not sure where to begin, reach out to us (support@policyIQ.com) and we’ll be happy to co-author or write the introduction to your next best-seller.

True story.

Free orientation call for new Site Administrators!

We know that the trend in business is to provide so many self-service options for customers that they never have to speak with their provider.  Answering services, online Q&A portals and hidden phone numbers are the norm, rather than the exception.

phonehand

The policyIQ team wants to hear from you!

Our policyIQ team at RGP is, truly, a different kind of software provider.  We want to talk with our clients and connect with users on a regular basis.  Our support phone (866-753-1231) is answered virtually every time by one of our representatives.  Don’t get us wrong, we will continue to add great material to our online help and recorded training – and we’ll continue to make the product so user friendly that users will have few questions.  That will leave us even more time to talk with you one-on-one to help you to apply policyIQ to new areas of your business or improve your efficiency!

If we haven’t talked lately, we may not have been able to communicate all of the evolutions happening in policyIQ.  Did you know that policyIQ offers…

  • Single Sign-On Capability
  • Bulk Content Update via Excel Import
  • Calculated Fields
  • Free Read-Only Access
  • Low-Cost Forms-Only Access
  • Phone and Email Support with a 99% Satisfaction Rating?

We’d like to connect. 

Particularly if you are a new Site Administrator or have recently taken on new responsibility in policyIQ, contact us and ask to schedule a short orientation call at no charge!  Or join our live Q&A webinar held bi-weekly on Thursdays (coming up next on January 28) to ask any questions you might have.

Not a policyIQ client yet?  We’d love to have you join our community!