The Challenge: Technical Memos; The Solution: policyIQ

takecontrolWhen we think about all of our compliance initiatives, policy requirements and technical accounting adjustments that companies have to deal with, we often focus on specific types of initiatives and content – risks, financial or operational controls, contract reviews, audit testing, etc.

Recently we were approached with a question that really took us back to the basics of “content management”.

The Challenge:  Technical Memos and more

“Technical Memos, Accounting Documents, Whitepapers, Footnotes, Position Statements…these things are not stored in a consistent manner.

“It is very difficult to locate documentation that is stored in various formats on hard drives and shared drives…and sometimes still in filing cabinets!”

Our audience – in this case a gathering of SEC professionals – had been sharing ideas to better manage the various documentation, technical memos, position statements and whitepapers that they needed to retain.  Network drives, paper formats, or email archives were just not the right solution.  They acknowledged that many of them struggled with ease of access, security of the documentation, version control and audit trails of changes.

The Solution: policyIQ

We were invited to speak to the group about policyIQ, and how the application – with its simple interface, cloud-based access and flexible structure – provided a perfect solution.   By implementing policyIQ, even with a small group of licensed users and a larger audience of free read-only access, their organizations could benefit from:

  • Centrally Accessible
  • Searchable
  • User Friendly
  • Customizable Folder Hierarchy
  • Version Control
  • Tailored Security
  • No IT Resources Required
  • Multiple Solutions in One Tool

 

Regardless of what type of information or content your organization needs to get a handle on, consider policyIQ’s flexible structure and simple interface to help organize, distribute and manage your critical business content.  Accounting, HR, Legal, IT, Operations – and even your Board of Directors!  All departments need a simple way to manage critical content.

Contact us to find out more.