Automate Office Processes

Most organizations continue to struggle with cumbersome manual processes that require email, faxed or hand delivered forms, or network directories to gather information.

Some of these common processes are:

• The distribution and tracking of monthly account reconciliations
• The collection of management certifications for SOX 302 compliance
• Gathering annual policy sign-offs
• Distributing and archiving new hire documentation

You can automate your manual processes using policyIQ! Capture the information you need, distribute it efficiently, route it for approval and easily track whether it has been completed and submitted. policyIQ also has robust reporting capabilities that allow you to review and analyze the results.

Using policyIQ, you can create online forms including multiple input fields – even fields that allow users to upload files (such as spreadsheets) as part of their response. You setup the approval step, indicating which groups can review, approve, archive and report on the submitted forms, then decide whether the form will be assigned to users with an open and close date, or made available to users whenever needed. Users are notified of their assigned or incomplete forms via email and on their dashboard.

Download the Process Automation solution sheet

Features and Benefits

• Custom Dashboards and Email Alerts for each user communicate exactly what has been assigned and when it is due

• Required fields prevent your respondents from submitting incomplete forms

• Designated approval ensures that submitted forms are reviewed by the right person

• Easily report on responses, including exception reports

• Track who has or has not yet responded and send email reminders

• Web-based application makes access easy for remote or global users

• Share results with external auditors or other reviewers with free read-only accounts

• Build “greener” processes by eliminating printing and filing

• Streamline and make recurring processes more efficient