And More

Building on its content management foundation with customizable templates, workflow, forms, security, governance and reporting options, policyIQ is the clear choice for many process automation and documentation needs. Here are just a few of the ways that policyIQ can be applied to your business processes for greater efficiency:

• Capital Expenditures Review – customize fields and design a workflow to facilitate the entire process including introduction, evaluation, approval, progress tracking, and completion.
• Mergers and Acquisitions – utilize policyIQ during your due diligence process to capture, share and report on the merger, acquisition or spin-off process. Share information with only necessary parties.
• Project Management - capture and share documentation among project team members. Easily report on project progress and track key milestone goals and dates.
• Quality System Documentation – make your quality manual centrally accessible with policyIQ; simple to update and share the latest information in real time online.
• System Implementation Project – document all areas of a new system implementation including training materials, testing bugs, feature requests, and all project management documents.

Features and Benefits

• Custom templates with custom fields – dropdowns, date, text, number, and currency fields to track information

• Powerful and user-friendly reporting allows you to create and export custom reports for oversight and analysis

• Automatically archive old versions and retain an audit trail of changes

• Security to restrict who can view, edit, and who can create a new page

• A customizable folder structure to organize your content

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

• A check-in/out workflow with version history to publish, unpublish and update your content

• Many-to-many links to join related content

• Custom alerts – via email or policyIQ Dashboard – to notify team members when conditions are met or dates are approaching