Whether for IT Security Compliance, Enterprise-wide Policy Management, Contract and Lease Administration, your organization’s GRC or Audit program, policyIQ can be up and running in 5 simple steps. Read on for more information and contact us to automate your initiative in Q1!
Step 1: Configuration A policyIQ expert will assist you to customize the design of the user interface in policyIQ for input of data, navigation, reporting, content and user security based on your input and feedback. Of course, we do not progress to step 2 until you, the client, approve of the configuration.
Step 2: Prepare data Consultant requests data from your team or organization, then scrubs provided data to help ensure completeness and accuracy. You give approval regarding the condition of the data before progressing to step 3.
Step 3: Populate Consultant populates approved data (import or authoring, depending on your needs) and subsequently validates the completeness of what is in the system to the approved data. The consultant will provide you with a walkthrough of your site and data for feedback and your approval.
Step 4: Refine (Reports, Dashboard, Planning for roll-out/training) Consultant demonstrates the policyIQ user interface using the populated data. You provide a live example of a transaction, and with your consultant’s side-by-side help, you drive the live example from input to reporting. Any additional configuration items identified during this process will be considered for further customization. You give the green light when you’re ready to go-live.
Step 5: Go live and train Often there are a handful of “power users” who are expected to regularly participate in the process that is being automated using policyIQ. The consultant sits side-by-side with your power users, individually or as a group, to train on use of the software. Your power users will be directed to policyIQ’s written and recorded materials that you can leverage for your personalized procedural guide. Your consultant and the policyIQ support team are available onsite or remotely for any questions.
Our methodology your yours? What initiatives or processes are you looking to digitize and manage more efficiently in 2019? Hit the ground running with experts implementing our proven methodology in our technology. What kind of support do you need? Contact us, information@policyIQ.com, and we’ll help you to get the ball rolling!