PolicyTech

About PolicyTech
PolicyTech by NAVEX is a policy and procedure lifecycle management solution with the aim of helping businesses to remain audit ready and reduce corporate risk. Designed to help businesses centralize, build, and simplify their policy and procedure workflows, PolicyTech provides users with tools such as workflow automation, document creation and review, remote access, versioning, audit-ready reporting, employee assessments, and more.
Used by businesses within the healthcare, financial, life sciences, and manufacturing industries, as well as others, PolicyTech aids users in creating and editing policies and procedures whilst providing access and training to employees. PolicyTech’s policy editing tools facilitate the creation, edit, and review of localized versions of policies which link automatically to the original document so that there is a record of versions. Policies can be kept up to date through versioning and automatically routed to employees with attestation tracking, comprehension quizzes, and reports to ensure understanding.
Audit-ready reports can be generated outlining which employees have reviewed, attested, and completed quizzes on new or updated policies, and risk reports can be generated based on feedback relating to misconduct, policy breaches, or unread policies.
Key benefits of PolicyTech
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Reviews
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- Industry: Hospital & Health Care
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Gets the Job Done
Reviewed on 2018/05/02
Pros
I wouldn't say policytech is the top notch software to house your policies, but it definitely gets the job done. It serves its purpose for our company and it is easy to run reports to see who has not completed their assignments.
Cons
Only complaint would be that I wish it had more features instead of just hosing our corporate policies.
- Industry: Banking
- Company size: 501–1,000 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Streamlined Compliance and Policy Management
Reviewed on 2024/11/04
Overall, the experience has been positive with effective policy management.
Overall, the experience has been positive with effective policy management.
Pros
It is a centralized repository with automated workflows, improved compliance management, provides audit trails and provides reporting and analytics.
Cons
The cost, ongoing maintenance and customization limitations.
- Industry: Transportation/Trucking/Railroad
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
No working with Safari
Reviewed on 2020/11/10
Complete frustration
Complete frustration
Pros
Was working beautifully until recent changes. Now it’s horrible
Cons
No longer compatible with Safari. Chrome doesn’t safe information for both Logins. Having to repeatedly type in my credentials is unacceptable
- Industry: Hospital & Health Care
- Company size: 1,001–5,000 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Decent Policy Control Functionality
Reviewed on 2018/11/20
Decent product - better than the manual, Word-based version we had created ourselves, however room...
Decent product - better than the manual, Word-based version we had created ourselves, however room for improvement for streamlined functionality.
Pros
This product has decent policy control functionality - with some areas that could use improvement. When used as intended, it has good policy/procedure control and predictability.
There needs to be some finessing of steps to get the final product to the end user for approval without so many interactions with others. Greater mid-level control, not so much administrative control.
Cons
When a procedure is "in progress" it is very difficult to determine who has the procedure, what has been done to it, and in which step it is. It takes a decent amount of searching to determine where everything is, in what stage, and what has been done to it.
I feel like the foundation of this product needs a functionality upgrade to assist with the hundreds of procedures we need to track and keep up to date. I should be able to determine, at any time, exactly how many procedures are in which state of modification.
End users do not like being hit with individual email notifications of the need to go approve final policies - functionality needs to exist where we can notify end users of bulk approvals needed. This does not appear to exist, and we currently use an internal work-around, which is time consuming.
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Review Source
Overall rating
- Ease of Use
- Customer Support
P&P Software Review
Reviewed on 2012/01/27
I have recommended this company to all of the people who have been referred to me and will continue...
I have recommended this company to all of the people who have been referred to me and will continue to do so as long as the product meets our needs and exceeds our expectations - which I foresee happening for a very long time. Scott Dixon in sales was wonderful to work with from the beginning and still maintains contact with us - usually once the sales dept. in a company makes the sale, they're gone. Maria Poole and Cambri Longaker in Customer Support - WOW - awesome assistance!
Pros
Software extremely easy to work with; company frequently upgrades technology to expand features & increase ease of use; customer support is amazing - staff respond extremely fast with accurate solutions, friendly/helpful attitude & concerned follow-up; policy review reminders help us maintain up-to-date policies for general hospital operations as well as safe/efficient patient care; email feature ensures staff awareness of & compliance with new/revised policies; there are several efficient ways to search for policies - by department, by alphabetical title listing, by their status (e.g. Draft/In Review/In Approval/Approved/Archived) or by the general "Search" option, making it very easy to find policies; policy templates can be customized to the organization's preference; company took our status as a small rural hospital under consideration & worked with us to arrive at very affordable pricing; screen-sharing for trouble-shooting & learning the software so helpful!
Cons
Have experienced various "glitches" in the sytem that neither our internal IT staff nor Policy Manager Support Staff can figure out - don't know whether it's stemming from the software or developing internally from our servers. These occurrences are not very frequent & do not render the software unusable, it's just somewhat of a nuisance.
PolicyTech FAQs
Below are some frequently asked questions for PolicyTech.Q. What type of pricing plans does PolicyTech offer?
PolicyTech offers the following pricing plans:
- Starting from: US$100.00
- Free Trial: Available
Contact NAVEX Global for a custom pricing plan.
Q. Who are the typical users of PolicyTech?
PolicyTech has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does PolicyTech support?
PolicyTech supports the following languages:
English
Q. Does PolicyTech support mobile devices?
PolicyTech supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does PolicyTech integrate with?
PolicyTech integrates with the following applications:
Microsoft SharePoint, Microsoft Word
Q. What level of support does PolicyTech offer?
PolicyTech offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
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