PolicyTech

4.2 (28)
Write a Review!
PolicyTech Policy and Procedure Management Software

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

  • Create language and region-specific versions of documents and route to other authors to edit, review, and approve. Feedback loops allow employees to provide instant feedback to authors including concerns or conflicts of interest.

  • Map master compliance standards documents with copy policies and procedures to measure corporate-wide compliance, see approval dates, and view attestations when auditing.

  • The dashboard provides administrators and employees with a customized snapshot of tasks or reports including policies that need to be updated or employees with unread policies.

  • Rules-based workflows and alerts make compliance managers aware of unread policies, and remind document owners when to update or retire policies.

  • Integration with Microsoft Word allows users to write, review and update policies and documents without the need to download documents or upload changes.

  • Images

    PolicyTech Software - Browse documents by department, status, site, owner, and more
    PolicyTech Software - Search functionality allows users to search for policy and procedure documents across PolicyTech and SharePoint
    PolicyTech Software - The user directory provides a database of employees and their document roles, last login, personal details, and more
    PolicyTech Software - Policy attestations and quizzes can be sent to employees to ensure their understanding of new or updates policies
    PolicyTech Software - Full text search functionality scans the entire document library for matching keywords
    PolicyTech Software - Search and view documents from the mobile app for access on-the-go
    View 7 more
    PolicyTech video
    PolicyTech Software - Browse documents by department, status, site, owner, and more
    PolicyTech Software - Search functionality allows users to search for policy and procedure documents across PolicyTech and SharePoint
    PolicyTech Software - The user directory provides a database of employees and their document roles, last login, personal details, and more
    PolicyTech Software - Policy attestations and quizzes can be sent to employees to ensure their understanding of new or updates policies
    PolicyTech Software - Full text search functionality scans the entire document library for matching keywords
    PolicyTech Software - Search and view documents from the mobile app for access on-the-go

    Not sure about PolicyTech? Compare with a popular alternative

    PolicyTech

    4.2 (28)
    VS.

    Starting Price

    US$100.00
    No pricing found

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    27
    165

    Integrations

    2
    No integrations found

    Ease of Use

    4.1 (28)
    4.4 (22)

    Value for Money

    3.5 (28)
    4.6 (22)

    Customer Service

    4.2 (28)
    4.7 (22)
    Green rating bars show the winning product based on the average rating and number of reviews.

    Alternatives

    LogicManager

    4.5
    #1 Alternative to PolicyTech
    LogicManager believes performance is a result of effective risk management. LogicManager's ERM software empowers...

    Centralpoint

    4.6
    #2 Alternative to PolicyTech
    Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based...

    VComply

    5
    #3 Alternative to PolicyTech
    VComply is a cloud-based governance, risk & compliance (GRC) management software which uses an Entrust, Verify, Analyze...

    Onspring

    4.8
    #4 Alternative to PolicyTech
    Onspring is a cloud-based platform that helps businesses automate governance, risk, and compliance (GRC) management on...

    Reviews

    Overall rating

    4.2 /5
    (28)
    Value for Money
    3.5/5
    Features
    3.7/5
    Ease of Use
    4.1/5
    Customer Support
    4.2/5

    Already have PolicyTech?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 28
    Kelsey
    Kelsey
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • 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.

    Stacey
    Overall rating
    • Industry: Banking
    • Company size: 501–1,000 Employees
    • Used Weekly for 2+ years
    • 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.

    James
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 501–1,000 Employees
    • Used Daily for 2+ years
    • 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

    Verified Reviewer
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 1,001–5,000 Employees
    • Used Weekly for 2+ years
    • 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.

    Dianne
    Overall rating
    • 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.

    Showing 5 reviews of 28 Read all reviews

    PolicyTech FAQs

    Below are some frequently asked questions for PolicyTech.

    PolicyTech offers the following pricing plans:

    • Starting from: US$100.00
    • Free Trial: Available

    Contact NAVEX Global for a custom pricing plan.

    PolicyTech has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    PolicyTech supports the following languages:

    English

    PolicyTech supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    PolicyTech integrates with the following applications:

    Microsoft SharePoint, Microsoft Word

    PolicyTech offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for PolicyTech.