Automate your process of managing and securing documents and improve your efficiency with policy and procedure management software
What is Policy and Procedure Management?
Policy and procedure management is the creation, record-maintenance, tracking, and expiration etc. of an organization’s documents using a policy and procedure management System/Software (DMS). DMS allows storage and sharing of documents on the cloud and has functionalities that enable entitled administrators to manage viewing/editing rights of documents as well as maintain detailed records e.g. the name of the author/creator of each document and people who revised the document alongside when it was revised.
Predict360′s web-based policy and procedure management Software enables organizations to understand all aspects of their document life cycle which includes the creation or expiration of documents, activity, and communication around them, and the management of their change driven by standards, regulations and business requirements. It enables organizations to manage their information throughout its life cycle, improving business productivity while mitigating the risk and costs of growing volumes of content.
Predict360’s policy and procedure management Software is available as a standalone web-based application or as part of a vertically integrated solution which includes regulations and requirements, policies and procedures, risks and controls, audit and inspections, and on-line training and qualifications.
Predict360 policy and procedure management software is an affordable, powerful, and easy-to-use policy and procedure management system that will help your business save money and increase productivity. It allows you to:
Try applying the following Five-Step policy and procedure management process for success at your organization:
FIVE STEPS FOR SUCCESSFUL Policy and Procedure Management
Step One: Evaluate current Policy and Procedure Management
Assess the document lifecycle to evaluate the competence of current policy and procedure management within the organization. Identify workflows and how documents are created, stored, shared, and managed etc.
Step Two: Select a Policy and Procedure Management Software
Based on Step One’s findings, select a DMS that caters to your organization’s requirements. Most companies currently employ manual policy and procedure management processes; updating to a DMS streamlines policy and procedure management and increases efficiency across the organization.
Step Three: Categorize organizational documents
Organize all documents based into specific categories; e.g. department-wise, project-wise, client-wise or based on permissions etc. Categorization facilitates data migration when implementing the new DMS.
Step Four: Migrate Documents and Apply Metadata
Employ the relevant feature of the selected DMS to upload all documents onto the system; manage viewing/editing rights accordingly. Apply appropriate metadata (e.g. description or reference number) to each document; this helps in searching for and tracking documents quickly.
Step Five: Train staff on the new Policy and Procedure Management System
During the implementation of the new DMS, and for a consistent period after implementation, employees and management alike require hands-on-training of the software in order to maximize its utility and impact on achievement of organizational goals and objectives.