Predict360 Policy – Policy and Procedure Management Software

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360factors Predict360 Policy and Procedure Management Software is an artificial intelligence (AI) enabled, web based solution that ensures an organization’s policies and procedures are in compliance with the standards and regulations required by regulatory authorities.

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The Challenges:

  • Businesses must keep their policies and procedures aligned with the ever-changing legal regulations.
  • Complying with the increasing number of policies and procedures, organizations must adopt a seamless management tool to manage the complexity of policies, regulations, and procedures.
  • Failing to comply, locate, share and access confidential and important documentation from an easy-to-use centralized software platform with a friendly user-interface
  • Unable to distribute, allocate, or access control over document approvals and acknowledge workflows. Most documents get lost in routing through multiple email threads without notice

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Predict360 Policy – Provides:

  • Easy and seamless document uploads.
  • Document Management System (DMS) for important documents
  • Power User Accessibility Controls and Protocols for giving accessibility rights to users or teams to read, modify, approve or delete documents.
  • Workflow Management and Control to give approvals for any document to one or many users in a team or groups.
  • Library Management of Documents for any individual user.
  • Preconfigured Workflow Tools and Features to facilitate review, approval, check-out, modification and access of documents from a single source in a seamless way.
  • Reduce Compliance and Audit Costs with electronic signatures, revision controls, and audit trails.

Five Steps for Successful Policy and Procedure Management

Step OneStep TwoStep ThreeStep FourStep Five

Evaluate Current 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.

Predict360 Policy 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.

Select a Policy and Procedure Management Software

Based on Step One’s findings, select a policy and procedure management software that caters to your organization’s requirements. Most companies currently employ manual policy and procedure management processes; updating to a cloud based solution streamlines policy and procedure management and increases efficiency across the organization.

Categorize Organizational Documents

Organize all documents into categories based on many different factors; this can be by department, project, client, or permissions. Categorization facilitates data migration when implementing a new policy and procedure management solution.

Migrate Documents and Apply Metadata

Upload all documents onto the system and 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.

Train Staff on the New Policy and Procedure Management Software

During the implementation of the new policy and procedure management software, 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.

Learn how Predict360’s Policy and Procedure Management Software can improve your current policy and procedure process by driving success and creating efficiency in your organization. Request a Demo or sign up for a Free Trial of our Policy and Procedure Management module.

Recent Policy and Procedure Aricles

As thought leaders in the policy and procedure and risk management space, 360factors is dedicated in providing those who are seeking an improved solution to their own challenges, a resource for visitors to become informed and make their own evaluation of the services being provided. Select some recent policy and procedure related articles below.

The Key to Better Policy and Procedure Management

Posted by: Paul Dempsey | September 27, 2018

The required policies and procedures are present in almost every organization in the world, yet they are often not followed, which can result in damages for the organization. A closer look at the way we treat policies and procedures and the distance between them and the organizational culture reveals…

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Bringing policy and procedure management into the digital age

Posted by: Paul Dempsey | September 19, 2018

Policies and procedures are the backbone of an organization’s ethical and legal needs. Every organization has policies and procedures in place to mitigate risks and to ensure safety, operational efficiency, compliance, and much more. One problem that arises in many organizations is that the written policies and procedures do…

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Creating a sustainable policy and procedure management framework

Posted by: Carl McCauley | September 10, 2018

“Dutch bank ING fined $1.18-billion for failing to spot money laundering” was the headline of the day earlier last week when ING agreed to a settlement where their financial controls were so poor that customers were able to easily launder money. “Even though our policies and procedures…

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