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Use Case: Automate Policy Management Workflows

Learn how automated policy management workflows can streamline the alignment, production, distribution and attestation of policies.


resource cover imageThe Challenge:
Critical policies and procedures needing periodic review are going unnoticed. Multiple versions of policies cause confusion and mistrust of content, and employees may be attesting to outdated versions. Document owners are unsure which reviewers and approvers have completed their tasks. All of this causes delays in document publication as stakeholders and documents get lost in the process.

The Solution:
Integrated workflow in PolicyTech® allows the document owner to assign writers, reviewers and approvers. Each stakeholder is notified when it’s their turn to participate in the process, and gives the owner insight into each status change throughout the process. Workflow visibility eliminates the need to track down who is working on a document, and reports can identify bottlenecks to allow for automated escalations where applicable.

Download this use case to learn more about how automated policy management workflows can streamline the alignment, production, distribution and attestation of policies.