The Toledo Clinic Improves Policy & Incident Management with Compliance Software

Learn more about how the Toledo Clinic, recognized the need for and implemented NAVEX Global software for managing policies and reports.

Resource thumbnail Challenge: Moving Away from SharePoint

When Drew Williamsen joined The Toledo Clinic as the Corporate Compliance Officer, he recognized an opportunity to make improvements in the compliance program right off the bat. Prior to him joining the organization, the decision had been made to use SharePoint to manage policies and procedures. Williamsen worked for a previous organization that had made the same decision with less than effective results. “I spent two years working with IT to have them beef up SharePoint to where it could be a policy management system, and in two years it never got there.” Wanting to steer The Toledo Clinic away from the same issues, Williamsen decided to push for a better policy management solution. At the same time, Williamsen looked to fill other compliance gaps. The organization did not have a true hotline. Everything was done via spreadsheets and disparate documents, making it difficult to track reports and visualize trends.

The Solution: EthicsPoint® Hotline and Incident Management & PolicyTech® Policy and Procedure Management

The Toledo Clinic ultimately decided to bring EthicsPoint and PolicyTech on board. EthicsPoint hotline and incident management software allows the organization to better track and manage employee and patient reports. Controls within the software also provide the organization the flexibility needed to separate HR and compliance reports and put those reports through different workflows.

Read this case study to learn more.