PolicyTech Software


 

PolicyTech is a feature-rich Content Management solution from NAVEX Global. It offers flexible deployment options, as well as iPad and Mac compatibility. This comprehensive system can be used to increase the efficiency surrounding the authorship, approval, and distribution of a company’s documents and assets. Users of the system praise it as user-friendly, and current clients include industry leaders such as Toyota, Suntrust Bank, Kaiser, Archer Daniels Midland, Siemens, PNC Bank and Valero.

PolicyTech can be used for a variety of applications, including Document Management, Document Capture & Image Processing, Digital Asset Management, Contract Management, and more. Features include customizable workflows, intuitive keyword searching, and automated email reminders – all available to automate policies and procedures while decreasing administrative and overhead costs. Other key features include complete audit trails, version control, and employee surveys.

One of the key differentiators and best features of PolicyTech is that it integrates completely with Microsoft Word - users can edit documents directly in the software using a browser-based interface. This eliminates the need to check out or download documents to your desktop. We also like the fact that the system comes pre-loaded with over 5,000 sample templates for policies and procedures; users can implement them as-is or customize them to the unique needs of the company.  

Although the American Hospital Association has exclusively endorsed PolicyTech as a product to help healthcare facilities achieve operational excellence, it’s great for all industries, including financial services, manufacturing, retail, government, energy and law enforcement. We typically recommend PolicyTech to companies with more than 100 employees.

 

PolicyTech - Code of conduct
 
  • PolicyTech - Code of conduct
    Code of conduct
  • PolicyTech - Microsoft Word integration
    Microsoft Word integration
  • PolicyTech - Burst learning video
    Burst learning video
  • PolicyTech - Document display
    Document display
  • PolicyTech - Due for review report
    Due for review report
  • PolicyTech - User grid example
    User grid example
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

15 Reviews of PolicyTech

Showing 1-15 of 15

 

from Superkengaming
Specialty: Software / Technology
Number of employees: 1 employee Employees number: 1 employee

A Bit Old School

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PolicyTech will give you all you need for the most part, and there is a 30 day trial to try things out before you commit..
But there seems to be no fixed pricing, it must be requested. (What is this, 2003?)
But is customizable to fit your companies needs.

 
 

from Google Search Tips
Specialty: Software / Technology
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Great support and effective management

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Likes Best

This vendor has good support team and provides quick responses. It can be helpful to manage images and video documents.

Likes Least

I would like this to be integrated with CMS sites (like WordPress etc.) It will allow keeping images uploaded directly from the wordPress admin.

Recommendations

They provide great features and provide good support as well.

 
 

from Gst Stairs
Specialty: Manufacturing
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Document sharing works with PolicyTech

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Likes Best

The important documents can be shared to others using Policytech application. Keeping documents on a secure place is tough these days. But I have realized benefits using this software. I can keep the documents easily and share with others as well.

Likes Least

Performance can be improved on upload screens. Sometimes file upload takes times. It seems some queries can be optimized here.

Recommendations

Good for uploading files. Good for file sharing as well.

 
 

from Ftech int.
Specialty: Software / Technology
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Great digital media manager

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Likes Best

I keep my signed agreement documents on this App. It’s a great way to keep agreements and I don’t need to search for files anymore on various places. It seems a great digital media manager.

Likes Least

It works great and provides all required features to me.

Recommendations

I like this to keep my important documents (Primarily PDFs). It keeps the document secure and makes these available on demand.

 
 

from ITHACA
Specialty: Software / Technology
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Backups can be made online now!

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Likes Best

With policytech, I can keep my files backup online and access from anywhere. This software helps with keeping my important documents and images secure. No need to worry about keeping files on my local drive.

Likes Least

UI seems with old design. It can be improved with latest design approach.

Recommendations

Great way to manage files. Can be used for anyone who wants to keep online file backups.

 
 

from ITG
Specialty: Pharmaceuticals
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

My data is backed up using this tool

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Likes Best

This software helps me to keep my data backed up on the internet. I can use my data files when needed. The files are kept securely on the online servers (Not sure where exactly), but the good thing is that I can use them anytime. It also let me share files as needed and helps me with collaboration with others.

Likes Least

I guess everything is fine with this software. But the support system can be a little better. I would also like the price to be little less than what it is. Free trial time should be extended.

Recommendations

You guys can keep your data backup using the online servers of this software. It is good to keep important data files when you don’t have enough storage on your local computer or mobile devices.

 
 

from ITG
Specialty: Software / Technology
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Documents Collaboration and management tool

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Likes Best

We have been able to manage our documents (Business docs and agreements), on the Policytech application. The docs can be uploaded easily and can be uploaded with slow connections as well. Files can be downloaded when needed.

Likes Least

Multi file upload functionality needs some improvement. I can upload files one by one easily. But Once I drag several files together, it slow down the upload time.

Recommendations

Looks good to manage files online. Can be used with anyone to keep files secure on the internet.

 
 

from IdealU
Specialty: Software / Technology
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Nice file management with Auto reminders

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Likes Best

Policytech is a great file management app. Managing huge files is even easier with policytech. I can also setup the reminders and get auto email reminders when needed. It helps me being on schedule.
Recovering

Likes Least

Files recovery and revision history would be good to have there. Most other functionality looks great. But some more features can be added.

Recommendations

The best feature I like about this app, is that it has auto email reminders. This is really great feature to have and it keep me on schedule. So I can recommend it.

 
 

from Themis Medicare
Specialty: Pharmaceuticals
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Digital Assets can be kept safe and used anytime!

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Likes Best

I have been looking for a software to manage my digital assets and then I was recommended about PolicyTech tool. It seems that policytech does a great job managing the digital assets. All my documents and images are organized now with different folder structure and I can recover them whenever I need it. I don't need to keep the backup on my local computer now.

Likes Least

Nothing comes as of now in my mind. I am a new user but still learning a few things. But by now, everything seems working well and getting good helps!

Recommendations

Yes it works great as of now. It allow to manage easier management of files such as media as well. It can be tried out for sure.

 
 

from IdealU
Specialty: Software / Technology
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Document management has been easier with Policy tech

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Likes Best

Policytech provides flexible and easy way to manage the documents and the content. I have been able to manage contracts easily using this software. The mobile apps helps a lot to manage the docs using the mobile devices.

Likes Least

UI can be improved a lot. the functionality is great but interface is lacking.

Recommendations

I guess you can start using it and see the functionality. Interface is not well so that could be a concern, but functionality works fine here.

 
 

from GrapeTree Medical Staffing
Specialty: Professional Services

PolicyTech

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Likes Best

I think PolicyTech is a great resource for business and could potentially be utilized in a university level. I will be recommending it to my professors to utilize in their courses.

Likes Least

I think there is some work that could be done in the functionality to make it more efficient, but the concept is there.

Recommendations

I think there could be a some effort put into the design aspect of the software to make it more welcoming to newcomers. It seems a little intimidating at first glance, but once you understand what you are getting into, it is easy as pie.

 
 

from GrapeTree Medical Staffing
Specialty: Healthcare

PolicyTech is great for our business!

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Likes Best

I like its ease of use.

Likes Least

We would like the cost for cloud hosting to be less.

Recommendations

Keep all documents in PolicyTech instead of various hard drives. That way, they are easily searchable and retrievable.

 
 

from Emergence Health Network
Specialty: Healthcare

PolicyTech - Policy Management Software

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Likes Best

The software is easy to use, and the customer support is top-notch.

Likes Least

The rollout of new software updates could be quicker.

Recommendations

This is the best policy management software on the market. You will not be disappointed.

 
 

from Kaiser Permanente - Georgia
Specialty: Healthcare

Easy as an Evite and It Automates Nagging!

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Likes Best

When introducing PolicyTech to new divisions in my organization, I ask my audience if they've ever received an Evite to a party, clicked the link, seen who else was invited, and accepted or declined the invitation. Everyone always laughs and says, "Yes!" and I say, "Then you can master PolicyTech!" It really is that intuitive and user-friendly.

Then, when introducing it to staff tasked with getting approvals on a document, I ask what they hate most about their current email-based process and they invariably say, "The nagging that I have do to do get people to review and approve the document!" So I tell them, "PolicyTech automates nagging, so you don't have to!" Then they fall in love with PolicyTech as quickly as I did.

It automates the tedious and arduous process of document review, revision, and approval, saving countless FTE hours and expense.

Likes Least

Nothing comes to mind at the moment actually, so nothing to say here.

Recommendations

Listen carefully to your staff about their struggles in document management to really understand how transformative PolicyTech will be in their work.

 
 

from GrapeTree Medical Staffing
Specialty: Healthcare

PolicyTech Remains a Vital Business Tool

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Likes Best

We love the ability to put all of our documents in one place and ensure that they have been read by our staff. This is vital for our company to ensure that documentation is available to prove someone has been informed of certain policies, forms, meeting minutes, etc.

Likes Least

I have had really great experiences in the past with our account manager. He has moved up in the company, and we now have a new account manager. I was not notified of the change and have not had the best luck getting in touch with her.

Recommendations

Test it out and see what a difference it can make in your organization.

 
 
 
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