Efficient, Familiar, and Succinct

Pros

NAVEXGlobal's document management solution, PolicyTech, is a wonderful system for any organization that is looking to implement controls over their documents without spending a fortune. The interface is user friendly and simple to learn for anyone who is accustomed to using folders on a computer. Navigation is straightforward and easy to understand. The approval workflow is customizable and allows for a wide range of variations. One of my favorite features is the Questionnaire that can be added to any document. This simple tool allows management to confirm that employees have actually reviewed the information that they need to know.

Cons

While the system has robust abilities for management of documents, the interface is not very customizable. What you see is what you get.

The Microsoft Word integration makes it worth it.

All in all, this program has worked very well for our small company. It does what it says on the box, but when things go wrong, it’s hard to get them to work properly again.

Pros

The biggest pro is that PolicyTech integrates with Microsoft Word. It does have a small learning curve, but once you figure out how to do everything, it works flawlessly. We also like that there is the ability to audit if such a need arose. Being able to use it with mobile devices is very handy as well.

Cons

We just wish that support were a little bit better. We have had a few issues and they weren’t resolved as quickly as we had hoped. The cost could always be lower, but it’s at a fair price point for what you get.

Now Vexed Globally!

Good job doing your homework on Softwareadvice.com before making a decision on this software. We've had many disagreements with NAVEX Global and have given several examples of what would make our experience better. There is no interest in improving what made our experience poor. Customer satisfaction is not on their priority list. I've never experienced so little interest in helping us with questions or issues than with Navex Global. Upgrades are available to fix your problem, but be prepared to pay a lot for them. Have not only found better options, but have been willing to double pay to use an alternative while still under contract with them because they won't let us out of our contract for being so unhappy with our situation. Be very cautious when looking into this for your LMS or compliance training.

Pros

Easy enough to implement. Videos aren't super cheesy. It wasn't hard for our employees to log in and begin watching their training videos.

Cons

Very limited in what you are able to do with it. Licensing is expensive and not flexible with who can use what, when. While the material was industry average, the customer service is the worst we've ever experienced. Consistent across my whole team and on nearly every call made and email sent.

Helps with updating documents on the web browser

Pros

PolicyTech integrates well with the Microsoft documents. The documents can be updated using a web browser and we do not need tom update these by installing MS office applications. PolicyTech helps us to review and understand who has viewed the document for the reporting purpose.

Cons

Great tool to manage online documents. Provides better security and revision control. Helps reviewing the users who has accessed the documents.

Easy as an Evite and It Automates Nagging!

Pros

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.

Cons

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