NAVEX Global Software


NAVEX Global is a fully integrated compliance management system that allows businesses to consolidate their entire GRC program onto a scalable cloud-based platform. The suite of GRC software and training tools offers functionality to navigate global regulatory compliance, accessibility, communication and change management.

PolicyTech is a policy management solution that enables users to manage accessibility, version control and delivery of company policies with centralized automation to track compliance and gauge employee comprehension.

EthicsPoint allows users to capture, investigate and resolve ethics and compliance reports, concerns and questions from across your organization in a centralized database.

NAVEXEngage provides compliance online training and targeted risk-based trainings to specific departments and allows users to track completion, meet legal requirements and support behavior change with scenario-based learning experiences.

RiskRate is a third-party risk management solution that performs around-the-clock, automated third-party risk monitoring and due diligence.



43 Reviews of NAVEX Global

Overall rating

4.34 / 5 stars

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Showing 1 - 20 of 43 reviews

November 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2018

Decent Policy Control Functionality

Decent product - better than the manual, Word-based version we had created ourselves, however room for improvement for streamlined functionality.

Pros

This product has decent policy control functionality - with some areas that could use improvement. When used as intended, it has good policy/procedure control and predictability.
There needs to be some finessing of steps to get the final product to the end user for approval without so many interactions with others. Greater mid-level control, not so much administrative control.

Cons

When a procedure is "in progress" it is very difficult to determine who has the procedure, what has been done to it, and in which step it is. It takes a decent amount of searching to determine where everything is, in what stage, and what has been done to it.
I feel like the foundation of this product needs a functionality upgrade to assist with the hundreds of procedures we need to track and keep up to date. I should be able to determine, at any time, exactly how many procedures are in which state of modification.
End users do not like being hit with individual email notifications of the need to go approve final policies - functionality needs to exist where we can notify end users of bulk approvals needed. This does not appear to exist, and we currently use an internal work-around, which is time consuming.

January 2012

Dianne from Kirby Medical Center

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

January 2012

P&P Software Review

I have recommended this company to all of the people who have been referred to me and will continue to do so as long as the product meets our needs and exceeds our expectations - which I foresee happening for a very long time. Scott Dixon in sales was wonderful to work with from the beginning and still maintains contact with us - usually once the sales dept. in a company makes the sale, they're gone. Maria Poole and Cambri Longaker in Customer Support - WOW - awesome assistance!

Pros

Software extremely easy to work with; company frequently upgrades technology to expand features & increase ease of use; customer support is amazing - staff respond extremely fast with accurate solutions, friendly/helpful attitude & concerned follow-up; policy review reminders help us maintain up-to-date policies for general hospital operations as well as safe/efficient patient care; email feature ensures staff awareness of & compliance with new/revised policies; there are several efficient ways to search for policies - by department, by alphabetical title listing, by their status (e.g. Draft/In Review/In Approval/Approved/Archived) or by the general "Search" option, making it very easy to find policies; policy templates can be customized to the organization's preference; company took our status as a small rural hospital under consideration & worked with us to arrive at very affordable pricing; screen-sharing for trouble-shooting & learning the software so helpful!

Cons

Have experienced various "glitches" in the sytem that neither our internal IT staff nor Policy Manager Support Staff can figure out - don't know whether it's stemming from the software or developing internally from our servers. These occurrences are not very frequent & do not render the software unusable, it's just somewhat of a nuisance.

February 2018

Amanda from Spectrum Health

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

This has been a great document management software

Traceability of documents and ease of looking for previous version or changes that were made. As well as electronic approvals from required people.

Pros

I love the traceability this software has. You can see who has reviewed approved and rejected documents along with what was said for each step of the way. It is very nice for seeing who in our department has read a given document or what previous versions looked like or were linked to other documents. This has been great to be able to show our accreditation body.

Cons

It can be cumbersome or clunky sometimes. As we are a large organization we have a lot of documents stored in this system as well as historical records of documents for at least 5 years.

November 2017

Linda from PSCU

Company Size: 501-1,000 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2017

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.

February 2012

Mary from Holy Cross Hospital

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

February 2012

Use of PPM for Staff and DCAs

- Highly recommended as with anything, the more you work with it, the easier it becomes - Recognition by external surveyors have commented positively on the availability of policies, and the look of the policies. One surveyor questioned, Why isnt everyone using this system? -

Pros

- User friendly
- Integration with Word and Excel
- Consistent with program intent (tracking/updating)
- Technical/customer support team (problem solving, courteousness, follow through)
- Help guides are excellent
- Ease of back up, user manager, other administrative systems
- Learning modules/webinars (although some are better than others)
- Policy Share access (though I am concerned that anyone can access the policies without having a relationship with PPM )
- When updates/upgrades are made, tend to be useful
- Use user feedback to improve/add features

Cons

- Some of the reports are cumbersome and not useful; improve filtering ability
- Inability to set up customize reports that draw from all available fields
- Basic document search features: having to go through each field to find documents (draft/in review/in approval) Note: this is somewhat resolved using the advanced Search function with all statuses, but could be improved upon
- The basic document search needs to include document owner in the show/hide list so reports can be run from this list by owner (Note: submitted a Feature Request on 7/6/2011)

November 2018

James from Client Technology Solutions LLC

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

5 of 5

November 2018

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.

May 2018

Kelsey from Rural Health Group, Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

3 of 5

May 2018

Gets the Job Done

Pros

I wouldn't say policytech is the top notch software to house your policies, but it definitely gets the job done. It serves its purpose for our company and it is easy to run reports to see who has not completed their assignments.

Cons

Only complaint would be that I wish it had more features instead of just hosing our corporate policies.

January 2018

Matt from WebWorld

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Functionality

4 of 5

January 2018

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.

August 2014

Kathleen from Kaiser Permanente - Georgia


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4.5 of 5

August 2014

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.

January 2012

Sharon from HCA IT&S MidAmerica Division

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

January 2012

Policy Tech Review

This is a very easy product to install and start using. Very user friendly for most computer users. The use of email notification for each person involved in the writing, reviewing and approving of a document is a tremendous help. I don't know of a better way to track activity involved in building a document and then who has read the finished document. As well as keeping an archived version of the document for reference, if needed, in the future. Excellent product!

Pros

The product is very user friendly. If you let it, it will walk you thru the step by step build of a document. The email notification is a great time saver with the weekly follow up emails until a policy is reviewed/approved, to remind each involved user of their remaining tasks.

Cons

We use the categories to define our manuals and their chapters. Right now you are required to select a department and then categories are an option you can select. This can be missed during the process so the document ends up unfiled until this ommision is corrected.
The reports are great and the vareity of ways to save the report is great. It would be nice to have a couple of other reports combined but I suspect they are coming.

March 2018

Stan from CIH

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

5 of 5

March 2018

The search feature is great

Pros

PolicyTech helps my team with a lot of inbuilt functionality. The search feature looks great and helps finding the required notes easily.

June 2018

Damon from Liberty Hospital

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

June 2018

Good policy and document control system

Pros

Good tracking of policy versions and archiving of retired policies. Use it for forms that are used regularly. Also, for competency documentation.

Cons

The reviewers still have to read policies that they have worked on and know inside and out. Don't route it back to them again. Waste of time.

May 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Functionality

4 of 5

May 2018

Easy Quick

Pros

Love! The ability to use a single platform for document storage is fantastic. A big pet peeve of mine is usage of old outdated items that are in binders for years. This is a fantastic digital storage that we can change a document once and know it will be accessible for anyone. Also that we can filter out certain staff from certain items.

Cons

I wish we could add tags to documents in a different way to make them more searchable. Sometimes a document can fit in to many different departments that need access. Also, training would be a nice feature to upgrade.

January 2012

Al from Innovation Credit Union

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

4 of 5

January 2012

PPM survey

I highly recommend this software. I have had two credit unions referred to me by Scott Dixon and I am happy to convey our positive experience. We are still very much in a learning curve.

Pros

Email feature and sign off for reading assignments.
Targetting audience for required reading.
Word environment.
Search capability is excellent.
Auto updating of existing links from one version to another and sign off.
Archive capability and access.
You have knowlegable support staff and my experience with your technical team has been very good.
Excellent software

Cons

Adding additional groups or individuals to a series of procedures. To my knowledge this has to be done per procedure which can be time consuming.

We are experiencning an organizational restructure, so I am not sure how easy it will be to implement these changes.

January 2012

Rick from ADM Vitamin E Plant

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

January 2012

Five(+) Years with PolicyTech PPM

Have recommended PPM to both internal and external prospects. Many customers are impressed by the system during audits of our facility.

Pros

Excellent support and technical service, software worked upon download (original version was the stand alone demo with MySQL, we had it up and running on an old laptop within 30 minutes). Just enough customization built in to adapt to our document control system, without requiring us to recreate the wheel. Excellent tracking of documents through all phases (review, approval, reading and training).

Cons

New users may not consider their document system from a top-down perspective during initial setup, instead jumping right into document creation - not a software issue, more a learning curve challenge for the end user.

April 2016

Nicole from ITHACA


Ease-of-use

4 of 5

Functionality

4.5 of 5

April 2016

Backups can be made online now!

Pros

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.

Cons

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

April 2016

Alan from Ftech int.


Ease-of-use

4.5 of 5

Functionality

5 of 5

April 2016

Great digital media manager

Pros

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.

Cons

It works great and provides all required features to me.

October 2017

Steve from ITH

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Customer support

3 of 5

Functionality

3 of 5

October 2017

Helps to manage my important documents

Pros

PolicyTech is a great tool to keep important documents. I can easily upload my important office documents which include the RFP, MSA etc. it can store documents as long as you want. The tool helps with a number of other things and has a better user interface.

May 2012

Jeanenne from GrapeTree Medical Staffing

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

May 2012

PolicyTech Review

Great product that I would recommend to any company with multiple policies and procedures.

Pros

PolicyTech has great features and allows us to manage over 300 policies and procedures. We are also able to house staff meeting information and maintain a record of dates read per individual for their HR record.

Cons

At times, the upgrades are a bit difficult to complete. Also we receive emails regarding downtime, which should only be sent to those companies PolicyTech is housing. This gets confusing when we receive them. Other than that the only negative in the software front is that the review months option has been hidden, which causes our company to miss this important step.

March 2016

Hina from Information Technology and Services


Ease-of-use

4 of 5

Functionality

5 of 5

March 2016

Best content management tool

Pros

It seems the best content management tool to me. Number of other tools provide a lot of features. But Policytech is easy to use and user friendly. I use it just because it is quick to learn and easy to use. The functionality works great and does not throw any performance issues as well.