PolicyTech Software Pricing & Features

PolicyTech

Policy & procedure management

4.39/5 (42 reviews)

PolicyTech overview

PolicyTech is a policy and procedure lifecycle management solution with the aim of helping businesses to remain audit ready and reduce corporate risk. Designed to help businesses centralize, build, and simplify their policy and procedure workflows, PolicyTech provides users with tools such as workflow automation, document creation and review, remote access, versioning, audit-ready reporting, employee assessments, and more.

Used by businesses within the healthcare, financial, life sciences, and manufacturing industries, as well as others, PolicyTech aids users in creating and editing policies and procedures whilst providing access and training to employees. PolicyTech’s policy editing tools facilitate the creation, edit, and review of localized versions of policies which link automatically to the original document so that there is a record of versions. Policies can be kept up to date through versioning and automatically routed to employees with attestation tracking, comprehension quizzes, and reports to ensure understanding.

Audit-ready reports can be generated outlining which employees have reviewed, attested, and completed quizzes on new or updated policies, and risk reports can be generated based on feedback relating to misconduct, policy breaches, or unread policies.
www.navexglobal.com

Pricing

Pricing options
Free trial
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
PolicyTech screenshot: Browse documents by department, status, site, owner, and morePolicyTech Policy and Procedure ManagementPolicyTech screenshot: Search functionality allows users to search for policy and procedure documents across PolicyTech and SharePointPolicyTech screenshot: The user directory provides a database of employees and their document roles, last login, personal details, and morePolicyTech screenshot: Policy attestations and quizzes can be sent to employees to ensure their understanding of new or updates policiesPolicyTech screenshot: Full text search functionality scans the entire document library for matching keywordsPolicyTech screenshot: Search and view documents from the mobile app for access on-the-go

PolicyTech reviews

Value for money
Features
Ease of use
Customer support
  4.0
  4.3
  4.3
  4.3
Anonymous

Decent Policy Control Functionality

Used weekly for 2+ years
Reviewed 2018-11-20
Review Source: Capterra

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

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PolicyTech

Policy & procedure management

Dianne Geissal

P&P Software Review

Reviewed 2012-01-27
Review Source: Capterra

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!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!

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PolicyTech

Policy & procedure management

Amanda Faber

This has been a great document management software

Used daily for 2+ years
Reviewed 2018-02-28
Review Source: Capterra

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

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PolicyTech

Policy & procedure management

Linda Ray House

Efficient, Familiar, and Succinct

Used daily for 1-2 years
Reviewed 2017-11-09
Review Source: Software Advice

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.

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PolicyTech

Policy & procedure management

Mary Mohyla

Use of PPM for Staff and DCAs

Reviewed 2012-02-06
Review Source: Capterra

- 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? - - 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

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PolicyTech

Policy & procedure management

PolicyTech pricing

Pricing options
Free trial
Subscription
View Pricing Plans

Contact NAVEX Global for a custom pricing plan.

Pricing Comparison

How does PolicyTech compare with other Finance & Accounting apps?

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PolicyTech



99% of apps offer a
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Free trial?

PolicyTech



84% of apps have a
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Free plan?

PolicyTech



21% of apps have a
free plan

Pricing Comparison

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Please note: For comparison purposes the price for PolicyTech has been scaled monthly. Actual price is $/per year




PolicyTech Pricing Reviews

Pros
  • I like its ease of use.
  • 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.
  • 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.
  • 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
  • We would like the cost for cloud hosting to be less.
  • 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.
  • 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.
  • 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.
100%
recommended this to a friend or a colleague

PolicyTech features

Activity Dashboard
Auditing

API (170 other apps)
Accounting Integration (113 other apps)
Accounting Management (111 other apps)
Automatic Notifications (105 other apps)
Automatic Reminders (81 other apps)
Billing & Invoicing (116 other apps)
Customizable Reporting (88 other apps)
Data Import/Export (97 other apps)
Electronic Payments (106 other apps)
Expense Tracking (111 other apps)
Financial Analysis (80 other apps)
Invoice Management (161 other apps)
Invoice Processing (96 other apps)
Multi-Currency (97 other apps)
Real Time Data (97 other apps)
Receiving (90 other apps)
Reporting & Statistics (119 other apps)
Third Party Integration (101 other apps)

Mobile apps

iOS App

0 reviews

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Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App

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Videos and tutorials

Additional information for PolicyTech

Key features of PolicyTech

  • Email Management
  • Alerts / Notifications
  • Auditing
  • Compliance management
  • Lifecycle management
  • Revision Tracking
  • Policy Creation Wizard
  • Automated Review & Approval
  • Read & Acknowledge
  • Collaboration tools
  • Access control
  • Electronic signature capture
  • Activity dashboard
  • Best practices repository

Benefits

Create language and region-specific versions of documents and route to other authors to edit, review, and approve. Feedback loops allow employees to provide instant feedback to authors including concerns or conflicts of interest.

Map master compliance standards documents with copy policies and procedures to measure corporate-wide compliance, see approval dates, and view attestations when auditing.

The dashboard provides administrators and employees with a customized snapshot of tasks or reports including policies that need to be updated or employees with unread policies.

Rules-based workflows and alerts make compliance managers aware of unread policies, and remind document owners when to update or retire policies.

Integration with Microsoft Word allows users to write, review and update policies and documents without the need to download documents or upload changes.