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PolicyTech Pricing, Features, Reviews and Alternatives

PolicyTech product overview

What is PolicyTech?

PolicyTech by NAVEX 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.

Key benefits of using PolicyTech

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Knowledge Base
    Phone Support
    Email/Help Desk
    Chat

    Training options

    Live Online
    Documentation
    Webinars
    Videos

    PolicyTech pricing information

    Value for money

    3.5

    /5

    27

    Starting from

    ic-pricetag

    No pricing info

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    PolicyTech features

    Functionality

    3.7

    /5

    27

    Total features

    28

    2 categories

    Most valued features by users

    Activity Dashboard
    Reporting/Analytics
    Compliance Management
    Workflow Management
    Audit Trail
    Document Management
    Policy Creation
    Policy Library

    Functionality contenders

    PolicyTech users reviews

    Overall Rating

    4.2

    /5

    27

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.25/10
    Rating distribution

    5

    4

    3

    2

    1

    13

    10

    2

    0

    2

    Pros
    If you are looking for a solution that is simple to use, user friendly and will document/track your policies and procedures this is a very good application for doing this.

    SK

    Steve K.

    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.

    AR

    Anonymous Reviewer

    Maria Poole and Cambri Longaker in Customer Support - WOW - awesome assistance.

    DG

    Dianne G.

    Cons
    The major challenge we experience is the lack of consistency in our desktop environment that leads to various UI issues depending on the browser, WordPlus module version, etc.

    JH

    Jeremy H.

    This can be missed during the process so the document ends up unfiled until this ommision is corrected.

    SB

    Sharon B.

    Inability to set up customize reports that draw from all available fields.

    MM

    Mary M.

    Overall rating contenders

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Good platform when you want to track compliance

    Reviewed 2 years ago
    Pros

    Not much to say about PolicyTech, if you have a need to host policies/procedures, and want to ensure employees are reading/signing them, then it is a solid choice to go with. You can assign policies to employees, set due dates, and have the system deliver email notifications. You can also create forms, such as Conflict of Interest, which employees can use to submit free-text information.

    Cons

    As a user, I have not run into any issues using PolicyTech, as it is a pretty straightforward platform. Admins may need to ensure they consider technological capabilities when requiring signatures or other form completions.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

    Share this review:

    Decent Policy Control Functionality

    Reviewed 4 years ago

    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...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    No working with Safari

    Reviewed 2 years ago

    Complete frustration

    Pros

    Was working beautifully until recent changes. Now it’s horrible

    Cons

    No longer compatible with Safari. Chrome doesn’t safe information for both Logins. Having to repeatedly type in my credentials is unacceptable

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    P&P Software Review

    Reviewed 10 years ago

    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...

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    This has been a great document management software

    Reviewed 4 years ago

    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.

    PolicyTech FAQs and common questions

    Q. What type of pricing plans does PolicyTech offer?

    PolicyTech has the following pricing plans:
    Free Trial: Available


    Q. Who are the typical users of PolicyTech?

    PolicyTech has the following typical customers:
    Large Enterprises, Mid Size Business, Non Profit, Small Business


    Q. What languages does PolicyTech support?

    PolicyTech supports the following languages:
    English


    Q. Does PolicyTech support mobile devices?

    PolicyTech supports the following devices:
    Android, iPad, iPhone


    Q. Does PolicyTech offer an API?

    No, PolicyTech does not have an API available.


    Q. What other apps does PolicyTech integrate with?

    PolicyTech integrates with the following applications:
    Microsoft SharePoint, Microsoft Word


    Q. What level of support does PolicyTech offer?

    PolicyTech offers the following support options:
    Knowledge Base, Phone Support, Email/Help Desk, Chat

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