Who Uses This Software?

PolicyTech automates the compliance and quality practices in diverse markets including retail, government, pharmaceutical, energy, life sciences, banking and finance, healthcare, and manufacturing.


Average Ratings

29 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • NAVEX Global
  • www.navexglobal.com/
  • Founded 2004
  • United States

About PolicyTech

PolicyTech is a secure, cloud-based solution. There is no technology for you to install or manage. You can focus on what is important to you ensuring that your policy and procedures are used as intended, are up-to-date, and provide compliance evidence. PolicyTech uses rules-based workflows and alerts to keep policies moving through the process, alerting compliance managers about unread policies, and reminding document owners when to update or retire policies.


PolicyTech Features

  • Archiving & Retention
  • Audit Trail
  • Controls Testing
  • Environmental Compliance
  • FDA Compliance
  • HIPAA Compliance
  • ISO Compliance
  • OSHA Compliance
  • Risk Alerts
  • Sarbanes-Oxley Compliance
  • Version Control
  • Audit Trails
  • Automated Review & Approval
  • Best Practices Library
  • Content Management
  • Dashboard
  • Knowledge Capture
  • Policy Creation Wizard
  • Policy Training
  • Read & Acknowledge
  • Version Control
  • Workflow Management

PolicyTech Reviews Recently Reviewed!

Efficient, Familiar, and Succinct

Nov 09, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Helps to manage my important documents

Oct 13, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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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.

Gets the job done

Dec 13, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: I've been using PolicyTech in an administrative capacity for the past three years. Overall I've been satisfied with the tool; it gets the job done. 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.

Certainly evolved in the past few years

Dec 08, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The hosted application is very easy to configure and workflow development is a breeze once the user information has been set up correctly. The benefit I have seen with this software is that technical support is very fast to respond and eager to solve your issues as quickly as possible to keep your instance moving along. I appreciate the updates to the application interface to make everything as easy to use for primary power users. Definitely worth the investment for a large enterprise with multiple sub-companies and thousands of users. Keeping track of policies and being notified for updates is crucial to my industry vertical.

A Bit Old School

Nov 07, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

Great support and effective management

Apr 19, 2016
5/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: This vendor has good support team and provides quick responses. It can be helpful to manage images and video documents.

Cons: 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 to other buyers: They provide great features and provide good support as well.

Great digital media manager

Apr 19, 2016
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

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

Backups can be made online now!

Apr 19, 2016
4/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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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.

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

My data is backed up using this tool

Mar 11, 2016
4/5
Overall
4.5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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 to other buyers: 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.

Nice file management with Auto reminders

Mar 09, 2016
4/5
Overall
4 / 5
Ease of Use
3.5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: 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

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

Recommendations to other buyers: 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.

Document management has been easier with Policy tech

Mar 08, 2016
4/5
Overall
3.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: 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.

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

Recommendations to other buyers: 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.

PolicyTech

Sep 09, 2014
4/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

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

Recommendations to other buyers: 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.

PolicyTech is great for our business!

Aug 27, 2014
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I like its ease of use.

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

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

PolicyTech - Policy Management Software

Aug 07, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is easy to use, and the customer support is top-notch.

Cons: The rollout of new software updates could be quicker.

Recommendations to other buyers: This is the best policy management software on the market. You will not be disappointed.

Easy as an Evite and It Automates Nagging!

Aug 06, 2014
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

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

PolicyTech Remains a Vital Business Tool

Aug 05, 2014
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
3.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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 to other buyers: Test it out and see what a difference it can make in your organization.

PolicyTech Review

May 01, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.

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

Use of PPM for Staff and DCAs

Feb 06, 2012
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

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)

Overall: - 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 isn¿¿¿t everyone using this system?¿¿¿
-

PPM Review February 2012

Feb 01, 2012
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Pros: -Always know the status of a policy and who has acted on it.
-Eliminates constant checking of e-mails to determine where a policy is in the process
-Forces use of the correct template.
-Reminds "owners" when a document is due to be revised.
-All documents are in one place.
-Auto archiving
-Easy to revise a document

Cons: There is some "clunkiness" to the review process when there are several reviewers.

No place to put a "note of explanation" regarding decisions about a document

Overall: We highly recommend this software. It has enabled us to "clean up" our whole process and monitor compliance.

Selecting PPM

Jan 31, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Very user friendly product
Great demo and follow-up conference calls
Ability to host software, which was a big plus for us
Ability to accept input from previous system
Willingness to work with us on contract language

Cons: None so far

Overall: We are just beginning our installation and conversion from another system, but so far we found the people at PolicyTech to be knowledgable and friendly. We look forward to having the system up and running in a short time with their help.

PolicyTech Review

Jan 30, 2012
3/5
Overall
2 / 5
Ease of Use
5 / 5
Customer Support

Pros: Customer support is fantastic.
I appreciate the fact you ask your users to provide feedback.

Cons: The loss of being able to run reader reports has been a big problem.
Implementation was not easy- I was not given any suggestions as to how to roll the program out to over 500 users. Users have trouble setting up the system the first time to log in. I purchased a software program after this one to train 800 employees and it was a much easier program to use.

Overall: I recommended this program to the City of Sparks. I like the program, but it does have cons.

Compliance Officer

Jan 30, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Easy to upload, create and send forward through the reviewal process

Cons: not sure yet

Overall: highly recommend

P&P Software Review

Jan 27, 2012
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.

Overall: 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!

Five(+) Years with PolicyTech PPM

Jan 24, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.

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

Policy Tech Review

Jan 24, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.

Overall: 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!

PPM survey

Jan 24, 2012
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

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.

Overall: 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.

OUTSTANDING PRODUCT !!!

Jan 24, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Extremely easy to use. All aspects are user friendly for both the beginner and the experienced user. Easily customizable to individual site or organization. Customer support is OUTSTANDING !!

Cons: None at this time.

Overall: 5 stars !!! ***** We are extremely pleased with this product !!!

Easy to use

Jan 24, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Simple to use
tracking of document versions
electronic process throughout
easy to approve documents
quick response from support

Cons: On Mountain Time

Overall: 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.

CommuniCare Health Services (CHS)

Jan 23, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: Firefox problem and they fixed it in 2 days WOW! Any suggestions I have sent, they make/change on the new version.

Cons: IT (My IT group) would like to be able to to have a primary key that ties an EE to a specific e-mail address. Example we have 7K EE's and we don't all need e-mail addresses but we want to put in a Kiosk and do trianing but want a way that we can capture they individuals who will only log onto the system each quarter. Any suggestion we will accept and appreciate.

Overall: Yes, I have recommended your products to several vendors.