Welcome to PolicyCo! We are excited to help you streamline your compliance journey.
We know that traditional word processors just weren’t built for modern policy and procedure management. Anyone who has tried to manage compliance in standard documents knows the struggle: the logistical hurdles of securing content, tracking changes, and managing approvals are simply beyond the scope of a standard office suite.
That’s why we built PolicyCo. We provide a central hub for all your version controlled documents, allowing you to reduce paperwork and focus on what matters. Whether you are authoring new content or simply need to read a procedure, you can move forward with confidence knowing there is a single source of truth for your organization.
Key Considerations
Within PolicyCo, there are four key considerations to help you meet your compliance goals:
Creating Policies: Establishing your organizational rules.
Writing Procedures: Documenting the "how-to" steps.
Mapping Controls: Linking your internal rules to external regulations.
Collecting Evidence: Proving that you are doing what you say you are doing.
Platform Features
Our platform is packed with features designed to make governance easier. Here is what you can expect to find:
Governance & Documentation
Policies & Articles: We treat policies as "containers" for individual Articles. This structure allows you to link specific paragraphs to requirements, track authorship at a granular level, and manage version control effortlessly.
Procedures: Write detailed procedures and link them directly to the relevant policy articles.
Attachments: Upload and link external files to supplement your documentation.
Attestations: Capture signatures from your team to ensure policies have been read and acknowledged.
Workflow & Management
Home Dashboard: Get a visual snapshot of your compliance coverage the moment you log in.
Tasks & Delegated Tasks: Keep track of your to-do list and monitor the progress of tasks you've assigned to others.
Review Cycles: Automate your governance with scheduled policy reviews.
Events: View a log of activities to see exactly what is happening within your organization.
Compliance & Evidence
Frameworks: Map your policies to applicable external controls and regulations.
Evidence Templates: Create structured templates to collect evidence and test your controls.
Exports: Download your data to CSVs for external reporting or audits.
Intelligence & Access
Global Search: Quickly surface help articles, policies, or specific keywords across the entire platform.
LLM & AI: Use our integrated ChatGPT agent to ask questions and get answers based on your specific documentation.
Share: Securely share policies and procedures with stakeholders inside or outside your organization.
Finding Your Way Around
Your experience in PolicyCo will likely differ depending on your role. The platform offers two distinct interfaces:
The Editor: For Authors, Managers, and Owners who are heavily involved in creating content and managing compliance.
The Viewer: For users who simply need to read policies and procedures without the distraction of editing tools.
There is a lot to explore, and our team is continually releasing new features. If you have any questions about how to get the most out of PolicyCo based on your specific role, please do not hesitate to contact us for personalized guidance.