Create, Communicate, and Manage Policies With Ease

The MetricStream Policy and Document Management App streamlines and simplifies the creation and communication of policies and associated content. It enables a structured and integrated approach towards managing the full range of policies across the enterprise. The web-based app provides a centralized policy portal to store and access policies. It also helps in mapping policies to regulations, risks, and controls, thereby strengthening compliance, while highlighting potential risks and gaps. Powerful analytics and reports enable real-time tracking of the policy management lifecycle.

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Enabling High Performers

Responsive and personalized interface designed for policy and compliance professionals

Highly configurable to meet your specific policy management requirements

Mobile ready, enabling access to policies anywhere, anytime

Real-time intelligence and insights for better decisions

Fast, lean, ready for the future

Features

Policy Portal

Access your organization’s latest policies on the app’s centralized policy portal, designed with a simple, modern, and easy-to-use interface. View a snapshot of each policy, bookmark the important policies, and browse those that are most frequently accessed or have recently been published. Identify the latest announcements on policy or organizational updates. View policies that require attestations as a task on the portal. Provide assurance to policy management committees or policy program managers that employees have quick and easy access to the latest updated policies.

Policy Discovery

Search for policies based on attributes, content, author, and other parameters. Save previous searches, and mark documents as favorites, thereby simplifying access to specific policies. Browse through policy categories and sub-categories to access the information you need.

Policy Creation

Create, categorize, and centrally store policies and procedures. Design inline policies within the app by defining the required sections and content. Upload policies directly from your system, modify existing policies, and improve them in collaboration with relevant users. Create reusable policy templates by defining the structure and content of the policy in advance. Upload reference links, supporting documents, related policies, and so on. Configure different review and approval workflows for different categories of policies.

Policy-Mapping To Regulations

Map policies to regulations, risks, controls, requirements, and processes. Link specific sections of the policies to applicable regulations and compliance requirements, thus making it easy to identify the impact of a regulatory change on policies. Trigger automated email notifications and alerts to relevant users, indicating changes in policies.

Review And Approval

After a policy is created, route either the entire policy document or sections of it for review and approval. If required, enable different sections to be reviewed by different people. Allow multiple users to collaborate on policy review and approval, and add their comments or feedback.

Policy Communication

Once the policy reviews are completed, communicate the policy to all relevant users through email notifications. Categorize users by roles, and allow them to access and read the policy based on their assigned privileges. Publish and store all policies on the centralized portal for easy access.

Policy Attestation

Facilitate policy attestations and notifications based on a chosen user or user group. View tasks for attestation on the policy portal. Enable attestations only after each employee scrolls through the entire policy

Reports and Dashboards

Leverage powerful reports and graphical dashboards for real-time visibility into the policy management program. Drill down to view statistics and data on policies by type, status, audit history, in-process documents, average review and approval cycle time, links to compliance, and associated risks and controls.

Benefits

  • Build confidence around policy management at local, regional, and enterprise levels through a federated model
  • Strengthen collaboration on policy reviews and approvals through structured workflows and tools
  • Simplify policy distribution with automatic notifications and alerts
  • Improve the transparency of policy management with electronic signatures and accurate time-stamped audit trails
  • Enhance regulatory compliance through consistent adherence to policy requirements
  • Track the status of policy management, and proactively identify areas of concern through real-time reports and executive dashboards






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