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POLICY MANAGEMENT SOFTWARE

Agile, simplified policy management in one connected platform.

Change happens fast—don’t let your policies get behind. With Workiva, you can easily develop, implement, and maintain policies and connect them throughout your GRC, ESG, and financial reporting processes to get ahead of risk and global regulations like the CSRD.

Thousands of organizations are transforming the way they work.

Increase policy accuracy and accessibility

Establish a connected, enterprise-wide policy and procedure management process in one secure location. Collaborate globally with unlimited users and ensure your policies are always up to date, audit-ready, consistent, and accessible.

UNIFIED GRC, ESG, AND FINANCIAL REPORTING PLATFORM

Connect policies throughout your organization

  • Mature and elevate your policy management program with accessible policies linked across your GRC, ESG, and financial reporting ecosystem

  • Enhance communication and collaboration across all three lines of defense with processes, data, and teams in a single platform

  • Build transparency with automated dashboard updates and integrated reporting capabilities

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SINGLE SOURCE OF TRUTH

Centralize policy and procedure management

  • Maintain a single source of truth and master index for all policies, standards, procedures, and guidelines

  • Map policies directly to risks, controls, and regulatory frameworks to easily identify and analyze relationships

  • Get a holistic view of all current policy versions and seamlessly track statuses with up-to-the-second dashboards and customizable user views

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ROBUST DOCUMENT MANAGEMENT TOOLS

Standardize policy creation and updates

  • Streamline policy and procedure document authoring and quickly make changes when external legal, regulatory, and risk environment changes occur

  • Create and leverage a consistent, templated format for all policies and automate policy information updates with powerful linking

  • Work simultaneously on the most current policy version, set granular role-based permissions, and access a thorough revision history

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SIMPLIFIED REVIEW PROCESS

Streamline reviews and certification

  • Eliminate back-and-forth emails with direct commenting and streamlined workflows for reviews

  • Manage, track, and ensure timely completion of reviews and employee attestations with automated workflows and real-time status updates 

  • Increase adoption and maximize compliance with an intuitive platform that everyone—from policy owners to employees—can access anytime, anywhere, from any device

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Workiva Established as A Leader in the Forrester Wave™

When evaluated among 15 vendors, Workiva received the highest score possible in the criteria of audit management, interoperability (integrations), planned enhancements, and vision

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KeyBank Stays on Top of Accounting Policies

KeyBank transformed their policy and procedure management process from manual and tedious to automated and efficient with Workiva.

Policy and procedure management insights

Check out these free resources to get tips and tricks on everything from policy management software best practices to building efficient policy management processes.
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Workiva for ESG + GRC Datasheet

With Workiva's fit-for-purpose GRC capabilities, you can manage risk, policies, and controls to establish effective governance of your ESG program—all in one platform. Jump-start your ESG assurance journey with Workiva GRC today.
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Policy Management Illustrated

Download your copy of this in-depth, 40-page guide to designing, implementing, and running a fully integrated policy management capability, created by OCEG. Access now.

Discover the platform that unites ESG, audit, risk, and financial reporting.

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Please contact us at info@workiva.com