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.

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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

Learn How Keybank Streamlines Processes

Customers also love SOX, internal controls, audit, ERM, ESG, and financial reporting.

SOX Compliance

Internal Audit

SEC Reporting

Internal Controls Management

Enterprise Risk Management

ESG Reporting

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.

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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.