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 organisations 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.
Connect policies throughout your organisation
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
Centralise 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 analyse relationships
Get a holistic view of all current policy versions and seamlessly track statuses with up-to-the-second dashboards and customisable user views
Standardise 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
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 maximise compliance with an intuitive platform that everyone—from policy owners to employees—can access anytime, anywhere, from any device
Workiva Platform Delivered 204% ROI
The benefits of uniting financial reporting, ESG, and audit and risk management all in one platform add up. See quantifiable results in this commissioned study conducted by Forrester Consulting.
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.