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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

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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

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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

Policy Management Illustration at Workiva

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

Policy Management Illustration at Workiva

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

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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.

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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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