Policies and Procedures Management: Tune Up with the Right Tools

Home   »   Policy Management Software – Microsoft SharePoint   »   Policy and Procedure Management: Best Practices and Resources   »   Policies and Procedures Management: Tune Up with the Right Tools

A car is made up of many different moving parts. For the car to be efficient and travel from point A to point B, each part must function perfectly and if it does not, the car could run the risk of eventually breaking down altogether without reaching its destination. In business, there are also many different parts to a company, and in order for that company to be successful, each part or sector must perform well. This means that operations in each department must be operating with an optimal amount of output consistently. Policies and procedures are essential to the smooth operation of a company as they allow employees to fully understand the part they play in the process and what they need to do to achieve the common goal (how to reach point B).

Traditionally, policies and procedures were handled with a manual and extensive training of each member of staff when they first take on a position with a company. It takes time and effort to implement policies and procedures, just as it takes time to put together the mechanics of a car. Nowadays, mechanics and manufacturers of cars use more advanced tools to build and maintain vehicles. In business, companies should be doing the same.

Advantages of Using Automated Tools

The short answer to why a company or mechanic would prefer to use an automated tool to oversee the operation of a task is quite simple: it’s easy.

The key word in the phrase, “automated tool” is “automated.” By using a policy and procedure management system, companies can save time, money and manpower while maintaining the procedures that keep the business running smoothly. Changing a tire by hand when it’s absolutely necessary is one thing, but by using tire changing machines, garages can change several tires at once in a fraction of the time. This means they can service more vehicles and keep more customers happy.

Automated Policy and Procedure Tools Can

  • Use fewer resources: Walking people through step-by-step instructions is a thing of the past with the right policy management software. There are tools that will help navigate employees through the right policy procedure documents in an easy-to-use format.
  • Save time: Automated tools can help streamline operations, slicing the time taken to complete tasks without negatively impacting quality of work.
  • Save money: Time is money in every business. Automated tools allow businesses to assess procedures and remove any unnecessary steps. By saving time, companies save money. Using a policy and procedure management system normally means a paperless procedure manual which further reduces overall costs.

Choosing the Right Tool for the Job

If you use a screwdriver for a job that needs a spanner, it’s unlikely that you’ll be able to complete your task. Knowing which tools are needed to complete a job is essential for success. When looking for a policy and procedure management systems, you should consider:

  • Ease of use: If you spend a lot of money on a system that nobody understands, it’s fair to say that it’s a waste of money. A system like this should be almost self-explanatory and run itself. That’s the point of using automated tools.
  • Integration: If needed, can the system be integrated with other software? If your system to make things easier breaks everything else, it’s a failure.

Maintenance and Upkeep

A good mechanic looks after his tools. Don’t forget to update your systems and re-evaluate them regularly to ensure all policies and procedures are the absolute best for your company.

Download – Policy Management White Paper

Industries Served


Policies and procedures protect the intellectual property that educators,


Manufacturing and Retail Industry

Many manufacturing and retail companies have a decentralized business model with



The healthcare industry encompasses a wide range of facilities from hospital


Financial Services and Banking

Every organization in the financial service industry — whether a commercial bank,


Insurance and Employee Benefits

The insurance and employee benefits industry knows more than anyone else


Energy and Utilities

Navigating the increasingly complex regulatory requirements can be tough for



Abide by FAA, DOT, FMCSA, FRA and FTA regulations, educate drivers and third party vendors on guidelines, and streamline overall compliance.

Policy Management – Best Practices

Visit our resource library for industry best practice tips and tools and for case studies on how our software has helped clients in your industry.


See a Policy Management Software Demo

Let us show you how Policy Management Software will strengthen your compliance program.



Subscribe to our Newsletter to get Compliance Best Practices, Informative Articles, Instructive Webinars & Industry-Insider Scoops.