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• Communicate software QA results testing in policyIQ! (or "policyIQ uses policyIQ to manage policyIQ testing!")

  All month we've been talking about "communication" and giving you all ideas about how you better communicate with your organizations. We've talked about how SOX teams might use policyIQ to better collect and communicate their data, how... Posted Aug 19 2010, 08:56 AM by chrisburd with | with 2 comment(s) Filed under: tips, features, releases, forms, setup, process

• Got questions? Join our live Q&A!

  Do you have some policyIQ questions you've never gotten around to asking? Would you be interested in finding out if there's a better way to accomplish that certain task? Well now's your chance to ask those nagging questions and learn a few... Posted Aug 17 2010, 09:34 AM by scottpalermo with | with no comments Filed under: tips, Training, community, features, best practices

• Communicate your critical updates - and ensure that your message is received!

  Throughout the month of August, our theme is "Communication" - and one of your key avenues for communicating to your audience in policyIQ is the Dashboard. The policyIQ Dashboard communicates tasks that a user must complete (such as Forms Assigned... Posted Aug 16 2010, 08:09 AM by chrisburd with | with no comments Filed under: tips, features, best practices, maintenance, procedure, policy, P&P

• Automate your annual corporate policy sign-offs!

  In May of this year, we talked about how policyIQ can be configured to manage a corporate policy sign-off process . Since we're celebrating the " Forms of July " this month, we'd like to give an overview of this process and explain how... Posted Jul 22 2010, 08:44 AM by scottpalermo with | with no comments Filed under: tips, forms, process, policy, P&P

• Control Self-Assessments: Let us make it easier!

  My favorite part of my job comes when I can help someone take a cumbersome process and simplify it using policyIQ. Knowing that I've just saved someone time in their busy day (or prevented a migraine caused by extreme frustration) puts a smile on... Posted Jul 16 2010, 10:04 AM by chrisburd with | with no comments Filed under: SOX, tips, Training, features, best practices, configuration, forms, sarbanes-oxley

• Beyond documentation: Make policyIQ a PART of your Internal Control Environment

  A large majority of our community is using policyIQ to document, test and manage their internal control environment - whether it is for Sarbanes-Oxley, Model Audit Rule, Title 31 Anti-Money Laundering, or a number of other types of compliance requirements... Posted Jul 06 2010, 10:18 AM by chrisburd with | with no comments Filed under: SOX, tips, best practices, configuration, forms, setup, account reconciliation

• Lessons Learned in Model Audit Rule training apply to any compliance initiatives!

  A huge thanks to everyone who joined us last week for our training session on how to use policyIQ to implement an effective and efficient Model Audit Rule (MAR) compliance program! Co-presented by Jenny Hergenrother, the Internal Control Senior Analyst... Posted Jun 28 2010, 10:30 AM by chrisburd with | with no comments Filed under: SOX, tips, Training, configuration, setup, sarbanes-oxley, customer success, legislation, industry news

• Take policyIQ to the top of the governance food chain – put it in the hands of your Board of Directors

  This month we’ve been spending a lot of time talking about corporate governance and how using policyIQ can support your corporate governance activities. Have you considered taking policyIQ directly to the top of your corporate governance structure - using... Posted May 18 2010, 09:14 AM by chrisburd with | with no comments Filed under: tips, features, configuration, industry news, GRC

• FPIC Insurance Group, a "Most Trustworthy Company", talks about Corporate Governance

  In a blog post earlier this month, I talked about what exactly Governance, Risk and Compliance (GRC) really meant. In that post, we put off the question of how to know if you were doing well at your GRC programs, and focused instead on how you might use... Posted May 12 2010, 03:12 PM by chrisburd with | with no comments Filed under: tips, best practices, internal audit, customer success, industry news, GRC, policy

• Governance, Risk and Compliance: We have an app for that.

  Over the past few years, we've all been hearing a lot about "GRC", or "Governance, Risk and Compliance". Products are marketed as GRC Solutions and organizations are advised to implement strong GRC programs. GRC seems to be all... Posted May 03 2010, 11:00 AM by chrisburd with | with 2 comment(s) Filed under: SOX, tips, features, configuration, forms, internal audit, sarbanes-oxley, legislation, industry news, GRC

• Let's play 20 (RFP) Questions

  In our 10 years of business I've seen a number of technology RFPs. Maybe - maybe - 10% of them were good. The other 90% were... lets just say "not very good". How do you know if you have a good RFP? Here are a few clues: If your RFP is 300... Posted Apr 30 2010, 11:58 AM by roccotarasi with | with no comments Filed under: tips, best practices, RFP

• Perform policyIQ User Maintenance to manage access and costs

  There are a number of items we recommend policyIQ Site Administrators keep an eye on from time to time, in order to stay on top of your policyIQ site. Performing periodic user maintenance is one of these recommended steps. The benefits of a periodic review... Posted Apr 26 2010, 08:36 AM by scottpalermo with | with no comments Filed under: tips, reports, best practices, maintenance

• Allow us to introduce you to one of our outstanding supporting cast members!

  Allow me to introduce you to MarDee Haring-Layton. Like many of you, MarDee Haring-Layton has a background in public accounting and audit. In her own words, she's "done everything from Accounts Payable and Accounts Receivable / Collections to... Posted Apr 22 2010, 09:15 AM by chrisburd with | with no comments Filed under: tips, community, administration, maintenance, internal audit, sarbanes-oxley, project management, customer success, professional services

• Effectively reporting on changes

  If you've done any reporting in policyIQ, you know just how powerful our reporting tool is. Using filter selections, you can report on pretty much anything that is going on in your policyIQ site. And with our customizable column selections, you can... Posted Apr 15 2010, 07:29 AM by scottpalermo with | with no comments Filed under: tips, reports, features, administration, maintenance

• Advanced Search: Value for users at all levels in all organizations

  Advanced Search is a scaled down version of the Reports module that is available in every module of policyIQ. In version 6.6, we made improvements that allow any Standard or Advanced User to save Advanced Searches in their left navigation for easy access... Posted Apr 12 2010, 09:35 AM by chrisburd with | with no comments Filed under: SOX, tips, reports, features, best practices, internal audit, sarbanes-oxley, project management