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10.3m+ policy documents managed worldwide

Clear policies, less chasing

SMBs don’t have time to search through shared drives, old email threads or duplicate documents to find the right policy. NAVEX One Policy & Procedure Management helps you organize policy work from draft to approval to employee sign-off, so your business can stay prepared without adding more manual work  

Keep every policy, procedure and approval in one easy place with NAVEX One Policy & Procedure Management for small business.

Risk and compliance software tailored to your needs

When it comes to managing risk and compliance, one size doesn’t fit all. With NAVEX, you can choose risk and compliance solutions that grow with your business.  
 
NAVEX helps growing companies: 

  • Stay compliant with federal and state regulations 
  • Protect employees with secure reporting tools 
  • Manage policies and training in one place 
  • Reduce risk before problems escalate

We’d love to chat more about what you’re looking to accomplish so we can give you a custom solution that fits your business needs.

Book your NAVEX demo!

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Calculate your ROI

Trusted by 6,000+ small businesses across the globe

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Key features of NAVEX One Policy & Procedure Management software

Centralized repository

End version control risks with a centralized repository acting as your single source of truth

Automated workflows

Save countless admin hours with automated reminders, reviews and approval workflows, including AI-powered summary suggestions

People-first policy management

Distribute policies, answer policy questions, track attestations and create reports with a built-in audit trail

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Does your current policy lifecycle management process feel like this?

For many organizations, “policy management” is a mix of tools that weren’t designed for the job. 

  • Critical policies are buried across different SharePoint sites, shared drives or HR systems 
  • You’re stuck manually chasing stakeholders for sign-off with emails and spreadsheets 
  • It’s nearly impossible to prove which policy version was active when and who read it 
  • Nobody knows how to get answers about policies quickly – or who to get them from  
  • HR is left scrambling to pull together and distribute policies at the last minute

There’s a better way – and it starts with AI-powered software on the NAVEX One platform.

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Take control of your policy and procedure management

Turn the policy tangle into tidy, time-saving simplicity with NAVEX One Policy & Procedure Management software – where every important document finds its place within a central document management system.

  • Prep and share all policies in one place with NAVEX One policy management software for small businesses.  
  • Build your policy library from the ground up, or bring order to existing chaos 
  • Complete feedback and sign-offs, without endless email chains 
  • Connect your policies with training – and make sure everyone gets the memo!

Risk and compliance software tailored to your needs

When it comes to managing risk and compliance, one size doesn’t fit all. With NAVEX, you can choose risk and compliance solutions that grow with your business.  
 
NAVEX helps growing companies: 

  • Stay compliant with federal and state regulations 
  • Protect employees with secure reporting tools 
  • Manage policies and training in one place 
  • Reduce risk before problems escalate

We’d love to chat more about what you’re looking to accomplish so we can give you a custom solution that fits your business needs.

Book your NAVEX demo!

This form is protected by reCAPTCHA, a service provided by Google. You can learn more about how NAVEX processes your personal data by reviewing the NAVEX privacy statement.

We’re on it! Thanks for your interest in NAVEX. One of our team members will be in touch shortly. 

Have a great day!

See the impact of NAVEX One Policy & Procedure Management

Save time on tedious manual processes and reclaim hundreds of productivity hours with our small business policy management software. Figures assume a headcount of 250 and 50 policies in use.

Calculate your ROI
  • 3x

    ROI achieved

    in time and cost savings

  • 400

    employee hours saved

    when finding, accessing and attesting to policies

  • 75

    administrative hours saved

    in managing policy lifecycle and approvals

Manual tracking vs. NAVEX One Policy & Procedure Management

Here’s how your current manual tracking landscape compares to NAVEX One Policy & Procedure Management

ProblemHow NAVEX One Policy & Procedure Management helps
Policies live in too many places.Store policies and procedures in one central location so employees and administrators can find the right version.
Approvals get stuck in email threads.Use automated workflows to guide reviews, approvals and reminders without manual follow-up.
Employees are not sure which policy applies.Make policies easier to access and help employees get answers when they need guidance.
Old versions create confusion.Keep version control clear so teams know which policy is current and what changed.
Attestations are hard to track.Distribute policies, collect sign-offs and see completion status in one place.
Audit prep takes too much effort.Use reporting and audit trails to show who reviewed, approved and acknowledged key policies.

Solve your biggest policy management pain points

What’s stopping you from getting buy-in? The real value of your policy management tools is in how they help you solve current challenges.

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Employee adoption

Concerned your teams won’t adapt to new compliance tech?

Simple to access and use, NAVEX One Policy & Procedure Management software integrates with the tools your compliance team and other staff use day-to-day, keeping it non-threatening and easy to navigate.  

NAVEX One Policy & Procedure Management software includes: 

  • Familiar Microsoft 365 integration for a seamless experience 
  • A simple, searchable user portal and signposted trainings relevant to policy topics  
  • Access to an AI-powered chatbot for quick Q&A, anytime 
  • Mobile-friendly access for a global, hybrid workforce
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Existing systems

Wondering if new software can replace how you’re currently managing policies?

SharePoint is a great all-purpose digital filing cabinet, but it wasn’t built for compliance. It can’t automate your workflows or prove who signed what, leaving you with major audit gaps and a lot of manual work. 

Our policy and procedure management software closes those gaps by: 

  • Giving you six best-practice policy samples to use as a base for common policy requirements, including workplace harassment 
  • Offering AI-powered policy summary assistance to quickly capture key points or changes, speeding up approvals 
  • Providing an automated, un-editable audit trail to track and prove policy distribution, attestations and compliance 
  • Eliminating the risk of people consulting old information and getting procedures wrong
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Audit prep

Worried about how you’ll manage audits?

Audit readiness is a core function of NAVEX One, including our policy management software. Because you track creation, approvals, distributions and attestations centrally, your audit trail is built-in and foolproof. 

You’re always ready for an audit with the ability to: 

  • Easily prove which policy or procedure version was changed, approved or active on a given date  
  • Show who attested to what and when 
  • Link policies to related ethics and compliance training, tagging related content to keep it connected 
  • Generate reports from a single source of truth, not scattered sheets and inconsistent (or uncertain) data

Awarded for excellence

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The NAVEX One difference

Any policy management tool can store documents. The NAVEX difference lies in turning those documents into an active part of what keeps your compliance program running.

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ROI

A 3x return on investment

NAVEX One Policy & Procedure Management customers see up to 3x ROI in time and cost savings. Assuming 250 employees and 50 policies in use, you can expect to see: 

  • More than 400 employee hours saved finding, accessing and attesting to policies
  • Nearly 100 administrative hours saved managing policy lifecycles, versioning and approvals.
Calculate your ROI
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Employee engagement

Ensure your people are on board

A policy that isn’t read is a liability. We drive engagement through a simple, searchable employee portal where your team can find policies and complete assigned micro-learnings to reinforce understanding. An integrated AI assistant is also there to provide instant answers for as-and-when questions.

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Compliance connectivity

A connected view of compliance

Policies don’t exist in a vacuum. As part of the NAVEX One platform, you can connect policy data to training, risk and incident management data for a complete view of your GRC program. You get even more value with professional consulting services and industry-leading benchmark reporting to help you interpret your data and strengthen your program over time.

Risk and compliance software tailored to your needs

When it comes to managing risk and compliance, one size doesn’t fit all. With NAVEX, you can choose risk and compliance solutions that grow with your business.  
 
NAVEX helps growing companies: 

  • Stay compliant with federal and state regulations 
  • Protect employees with secure reporting tools 
  • Manage policies and training in one place 
  • Reduce risk before problems escalate

We’d love to chat more about what you’re looking to accomplish so we can give you a custom solution that fits your business needs.

Book your NAVEX demo!

This form is protected by reCAPTCHA, a service provided by Google. You can learn more about how NAVEX processes your personal data by reviewing the NAVEX privacy statement.

We’re on it! Thanks for your interest in NAVEX. One of our team members will be in touch shortly. 

Have a great day!

Policy management success stories

Don’t take our word for it. See how NAVEX customers centralize and automate policy management for more than 10.3 million policy documents worldwide.

  • Thanks to PolicyTech, we’ve reduced the amount of time spent by over 20%!

    Security Health Plan 

    Joshua Dick
    Continuous Improvement Specialist

    See their story

  • The tremendous value in having everything in one place is transparency. There’s no scavenger hunt and NAVEX provides a one-stop shop where everything is there and easy to access.

    CADCA

    General Barrye Price
    President and CEO

    See their story

  • A lot of our challenges were silos between departments and transparency. Before PolicyTech was implemented, team members had documents on the same topics unknown to others and now we can easily see who is working on what and avoid duplicate work.

    St. Joseph’s Indian School 

    Data and Program Analyst
    Michelle Eggers

    See their story

  • NAVEX provides a single point of truth for all our compliance needs with the ability to scale as we grow. They are great partners with the right expertise and solutions to advance our compliance program.

    CDL Nuclear Technologies

    Heather Hurst
    Chief Compliance Officer

    See their story

Your complete policy management system in NAVEX One

NAVEX One Policy & Procedure Management software gives you direct control over the entire policy lifecycle and document lifecycle management process – now enhanced with AI-assisted tools to make it faster and easier to summarize, update and communicate policy changes across your organization.

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Lifecycle management

Track creation to retirement

Replace manual chasing and messy spreadsheets with structured, automated processes.   

  • Design custom policy approval workflows for specific scenarios or topics  
  • Edit policies in Microsoft Word while the current version stays live  
  • Set approval threshold requirements (e.g., 3 out of 5 people)  
  • Make managing multilingual content simpler with parent/child workflows
  • Speed up review with AI-assisted policy summaries for new policies or updates
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Centralized access

Create a single source of policy truth

Solve the risks of having different document versions scattered across multiple locations and systems.  

  • Ensure employees always access the correct, current policy  
  • Group related policies together by topic or tag for easy navigation  
  • Provide instant answers pulled directly from your policies with NAVEX One Compliance Assistant  
  • Manage user access for employees, new hires and third parties
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Insight and accountability

Use data to drive better program performance

Use the platform’s data and analytics to see what’s working, what’s not, and actively influence employee behavior. 

  • Use engagement analytics to identify confusing policies 
  • Compare document versions to see exactly what’s changed – and who changed it 
  • Use metadata to automatically track and display key dates like ‘created’, ‘approved’ and ’next review’ 
  • Build clear accountability with a complete, un-editable audit trail for every document

How we support your governance, risk and compliance success

Weave compliance into the fabric of your team’s day-to-day. With NAVEX services, compliance becomes more than a requirement – it’s a natural, empowering part of your workplace culture.

  • Accelerate your GRC programming

    Embarking on your governance, risk and compliance journey? We’re right beside you. Together, we’ll dive into your specific needs and chart a path that’s just right for your team – and that doesn’t end with software setup. We’re committed to ensuring you’re comfortable and confident navigating the NAVEX One GRC platform. 

    • Get up and running faster 
    • Empower your people  
    • Maximize your investment

Accelerate your GRC programming

Embarking on your governance, risk and compliance journey? We’re right beside you. Together, we’ll dive into your specific needs and chart a path that’s just right for your team – and that doesn’t end with software setup. We’re committed to ensuring you’re comfortable and confident navigating the NAVEX One GRC platform. 

  • Get up and running faster 
  • Empower your people  
  • Maximize your investment

Your NAVEX One Policy & Procedure Management software questions, answered.

  • What is a policy management system?

    At its most basic, a policy management system is software that provides a central, digital repository for an organization’s policies and procedures. 

    More effective systems also provide tools to manage the entire policy lifecycle. This typically includes automated workflows for approvals, version control to track all changes, and a way to distribute policies and track employee acknowledgment.

  • Why can't we use SharePoint as our policy management system?

    You could, but it would require a lot of developer resources to replicate even a fraction of what NAVEX One Policy & Procedure Management software does out-of-the-box. Our platform is a policy management tool built for compliance, with critical features like automated workflows and attestation tracking that SharePoint and generic document management systems don’t have.

  • What makes the NAVEX policy management solution different from other policy management solutions?

    Unlike standalone tools, NAVEX One Policy & Procedure Management software (formerly NAVEX PolicyTech) is just one of our integrated GRC platform solutions, all of which are designed to work together for a fully connected GRC program. For example, using NAVEX One Policy and Procedure Management software means you can link your policies and their performance directly to training and risk data through other solutions on the NAVEX One platform.

  • What AI-powered policy tools does NAVEX offer?

    NAVEX One Policy & Procedure Management includes AI-assisted policy summaries that help policy owners communicate updates more efficiently. For new policies, AI generates a concise summary that can be reviewed and refined before distribution. For policy updates, AI highlights key changes so stakeholders can quickly understand revisions without comparing documents side by side. All AI-generated summaries require human review before they are shared. 

    NAVEX One also includes the NAVEX One Compliance Assistant, an AI-powered chatbot that gives employees instant answers to compliance questions in more than 70 languages. Responses are based only on your organization’s approved policies and documentation, helping ensure accurate and relevant guidance.

  • How does NAVEX One Policy & Procedure Management software improve compliance?

    NAVEX One Policy & Procedure Management software improves compliance by ensuring the right people read, review and acknowledge the right policies at the right time. The system then creates a complete audit trail of these actions, giving you the solid proof you need for auditors and regulators. 

    This level of proof is the foundation for confident compliance – and a cornerstone of effective employee compliance solutions within your connected GRC program.

  • What’s the difference between NAVEX One Policy & Procedure Management and PolicyTech?

    There is no difference! As a core component of the NAVEX One GRC platform, PolicyTech has been renamed NAVEX One Policy & Procedure Management. It’s the same software our customers have used and loved for nearly 30 years, just regularly updated for the times and rebranded.

  • Will our employees find NAVEX One Policy & Procedure Management software useful?

    Yes! While you benefit from a central policy and document management perspective, NAVEX One Policy & Procedure Management software also makes it much easier for your people to complete the compliance tasks assigned to them. Our AI-powered NAVEX One Compliance Assistant also gives them a convenient way to get instant answers to specific queries without having to read through a whole policy document to find what they are looking for.

  • How do employees use NAVEX One Policy & Procedure Management software to access and acknowledge policies?

    Employees log in to a simple portal where they see a to-do list of policies assigned to them. They can read the document directly in their browser on any device and provide a legally-sound electronic signature to acknowledge it, completing the task.

  • Can NAVEX One policy management software be customized?

    Yes, it’s configurable. We can add custom fields to meet your specific needs, including tracking which specific documents require specific individual or group approval and setting unique quarterly review cycles. You can also create unlimited customized email templates for different policy campaigns, so your people get tailored experiences and wrapper text depending on the policy topic.

  • Does NAVEX One Policy & Procedure Management software have templates?

    Yes – NAVEX policy management software has a selection of ready-to-use, legally-vetted policy templates to help you cover key areas of your compliance program. These templates provide a plain-language base that you can customize and localize as needed, saving your policy writers time on initial drafting to speed up approval and roll out of best-practice policies. 

    Current templates on NAVEX policy management software cover anti-bribery and corruption, conflicts of interest, drug and alcohol use, equal employment, supply chain integrity and workplace harassment. 

    All our policy templates are developed in partnership with the Volkov Law Group.

  • Will implementation take a long time?

    No, our team guides you through a clear process. We know that a long, disruptive setup can be a dealbreaker when you have requirements you need to meet ASAP. Our policy and procedure management system implementation is designed to get you up and running smoothly so you can start seeing value fast.

  • How do you handle NAVEX One Policy & Procedure Management software security and data privacy?

    Security is foundational to our platform. Your policies are stored in a secure, centralized repository with secure access controls. We use industry-standard encryption and are committed to maintaining the confidentiality and integrity of your compliance data.

Check out our top resources on policy and procedure management

Customer reviews of NAVEX

Hear from risk and compliance professionals using NAVEX One to unify programs and strengthen oversight across their organizations. These reviews reflect real-world impact in action – connecting data, improving visibility and enabling confident decision-making at every level.

"Holistic Risk Management with Powerful Data Insights"
4/5
"One stop shop for Corporate Risk, compliance and HR management"
5/5
"Easy and fast: excellent experience"
5/5
"Excellent Platform for Managing Risk"
5/5
"System very complete to follow up and manage training, ethics awarness, and hotline issues."
5/5
"Most easy to use Risk and Compliance management software for businesses."
5/5
"One of the best Risk and Compliance management software with efficent reporting"
4.5/5
"Navex One is one of the best Risk and Compliance softwares available in the GRC Softwares market"
5/5

Explore the future of policy and procedure management

Disorganized policies are no better for compliance than a messy filing cabinet. Save time with a faster, easier and more consistent policy and procedure management system – discover NAVEX One Policy & Procedure Management software today.

Risk and compliance software tailored to your needs

When it comes to managing risk and compliance, one size doesn’t fit all. With NAVEX, you can choose risk and compliance solutions that grow with your business.  
 
NAVEX helps growing companies: 

  • Stay compliant with federal and state regulations 
  • Protect employees with secure reporting tools 
  • Manage policies and training in one place 
  • Reduce risk before problems escalate

We’d love to chat more about what you’re looking to accomplish so we can give you a custom solution that fits your business needs.

Book your NAVEX demo!

This form is protected by reCAPTCHA, a service provided by Google. You can learn more about how NAVEX processes your personal data by reviewing the NAVEX privacy statement.

We’re on it! Thanks for your interest in NAVEX. One of our team members will be in touch shortly. 

Have a great day!