NAVEX Case Studies PolicyTech® Enables Streamlined Communication and Centralized Policy & Procedure Management

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	PolicyTech® Enables Streamlined Communication and Centralized Policy & Procedure Management NAVEX

PolicyTech® Enables Streamlined Communication and Centralized Policy & Procedure Management

NAVEX

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Education
Applicable Functions	Business Operation
Services	System Integration
Challenge	Before implementing PolicyTech, St. Joseph’s relied on personal drives, shared drives, and binders containing the various policies and procedures. This led to version control issues and inefficiencies, as well as duplicative work. The organization also faced unique policy challenges due to its specific nature. The lack of a centralized system led to silos between departments and a lack of transparency. Team members were often working on the same thing without knowing it, leading to unnecessary duplication of efforts. Read More
About Customer	St. Joseph’s Indian School is a non-profit residential school for Native American students from first through twelfth grade. Operating for nearly 100 years, year-round, the school provides education, health care, counseling, and other related residential services at no cost to families and students. Located in rural Chamberlain, South Dakota, students attending St. Joseph’s represent the tribes of the Great Plains Region and most are affiliated with the Lakota, Dakota, and Nakota tribes. The school operates 24/7 during most months of the year with students and staff onsite at all times. Read More
Solution	St. Joseph’s implemented PolicyTech for centralized management of policies and procedures. This allowed for quick access to necessary information, especially in the case of medical and mental health events. The Properties Wizard functionality allowed for linking documents together and inserting updates to templates so when program updates occur the information is automatically and accurately adjusted. The search feature within PolicyTech also proved useful during leadership meetings, allowing for convenient and quick access to documents in real-time. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Education

Applicable Functions

Business Operation

Services

System Integration

Challenge

Before implementing PolicyTech, St. Joseph’s relied on personal drives, shared drives, and binders containing the various policies and procedures. This led to version control issues and inefficiencies, as well as duplicative work. The organization also faced unique policy challenges due to its specific nature. The lack of a centralized system led to silos between departments and a lack of transparency. Team members were often working on the same thing without knowing it, leading to unnecessary duplication of efforts.

About Customer

St. Joseph’s Indian School is a non-profit residential school for Native American students from first through twelfth grade. Operating for nearly 100 years, year-round, the school provides education, health care, counseling, and other related residential services at no cost to families and students. Located in rural Chamberlain, South Dakota, students attending St. Joseph’s represent the tribes of the Great Plains Region and most are affiliated with the Lakota, Dakota, and Nakota tribes. The school operates 24/7 during most months of the year with students and staff onsite at all times.

Solution

St. Joseph’s implemented PolicyTech for centralized management of policies and procedures. This allowed for quick access to necessary information, especially in the case of medical and mental health events. The Properties Wizard functionality allowed for linking documents together and inserting updates to templates so when program updates occur the information is automatically and accurately adjusted. The search feature within PolicyTech also proved useful during leadership meetings, allowing for convenient and quick access to documents in real-time.

Impact #1	PolicyTech became an integral part of the culture of ethics and transparency at St. Joseph’s, allowing them to consistently execute on their mission.
Impact #2	PolicyTech improved their documentation, allowing them to formally pass down institutional knowledge of their tenured staff and ensuring consistent application of policy.
Impact #3	PolicyTech is currently being used by about half of the organization with plans to roll out to the remainder in the coming months.

Impact #1

PolicyTech became an integral part of the culture of ethics and transparency at St. Joseph’s, allowing them to consistently execute on their mission.

Impact #2

PolicyTech improved their documentation, allowing them to formally pass down institutional knowledge of their tenured staff and ensuring consistent application of policy.

Impact #3

PolicyTech is currently being used by about half of the organization with plans to roll out to the remainder in the coming months.

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Overview

PolicyTech® Enables Streamlined Communication and Centralized Policy & Procedure Management

Operational Impact