A policy and procedure management platform, like Zavanta, streamlines the entire lifecycle of policies and procedures. It helps organizations create, standardize, and manage clear, accessible, and compliant documents. Outcomes include increased compliance, increased operational efficiency, and enhanced staff performance and accountability 

A P&P solution helps ensure consistency, compliance, and efficiency by centralizing document creation, updates, and accessibility while reducing risks, providing evidence for audits, and enhancing accountability. 

A policy outlines overarching rules or principles, while a procedure details specific steps to implement or follow the policy. We cover more details in our blog post. 

Zavanta offers an integrated solution tailored specifically for policy and procedure management. Unlike general file-sharing tools, users have access to specialized features like guided authoring with standardized templates, automated review and approval processes, and centralized access to all document management stages. 

Zavanta stands out as the best standard operating procedure software because it simplifies complex processes with intuitive templates, automated workflows, and ensures consistency, compliance, and easy knowledge sharing across teams. 

Yes, the software includes an approval workflow for policy updates that automates the review and approval process. 

Yes, workflows can be created for specific functions that happen on a reoccurring basis (including employee attestation campaigns, review/approval, etc.) 

Yes, you can set automatic review dates for policy and procedure documents. 

Users have multi-channel alerts available to them, including email notices and a notifications center within the platform. 

Yes, tracking policy acknowledgment is supported through the Zavanta Read-Verify capabilities and employee attestation like Checklists and Electronic Signature. 

Zavanta provides robust tracking and analytics capabilities, including testing and quizzes, user analytics, feedback tools, audit trails, and more.  

Zavanta’s analytics can help you track engagement, identify gaps in usage, and improve overall policy compliance. To learn more, read our blog post. 

Yes, the reporting dashboard offers real-time metrics. 

Yes, Zavanta includes a robust, AI-supported search function that allows users to quickly locate specific documents, policies, or procedures. 

Yes, the Zavanta Mobile App allows on-the-go access to the company portal.  

Yes, users can favorite, bookmark, or save frequently accessed policies and procedures to their personalized dashboards for quick reference. 

Picklists allow for the searching and filtering by a component of structured data, including job titles, employee names, departments, etc.  

Yes, Zavanta includes automatic notifications to notify users of changes to policies. 

Yes, the company Zavanta portal can be personalized with brand colors and imagery.  

Employees log into the company portal which is accessible on any device, including desktops, tablets, and smartphones. 

Yes, employees can fill out feedback forms to recommend changes or updates to policies and procedures. 

No, you can import existing content, whether from Word documents or other formats, and then easily convert them into structured, standardized formats. 

Users have access to a variety of self-paced and instructor lead training courses, including Jumpstart Implementation, Operations Mapping Training, and Zavanta University. 

We have multiple steps in the implementation process, including the creation of your company portal and a pilot program within the organization. Ask our team for more detailed information. 

Yes, we will work with you to ensure your specific Zavanta portal is customized to fit your organization's needs.

Yes, administrators can restrict access to sensitive documents using role-based permissions 

Customer support is available through the Zavanta Services Team, Support Desk, Client Services Hub, and the Zavanta Help Center.  

Zavanta is a cloud-based solution, it cannot be deployed on premise. 

Zavanta includes robust security measures, including ISO 27001 and SOC 2 Certified US certifications 

Yes, Single Sign-On is available.  

Yes, there is no limit on the number or size of documents within your portal.  

Yes, Zavanta can integrate with applications such as ERP, finance, LMS, and CRM systems. 

Yes, Zavanta offers role-based permissions, allowing administrators to control access and choose which users can view, edit, or manage specific policies and procedures.