Policies and procedures solutions.
A comprehensive solution for managing your policies and procedures — ensuring consistency, accuracy, and ease of use across your organization.
Outcomes
What changes when you switch.
Built for: Compliance, risk, GRC, quality, and policy teams
- 01Consistency and accuracy across every policy and procedure
- 02Enhanced reuse and standardization — author once, surface everywhere
- 03Simplified authoring with AI and structured editors
- 04Boost collaboration and SME review
Capabilities
Everything you need, on day one.
Simplified authoring
Generate structured content with AI assistance and editor integrations — Fonto, Oxygen, and Ingeniux Simply XML for Word.
Enhanced reuse
Single-sourcing and content reuse across policies, procedures, training, and customer-facing surfaces.
Boost collaboration
Built-in SME review workflows with comments, approvals, and audit trails — managed centrally in the CCMS.
Publish to web and print
Generate PDF and HTML5 outputs from the same source — print-ready compliance documents and web-ready policy portals.
Centralized management
All policies and procedures live in one repository with versioning, branching, and full history.
Cost reduction
Reuse eliminates duplicate authoring and maintenance — reducing the cost of keeping policy content current and consistent.
FAQ
Policies & Procedures — FAQ
Is DiscoverCX SOC 2 compliant?+
Yes. The Discover CX portal is SOC 2 certified — secure storage, continuous monitoring, and privacy compliance. SOC 2 reports are available on request under NDA.
Can we generate policy PDFs?+
Yes. The publishing pipeline outputs PDF and HTML5 from the same DITA source — print-ready compliance documents alongside web-ready policy portals.
How do approvals and reviews work?+
DiscoverCX includes SME review workflows with comments, approvals, and audit trails. Policy owners can configure multi-step approval gates and scheduled review cycles.
Can SMEs author in Word?+
Yes. Ingeniux Simply XML is a Microsoft Word-based DITA editor that lets SMEs contribute structured policy content without learning XML directly.
See Policies & Procedures live.
A solution engineer walks through your real workflow in 45 minutes.