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Policy and Procedure Software

Create a Policy and Procedure system people want to use.

Keeping employees trained and operating the right way is essential for success.

Unfortunately, most organizations spend thousands of dollars creating policy and procedure documents -- formatted 100 different ways -- that no one uses!  Managing them is tough, especially at scale.  And, if you are regulated, you have to be able to prove that people read and understand essential policies and procedures.

Better document management and automation tools only solve part of the problem. 

Zavanta is the only solution that combines automation with the tools to ensure consistent, high-quality content and a better user experience.

Zavanta is the new standard for Policy and Procedure communication:

  • Create policy and procedure content that is always clear, consistent, and complete.
  • Deliver content across channels: mobile devices, web, print, manuals -- without hours of re-formatting.
  • Standardize business processes into a single source of truth. 
  • Monitor policy and procedure usage with dashboards.
  • Automate and control the complete life cycle without IT.

"SharePoint gave us no help in developing the policy and procedure documents. We wanted a more complete solution; one that would help us document our policies and procedures and provide better change management.”

Mahlon Meier, Senior Compliance Analyst, Colonial Savings

The new standard for policy management software

Why employees and regulators love
Zavanta Policy and Procedure Software.

Guided Authoring

Policies and Procedures are consistent and error-free.

If you're like most organizations, your Policy and Procedure content is a scattered mess of files in various formats. Especially at scale, ad hoc, decentralized content creation doesn't work. 

Zavanta is the modern way to capture and communicate operations knowledge and best practices. Zavanta's research-based authoring interface prompts authors for all the right information, in the right order, ensuring nothing is left out. 

Learn more about policy and procedure authoring >
Policies and Procedures are consistent, error-free
Robust workflow automation

Policy / Procedure life cycle streamlined.

Workflows automate tasks together across all phases: authoring, reviews, publishing, versioning, and notifications. Zavanta gives you visibility to the entire process; you can see where any document is in the flow. 

  • Create scheduled campaigns for employee attestation.
  • Notify key managers when a policy or procedure comes up for review.
  • Automate version control, rollback to prior versions, archive past versions. Track all changes.
Learn about P&P automation >
Policy / Procedure life cycle streamlined.
Go Digital

Any organization can have a Policy and Procedure Knowledge Hub without IT.

Business users can create and maintain an online portal on their own. Key features include:  

  • Built-in search
  • Employee read verification
  • Linkage between policy and procedure documents
  • Inlude videos, images, podcasts, FAQs
  • Save favorites for easy access
  • SOPs linked into other applications
See examples of Policy / Procedure Portals >
Any organization can have a Policy and Procedure Knowledge Hub without IT.
Testing, Surveys

Are people using Policies and SOPs? Now you'll know.

You can easily test employees on any topic and attach surveys to any policy or procedure.  Zavanta's Dashboard Analytics lets you see statistics, including:

  • Popular search terms
  • Most frequently accessed policy or procedure
  • Satisfy regulatory requirements with Read Verify results
  • Testing results
  • User ratings for policies and SOPs


Are people using Policies and SOPs?  Now you'll know.
Zavanta Use Cases

One Policy Management System.
Limitless possibilities.

Drive a higher ROI with a system that can be leveraged across multiple departments, teams, and initiatives. Below are just a few examples.

Security Policies and Procedures

You can use Zavanta to document cybersecurity policies and procedures and align with your risk management strategies. Zavanta's guided authoring makes it easy for your experts to share their know-how, without all the hassles of clerical formatting required with conventional documents.

Incorporate quizzes to test employees' comprehension.

Use the published policies and procedures in employee training sessions. Organize and link policies and procedures to standards.

Enterprise grade security

Code of Conduct

Use Zavanta to create your own "Code of Conduct" portal. Employees can access policies and procedures on their mobile devices.

Include Read Verify so that you can ensure employees have read and understand important policies. Managers can track and monitor attestation. 

Incorporate situational videos into policies and procedures to make training more engaging. 

Code of Conduct

Employee Onboarding

Onboard new employees, keep existing employee fresh on updated procedures and best practices.

Create Position Guides that include everything the employee needs to do their job including FAQs and a Company Dictionary. 

Connect them with your resident subject experts by including contact links in policies and SOPs.

Employee Onboarding

Application-specific SOPs

Use Zavanta policy management solution to document SOPs for your commonly used applications. Organize them by application, department, or business process in your Employee Portal. 

With Zavanta, you can link "how to" instructions directly into work. Employees have easy access to the SOPs they need at the moment they are performing the task. One click, no searching! Link standards, policies, and SOPs into your LMS. Insert SOPs into HR and CRM systems. 

Application-specific SOPs

Additional Resources

Top 8 SharePoint Issues for SOPs, Policies & Procedures

Every day we hear from people looking for an alternative to SharePoint to streamline the process for managing their policies and procedures. They are frustrated with the poor search feature, the challenges of keeping track of when a document was last updated, and the overall messiness. Read more in our blog.  

9 Proven Tips to Improve Policy Management

Securing executive support and linking policies and procedures to business outcomes are two tips we explore in our blog. What is the performance or operational outcome you are looking to achieve?  Learn more ideas in this blog.

Difference Between Policy, Procedure, Work Instructions

One of the biggest hurdles our clients have to overcome is separating their giant 500-page manuals into separate documents for policy, procedure, and work instructions. Our blog helps to explain the differences

What Is Guided Authoring, and What Are the Benefits?

Structured content and guided authoring go hand-in-hand. Zavanta includes a wizard that prompts your authors to complete a series of fields to ensure every document is consistent and comprehensive. Say goodbye to writer's block.

Have questions about Policy and Procedure Software?

Discover what Zavanta could do for you: