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Policy and Procedure Management 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 policy procedure management and automation tools only solve part of the problem. 

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

"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 P&P Software 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. 

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 procedure management software 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.
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
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 Policy and Procedure System 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.

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.

Learn More About How Zavanta P&P Software Can Help You!

Discover what Zavanta could do for you: