Implementing the BAI Policy Manager
7 Steps to Simplify Setup
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Adopting new technology can be difficult for many financial services organizations. Everyone from the top down needs to learn how to utilize the platform for daily use, which can be challenging when many staff members are comfortable with prior processes. Having an effective implementation plan can drastically reduce setup times which can allow for additional training time to help any technology transition go much smoother.
Several organizations are utilizing the BAI Policy Manager to help manage their policy management program. BAI has worked extensively to understand the challenges our clients face when adopting the BAI Policy Manager and have created an implementation guide to help simplify the adoption process by gathering key information early including:
- Establishing document owners
- Importing Word versions of policies and procedures
- Determining workflows and approvals early
- And more!
To learn more about what the BAI Policy Manager can do for your organization and to see how your organization can streamline the setup process, download BAI’s "Policy Management Implementation Guidelines" today!