GIEOM’s Policy
& SOP Management

Discover the Real Potential of Processes

Policy & SOP Digitization

In heavily regulated industries such as the financial services, the regulators have laid strict guidelines for interactions with customers to reduce risk.

GIEOM’s policy & SOP Management platform can be your golden record for your organization’s policies & procedures. With features like version control, clear ownership definition, change notifications, content collaboration etc. ensures that policies and procedures are kept up to date.

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AS-IS TEXT
SOPS UPLOADS

Seamless integration with Microsoft word and PDF to import the AS-IS text SOPs/Policies and Procedures in the platform allowing to make changes or create new content

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ROLE BASED ACCESS CONTROL WITH ROBUST TRACKING

Publish SOPs with role-based access control and keep users informed on any new and changed SOPs with an acknowledgement

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E2E WORKFLOW WITH COLLABORATIVE SOP CREATION

End to End Collaborative SOP content creation within the platform by inviting multiple stakeholders to contribute as part of new SOP creation or changes with review/approval, version controls, audit trails and escalations

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KNOWLEDGE READINESS ASSESSMENTS FOR USERS

Build assessment questions directly from the approved documentation to test the knowledge readiness of
employees.

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DASHBOARDS

Intuitive personalized dashboards to view the role based related SOPs for the users and one stop shop for SOP custodians to track and monitor the SOP status

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E-SIGNATURES

Auto insertion of E-signature on approval in system. No more paper signatures

Why Enterprises choose GIEOM’s SOP Digitization Tool?

No more email interactions, end to end workflow for SOP creation
Auto insertion of E-signature on approval in system

One Stop Shop for SOPs
with Dashboard on the status of the SOP

Robust Tracking to ensure, all the employees are well informed on any new or changed SOPs
Reduces operational errors and brings transparency for Audit and Compliance
Enables knowledge- based assessments

SOP Visualization

Are you still using emails/Intranet to store policy documents? How do you track if the policy document is the current one and it is being notified to your employees?

Widely used tools like Dropbox and Google docs do not comply with the security policies laid down by the regulator.

Due to lack of a central repository for policies and procedures, banks are not able to build a knowledge base where people can easily find the latest policies and procedures to keep themselves updated.

How it works

Co-author SOP by taking inputs from multiple departments, maintain version history and track interaction at every level.

Create a visual representation of SOPs in a easy to understand graphical format that acts as a single source of truth for every team

Enrich the visual SOP with relevant information like IT System videos, forms, checklists, checklists etc.

In-built workflow management for review and approval of SOP with status tracking

Publish SOPs in different formats and channels, be it for intranet on browser; Core systems or for regulatory purposes.

Conduct end-user training for the employees on the new SOP

Test users on their operational readiness using GIEOM’s built-in practice sessions and quizzes.

Manage incremental upgrade to Technology Systems when Process, Regulations or Policies change by using the proprietary Ops Analyzer tool.

Why Enterprises choose GIEOM’s SOP Digitization Tool?

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Easier inter departmental
collaboration for SOP
creation

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Faster SOP
creation

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Version management with accountability

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Single source of truth for process audits

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Align all employees to the organization’s standard of working.

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Bring Business, SME’s, IT and System Integrators on the same page with automation identified on simplified TO-BE process maps.

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Gain Visibility into every IT system and process. Discover how they connect and the impact of change on one another.

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Create self-directed learning resources, including videos and practice sessions, so that employees are ready for the switchover

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Increased user adoption
of the new IT system
through self – paced
learning

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Quickly and easily
communicate upcoming
changes with
departments

Resources

brochure
Brochures

Policy and SOP Digitisation Brochure

With organizations moving towards a hybrid work culture and heavy compliance requirements
from the regulators, the Policies and SOPs need to be actionable and automated to keep the
users compliant and vigilant on their day-to-day operations.

brochure
Brochures

GIEOM Digital Blueprint – Product Writeup

A detailed view on the capabilities of GIEOM Digital Blueprint with screenshots