Policy Management
Centralize creation, approval, and publication of policies with full lifecycle tracking and attestations, ensuring they remain current, accessible, and auditable.
Solution Overview
The Policy Management solution provides a central hub for developing, approving, and distributing corporate policies and standards across the organization.SmartSuite streamlines the entire policy lifecycle — from drafting and stakeholder review to employee attestation and renewal — ensuring alignment with regulatory frameworks and internal governance requirements.
Policy owners can set automatic review cycles, capture version history, and monitor acknowledgements in real time.The solution supports frameworks such as ISO 27001, COSO, NIST, and CRI Profile, making it easy to link policies to controls, risks, and compliance objectives.
Core Capabilities
SmartSuite’s Policy Management solution delivers complete policy governance capabilities with built-in version control, automated review cycles, and attestation tracking for every employee.
Policy Repository
Centralize all policies and standards with metadata for owner, status, and effective date.
Workflow & Approvals
Automate draft review and approval processes with built-in notifications.
Version Control & Audit History
Maintain policy change logs and previous versions for reference.
Publication & Distribution
Publish approved policies to employees with acknowledgement tracking.
Attestation & Training Integration
Capture employee acknowledgements and link to learning modules or training records.
Review Cycle Automation
Schedule recurring reviews with notifications to policy owners.
Linkage to Risks & Controls
Associate policies to specific risks, controls, and compliance frameworks.
The Policy Lifecycle
SmartSuite supports the complete policy lifecycle — ensuring each document is authored, approved, communicated, and maintained within a governed process.
Create & Collaborate
Draft policies using templates and collaborate with stakeholders.
Review & Approve
Route drafts through automated approval workflows.
Publish & Communicate
Distribute final policies and capture attestations.
Monitor & Renew
Track acknowledgements and schedule review cycles.
Archive & Audit
Retain policy versions and attestation records for compliance reviews.
Who Uses This Solution
The Policy Management solution supports compliance, risk, and HR teams responsible for governance and employee communication.
Authors and maintains assigned policies and review cycles.
Ensures policies align with regulatory frameworks and internal controls.
Manages employee acknowledgements and training requirements.
Links assessment outcomes to enterprise risks.
Verifies version control and policy attestations for audit evidence.
Connected GRC Ecosystem
The Policy Management solution integrates seamlessly with other SmartSuite GRC modules to maintain consistency between policies, controls, risks, and compliance requirements.
Modernizing Governance, Risk, and Compliance
Modernize how you manage governance, risk, and compliance with SmartSuite — a unified platform built for today’s connected enterprise.
Artificial Intelligence
SmartSuite's AI generates insights, summarizes complex results, and predicts risks within existing workflows to support proactive decisions.
AI Policy Drafting & Rewrite Assistance
Automatically draft new policies or rewrite outdated ones using consistent language, structure, and terminology aligned to organizational standards.
AI Gap & Consistency Analysis
Identify contradictory language, missing required sections, overlapping policies, or inconsistencies across related documents — improving accuracy and clarity.
AI Policy Summaries
Generate plain-language summaries of policies for empl
Automations
Use SmartSuite's no-code engine to eliminate repetitive tasks and ensure accountability across risk operations.
Review & Approval Routing
Route policies automatically through the correct review chain (Legal, Compliance, InfoSec, HR) based on policy type, risk area, or business unit.
Version Control & Update Scheduling
Automatically track versions, archive prior versions, and trigger scheduled reviews (e.g., annual, semi-annual) to ensure policies stay current.
Attestation & Acknowledgment Tracking
Automate employee acknowledgement campaigns with reminders, completion tracking, and escalations for overdue attestations.
Integrations
Integrate with the tools your teams use every day. Keep controls, incidents, and risk data in sync through prebuilt connectors and open APIs.
Document Storage & Publishing Systems
Connect to SharePoint, Google Drive, OneDrive, and Box to store approved policies and publish the latest versions seamlessly.
HR & Identity Platforms
Sync with Workday, BambooHR, Okta, and Azure AD to automate policy assignment based on role, department, or location.
Learning & Compliance Tools
Integrate with LMS or training systems to pair policy updates with training modules and track completion for audits and certifications.
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
Yes — employees receive email or Teams notifications with direct policy links and attestation buttons.
Yes — each policy can reference specific controls, risks, and regulatory requirements.
Yes — attestation records are stored and linked to employee profiles for audit readiness.
Yes — upload logos and color schemes to maintain brand consistency across published policies.
Discover the Power of Connected GRC
Break down silos, improve collaboration, and streamline compliance. SmartSuite helps GRC teams achieve more — with integrated data, automation, and a shared source of truth across the organization.