Policy Management
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
Challenge
Having your policies written down is important, but they are useless without communicating them out into the world and guaranteeing that they are being deployed and adhered to. You need a central place for your policies to be accessed from, ability to manage policy revisions and a way to track end-user attestation.
Solution
SureCloud’s Policy Management software solution gives employees quick, easy access to the latest documents that apply to them so that you can reduce confusion over which policies to review, enjoy better attestation rates and help embed policies into place in your workplace.
SureCloud’s Policy Management software can link to policy sources in external document management solutions or file systems and push notifications to end-users when updated or new policies need to be reviewed. So that you can focus on ensuring the right policies are available and then monitoring attestation rates via the built-in dashboards.
Key Features
- Policy Manager - Recommended complementary app that aligns policies, processes and procedures to your operational controls. Users can access documents from the SureCloud Document Library or referenced third-party platforms.
- Dashboards and Reports - A suite of out-of-the-box charts and reports you can configure to provide an enterprise view or down to a department summary of risk.
- Flexibility - Retrospective changes to assessments are instantly applied through all subsequent steps without rework.