Extend MSCRM Service to deliver a compliance management framework.

Policies and Procedures MSCRM addin delivers managed process for the development, authorisation and management of documentation throughout an organisations.

Functions the addon delivers as part of a documents control solutions can be used for:

• Policy management, Procedure management, ISO management, Document control, Approval management, Change management, Quality management
• Automate document management and approval processing, always have correct document versions available.
• Configurable to automate the management and notification process's required for document control.

Overview:

The Policies and Procedures module for MSCRM is an enterprise-wide policies and procedures management system designed to leverage the power of Microsoft CRM. The system is a central repository where all of your Company’s manuals can be maintained electronically. Action requests and internal audits are accommodated, and only those employees who are required to read a particular document are sent an email with a link to the requisite document.

• Create and control company procedures manuals and quality documentation
• Manage and track internal audits and action requests
• Store and manage template documents and management Reports
• Designed as a Custom Entity for Microsoft Dynamics CRM
• Fully customizable
• Customizable document approval workflow
• Nominate committees or individuals as part of the approval process

Users can view:

• ‘My Personal Reading’
• ’My Action Requests’
• Easily identify & select individuals or teams required to read any document
• Full audit trail of who has read individual documents
• Empowers staff with a single, mobile point of information entry and access, workflow, and collaboration
• Intuitive to use, with the same look & feel as Microsoft CRM:
• Rewards are swift
• Time-to-Value is short
• Customizable reports utilizing Microsoft Reporting Services

Main Features:

Replace almost all of the “paper pushing” for maintaining your ISO Quality System - and make it electronic, with full traceability. Save time and money with an electronic database system, replacing all those filing cabinets. Brookstone Technologies’ Policies & Procedures application module for Microsoft Dynamics CRM is designed to be extremely user- and auditor-friendly. So not only is it easy for you to organize your company’s ISO and SOX requirements, but it is also easy for auditors to find what they need -quickly and painlessly.

The Policies Procedures and Compliance Management for Microsoft Dynamics CRM add in module manages the major ISO and quality control requirements for your business - Document Control, Corrective Actions, Preventive Actions, Nonconforming Products, and management of Training Records. Along with a comprehensive reporting model, the Policies & Procedures application can completely streamline your Quality Management System, thus reducing the labour time & effort required to maintain your ISO 9000 and other Quality accreditations.

The Policies & Procedures application module has been designed to be an integral part of Microsoft Dynamics CRM - it is as flexible as possible, yet enables strict controls over the publishing and ongoing management of corporate documentation.