Support Portal ContactGet in touch

The Key to Successful Compliance in 2020

   Words by CRM Consultancy

   on 28/08/2020 14:12:00

image

It’s Simple.

Compliance is there to protect your business and its reputation. It defines the process of making sure your organisation and personnel adhere to relevant industry laws, regulations, standards and ethical
practices that apply to your industry.

Every successful organisation embraces corporate governance and has an active Compliance Program in place to oversee practice, procedure and staff-behaviour remain compliant with its relevant regulatory bodies. Staff training and engagement often encompasses distance-learning, written compliant-friendly procedures and self-education in the form of reading organisational policy booklets and filling in compliance questionnaires.

Often, all is well until you need to be able to monitor and demonstrate active compliance across your organisation, including adequate training during new employees’ initial training, plus providing refresher and update courses for staff. With new regularity demands being constantly implemented or revised, it is becoming increasingly difficult to achieve or remain compliant. Manual monitoring planning, capturing data, proactive, training and auditing is both labour intensive and prone to human error.

Automation is the key to achieving compliance, through well-designed compliance programs capable of monitoring results, sending regular questionnaires, gathering and analysing statistics
and keeping track of training delivery. DocDrive365 is a new Microsoft AppSource application which has been developed specifically with compliance solutions in mind. DocDrive365 allows you
explore how you can simplify and harmonise compliance throughout your Microsoft environment. DocDrive365 enables you to stay compliant, enhances data security, actively patrols sensitive
information and delivers compliance directly within your Microsoft workspace.

For more information on how we can help you manage your compliance and access controls, please visit DocDrive365 - Compliance and Control or contact us directly by completing our Contact Form

Share this Article

Search Articles

Filter Articles

CRM Tech DocMan

Recent Articles

CRMCS Quick Start Guide: How To Produce a Microsoft Teams Live Event Dynamics 365 Marketing: Lead Scoring and Sales Acceptance Designing and Developing Microsoft Power Apps Portals Thank You for Attending CRMCS’ Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams Thank You for Attending Our Webinar - Achieving B2B sales excellence with Dynamics 365 & Microsoft Teams Webinar: Discover How CRMCS Have United Dynamics 365, SharePoint and Microsoft Teams To Create Sales Excellence Ignite your workflow by adding DocDrive365 to Office 365 The CRMCS guide to everything you need to know about integrating Teams with Dynamics 365 Saving Time By Keeping Documents In One Place TDE Database Encryption with On Premise Dynamics The Key to Successful Compliance in 2020 Part 2: Let’s get GDPR Compliant with Microsoft Power Automate Top 3 Essential Tips for Remote Working Dynamics 365 Marketing: Top 5 Best Features Dynamics Day in the Life - Puma Investments Can you use Teams to amplify collaboration in Dynamics? Part 1: Using a Scheduled Power Automate to Trigger Expiry Date Reminders The secrets of successful document collaboration in Dynamics CRMCS launches new AppSource approved DocDrive365 Dynamics Day in the Life - Moneypenny Release Management Add the App to Dynamics DocDrive365 Security: Day One - Getting Started with Dynamics to SharePoint Permissions Building a New Scheduled Process using Flow
  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
Manchester
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue
London

Content © CRM Consultancy.