Allowing the input of investigation cases, the ability to track information and to compile data. It allows us to prepare detailed reports for different levels of the organization in the form of Excel spreadsheets, graphics, percentages of descriptive reports daily, monthly, yearly and number of cases per those periods. It gives the option to separate the cases by descriptions of each type case and/or by allegations only.
Administrative Assistant at a university with 1,001-5,000 employees
Allows us to prepare reports in the form of Excel spreadsheets, graphics and data based on specific periods of time.
What is most valuable?
How has it helped my organization?
In addition to the ongoing process of receiving reports from the organization when anonymous callers would make reports through the hotline, we easily complete an Intake Form with the information received from NAVEX, prepare a file, review for either our office to investigate or if it is to be referred to another department or division. If referred out then we enter an assigned case number, confirm having the accurate file and update this by noting it in Global Compliance.
What needs improvement?
There is an area on the “New Case” screen that I have reported a while back that when we click the drop down boxy to select state, then onto select the city, the state selection selected is deselected, it’s selected again and the city is deselected but after a couple of selections with it only in that area it does maintain the selection. Otherwise, there's so much that I still need to learn, so I can’t say what else could be improved.
For how long have I used the solution?
Four to five years.
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What do I think about the scalability of the solution?
Nothing more than what I mentioned earlier.
How are customer service and support?
Customer Service:
My experience is that they are professional and always ready to assist as best as possible. Each has demonstrated such genuine customer service! Customer Service Training could possibly be an additional tool developed by NAVEX.
Technical Support:It’s been a very long time since we had to call. When we did call, we were taken care of immediately, promptly and in a timely manner! It’s been awesome!
What about the implementation team?
Depending upon the needs within their organization being like ours, then everything I described would apply to them.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Director of Compliance at a healthcare company with 501-1,000 employees
Manages our policies and makes them available in one accessible location. The installation was pretty complex.
What is most valuable?
The valuable feature is just the policy management. I don't know that we do anything particularly innovative with the policy technology. We just use it to manage our policies and make sure that they're being attended to.
How has it helped my organization?
It has made all the policies available in one accessible location for people to use them.
What needs improvement?
We get a huge amount of complaints from users about the email system. They get lots and lots of emails, and they don’t necessarily have a good way to manage them.
Sometimes we have challenges with the way it needs to be set up so that certain people are required to do certain things. This can sometimes be a bit complicated. Trying to make it more intuitive would be helpful as well.
For how long have I used the solution?
We have been using this solution for about a year and a half.
What do I think about the stability of the solution?
There have been no stability issues.
What do I think about the scalability of the solution?
There have been no scalability issues.
How are customer service and technical support?
In general, the technical support is pretty good. They're not always super quick at getting back to us, but they do eventually. They were able to help us in the end.
Which solution did I use previously and why did I switch?
We didn't have any system like this before. We just had Windows folders. This was a big step for us.
How was the initial setup?
The installation was pretty complex. There was just a lot to think about in terms of how we wanted to set the system up. It is not always the most intuitive. It is just a pretty complicated solution by nature.
What other advice do I have?
The setup is really important. It is important to take that time to do it correctly. In the end, it's been a pretty good solution for us.
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
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