Automated workflows

Benefits you can expect from Xoralia workflows:

1 Xoralia workflows: automate, control, and simplify

  • Move away from manual processes—no more chasing emails, tracking approvals in spreadsheets, or dealing with inconsistent policy handling.
  • Gain full control over policy reviews and approvals, with clear accountability at each stage.
  • Ensure policies are reviewed by the right people, with predefined workflows that match your organisation’s needs.
  • Reduce errors and inconsistencies by standardising how policies are created, reviewed, and published.
  • Enhance collaboration across departments, ensuring legal, HR, risk, and other stakeholders can work together efficiently.

2 Easily build workflows to suit your business needs

  • Create different workflows for different policy types, adapting to legal, HR, finance, or operational requirements.
  • Design workflows that match your internal processes, with flexible steps for drafting, reviews and approvals.
  • Add as many approval and review stages as needed, ensuring policies go through the right levels of scrutiny.
  • Customise settings for each step, including templates, deadlines, notifications, visibility and more.
  • Point-and-click workflow builder makes it simple for admins to configure and modify workflows without IT support.

3 Control document creation and updates without the fiddly administration

  • Save time and reduce stress with automated workflows that control the entire lifecycle and without the hassle of chasing people and worrying about version control.
  • Enforce document templates and ensure people always use the right policy templates and adhere to structure and branding.
  • Meet deadlines–Xoralia chases people for you so that they carry out their review and approval tasks on time.
  • Policies always up to date: Xoralia ensures that policies don’t expire and escalates where required.
  • User-friendly interface: Xoralia’s visual and intuitive interface makes it easy to build and run workflows without any technical knowledge.

4 Improved visibility and audit readiness

  • Track every policy’s progress in real time, with clear status indicators for each stage of the workflow.
  • Maintain a complete audit trail, automatically logging every review, approval, and version.
  • Generate instant reports on policy statuses, outstanding tasks, and approval histories.
  • Centralise all policy activity in one place, reducing the risk of lost versions or overlooked approvals.
  • Easily retrieve historical data, ensuring audit teams have access to previous versions and approval logs.
  • Reduce audit preparation time, with built-in records that make compliance checks faster and easier.

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Connect with us to streamline your policy management and ensure effortless compliance.