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.

As with all of Brookstone Technologies’ Microsoft CRM Integration/Extension modules, the Policies & Procedures application delivers rapid “time to value”.  It 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.

Main Features

• 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

The Brookstone Technologies Policies & Procedures application 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.

Brookstone Technologies has designed the Policies & Procedures application module 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.
 

Keep everyone involved by configuring your Company’s Electronic Policies & Procedures Manual so that it automatically emails users as different events occur:

-     Documents to be read
-     ISO actions assigned
-     ISO action due-date reminders
-     Approval processes
-     . . . and much more

The Brookstone Technologies Policies & Procedures application module keeps full copies of your Company’s electronic forms in the CRM database structure (Word documents, Excel Spreadsheets, Adobe PDFs, etc). The application controls your revision numbers, and tracks all document requests and approvals. It also tracks your obsolete documents and forms. Everything is stored in one central electronic document-and-form repository - you no longer need a filing cabinet to store reams of hardcopy documents.

The fully-integrated application module tracks of all of your corrective actions, preventive actions, and non-conforming products. In addition, you can assign items to the relevant
responsible party or parties, reject or verify them, and view reports on them at all levels.  You can also send out email alerts throughout the entire process.