The Situation
Our client, a growing organization with multiple departments, was struggling to maintain consistent compliance standards across their teams. Their existing processes relied heavily on manual tracking, spreadsheets, and email-based approvals — a system that was becoming increasingly difficult to manage as they scaled.
Training completion was difficult to track, policy updates often went unacknowledged, and there was no centralized system for managing handbooks and compliance documentation. The HR team spent countless hours chasing down signatures and generating reports manually.
They needed a comprehensive solution that would automate compliance tracking, streamline employee training, and provide a single source of truth for all internal policies — all while maintaining a complete audit trail for regulatory requirements.
Tools Used
A critical requirement for this project was the ability to generate thousands of compliance certificates, training completion documents, and policy acknowledgment forms automatically each month. We integrated our Paperless tool to handle all document generation, enabling the HR team to create personalized PDFs at scale without any manual work.
Paperless
Generate professional documents from customizable templates in seconds.
The Solution
We developed a comprehensive internal control platform that centralizes all compliance, training, and policy management in one place. The system was designed to be intuitive for both administrators and employees, with a focus on automation and real-time visibility.
Real-time Update System
We built a real-time update system that automatically notifies relevant stakeholders when policies change, tracks acknowledgments, and maintains a complete audit trail for compliance purposes.
Bulk PDF Generation
Integrated our Paperless tool to enable bulk generation of compliance certificates, training completion documents, and policy acknowledgment forms. Thousands of documents generated automatically each month.
Courses Module
A complete learning management system with course creation tools, progress tracking, quizzes, and certification. Employees can complete required training at their own pace with full progress visibility for managers.
Digital Handbooks
Digital handbook management with version control, easy updates, and automatic distribution. Employees always have access to the latest policies and procedures from any device.