In today’s technology driven world many tasks have become automated in our everyday lives.  From automatic bill payments to monitoring home surveillance.  Shopping can be done from the convenience of our own home or mobile device.  These automated processes have made our lives more efficient and allow us to spend time on other tasks.  But when it comes to Policy Management is it better to automate your processes or continue to do them manually.

Policy Management

All companies regardless if public or private, have policies in place to make sure that business operations are followed accordingly.  Policy management addresses the risks associated with electronic communication.  Having active policies enables companies to detect violations and to take appropriate actions.  In order for these policies to be effective they need to be evaluated periodically to ensure that they are still valid.  A well written policy should not be too specific, details should be outlined in the guidelines and procedures.  Policies should not need to be rewritten every time a change is made.  Changes to your procedure may need to be made but that should not affect your policy.

Policy Automation

Policy management can be handled manually or through automation.  Manually monitoring policies can be tedious and take a great deal of time.  Automated systems use software tools to enforce policies.  Automation can reduce human error especially in tedious, multi-step processes.  It can also ensure that tasks are completed on time and provides a single user interface that can be controlled and measured.  Automated actions are recorded and documented for auditing purposes.  There is a cost associated with automated systems so in determining if an automated system is the right choice you will need to look at how much time is being spent managing your current policies and what effort would be involved in implementing automation.  Automating your tasks will enable you to maximize your most valuable asset, time, giving you the power to focus your energy and efforts on activities that add value to your business.

Sherpa has its own Altitude IG product that contains a Policy Management module to utilize your companies established practices, policies and business processes to electronically automate compliance, legal, human resources, records management, and IT policies.  The Policy Management module provides policy enforcement and defensible deletion, to help manage information across the enterprise and ensure that data management is at the core of all legal response requirements.  Policy enforcement and monitoring allows organizations to manage and adhere to corporate or regulatory standards and identify gaps in processes that may result in non-compliance.

Sherpa Altitude IG Policy Management is differentiated from other platforms through the following features:

  • Connects to more data sources than traditional information governance software platforms, including social business platforms and mobile devices
  • Leaves your data behind the firewall and allows you to manage your data in place
  • Configures quickly and easily, including customizable user roles by department or function
  • Offers robust standard reporting and mobile dashboards

If you’d like to learn more, please contact a Sherpa representative at or 1.800.255.5155.