EthicsPoint
We can sell SMB hotline subscription up to X employees and X telephony only
2,000 employees
WWC
What is the difference between foundation and professional?
Professional allows you to upload and store documents only. No workflows for review/approval.
What is the difference between Quickstart and Program Enablement?
Quickstart is comprehensive engagement with gap-analysis, consultative best-practice implementation guided by PSO, and facilitated/recorded trainings in configured environment
PE is after implementation and only allows for some small tweaks and training
What should be included in legal notes?
Length of term, price increase cap, NET payment terms
“Please include expiration date of X”
Special terms and approvals (Split payments in year 1 X due upon signature with NET X and X due in 6 months with NET X), quarterly payments, NET 90
How long is EP Foundation implementation and what are the variables impacting that time?
2-8 weeks
Variables: Global telephony vs US only, Translations, SSO, Customer responsiveness
What does Data Privacy Module do and when should we suggest it?
Limits issue types based on location allowing compliance with global whistleblowing regulations. Allows for attestation on data privacy policy/notice. Flags cases with data privacy implications.
Suggest when customer has a global footprint. Especially in countries like Germany, France, UK, India, Australia (over 80 countries have unique data privacy laws)
What is the value of active directory/HRIS sync and why is it important?
Automates access, provisioning of users, removing users from system, role-based permissions
Security, ease of use, license management
Quickstart is too expensive but the customer needs guidance at the front of implementation and not just after. What do I do?
Loop in Cody to scope a customer quickstart
I sent out a rapid contract and now have redlines. Or I upsold and the offer now exceeds $25k. What do I do?
Update Legal notes to include context for having sent via rapid and why this now has to go through legal. Include all other legal notes
How long is E-lite implementation?
8-10 weeks without PSO
What features are only available with E-lite
Search Functionality
Custom Fields
Info Contributors
Report Form
Premium Analytics
GRC Insights
Tasks
Related Cases
HRIS Integration
How does policytech integrate with other NAVEX E&C solutions? EP, Training, Disclosure Manager
Campaigns
Make a report (option at top and as a respose to a question)
Links to policies from training and disclosure questionnaires.
Links to policies in EP cases
What is project management?
A navex resource who is the single point of contact for all implementation groups on the navex side and contacts on the customer side through the multi-product implementation. Sets expectations and deliverables to meet execution requirements
How do I submit a legal expedite and what do I need to include in the case?
How long is EP Quickstart implementation?
16-24 weeks
When do you need to include a third-party hotline sku?
When customer wants to make hotline available to third parties (suppliers, agents, distributors, affiliates etc)
What is Global Whistleblowing Consulting and how much does it typically cost?
Consultation on how to configure EPIM to comply with global whistleblower laws based on countries the customer has footprint. 5 country $5k minimum
How do I submit an implementation expedite and what do I need to include in the case?
How long is NAVEXEngage implementation?
3-6 weeks
When do you need a per-report subscription?
When the hotline is being opened to the public or a non-third party population with an open-ended volume (customers, event attendees, etc)