Policies & Procedures

Sophisticated management and processing of structured content makes XDocs a natural fit for industries where policies and procedures are crucial.

Create better documentation faster, reuse content with confidence, and update information with ease.
Streamline the localization of content to any language.
Upload and store training material including videos.
Bulk upload legacy content including PDFs so that all material is accessible from a single location.
Full control of the information flow.

Audit trail – what was changed, when and by who.
Instant comparison between versions.
Rapid information updates (to all output formats.
Guarantee data consistency and integrity.
Rapid information updates (to all output formats.
Build fully customizable web-based Delivery Portals.

Policies and procedures are important in any industry. In sectors such as insurance, legal services, financial services, and life sciences, they are central to the operation of the business. Mistakes are extremely costly with such industries subject to rigorous regulatory regimes. As a result, to satisfy all regulatory and legal requirements content must be properly structured and complete.

In addition, subject matter experts must rigorously review the content. Content must be released in a timely fashion, and readily available to customers and agents across multiple platforms and devices.

Common challenges include error propagation caused by the distribution of out-of-date information. Also, challenges finding the right content and keeping content up to date in multiple languages, and difficulties in delivering content in the right format and medium, web-based, mobile, or PDF. Above all, different versions may apply to different customers or situations, and the application of incorrect or out-of-date policies may lead to litigation.

Benefits of Structured Content

Structured content can help you to address the challenges in writing policies and procedures. Firstly, templates with boilerplate text define the specific sections and hierarchies required in a document. Updates are global, for example; a particular clause that applies to many policies needs updating due to a law change.

With structure, content reuse is easy and efficient, at the topic, section, or paragraph level. Variables allow you to publish content for multiple brands. You can automate output formatting for perfect presentation in any format. This Includes PDF and responsive HTML5 for viewing on any platform: laptops, tablets, smart phones etc.

The XDocs Solution

Sophisticated management and processing of structured content makes XDocs DITA CCMS a natural fit for industries where policies and procedures are crucial. Moreover, Bluestream’s Solutions team will work with you to optimize every stage in your process. As a result, your policies and procedures are always up to date and accurate. They will also conform to all business needs and regulatory frameworks. Additionally, they are always available to the people who need them.

Advanced capabilities to manage content, include fine-grained versioning, content reuse, and branch/merge capabilities. Therefore, content is identified, updated, and repurposed with precision to ensure your policies are always correct.

Draft policies and procedures quickly using templates with content rules, boilerplate text, and variables. The resulting documents conform to requirements in legal, medical, insurance, and financial industries in different regulatory domains. Send these to domain experts for fast online review using the XDocs WEX web app.

Reviewed, the content is routed for approval or back to the author to finalize the publication via customized workflows matching your business’s needs or regulatory framework.

Create

Desktop Apps

Seamless integration between the leading authoring tools and XDocs DITA CCMS. Browse the repository from within your authoring application on the desktop or on the web.

Automatic link and cross-reference validation on import and check-in.

Web Apps

Create content using WEX Bluestream’s browser-based App, developed for online creation, review and collaboration.

Collaborate

Share content for review with colleagues in the browser, and instantly view their comments and suggestions.

A full audit trail is automatically created and you can instantly compare versions with all changes highlighted.

Seamless integration between the leading authoring tools and XDocs DITA CCMS. Browse the repository from within your authoring application on the desktop or on the web.

Automatic link and cross-reference validation on import and check-in.

Create content using WEX Bluestream’s browser-based App, developed for online creation, review and collaboration.

Share content for review with colleagues in the browser, and instantly view their comments and suggestions.

A full audit trail is automatically created and you can instantly compare versions with all changes highlighted.

Manage

Versions

Automatic versioning of content on check-in with instant comparison/highlighting of changes.

Update multiple documents simultaneously and ensure the latest approved text is always used.

Intelligent branch and merge for parallel documentation development.

Report

Built-in standard reports and simple custom report generation. See what is checked out and by who, or what content is still waiting for localization.

Full Xpath 2 support.

Automatic versioning of content on check-in with instant comparison/highlighting of changes.

Update multiple documents simultaneously and ensure the latest approved text is always used.

Intelligent branch and merge for parallel documentation development.

Built-in standard reports and simple custom report generation. See what is checked out and by who, or what content is still waiting for localization.

Full Xpath 2 support.

Publish

Multiple Outputs

Publish instantly to any platform or format including PDF, XHTML, WebHelp, and more.

Document Portal

More than just a web portal, with XDelivery, you can build interfaces to other systems such as Salesforce and ZenDesk and deliver content directly from the CCMS database. Updates are also deployed instantly. Upload and index non XML documents such as PDFs to improve the customer experience.