Would you like to manage policies centrally, distribute them in a targeted manner and provide reliable evidence of compliance? Our policy management software supports the entire policy lifecycle – from creation and approval to distribution with read confirmation, monitoring and reporting. In addition, processes remain integrated and traceable thanks to roles, terms and follow-ups.
All guidelines can be found quickly; versions and validity remain transparent and consistent.
Terms, reminders and escalations are managed, and acknowledgements are documented in accordance with legal requirements.
Workflows digitise the policy process – from the editing and approval stage to audit-proof documentation.
otris policy supports you – from creation to verification. Drafts go through defined approval processes, guidelines are provided in a structured manner and distributed in a targeted manner. In addition, delivery and acknowledgement are verifiable; reports support control and access rights remain clearly regulated. 3 editions – tailored to your needs. If required, you can integrate legal references and updates via otris register | Legal register management.
Every guideline goes through defined approval processes. Drafting, review and approval are standardised; document control, editing and versioning ensure a traceable history.
Structure, assign, inform – the library distributes guidelines to defined employee groups and automatically reports new publications or updates.
Delivery and read confirmation are verifiable. Guidelines are provided in a targeted manner; the system logs delivery/confirmation – for complete traceability.
Processes adapt to your rules. You configure simple to multi-stage processes – with roles, terms and follow-ups – in an integrated and consistent manner.
Performance indicators are available on an ongoing basis. Defined data is used to generate automated evaluations, e.g. on the degree of reading comprehension or guideline age – for transparent control.
Rights govern visibility and participation. They determine who receives guidelines and who edits and approves them; logs and history increase traceability.
„With otris, we have a reliable and trustworthy partner at our side for implementing compliance requirements.“
otris policy goes beyond mere document storage. You standardise governance and compliance documentation, keep track of distribution and evidence, and reduce the workload on teams through logging, tracking, reminders and reports. The intuitive user interface reduces effort and increases acceptance. Integrated workflows ensure that updates and new creations run smoothly through defined editing and Approval processes.
With over 25 years of experience, we have developed Policy management software that stands out thanks to the following features:
The interface is clearly structured and easy to learn. This reduces training costs, increases acceptance and ensures that the solution can be used effectively in the long term.
The application is web-based and runs in the browser. It integrates seamlessly into existing IT structures; standardised interfaces enable data exchange. Administration and customisation are carried out directly in the browser.
You can choose from three editions with different ranges of functions. This means that the policy management software is tailored to your requirements; workflows, roles and evidence remain integrated and traceable.
You can adjust the number of user accounts at any time. Start small and grow as needed – in SaaS operation, you can also reduce the number of accounts at short notice if they are no longer required.
The system can be operated on-premises or in the cloud in Germany. On-premises, the software runs on your servers; in the cloud, you use the infrastructure of a secure data centre. You choose the option that suits your requirements.
otris policy – clear guidelines, confident decisions.
Our solution makes policies controllable – from the editing and approval workflow to distribution with read confirmation and monitoring with reliable evidence. Roles, deadlines and reminders ensure compliance; reports create transparency. Which edition is right for you depends primarily on the scope, complexity and customer-specific design of the Policy management process, as well as the integration requirements.
For quick and secure access: central storage, transparent distribution, audit-proof documentation – with clear roles and terms.
For larger organisations and corporations: more functionality and greater control – adaptable to company-specific requirements.
In addition to STANDARD:
For deep integration into business processes: maximum functionality, individually expandable.
In addition to ENTERPRISE:
Whether policies are accepted and ‘lived’ depends not only on their content – clear communication is also crucial. Our Policy management supports both: templates in corporate design, team editing with versioning and comments, defined approvals, targeted distribution with read requests, as well as monitoring, reporting and audit-proof evidence.
Templates ensure a consistent layout in line with your corporate design. You can edit documents together as a team; versioning logs the development. Comments support coordination. You can define roles and assign them to participants using rights (read, write, approve).
The policy library organises topics and areas of application. For example, you can assign ‘corruption’ to the sales department and combine functions (accounting, purchasing, sales) with regions (Germany, France, Europe). Employees can access their personal library via their browser.
Recipients receive a read request for new or changed content. Delivery and confirmation are documented for each user. If the recipient fails to acknowledge receipt, the system automatically sends a reminder after a predefined term. Updates are assigned a version number.
You can see who created, approved, received and acknowledged each version. You can also monitor the read confirmation rate for new policies. Reporting and statistics functions prepare figures and diagrams for reporting purposes.
The system automatically recognises outdated documents. In addition, clearly presented process information supports the monitoring of creation, approval and distribution. Policy-specific evaluations start automatically and involve data controllers and those involved in the workflow.
Combine our policy management with specialist solutions from the otris compliance SUITE or the otris legal SUITE – for example, information security management system (ISMS), Whistleblower software or Contract management and matter management. This creates a solution that fits your needs and integrates into your governance.
Policy management software helps you to centrally create, version and publish internal regulations in a targeted manner. It also documents approvals, changes and responsibilities in a traceable manner.
Policy management software helps you to centrally create, version and publish internal regulations in a targeted manner. It also documents approvals, changes and responsibilities in a traceable manner.
Both are possible: cloud or on-premises. The application is web-based, offers standardised interfaces (e.g. REST) and supports Azure AD and single sign-on (SSO), depending on the edition.
Yes, high standards are planned. These include encryption, role-based access and logging; in cloud operations, hosting in data centres in Germany (ISO 27001), operated by otris systems.
Would you like an overview of policy management software that maps creation, approvals and evidence in a single system? With otris policy, you can control publication, read confirmations and monitoring in a structured and traceable manner. Request a guided demo: We will show you typical processes and answer your questions. Alternatively, we can clarify your requirements and select the right edition from three options during a consultation. Please use the Contact form to get in touch.
