PolicyHub

PolicyHub is a comprehensive desktop application designed for regulated financial institutions to manage their policy and procedure governance. If you work in compliance, risk management, or operations, you know the challenge: keeping track of all your policies and procedures—when they were last reviewed, who owns them, which procedures implement which policies. Spreadsheets become unwieldy, manual tracking leads to missed reviews, and audit preparation takes hours. This tool provides a specialized database for policy governance, offering a complete register of all your policies, procedures, manuals, and HR documents with built-in review tracking and visual status indicators. Dashboard analytics show your policy landscape at a glance, while document linking maps procedures to their parent policies. Everything runs offline on your computer or company server—no cloud services, no subscriptions, no data leaving your organization.

• Full offline operation—no cloud dependencies or data transmission
• Complete register of policies, procedures, manuals, and HR documents
• Built-in review tracking with visual status indicators (overdue, due soon, on track)
• Dashboard analytics showing policy landscape at a glance
• Document linking to map procedures to parent policies
• File attachments to store documents alongside metadata
• Complete audit trail with timestamps and user attribution
• Professional reports exportable for regulators or management
• Team collaboration with role-based access control

Compliance professionals in regulated institutions face significant challenges managing policy governance. Spreadsheets become unwieldy as policy portfolios grow, making it difficult to track review dates, ownership, and document relationships. Manual tracking leads to missed reviews and incomplete documentation. When audit time comes, demonstrating a complete picture of your policy landscape takes hours of preparation. PolicyHub solves these problems by providing a purpose-built, offline solution that organizes policy data more effectively than spreadsheets. Track all your policies and procedures, monitor review schedules and deadlines, prepare for audits efficiently, and generate internal reports for management—all while keeping your data securely on your own computer or company server.