OmniDox | Compliance Policy Management

R1. What best describes your current situation?

We have zero written compliance policies We have policies, but no way to prove employees read them We have policies + some tracking, but it's messy/manual A client or auditor has already asked us for documentation we couldn't produce

R2. Have you ever lost — or almost lost — a deal because of missing compliance docs?

Yes, we lost the deal Yes, we almost lost it / had to scramble Not yet, but we're worried it's coming No, and it's never come up

R3. Right now, could you produce timestamped proof that every employee acknowledged your policies — today, if a client asked?

No — we have nothing like that Partially — we have it for some employees/policies Yes, but it's scattered across email/spreadsheets Yes, fully documented and current

R4. How many of these 5 core policies do you currently have in writing?
(GDPR/Data Handling, Acceptable Use, Remote Work, Confidentiality/NDA, Security)

0–1 of 5 2–3 of 5 4 of 5 All 5, and reviewed in the last 12 months

R5. What's currently backing up your compliance process?

Nothing — it's 100% manual/paper or doesn't exist A homegrown Google Docs/Sheets system A generic tool (Trainual, etc.) not built for compliance Dedicated compliance software

S1. What outcome do you want to achieve in the next 90 days?

Get basic policies written from scratch Prove employee acknowledgment (audit trail) Win an enterprise deal that's currently blocked Pass an upcoming audit/RFP without panic

S2. What's the main obstacle holding you back?

No time to write/manage this No one internally owns compliance We tried DIY tracking and it broke down We don't know what "good" even looks like

S3. Team size?

Under 20 employees 20–50 employees 51–100 employees 100–200+ employees

S4. Which best fits what you're looking for?

Cover the basics — core policies, quarterly reporting Unlimited policies + monthly reporting Fast turnaround (24h on-demand reports) + a dedicated advisor Not sure yet

S5. Who makes this decision?

Me alone Me + one partner Needs boss/board approval Just researching for someone else

S6. Is there anything else we should know?

Compliance Assessment