Master Policy Compliance Dashboard
A single dashboard that brings all company policies and standards into one place. Employees can quickly find the documents relevant to their role, see important details like owner and version, and always access the latest approved policy without wasting time searching.
Client Overview
The client is a Canadian professional investment management organization whose purpose is to help provide a foundation upon which more than 22 million Canadians build their financial security in retirement.
Technical Stack
Industry
Services
Region
Canada
Project-size
Non-Disclosable
Company size
Large scale company
Implementation Highlights
Built a single policy source of truth by combining document metadata with department, group, and seniority mappings.
Designed two smart views one for all policies and one personalized view that automatically shows only relevant documents.
Automated data preparation using Tableau Prep to clean, merge, and publish data without manual effort.
Enabled fast policy discovery with standardized fields, powerful filters, and quick search to reduce lookup time.
Added fast search and filters to reduce lookup time.
Challenges & Solutions
Metadata was inconsistent across files.
Solution:Standardized and cleaned all policy fields in Tableau Prep for consistent document types and owner/custodian tagging.
Employees couldn’t easily see which policies applied to them.
Solution: Built a Personal Policies view using department, group, and seniority filters.
Manual updates led to outdated policy lists.
Solution: Automated a daily refresh pipeline with Tableau Prep and scheduled tasks.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Cut manual reporting time by 70% by eliminating Excel workflows.
- Improved compliance visibility with personalized filters.
- Enabled governance teams to maintain cleaner, accurate metadata.
- Gave employees one-click access to all current policies.
- Reduced lookup time to seconds through search and dynamic filters.
- Increased trust by showing only the latest approved versions.
Key Learnings & Achievement
- The solution has been documented and maintained as a structured data library and reference framework, enabling other organizations to review, follow, and replicate the implementation approach positioning it as a proven model that builds trust and encourages prospective companies to prefer and engage with us.
- Centralizing company policies and governance metadata is essential to eliminate operational silos and establish a single source of truth across teams. Automated pipelines, personalized views, and dynamic search significantly enhance cross-team access, ensure employees see the latest approved policies, and improve overall compliance visibility driving higher adoption and efficient governance management.
