Guided Experience Corporate Policy Catalog

Simplify policy access with assisted navigation, smart search and digital signatures.

Quick summary

• Objective: Organize a catalog of corporate policies with guided experience on the intranet.
• Audience: Compliance, legal, HR and employees in general.
• Benefits: Ensures quick understanding, proof of science and adherence to standards.

Clear information architecture

Classify policies by theme, area and criticality. Use summary cards with review status and responsible owner.
When Clear Information Architecture becomes part of intranet governance, the company avoids isolated initiatives and turns the topic into an operating routine with clear ownership, adoption metrics, and continuous improvement.
An efficient approach combines diagnosis, impact prioritization, and biweekly iterations. Document hypotheses, define success criteria and involve partner areas from the beginning (Communication, IT, Security, Legal and HR).

Good practices

• Start simple and measurable: one delivery per sprint that generates immediate value.
• Standardize nomenclatures and taxonomies to avoid content silos on the intranet.
• Create page and card templates to speed up republishing and ensure consistency.
• Use light segmentation and personalization (by business unit, profile and location).
• Collect continuous feedback within the intranet itself (polls, reactions, internal NPS).

Practical example

1. Map the current flow related to the topic and identify bottlenecks.
2. Propose a high-impact card or page, with clear CTAs (do, learn, request).
3. Publish for a pilot (sample of users) and track consumption, clicks and conversions.
4. Iterate on content and UX based on engagement data.

Guided experience and assistants

Adopt interactive step-by-step instructions, frequently asked questions and a chatbot for queries. Allow electronic signatures and mandatory trails.
When Guided experience and wizards becomes part of intranet governance, the company avoids isolated initiatives and turns the topic into an operating routine with clear ownership, adoption metrics, and continuous improvement.
An efficient approach combines diagnosis, impact prioritization, and biweekly iterations. Document hypotheses, define success criteria and involve partner areas from the beginning (Communication, IT, Security, Legal and HR).

Good practices

• Start simple and measurable: one delivery per sprint that generates immediate value.
• Standardize nomenclatures and taxonomies to avoid content silos on the intranet.
• Create page and card templates to speed up republishing and ensure consistency.
• Use light segmentation and personalization (by business unit, profile and location).
• Collect continuous feedback within the intranet itself (polls, reactions, internal NPS).

Practical example

1. Map the current flow related to the topic and identify bottlenecks.
2. Propose a high-impact card or page, with clear CTAs (do, learn, request).
3. Publish for a pilot (sample of users) and track consumption, clicks and conversions.
4. Iterate on content and UX based on engagement data.

Grip monitoring

Display reading, acceptance and pending dashboards. Send automatic notifications for periodic reviews.
When Adherence Monitoring becomes part of intranet governance, the company avoids isolated initiatives and turns the topic into an operating routine with clear ownership, adoption metrics, and continuous improvement.
An efficient approach combines diagnosis, impact prioritization, and biweekly iterations. Document hypotheses, define success criteria and involve partner areas from the beginning (Communication, IT, Security, Legal and HR).

Good practices

• Start simple and measurable: one delivery per sprint that generates immediate value.
• Standardize nomenclatures and taxonomies to avoid content silos on the intranet.
• Create page and card templates to speed up republishing and ensure consistency.
• Use light segmentation and personalization (by business unit, profile and location).
• Collect continuous feedback within the intranet itself (polls, reactions, internal NPS).

Practical example

1. Map the current flow related to the topic and identify bottlenecks.
2. Propose a high-impact card or page, with clear CTAs (do, learn, request).
3. Publish for a pilot (sample of users) and track consumption, clicks and conversions.
4. Iterate on content and UX based on engagement data.

Recommended indicators

• Average time to find policies
• Percentage of policies with updated acceptance
• Reported level of understanding
• Reduced number of doubt tickets

Implementation roadmap

• Week 1: Review policy inventory and update status.
• Week 2: Define navigation structure and templates.
• Week 3: Implement smart search and subscription flows.
• Week 4: Publish catalogue, communicate with employees and monitor adherence.

Next steps

• Integrate catalog with onboarding journeys.
• Create thematic reports for auditing.
• Update critical policies with collaborative review.