Current Library of Playbooks

(Smart Compliance Templates)

Our fully editable and scalable Playbooks get you started right away with confidence – saving you considerable time and cost and reducing your control and compliance risk

Based on Authoritative Sources

We ease the pain of your regulatory challenges by helping you to avoid:

Costly content preparation and validation, and the time-consuming development of presentation-ready reports and deliverables

Reputational damage from failed regulatory inspections

Adverse stakeholder actions resulting from the inability to demonstrate adequate compliance due diligence

Last-minute scrambles resulting from senior management and board-level requests for timely status reports on business-critical compliance issues

What is GRC Playbook® for Accounting and Advisory Firms?

Adoption of GRC Playbook® could not be easier

Nobody wants to re-invent the wheel – Playbooks are pre-populated, scalable, and can be put to use immediately on download

Playbooks leverage the familiar Excel interface – minimal learning curve and immediate confident productivity

Each Playbook is an editable fully loaded Excel® template derived from authoritative sources hyperlinked directly into the Playbook.

Using the development Playbook template, you can even create your own fully functional Playbooks from your existing compliance documentation

How to grow your business with GRC Playbook®

Out-of-the-Box Efficiency

Each Playbook is a pre-populated Excel^® template derived from hyperlinked authoritative sources. Mandated data points are tagged and date-stamped. Drop-down choice lists and one-click input selections ensure that compliance assessments are completed and delivered on time, and on budget. Reviews are facilitated by an integrated evidentiary document repository. Presentation-ready reports are auto-populated as assessments are completed.

Presentation-Ready Reports

Presentation-ready reports are auto-populated as assessments are completed.

Risk Registers, Heatmaps, Dashboards, Status, and Gap Summaries automatically populate as the assessment data is entered into a Playbook and provide a rich and immediate one-click management reporting environment for individual assessment and globally for aggregated and consolidated reporting, as appropriate.

Scalable Ease-of-Use

Use GRC Playbook to perform risk-based, scalable and highly cost-effective assessments, and generate automated presentation-ready reporting, to satisfy regulatory and corporate-mandated requirements – from rapid Gap Analyses (SAQs) to full-scale regulatory and COSO-type Risk and Control Matrix (RCM) assessments.

3 Modes of Use (Illustrative Example)

Playbooks build on and retain the information entered into each of the three work modes to allow you the flexibility of working interchangeably in whatever mode suits your needs at a particular time.

Control Scans (Gap and Maturity Analysis)

Gap analyses against authoritative best practices and applicable international frameworks

Designed to provide the user with a rapid assessment of the organization’s control/compliance “gaps” – in advance of a more in-depth assessment