Our Process → Your Roadmap

In just 90 days, our consultants guide you through a collaborative customization process that has allowed hundreds of clients painlessly achieve more effective policies while reinforcing company culture. Our proven methodology provides a productive, unifying experience that promotes buy-in from your entire team.

With our team as your guide, the road to PolicyPartner will be rewarding, easy, and even fun!

If you love your content or would like to develop all-new content, check out our flexible options.



Step 1: Customization

At the heart of our process is the customization meeting: In just one day per selected manual, our consultants help your subject-matter experts leverage their collective knowledge to modify our generic content and/or document additional company processes. Along the way, we provide invaluable advice on industry best practices to help your policies grow in the right direction.

Step 2: Development

Our team will build your manuals in PolicyPartner to reflect your changes while incorporating any existing content you wish to keep. We then thoroughly audit and revise to ensure accuracy and consistency.

Step 3: Roll-Out

After your review and approval, your manuals are ready to go live! We help bring employees on board with software training and strategies for a successful launch.


We used The Strategic Solution’s unique process of building a policy manual as an exercise in team building. It allowed us to perform a real-life project with our managers to demonstrate good team behavior and reinforce the new culture that was being built in the company.
— Paul Shaddock, Vice President of Human Resources, Laramar Group


Client Care

Our team is committed to providing your company with much more than a great product. When you work with us, you benefit from a partnership with some of the most experienced and knowledgeable professionals in the industry.

In addition to ongoing software support, we offer our clients free annual policy checkups as well as regular updates on industry changes that may affect your company. And whenever you need advice on policy matters, we’re here for you. 

Flexible Options

Our goal is to provide options that meet a wide range of client needs. If you have something in mind, just ask!

Your Policies + PolicyPartner

Yes, you can purchase our software without our generic manuals! Simply provide us with your material, and we’ll upload it to our platform, update it to our format, and edit as needed.

This is a great option for:

  • Multifamily companies already satisfied with their current content

  • Companies outside of multifamily with their own industry-specific content

There is no limit to the industries we serve or the subject matter we can accommodate. Although most of our clients are in multifamily, we have worked with many sectors, including:

  • Medical compliance

  • Student housing

  • Senior living

  • Investment firms

  • Logistics

  • Trade associations

  • HR benefits

  • Chiropractic

  • Trucking


New Content Development + PolicyPartner

Our policy development experts can help your team write new policies, whether you need to document a few additional processes or build an entire manual from scratch.

 This is a great option for:

  • Multifamily companies with processes not covered by our generic content

  • Companies outside of multifamily that need to develop new policy manuals