Featured Products
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Template: Annual Board of Directors Program Overview
Prepping for your yearly status check? No need to start from scratch. Here’s how to streamline. Nail your annual program overview with 17 prepared, customizable slides that are framed around the...
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Vanishing Words: A Guide to Ephemeral Messaging
Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these...
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Instructions to review a Detailed Work Order (DWO)
Use this graphic job aid to prevent your sales team from running afoul of CMS requirements when they review DWOs. Who knew reviewing DWOs were so complicated?! (Those in the medical field, obvs.) Broken down into a two-step process covering both...
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Interacting with clients and service providers
While treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...
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Investigations: Be Honest!
Gently remind team members who are part of investigations that your company wants the truth.
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Investigations: Be Honest! - horizontal
Gently remind team members who are part of investigations that your company wants the truth.
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Investigations: Don't Worry!
If Happy Cloud says it, it must be true: reassure employees involved in investigations they're OK with this cheery graphic.
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Investigations: Don't Worry! - horizontal
If Happy Cloud says it, it must be true: reassure employees involved in investigations they're OK with this cheery graphic.
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Investigations: Relax!
This calming graphic assures your team that investigations happen, and they have no need to worry.
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Investigations: Relax! - horizontal
This calming graphic assures your team that investigations happen, and they have no need to worry.
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Invoice payments should not be made to individuals
Help your people reviewing invoices avoid fraud or bribery by showing them what red flags look like—they'll love you for it! Use these graphics alongside our other invoice red flag pieces for a strategic campaign tackling this compliance priority.
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Invoice red flags checklist
Help your folks reviewing invoices with this handy checklist of red flags for fraud or bribery—they'll love you for making it easy for them do their work compliantly! The people required to sign off on invoices aren’t compliance experts, so...
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Invoice training module for managers
This visual guide gets your management team ready to identify problems in the invoice-approval process to avoid waste and corruption. This piece syncs up with our deep-dive invoice red flag checklist. Each page expands on each of the 20 checklist items...
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Is it a charitable donation or a bribe?
Don't let your employees forget that just because it's called a "donation" doesn't mean it's not a bribe.
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Is it a sponsorship, grant, or donation?
Umm, who approved sponsoring this Cheese Rolling event?... It’s great when companies participate in corporate giving. But it’s not so great when external requests for funding are miscategorized–or even worse–the request...
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Is it confidential?
This elegant decision tree helps your team quickly determine if they can share info—or keep it private. One of our favorite pieces, this breaks down the main elements of what constitutes info that should NOT be made public without approval. Even...
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Is it OK to do or say [blank] at work?
Grandma knows what’s up. Help your team easily determine whether behavior is appropriate at the workplace with this colorful decision tree. Your workplace doesn’t have to be stuffy, but it’s a business, and recognition that your action...
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Is this a breach?
If you work in healthcare, you know that having access to medical records is an essential part of business. But here's what isn’t: Accessing health information out of curiosity or for personal gain. Yikes! This scenario-based module lays out...
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Is this health information?
It’s not always obvious what’s considered health information and covered by privacy laws—or who’s responsible for keeping it secure. That’s where this simple chart comes in. It translates the regulatory mumbo jumbo...
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Is this person a government official?
Use this awesome, in-depth flow chart to show your folks how to ID government officials. Just because someone doesn’t have the title of “senator” or “His Excellency” doesn’t mean they’re not a government...
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Is this personal data?
Maintaining customer and employee privacy has always been important, but with GDPR, CCPA and other privacy regs across the globe, not only is it important—it’s also the law. Ensure your teams know what qualifies as “personal data”...
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Is your third party expensing something unusual?
Make spotting red flags involving third-party expenses super easy with this highly visual infographic. This piece includes both obvious red flags like jewelry and art as well as some less-obvious things like water bills and high discounts.
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Is your workplace an unhealthy place?
Employees (yours or your suppliers') who feel respected and supported by their employers are more productive and more likely to follow the rules (and speak up if something seems off). All the things you work so hard to achieve! But what does respect and...
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Is your workplace an unsafe place?
Employees (yours or your suppliers') who feel respected and supported by their employers are more productive and more likely to follow the rules (and speak up if something seems off). All the things you work so hard to achieve! But what does respect and...
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It doesn't need to go overseas to be an export
Easily educate your team on the basics of exports — and who can help if exports are involved.
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![Is it OK to do or say [blank] at work?]( /content/blur/DC-391-JA-P-blur.jpg
"Is it OK to do or say [blank] at work?")
