Moxo for compliance automation: Template library + KPI kit
At a glance
Manual compliance cycles are often rushed, fragmented, and filled with repetitive work.
Automation replaces scattered approvals and spreadsheets with standardized, repeatable workflows.
Moxo simplifies this process through ready-to-use compliance templates and a KPI kit that delivers visibility and measurable ROI.
Built with SOC 2, GDPR alignment, and role-based access, Moxo helps firms cut audit prep time and strengthen client trust.
Why compliance teams struggle with manual processes
Manual compliance workflows often involve endless email threads, siloed spreadsheets, and last-minute chases for approvals. Even experienced teams find themselves duplicating work every cycle, leaving critical evidence incomplete or approvals unsigned.
The risks are high: delayed audits, non-compliance penalties, and reputational harm. Without automation, compliance teams spend more time gathering documents and verifying data than actually managing risk and ensuring readiness. For decision-makers, the question isn’t whether compliance needs attention; rather, it’s whether manual systems can keep up with the pace and complexity of today’s regulatory demands.
Why compliance automation matters now
Compliance has moved from back-office necessity to boardroom priority. Regulators are tightening requirements under frameworks like SOC 2, GDPR, HIPAA, and ISO. Remote-first operations mean fragmented communication channels, making manual reviews more difficult. And GDPR fines alone exceeded €1.6 billion in 2022, underscoring the financial stakes.
Firms that adopt compliance automation gain more than efficiency; they win client trust and a competitive advantage. In industries like financial services and healthcare, demonstrating compliance readiness is often a deal-breaker for contracts.
Key features buyers should evaluate in a compliance automation solution
Decision-ready buyers should look for solutions that reduce repetitive work, deliver visibility, and scale across departments. Essential features include:
- Reusable evidence and approval templates for faster audit prep.
- Policy attestation and access review workflows to ensure organizational compliance.
- Vendor review automation for proactive risk management.
- KPI dashboards and reporting presets to measure efficiency and readiness.
- Enterprise-grade security: SOC 2, GDPR, audit trails, role-based access, MFA, and SSO integrations.
These are the baseline criteria to separate true automation platforms from static repositories or internal-only workflow tools.
What’s in the library: compliance-ready templates
Moxo’s Compliance Template Library acts as a ready-to-deploy foundation for building automated, audit-ready workflows. Instead of designing compliance flows from scratch, teams can import pre-built templates modeled on global standards like SOC 2, ISO 27001, HIPAA, and GDPR.
Each template is designed to help compliance leaders automate recurring activities that are usually handled manually through spreadsheets or email chains — saving weeks during audits.
Included templates:
- Evidence request workflows — Collect supporting documentation from departments or vendors with tracked deadlines and file logs.
- Approvals — Route compliance actions, policy changes, or exceptions through structured approval flows.
- Policy attestations — Distribute policies, collect acknowledgments, and track attestations with audit visibility.
- Vendor reviews — Conduct periodic vendor risk assessments with structured questionnaires and automated follow-ups.
- Access reviews — Manage periodic user access audits across departments with automated reminders and status dashboards.
Example:A mid-sized accounting firm used Moxo’s evidence and attestation templates to cut audit prep time from 12 weeks to 6. Once standardized, every future audit became a matter of updating data, not rebuilding processes.
How to import templates into Moxo
Moxo is built for simplicity — getting started takes minutes, not days.
- Browse the Compliance Template Library
Select workflows that align with your internal policies, audit scope, or certification framework (SOC 2, ISO, HIPAA, GDPR). - Import with one click
Templates can be added directly to your workspace and assigned to specific compliance owners or departments. - Customize for your organization
Modify forms, roles, approval paths, or document requirements to match your audit and reporting needs. - Launch and monitor
Once live, Moxo tracks submission rates, pending approvals, and evidence completion through dashboards and KPI reporting — giving compliance teams real-time audit readiness visibility.
KPI kit for compliance leaders: Measure what matters
Each template pairs with Moxo’s KPI Kit, which lets teams measure compliance effectiveness over time.
Typical metrics include:
- Evidence submission rate
- Policy acknowledgment completion
- Approval turnaround time
- Vendor review frequency and closure rate
- Access review compliance percentage
These KPIs help compliance managers identify bottlenecks, reduce missed deadlines, and maintain continuous readiness — not just during audits but all year round.
By consolidating these metrics, compliance heads can present clear performance reports to executives and auditors. Instead of anecdotes, they can show measurable efficiency gains — proof that compliance automation is working.
Reporting presets: completion, duration, stalls
Moxo’s reporting dashboards come pre-configured for compliance leaders. Key presets include:
- Completion percentage: Track workflows finished vs. outstanding.
- Duration metrics: Average time per evidence request or approval.
- Stall detection: Automatic flags for bottlenecks.
For example, if 20% of vendor reviews are delayed at the approval stage, managers can intervene before auditors find gaps. Real-time reporting shifts compliance from reactive firefighting to proactive risk management.
Compliance templates + KPI mapping
Pro tip: Each template in Moxo comes with customizable actions, automations, and dashboards — so compliance teams can launch workflows aligned to SOC 2, ISO, HIPAA, or GDPR frameworks without building from scratch.
Start with three high-impact flows today
For teams new to compliance automation, three workflows deliver the fastest ROI:
- Evidence requests streamline audit prep by removing manual chases.
- Policy attestations provide organization-wide proof of compliance.
- Access reviews close one of the most common audit gaps around permissions.
Deploying these flows first generates quick wins that build momentum for scaling into vendor reviews and approvals.
Why Moxo is the right partner for compliance automation
Moxo is more than a workflow tool. It combines secure client-facing portals, workflow automation, and compliance-grade governance into a single platform. With features like secure document sharing, audit trails, e-signatures, forms, and mobile-first access, Moxo ensures compliance doesn’t come at the cost of client experience.
Industries from consulting to legal to real estate already trust Moxo to handle sensitive workflows with clients, vendors, and auditors. Whether your firm is preparing for SOC 2 certification or managing GDPR compliance across Europe, Moxo provides the infrastructure to make compliance faster and safer.
Bringing it all together
Compliance is no longer a once-a-year exercise. It is a continuous proof point for clients, regulators, and investors. Manual systems can’t provide the speed, security, or visibility required in today’s environment. With Moxo’s compliance automation templates, KPI workbook, and reporting dashboards, firms gain a faster, more structured path to audit readiness.
Instead of spending months preparing for audits, teams can be ready in weeks. Workflows built with secure document collection and AI validation standardize evidence intake, track completion in real time, and prevent bottlenecks before they cause delays. Compliance leaders gain transparency and confidence in every review cycle.
Book a demo with Moxo to see how automation can reduce costs, strengthen oversight, and help your firm always be ready for audits.
FAQs
How much does Moxo compliance automation cost?
Pricing depends on team size, frameworks, and integrations. See Moxo pricing for details.
How long does it take to implement Moxo’s compliance templates?
Most firms import templates and go live in under two weeks; many start running workflows in just days.
Is Moxo secure enough for regulated industries?
Yes. Moxo supports SOC 2, GDPR, encryption, audit trails, role-based access, MFA, and SSO.
Can Moxo integrate with our systems?
Moxo offers integrations with document repositories, authentication systems, and embeddables to fit into existing IT environments.
How do I measure ROI from Moxo compliance automation?
The KPI workbook and reporting dashboards provide before-and-after comparisons of cycle times, completion rates, and bottlenecks — making ROI visible from the first audit cycle.
