Use Microsoft SharePoint for Conflict of Interest Disclosures

Streamline your organization's conflict of interest disclosure process with ConvergePoint's powerful conflict of interest disclosure management software, built natively on your Microsoft 365 SharePoint platform. Our intelligent COI software automates the entire disclosure lifecycle, from submission to resolution, while ensuring comprehensive oversight and compliance.

Smart Disclosure Forms: Create dynamic, intelligent forms in the conflict management software that adapt based on responses, streamlining the submission process for employees while capturing critical information.

Automated Workflows: Deploy automated review processes in the COI compliance solution that route disclosures to the right stakeholders, from initial review through management approval and committee oversight.

Real-Time Analytics: Access comprehensive dashboards and reports within the COI disclosure software for instant visibility into disclosure status, potential conflicts, and resolution tracking across your organization.

G2 & Capterra

Download White Paper: Transform Your Conflict Disclosure Management

Submit Disclosures: Create intelligent disclosure forms that adapt to employee responses, ensuring comprehensive conflict reporting. Use the conflict of interest tool to enable both scheduled and self-service disclosure submissions with automated reminders.

Escalate: Automatically escalate potential conflicts to the appropriate managers and committee members based on your organization's governance structure. Maintain a clear audit trail of all review decisions.

Resolve: Manage the complete conflict resolution lifecycle with documented mitigation plans, acknowledgments, and verification tracking. Monitor resolution status through automated dashboards and reports.

conflict of interest software

What our happy customers are saying!

Experience seamless conflict disclosure management with our innovative software. Request a demo today to see why our happy customers rave about us!

"We have been using ConvergePoint for over ten years and have not had no major issues or failures."

It is constantly making our job simpler and more efficient. The automation keeps our review and approval process up to date, and we have not failed an audit in ten years. Implementation and upgrades take a total of 30 to 40 minutes. If I have a question, the customer support team responds within 24 hours or less.

Frank C.

Senior Information Security Manager Enterprise (> 1000 emp.)

"Very happy with ConvergePoint!"

I am SO happy that ConvergePoint takes that approach. I feel like I know ConvergePoint inside-out because of their approach to the project. The tool itself is user-friendly, sleek, and makes management a breeze. We truly couldn't ask for more.

Janice S.

Enterprise (> 1000 emp.)

"Listening to the Voice of the Customer is A Super Power"

The ConvergePoint integration team has done a great job understanding our needs, putting themselves in the shoes of our employees, and providing options and solutions to address our most common opportunities.

Scott A.

Lean Sigma Leader - Center of Excellence Enterprise (> 1000 emp.)

"Amazing Support"

ConvegePoint Policy Management is perfect for what we were looking for in automating reminders and having all of our policies in one location. Customer support was the best part of the process. The training was well done, with step by step, week by week, processes.

Teresa A.

Mid-Market (501-1000 emp.)

Conflict of Interest Disclosure Management Software installs as an App on Microsoft 365 SharePoint Online.
Smart Disclosure Forms & Workflows: Create dynamic forms that adapt based on responses, automate routing, role-based access through Active Directory, and ensure consistent organization-wide disclosure collection—all within your Microsoft 365 environment.
Comprehensive Review System: Streamline your disclosure review process with multi-level workflows, automatic escalation, integrated document management, and complete audit trails—all managed through an intuitive interface that keeps stakeholders informed with automated alerts.
Advanced Management Features: Access a centralized disclosure repository with powerful search capabilities, monitor potential conflicts through real-time dashboards, generate custom audit-ready reports, and maintain compliance with automated notifications—all from a single, unified platform.
Automated Disclosure Scheduling: Configure recurring disclosure requirements, automate assignment distribution, and track completion status—ensuring timely conflict reporting across your organization.
Resolution Management Tools: Track conflict mitigation plans, capture acknowledgments, monitor resolution progress, and verify completed actions—providing end-to-end oversight of conflict resolution.

Committee Review Workflows: Enable collaborative review processes, facilitate group discussions, document decisions, and maintain communication records—streamlining complex conflict evaluations.
Advanced Search & Filter: Find any incident, corrective action, or document in seconds using keywords, categories, or custom filters.
Dynamic Reporting & Analytics: Generate comprehensive insights with custom dashboards, track key metrics, analyze trends, and create board-ready reports—delivering actionable intelligence for better decision-making.
Security & Compliance: Built on SharePoint’s robust security protocols and compliance features, ensuring data integrity and simplified audits.
Seamless Microsoft Integration: Leverage SharePoint, and Outlook for real-time notifications, task assignments, and direct document collaboration.
Active Directory for Single Sign-On: Ensure role-based access, making sure the right people have visibility into the right incidents.
Easy Implementation & Dedicated Support: Go live in weeks with step-by-step guidance, unlimited training materials, and responsive customer support.

Never miss a disclosure deadline with ConvergePoint!

Take control of your conflict of interest disclosure process. Incorporate disclosure management best practices. See our software in action by requesting a demo. Let us show you how our solution will streamline your conflict management and compliance.

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