Use Microsoft SharePoint for Incident Management

Leverage best practices to handle fraud, risk, workplace safety, compliance, or operational disruptions. ConvergePoint installs seamlessly on your Microsoft 365 SharePoint to help you streamline incident reporting, centralize case information for quick resolution, and ensure consistent accountability.

Effortless Incident Creation: Initiate incident reports with intuitive forms tailored to each incident type. Gather all relevant details, evidence, and actions in one place, while maintaining audit trails and version control for regulatory readiness.

Centralized Incident Repository: Keep all reported incidents in a secure, SharePoint-based hub. Assign role-based access, so the right teams can collaborate in real time, stay informed, and accelerate resolutions.

Corrective Action and Verification: Automate corrective action workflows and track progress through completion. Maintain a transparent audit trail—offering clear insight into compliance efforts and ensuring continuous improvement.

G2 & Capterra

Download White Paper: Transform Incident Management with SharePoint

Report: Quickly capture incidents—whether fraud, risk, workplace safety, compliance, or operational disruptions—using dynamic forms that gather all essential details and automatically notify relevant teams.

Review & Investigate: Assign managers or investigators to evaluate the reported incidents, gather evidence, and conduct root cause analysis. Ensure thorough scrutiny before moving on to corrective actions.

Approve: Obtain sign-offs on recommended actions or corrective measures. Verify that all proposed steps address the identified root causes and adhere to compliance requirements.

Implement & Verify: Execute approved corrective actions and track progress in real time. Confirm completion through clear audit trails, ensuring ongoing improvements and a safer, more resilient workplace.

Incident Management Software

What our happy customers are saying!

Experience seamless incident 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.)

Incident Management Software installs as an App on Microsoft 365 SharePoint Online.
End-to-End Incident Lifecycle
Capture, investigate, assign corrective actions, and close incidents—all within one centralized solution.
Dynamic Incident Forms: Create standardized, customizable forms for various incident types, ensuring all required fields are captured accurately.
Version Control & Audit Trails: Maintain a detailed record of actions and updates with time-stamped version history—always ready for audits.during drafting, reviewing, and approving.
Automated Alerts & Renewals:
Set reminders for upcoming reviews, action deadlines, and escalations to keep everyone on track.
Real-Time Reporting & Dashboards: Gain quick insights into open cases, assigned tasks, and resolution timelines through intuitive dashboards.

Advanced Search & Filter: Find any incident, corrective action, or document in seconds using keywords, categories, or custom filters.

Corrective Action & Verification: Assign tasks, track completions, and verify solutions—all within the same platform.

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 let an incident go unnoticed with ConvergePoint!

Take control of fraud, risk, workplace safety, compliance, or operational disruptions all in one centralized platform. Incorporate industry best practices for reporting, investigation, and corrective action.

See our software in action by requesting a demo, and let us show you how ConvergePoint Incident Management will strengthen your organization’s resilience and compliance.

Download White Paper