Trusted and chosen by customers across industries to implement regulatory compliance best practices

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Exceptional Benefits of ConvergePoint:

  • Policy Management Software installs as an App on Microsoft 365 SharePoint Online
  • Manage the entire policy lifecycle within one easy-to-use software. Draft, Review, and Approve Policy and Procedure Documents seamlessly
  • Tight Microsoft Word Integration: Utilize Word Online for document drafting, track changes, and version control
  • Plugins for Outlook and Teams for easy notifications and task assignments
  • Connected directly into Active Directory for Single Sign-On and role-based access
  • Create standardized templates for organization-wide use. Utilize pre-approved content across all documents
  • Version Control: Always be ready for audits with version history and audit trails
  • Easily track all activity during drafting, reviewing, and approving
  • Automated alerts for document renewals and revisions
  • Generate audit-ready reports quickly and easily
  • Policy Library: Central repository for all policy and procedure documents
  • Advanced Search and Filter: Find the policy you need in seconds with our advanced search and filter options. Search by keywords, categories, or custom filters.
  • Role-based access to the policy library with automatic alerts for updates
  • Policy Acknowledgment: Track policy acknowledgment by users with automated notifications and reminders
  • Security and Compliance: With the built-in security and compliance features of SharePoint, your policy management process becomes secure, transparent, and easy to manage, monitor, and report. 
  • Easy implementation with dedicated specialist support
  • Go live in a matter of weeks with unlimited access to support and training materials

Increase Efficiencies, Improve Processes, Reduce Costs

Unlock the full potential of policy management with

ConvergePoint & Microsoft 365 SharePoint


Seamless Integration with Microsoft 365: Leverage the power of Microsoft 365 SharePoint's robust features seamlessly integrated with ConvergePoint's policy management solutions.

Efficiency and Collaboration: Collaborate effortlessly on policy creation and management, streamlining processes and improving productivity.

Compliance and Accountability: Stay compliant with regulations and industry standards by easily tracking policy acknowledgments and updates.

Security and Accessibility: Enjoy peace of mind with secure access to policy documents and controlled permissions, ensuring data integrity and confidentiality.

ConvergePoint Policy Management Software

Custom Workflows

Choose which people need to draft, review and approve a policy.

Version Control

Avoid confusion by making sure everyone works from the latest document version.

Search and Reports

Easily find approved policies and procedures with powerful search options.

Revisions and Renewals

Easily revise policies and be notified when they need to be renewed or retired.

Expiration Notifications

Notify a policy manager when a policy is up for renewal, revisions or retirement.

Custom Quizzes

Test employees on any or all of your policies with custom quizzes.

Ready to revolutionize your policy management process? 

Take the first step towards efficiency and compliance with ConvergePoint and Microsoft 365 SharePoint.

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Education

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Transportation

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Finance

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Energy

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Manufacturing and Retai

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Insurance and Employee Benefits

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Hospitals and Healthcare

Chosen and Trusted by Industry Leading Organizations

Our clients range in both size and industry and came to ConvergePoint for a management software that would strengthen their compliance program.

"Policy and Procedure Full Lifecycle On SharePoint!"

We have been using this product for the last 3 years. The product and the support are fantastic. We use SharePoint and so this was a great fit. They have some great features in the product.   It has made our lives so much easier at my company. Highly recommended!

Sarah W.

Policy Manager

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Great document control interface"

Well-documented version control and ease of use

Sharif F.

Information Security Officer

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Never Miss a Deadline

Take control of your policies and procedures. See our software in action and let us show you how our products will improve your policy compliance.