Simplify Policy & Procedures Management on Microsoft SharePoint

Easily incorporate industry best practices into your policy and procedure management lifecycle. ConvergePoint installs easily on your Microsoft 365 SharePoint to help you streamline policy creation, create a centralized policy library for your employees, and ensure seamless policy acknowledgment.

Effortless Policy Creation: With our intuitive platform, create policies with ease using customizable templates and collaboration tools. Be audit ready with built in audit trails and version history.

Centralized Policy Library: The software provides a centralized repository for all your policies, ensuring easy roles based employee access across the organization.

Policy Acknowledgment: Ensure compliance with regulatory requirements by automating the policy acknowledgment processes. Track and record policy acknowledgments, providing an audit trail for accountability.

G2 & Capterra

Download White Paper: Leveraging SharePoint for Policies and Procedures Management

Draft: Create drafts of policy ensuring relevance with clear objectives. Engage relevant stakeholders for review before finalizing the draft.

Review: Before moving on to the approval stage, circulate the drafted policies among the relevant stakeholders to ensure they all align with the organizational requirements.

Approve: Get approvals from authorities, making sure that policies are subjected to verifications and all required information have been implemented and are ready for distribution.

Distribute: Distribute the approved policies, make sure that employees have access to these policies based on their permission level and include all new updates in existing communication platforms.

Policy-creation-software

What our happy customers are saying!

Experience seamless policy 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 contantly 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 policy 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"

CP Policy Management 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 out 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.)

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.

9. Automated alerts for document renewals and revisions.

10. Generate audit-ready reports quickly and easily.

11. Policy Library: Central repository for all policy and procedure documents.

12. 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.

13. Role-based access to the policy library with automatic alerts for updates.

14. Policy Acknowledgment: Track policy acknowledgment by users with automated notifications and reminders.

15. 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.

16. Easy implementation with dedicated specialist support. Go live in a matter of weeks with unlimited access to support and training materials.

Never miss a policy deadline with ConvergePoint!

Take control of your policies and procedures. Incorporate policy best practices. See our software in action by requesting a demo. Let us show you how our product will improve your policy compliance.

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