Microsoft SharePoint - Policy Management Software

At ConvergePoint, we understand the compliance challenges you face. Using your existing Microsoft SharePoint platform (Microsoft SharePoint 2010 & Microsoft SharePoint 2013), we help compliance and risk management teams, HR managers, policy administrators and IT managers automate their full policy lifecycle with Policy Management Software.

Manage the Entire Policy Lifecycle

Three comprehensive SharePoint sites on one secure, robust platform, ConvergePoint’s Policy Management Software streamlines the full policies and procedures lifecycle. Our software is scalable to your needs; user-friendly for your IT team, compliance and risk management officers, in-house SharePoint team and other key users; and ready to grow with your organization.

Plus, our Policy Management Software offers quick deployment and seamless migration of existing policies and procedures, meaning you’re up and running in days or weeks, not months.

Benefit from Policies and Procedures Management Software Features

Because it is built on SharePoint, our Policy Management Software offers unique features that were designed with you in mind.

Policy managers get a bird’s eye view of policies’ statuses, upcoming renewals and employees’ acknowledgements on real-time dashboards, while the software guides your team through the policy creation, distribution and acknowledgement processes.
See how our Policy Management Software will help keep your policies and procedures updated and your employees trained — get a quick overview of the features below.

When you have questions about working in the policy management system, ConvergePoint’s support team is here for you. We also regularly update the software to keep it current with industry best practices.

Review and Approval
Use custom workflows to direct contracts to the people who need to review and approve them.
Policy Management Software Document Version Control

Version Control
Avoid confusion by making sure everyone works from the latest document version.
Policy Management Roles Access

Role-Based Access
Restrict policy documents to only people who need to have access to them.
Policy Management Software Search

Search and Reports
Easily find approved policies and procedures with powerful search options.
Policy Management Software Document Repository

Document Storage
Employees access and easily find up-to-date policies and procedures from one central location.
Policy Management Software Policy Notifications

Expiration Notifications
Notify a policy manager when a policy is up for renewal, revisions or retirement.
Policy Management Software Policy Quiz Questions

Custom Quizzes
Test employees on any or all of your policies with custom quizzes.
Policy Management Software Policy Acknowledgement

Acknowledgements
Track that employees have understood policies and procedures.

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

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

Real-Time Dashboards
Track statuses of policies, as well as employees’ progress on acknowledging policies.

Event-Based Alerts
Be notified when you have a task to complete for a policy or a policy has been updated.

Collaborate

• Designate levels of approval within workflows based on different policy types
• Create, review and approve documents
• Collaborate within a central repository
• Be audit-ready with revisions, notes, version history and approvals tracked

Automate Distribution

• Distribute, search and store documents on your servers
• Configure and control access to documents

Acknowledge

• Allow timestamp acknowledgement
• Manage employees’ acknowledgements for compliance with quizzes, certifications and/or sign-offs

Manage Data

• View real-time dashboards with organized, interactive apps/widgets
• Set reminders when documents need review and renewal
• Review reporting and data analytics