SharePoint SOP Software | Standard Operating Procedures

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ConvergePoint’s SharePoint SOP Software Suite integrates completely with Microsoft SharePoint ( SharePoint 2016, SharePoint 2013, SharePoint 2010 and Office 365 SharePoint) and can grow with your organizational and regulatory needs. Because it extends your existing SharePoint platform, the SOP Software system can be configured to mirror your exiting standard operating procedures approval and distribution processes quickly and efficiently. This allows the organization to benefit from streamlined SOP management processes and improve regulatory compliance.

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SharePoint SOP Software – Standard Operating Procedure Life Cycle Management

Create, track, publish and manage all of your company standard operating procedures (SOP’s) with ConvergePoint SOP Software Suite, a full-featured template add-on to your company’s existing SharePoint (SharePoint 2016, SharePoint 2013, SharePoint 2010 and Office 365 SharePoint) platform.

The ConvergePoint Standard Operating Procedure Software (SOP Software) Suite brings industry best practices into to a centralized platform. Ensure effective compliance through an extensive set of features to create and approve SOP’s; distribute the latest procedures to employees; and ensure that employees acknowledge and certify they’ve read and understood SOP.

Create your policies and procedures in a smarter platform

Our policies and procedures creation functionality gives you the tools to properly create, review and approve them on your SharePoint platform.

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Distribute your policies and procedures in a centralized location

Our auto-publishing and distribution features allows your employees to view and search for all of your policies and procedures using custom metadata.

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Alert your employees of new updates within the same system

Our policy training and acknowledgement functionalities notify employees and track their progress using real-time dashboards.

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Benefits of an SOP Software within SharePoint

  • Capture Creation, Reviews, and Approvals
  • Secure Solution – Keep Data On-Premise
  • Configurable Data and Forms Capture
  • Centralized Automatic Distribution
  • Active Directory Integration
  • Extensive Inbuilt integration with Office and Outlook

Review and Approval

Use custom workflows to direct contracts to the people who need to review and approve them.

Version Control

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

Role-Based Access

Restrict policy documents to only people who need to have access to them.

Search and Reports

Easily find approved policies and procedures with powerful search options.

Document Storage

Employees access and easily find up-to-date policies and procedures from one central location.

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.


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.

Chosen and Trusted By Industry-Leading Businesses and Organizations

We surpass our clients’ high expectations by delivering powerful compliance management software and solutions on Microsoft’s SharePoint and Office 365 platforms.



Protect intellectual property, manage grants, preserve student privacy, and outline ethical procedures.


Insurance and Employee Benefits

Improve organizational transparency, underwrite policies and procedures, mitigate risk centers, and reduce volatility.



Adhere to HIPAA, HITECH, ICD 9, ICD 10, and FDR CFR regulations, safeguard patient information, and manage healthcare compliance processes.


Financial Services and Banking

Comply with SEC, FDIC, FINRA, OCC, CFTC, and Federal Reserve regulations, achiever greater transparency, and manage external scrutiny.


Manufacturing and Retail Industry

Establish procurement policies, outline employee safety procedures, specify quality control of products, and satisfy changing regulatory guidelines.


Energy and Utilities

Avoid heavy penalties from local, regional, state and federal regulators, manage potential risks, and enhance employee safety and training retention.



Abide by FAA, DOT, FMCSA, FRA and FTA regulations, educate drivers and third party vendors on guidelines, and streamline overall compliance.


Policy Management – Best Practices

Visit our resource library for industry best practice tips and tools and for case studies on how our software has helped clients in your industry.


See a Policy Management Software Demo

Let us show you how Policy Management Software will strengthen your compliance program.



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