The ConvergePoint Policies and Procedures Management software module makes it easier to create, revise, review, and approve policies and procedures within your existing SharePoint system. ConvergePoint expands the capabilities of SharePoint, allowing you to move away from paper- or e-mail-intensive processes into a centralized electronic system, with version control, audit trails, powerful search, and much more.
Our customers include hospitals & healthcare systems, large defense contractors, financial services organizations, educational institutions and non-profit organizations.
on policies and procedures together in one place, without confusing e-mails or buried folders on shared drives.
- Routing for review and approval:
The policy software directs each document to the individuals that need to review and approve them. It tracks approvals and reminds people to review documents, saving you time and headaches.
- Real-time policy and procedure status dashboards:
See the status of your published and in-work policies and procedures in one place. Our dashboards give you the big picture in a single glance.
- Role-based user access:
Only the people who need to see a document will have access. Those who need to view the documents can view them; others have permission to edit. The rest will only see documentation once you have completed and published it.
Use ConvergePolicy’s custom discussion board and other SharePoint tools to develop policies and procedures as a team.
- Version control:
Make sure everyone uses the same version of each policy or procedure. ConvergePolicy keeps track of each document version and prevents accidental loss of work.
- Audit trails:
ConvergePoint keeps a record of every person that touches a document, allowing for simple policy and procedure management, auditing, and regulatory compliance management. Easily track the distribution and receipt of any policy or procedure.
- A centralized location for all policies and procedures:
Don’t let important policies and procedures get lost in employee inboxes. Make it easy for auditors and compliance officials to find the policies and procedures they need to review.
- Powerful search:
Find policies and procedures quickly simply by entering a keyword or selecting metadata.
- Ad hoc reporting:
Run customized reports at any time that list the current features, stages, and owners of your policies and procedures.
- Total control:
Your compliance department can configure and change rules as needed.
The Policies and Procedures Management module can work in tandem with two additional ConvergePolicy modules:
Purchase only the modules you need, and manage your policies and procedures more effectively with a minimal investment. ConvergePolicy grows with you and is easy to maintain in-house or with ConvergePoint’s comprehensive support services. Because ConvergePolicy integrates completely with SharePoint, you can get going quickly and seamlessly.
Forget outmoded and ineffective policies and procedures management methods, and enjoy streamlined policy and procedure management with ConvergePolicy.
View a quick video of ConvergePolicy in action: