Medical Devices

Policy Management Software on Microsoft SharePoint

ConvergePoint’s Policy Management Software solution automates your policy and procedure lifecycle management through a workflow-driven approach. The solution is a Microsoft SharePoint template that enables an organization to create, approve, track, publish, and manage all of your company policies and procedures in one central location. The ConvergePoint Policy and Procedure Software Suite is a robust full-featured procedure template to add-on to your company’s existing Microsoft SharePoint 365 platform.

Manage the Entire Policy and Procedure Lifecycle

Create, review, and approve policies and procedures in a single system with industry best practices and workflows that connect the right people at the right time all within your SharePoint platform.

Publish and distribute policies and procedures in a centralized location within your SharePoint platform, where employees can quickly view and search for policies and procedures using custom metadata.

Receive policy acknowledgements from employees online. Send quizzes to particular groups of employees to verify that they have read and understood required of policies and procedures.

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.

Industries served


Role Based User Access

Restrict policy documents to only people who need to have access


Document Version Control

Make sure everyone works on the same version of the document.


Review and Approval

Directs each document to the people that need to review and approve them.


Search and Reports

Make sure everyone works on the same version of the document.


Central Document Repository

Employees go to one place to find the most up-to-date policies and procedures


Document Expiration Notifications

Notifies policy owner when a policy is up for renewal or revisions.


Custom Quiz Questions

Include a quiz to any or all of your policies and procedures.


Simplified Policy Acknowledgements

Track employee sign off on policies and procedures electronically.

Free whitepaper achieving efficient policy & procedure management

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Take control of compliance:See our software in action.

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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.

Industries Served



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.

Are you ready to learn more?

Talk to one of our policy management experts today!