Incident Management Software for Microsoft 365 SharePoint

Incidents such as operational disruptions, compliance violations, and workplace safety events require a structured approach to resolution. ConvergePoint incident management software, built on Microsoft 365 SharePoint, centralizes incident reporting, investigations, root cause analysis, and corrective actions in a single platform. This ensures faster response times, improved compliance, and better visibility across your organization.

With custom forms, automated workflows, and real-time case tracking, our incident management system software simplifies the entire process—from reporting to resolution. Role-based access controls, audit-ready records, and seamless integration with Microsoft 365 provide a secure, scalable, and efficient solution for managing incidents while promoting accountability and risk mitigation.

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

Centralize Incident Investigations with ConvergePoint Enterprise Incident Management System Platform

Download White Paper - Simplify Incident Management with Microsoft 365 SharePoint

Managing incidents requires more than tracking reports—it demands a centralized, automated, and audit-ready system. ConvergePoint Incident Management Software, built on Microsoft 365 SharePoint, streamlines reporting, workflows, and corrective actions to ensure compliance and faster resolution.

Ensure End-to-End Case Visibility: From incident reporting to case closure, gain complete transparency with automated logs and documentation.
Improve Compliance & Risk Management: Meet regulatory requirements with built-in audit trails and approval workflows.
Accelerate Investigation Processes: Route cases automatically to the right teams, reducing delays and manual follow-ups.
Enhance Decision-Making with Analytics: Track trends, identify recurring issues, and implement corrective actions proactively.
Simplify User Access & Security: Control permissions with role-based access while keeping sensitive data secure.

Improve Incident Reporting with Customizable, Intelligent Forms

Download Checklist - Resolving Employee Incidents with Better Case Management

Efficient incident management starts with accurate and structured reporting. ConvergePoint Customizable Intelligent Incident Forms streamline the reporting process, ensuring consistency, clarity, and compliance in every case submission.

Tailored to Your Needs: Customize incident report forms with dynamic fields to capture incident type, date, location, involved parties, and supporting evidence.

Simplified Data Entry: Intuitive, user-friendly design makes it easy for reporters to submit critical details with minimal effort.
Automated Workflow Initiation: Instantly trigger case reviews and assignments as soon as an incident is reported.

Seamless Incident Review & Smart Workflows for Faster Resolutions

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Once an incident is reported, ConvergePoint intelligent workflow automation ensures that it is reviewed, assessed, and assigned efficiently.

Role-Based Access & Task Assignments: Responsible managers can assess risks, validate reports, and assign tasks to the appropriate teams.

Automated Risk Evaluation: Standardized review processes help prioritize urgent cases, preventing delays in resolution.

Real-Time Progress Tracking: Monitor case progress with centralized dashboards and ensure timely follow-ups.

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Efficient Case Investigation with a Built-In Root Cause Analysis Tool

Assign Investigator Tasks: Ensure thorough case reviews by assigning designated investigators to gather evidence, interview stakeholders, and analyze contributing factors.
Centralized Documentation: Maintain a detailed record of findings, ensuring transparency and compliance throughout the case lifecycle.
Data-Driven Decision-Making: Use structured data collection to identify patterns and improve future incident prevention strategies.

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Uncover Root Causes and Strengthen Compliance

Effective risk management starts with proactive root cause identification. With ConvergePoint Root Cause Analysis and Case Management Software, investigators can:

Pinpoint the Root Cause: Go beyond surface-level symptoms and identify the underlying reasons behind an incident.
Recommend Targeted Corrective Actions: Suggest data-driven corrective measures to eliminate risks and prevent recurrence.
Enhance Compliance Readiness: Ensure every investigation aligns with regulatory and organizational standards.

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Ensure Accountability with Centralized Action Plan Approvals

Accountability is key to effective case resolution. With ConvergePoint Incident Investigation and Case Management Tool, organizations can:

Streamline Action Plan Approvals: Approvers can review, approve, or request modifications to proposed corrective actions.
Ensure Policy Alignment: Maintain compliance by validating that corrective measures meet industry and regulatory requirements.
Increase Visibility & Oversight: Track the status of all action items within a single, centralized platform.

Proactive Case Resolution with Corrective Action Management Software

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Track & Implement Action Plans: Ensure that assigned corrective actions are executed efficiently and progress is documented in real-time.

Monitor Outcomes for Effectiveness: Validate whether corrective measures are resolving the root issue or require further adjustments.
Automate Case Oversight: Reduce manual tracking efforts with a centralized system that provides full visibility into case resolution.

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Validate Corrective Actions & Maintain Compliance

With ConvergePoint Corrective Action Management Software, organizations can close the loop on incidents effectively while ensuring long-term risk mitigation.

Confirm Action Completion: Validate that all assigned corrective actions have been fully implemented and documented.
Ensure Compliance & Accountability: Keep all stakeholders aligned with regulatory requirements and internal policies.
Retain a Centralized Audit Trail: Maintain detailed records for future audits and incident reviews, ensuring continuous process improvements.

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Close the Loop with an Integrated Microsoft 365 SharePoint Solution

Seamless Integration with Microsoft SharePoint: Manage all corrective actions, case resolutions, and compliance tracking in a single, secure platform.
Comprehensive Transparency & Reporting: Gain real-time insights into case resolutions and corrective action trends.
Improve Future Risk Management: Use historical case data to refine processes, reduce recurring incidents, and enhance workplace safety.

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Customer Scenario 1: Workplace Safety Incident

A frontline employee reports a slip hazard on the manufacturing floor using the Incident Management Software. The responsible manager is alerted in real-time, evaluates the risk, and assigns a safety specialist to assess the situation and recommend necessary corrective actions.

Investigation Process: The safety specialist inspects the hazard, interviews employees, and reviews workplace safety records. After assessment, they suggest placing anti-slip mats, updating signage, and reinforcing floor safety policies to prevent similar incidents.
Case Resolution: The manager approves corrective actions, ensures all safety measures are implemented, and verifies their effectiveness. The case is documented with an audit trail, serving as a reference for compliance and future risk mitigation.

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Customer Scenario 2: Data Security Breach

An IT staff member detects suspicious login attempts from an external IP address and logs the incident in the Incident Management System. The responsible manager receives an alert, evaluates the risk level, and assigns an IT security specialist to investigate and mitigate potential threats.

Investigation Process: The security specialist analyzes system logs, identifies compromised credentials, and interviews IT personnel. After reviewing the access logs and network traffic, they determine if unauthorized access occurred and assess possible security vulnerabilities.
Case Resolution: The team enforces stricter authentication controls, implements password resets, and strengthens security measures. Documentation is completed for compliance audits, and the case is closed with preventive measures in place to avoid future incidents.

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Customer Scenario 3: Product Quality Control Issue

A quality inspector reports defects in a batch of manufactured products that fail to meet internal quality standards. The responsible manager logs the incident in the Incident Management Software and assigns a Quality Control Manager to investigate and determine the root cause of the issue.

Investigation Process: The Quality Control Manager inspects defective products, reviews production logs, and interviews machine operators. After the evaluation, they identify calibration errors in production machinery affecting product consistency and quality compliance.
Case Resolution: The corrective plan involves recalibrating machines, updating maintenance logs, and retraining production teams. Follow-up testing confirms quality improvements, and all corrective actions are documented for compliance and future process enhancements.

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