Policy Management Software – Microsoft Office 365 SharePoint

Policy Management Software on SharePoint

From ever-changing, local, state, and federal regulations to industry best practices and trade associations’ guidelines, it’s a challenge for any organization to keep policies current, employees trained and the company compliant.

At ConvergePoint, we understand the compliance challenges you face. Using your existing Microsoft Office 365 – SharePoint Online platform, we help compliance and risk management teams, HR managers, policy administrators, and IT managers automate their full policy lifecycle with Policy Management Software.


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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.

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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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.

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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.



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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