Policy Management Software Add-in – SharePoint Online On Office 365

Policy Management Software Add-In on Microsoft Office 365

Your organization is tasked in keeping your policies updated, employees well-trained, and business compliant with an ever-increasing amount of regulations and oversight from numerous sources. Whether you’re dealing with government regulations and guidelines or industry best practices, you need a better way to manage your company’s policies without stepping outside compliance boundaries.

Fortunately, ConvergePoint understands the compliance landscape you’re facing every day. We developed our Policy Management Software Add-In on the Microsoft Office 365 Store to be easily added to your existing Office 365 environment and make the lifecycle management a breeze for various departments within your organization, including compliance and risk management teams, HR managers, policy administrators, and IT managers.

Leverage Your Policy Lifecycle on Microsoft Office 365

With our one-click approach, you can obtain the power of our three comprehensive policy lifecycle modules on one secure, centralized SharePoint add-in. ConvergePoint’s Policy Management Software Add-In on the Microsoft Office 365 Store streamlines the full policies and procedures lifecycle for your organization. Our Policy Management Add-In is readily scalable for your business and easily configure the add-in that doesn’t require IT or SharePoint expertise to operate. Simply click, install, and you’re ready to go.

Compared to other solutions on the market, our Policy Management Software Add-In is rapidly deployable and seamlessly migrates your current policies and procedures into the add-in, ensuring your business can quickly enjoy the benefits of the add-in model while leveraging the document collaboration aspects of Microsoft SharePoint.

Create, review and approve policies and procedures in a single process that uses
workflows to connect the right employees at the right time, all within your SharePoint platform.

Auto-publish and distribute policies and procedures within the add-in, where employees can quickly view and search for policies and procedures using custom metadata.

Send notifications and optional quizzes to employees when a new policy is published. Track that employees have read and acknowledged policies from a real-time dashboard.

Benefits of the Add-In Model for Your Business

Unlike other policy management platforms, your existing Microsoft Office 365 platform can readily add the Policy Management add-in in a matter of minutes. Leveraging your current SharePoint Online ecosystem allows for your business to immediately reap the rewards of our policy management model without compromising on the features you come to expect.

In our policy management add-in, your policy managers obtain a clearer view of your current policies’ statuses, upcoming renewals and employees’ acknowledgements on real-time dashboards. Our add-in combines our policy creation, distribution and acknowledgement processes into a shared environment so you can strengthen your company’s grasp on your compliance status in an automated format.

In going with industry best practices, all updates to the add-in can be easily downloaded with our one-click approach so you can feel comfortable knowing your compliance needs are met.

Our team of experts will be hand-in-hand with you during the process, making sure your compliance needs are taken care of so you can make your new policy management add-in go to work. Along with regularly updating our policy management add-in, we welcome your questions to give you a thorough understanding on how to leverage your new add-in.

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.

Industries served


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

Manufacturing and Retail Industry

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


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.

Insurance and Employee Benefits

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

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!