Policy Management Software: Policy and Procedure Creation, Review and Approval

SharePoint Policy Management Software – Creation & Approval

For HR professionals and policy managers, it can be confusing to receive edits to a policy via email and on paper — How do you reconcile everyone’s revisions? Was everyone working from the latest draft? Did you send the policy to everyone who needs to review it, or was a department accidentally left off the email chain?

The first of our SharePoint Policy Management Software‘s  three modules, the Creation module manages the creation, review and approval of all your policies and procedures on one SharePoint platform. Custom workflows cue the right people at the right time when policies and procedures need to be drafted, revised, reviewed and approved, so there’s never confusion about which document is the latest version and who needs to be involved in the policy process.

Benefits of Our Policy Creation Module

Businesses using our policy creation module in our policy management software are able to create policies by uploading documents or by using templates. Automated workflows streamline the entire review and approval processes for every policy or procedure within an organization. Full audit trails are recorded during the policy lifecycle process, helping ensure regulatory compliance and transparency.

User-friendly and real-time dashboards provide clear insights into statuses of all policies and procedures. Users are also able to export enhanced analytics and ad hoc reports in a timely manner. Proactive email notifications are sent out whenever a policy or procedure receives a status update too.

Document Storage

Store policies in one location so employees, auditors and compliance officers can easily find policies.

Review and Approval

Automate the policy workflow, with notifications and reminders sent to people who need to review and approve policies.

Version Control

Ensure everyone works on the latest version of each policy. Track version history and prevent accidental loss of work.

Policy Discussions

Use the custom discussion board and other SharePoint tools to develop policies and procedures as a team.

Real-Time Dashboards

Get a quick overview of the statuses of your policies and procedures, from in-progress to published, with custom views.

Advanced Search & Reports

Search for policies by keywords or metadata. Run ad hoc reports to get data on current policy features, stages and owners.

Role-Based User Access

Ensure the people who need to see a policy only have access, whether they need permission to just view a policy or edit it.

Compliance Audit Trail

Keep a record of every person who touches a document for better auditing and regulatory compliance management.

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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