Guide and Checklist: How to Choose the Right Policy Management Software for Your Company

After downloading and reviewing our “How to Choose the Right Policy Management Software for Your Company” free guide and checklist, you’ll be able to:

  • Determine the necessary resources needed for the project
  • Be able to better identify the needs of your organization
  • Know what to look for when shopping for the right solution
  • Get better prepared for making the right choice

Download Policy Management Guide and Checklist

Best-in-Class Compliance Management Software

ConvergePoint Helps Customers Manage Compliance Across Various Industries

ConvergePoint has been helping organizations in the Education, Financial, Healthcare, Manufacturing, and Retail industries manage their compliance documents since 2002. Our customers include MIT, Itaú Bank, Valley’s Children’s Hospital, Bell Helicopter and Estee Lauder.

The Customer’s Success is Our Success

Deployment Flexibility Makes Implementation Easy

Implementation takes days, not months. With a variety of deployment options to best suit ConvergePoint’s needs, including in-house SharePoint, SharePoint Online via Office 365 and as a Software-as-as-Service. Choose the deployment option that works best for your organization. Whether it’s in-house or hosted, our compliance management software offers robust features and free upgrades.

Simplified Software = Less Risk

Our Compliance Management Software Products Create a Complete Compliance Solution

If your organization is still using emails and attachments to manage compliance, it’s time to take control. Request a demo and see for yourself how simple and streamlined managing compliance can be with ConvergePoint. Explore our products below.

Policy and Procedure Management Software

Manage the policy and procedure life cycle with from start to finish. Create, revise, review, track and approve policies, distribute and manage employee compliance certification. Learn more.

Contract Management Software

Request, create, approve, manage and renew contracts on a single contract management platform with extensive search and reporting capabilities. Learn more.

Conflict of Interest Management Software

Increase transparency by automating the COI disclosure process, from requesting employee forms to tracking decisions and reporting on conflicts. Learn more.

Health and Safety Training

Automate employee safety training, update safety policies, get real-time reporting and track incidents, inspection completion and corrective action assignments. Learn more.


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


Financial Services and Banking

Comply with SEC, FDIC, FINRA, OCC, CFTC, and Federal Reserve regulations, greater transparency, and manage external scrutiny.


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.


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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