ConvergePoint Policy Management logo

ConvergePoint Policy Management

by ConvergePoint · Since 2012
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ActiveAvailable globallyCloud
Quick facts
VendorConvergePoint
Year launched2012
StatusActive
Location12337 Magic Island Boulevard, Suite 600, Orlando, Florida 32801
Countries servedGlobal
Languages5
Integrations8+
Free tier
Free trial
Contact salesYES

About ConvergePoint Policy Management

ConvergePoint Policy Management is a policy management software from ConvergePoint designed to manage the policy procedure lifecycle. It combines policy draft, review, and approval, policy and procedure library, and policy certification and acknowledgement so organizations can automate their policy workflow. This corporate policy management system operates on Microsoft 365 SharePoint Online, allowing users to use familiar tools for effective policy management. Additionally, it offers policy and procedure AI tools and policy management add-ins to improve functionality. Key capabilities: policy draft, review, and approval policy and procedure library policy certification and acknowledgement policy and procedure AI tools policy management add-ins Best for: organizations that need to automate their policy management processes.

ConvergePoint's Policy Management Software, designed specifically for Microsoft 365 SharePoint Online, presents a compelling solution for organizations seeking to streamline their policy and procedure lifecycle. By leveraging the familiar SharePoint environment, the software minimizes the learning curve for users, facilitating a smooth transition and rapid adoption. The interface is clean and intuitive, mirroring the familiar Microsoft 365 aesthetic, which significantly enhances user experience. The integration of Word Online for document drafting is a masterstroke, allowing users to work within a familiar environment while benefiting from the software's robust policy management features. Plugins for Outlook and Teams further solidify this user-centric approach, enabling seamless notifications and task assignments within commonly used communication platforms. The reliance on Active Directory for single sign-on and user management simplifies administrative overhead, eliminating the need for redundant user management processes. The software's functionality is comprehensive, covering all aspects of policy management from drafting to attestation. The drafting module allows for the creation of standardized templates and the use of pre-approved content, ensuring consistency and efficiency.

Pros & Cons

What users like
  • +Seamless SharePoint Integration – Works within Microsoft 365 SharePoint
  • +Automated Compliance Workflows – Ensures policies are reviewed, approved, and acknowledged
  • +Strong Security Features – Uses Active Directory for SSO and role-based access
  • +Audit-Ready Tracking – Maintains complete version history and audit trails
  • +Scalability – Suitable for organizations of various sizes across multiple industries
What users flag
  • Limited Marketplace Features – No mention of third-party app marketplace support
  • Microsoft Ecosystem Dependency – Only for Microsoft 365 SharePoint users
  • Customization Limitations – Might not be as flexible outside SharePoint’s framework
  • Initial Learning Curve – Employees may need training to use all features effectively
  • Pricing Transparency – No public pricing details available

Features

Key features

1. Policy Creation & Editing – Use Microsoft Word Online & Word Plugins for content creation
2. Policy Review & Approval Workflows – Predefined structured workflows for policy reviews
3. Version Control & History – Track and audit every change in policies
4. Automated Employee Notifications – Reminders for policy updates, approvals, and renewals
5. Policy Library – Central repository for all policies and procedures
6. Security & Access Control – Role-based access via Active Directory integration
7. Policy Expiration & Renewal Alerts – Automated reminders for expiring documents
8. Employee Attestation & Quizzes – Employees can confirm policy understanding via quizzes
9. Customizable Templates – Standardized templates for policy consistency
10. Microsoft Teams & Outlook Integration – Notify employees via Teams and Outlook plugins

Additional features

1. Microsoft 365 SharePoint Integration – Installed as an app directly on SharePoint Online
2. Policy Drafting & Approval – Draft, review, and approve policies with structured workflows
3. Audit Trails – Track version history and approval history for compliance audits
4. Automated Notifications – Alerts for document expiration, renewal, and employee attestation
5. Active Directory Integration – Uses Single Sign-On (SSO) and role-based access
6. Employee Acknowledgment & Training – Employees can acknowledge policies and take quizzes
7. Reporting & Compliance Tracking – Generate reports to ensure compliance

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
5
Interface languages
15
Billing currencies

Interface languages

EnglishSpanishFrenchGermanPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇨🇭CHF🇲🇽MXN🇰🇷KRW🇸🇬SGD🇭🇰HKD🇸🇪SEK

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