🗂️ Navigation

ConvergePoint (by Ideagen)

Policy Management Software on Microsoft 365.

Visit Website →

Overview

ConvergePoint, now part of Ideagen, offers a suite of compliance management software built directly on the Microsoft 365 and SharePoint platforms. Their Policy Management Software leverages the familiarity and security of the Microsoft ecosystem to automate the policy lifecycle, from creation and review to distribution and employee attestation.

✨ Key Features

  • Built on Microsoft SharePoint/Microsoft 365
  • Automated workflows for review and approval
  • Centralized policy library
  • Employee attestation and quizzes
  • Version control and audit trails
  • Real-time dashboards and reports

🎯 Key Differentiators

  • Native integration with Microsoft 365 and SharePoint
  • Leverages existing IT infrastructure and user familiarity
  • Part of a broader suite of compliance products from Ideagen

Unique Value: Maximizes the return on an organization's Microsoft 365 investment by adding robust policy and compliance management capabilities directly within the platform employees already use.

🎯 Use Cases (4)

Corporate Policy Management Healthcare Compliance Contract Management Organizations heavily invested in the Microsoft ecosystem

✅ Best For

  • Automating policy management within an existing SharePoint environment
  • Leveraging Microsoft security and infrastructure for compliance
  • Distributing policies and tracking attestations via Teams and Outlook

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies that do not use Microsoft 365 or SharePoint

🏆 Alternatives

Xoralia PowerDMS SharePoint (custom-built solutions)

Offers more out-of-the-box policy management features than a custom SharePoint build, and deeper Microsoft integration than standalone SaaS products.

💻 Platforms

Web (SharePoint)

🔌 Integrations

Microsoft 365 (SharePoint, Teams, Word, Outlook) DocuSign

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Standard tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ ISO 27001 ✓ SOC 2

💰 Pricing

Contact for pricing
Visit ConvergePoint (by Ideagen) Website →