SP Policy Management streamlines the entire policy and procedure life cycle from development through electronic acknowledgement by employees or contractors.  

Built on SharePoint, Microsoft Teams, and the Power Platform, SP Policy Management is an easy to use out-of-the-box solution that provides a consistent way to drive compliance of policies from for HR, IT, Security, Safety, and more.

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Automate the entire Policy Lifecycle across your organization with Policy Management on Office 365

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K E Y   F E A T U R E S

​Create Policies in Office 365
Use Office 365 Word  document features to develop policy documents, manage versions, collaboration and more.

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Automate Reviews, Approvals
Automate document cycle stages of reviews, approvals and publishing in a role-based process and repository.
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Built in Governance
Permissions for Policy authoring, and content management processes by department and role are built in.  Employee access by Group.

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Publish Policies
Upon Approval,  publish policies to the Policies Portal for access by employees with applied governance by group.

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​Policy Management
Manage and track policy expiration, renewal, and retention.  Reminder notifications to policy owners. Policy calendar for upcoming renewals.

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Policy Dashboard
Report on policies status, employee compliance and upcoming renewals using the Policy Dashboard in Power BI.

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My Policies Portal 
Provide a central point for employees to Search, browse and see latest policies.  Also, view their acknowledgements.

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Automate Policy Compliance
Request via email employee groups to acknowledge that they have read and understood policies.  Schedule and Track Policy Acknowledgement by Group. 

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Flexible to meet your needs
Support for ongoing policies to existing employees and new hires.  Customizable approval processes and governance using Microsoft 365 Power Platform tools.

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Natively Built on Microsoft 365

All SP Marketplace products are no-code solutions natively built on the Microsoft 365 Platform.  Each module is built using SharePoint, Power Automate, Power BI and MS Teams.  The benefits of this approach are:

• All documents, data and the product itself reside on your Office 365 Tenant, not a third-party cloud
• Sign-ons and governance is done through your existing Active Directory
• ​Higher user adoption rates because it is a natural part of your Office 365 environment.
• The product is 100% customizable by Power Business Users
• It evolves over time with the Microsoft 365 Platform to take advantage of new capabilities provided by Microsoft.

Access SP Policy Management from SharePoint or
​MS Teams

Provide a central point for policy development and management across functions.

SP Policy Management provides a way for organizations to incorporate best practices for policy management consistently across departments.  
Through the Staff Portal, policy owners access a role-based document library for document drafting, collaboration, reviews and approvals.  Governance is set to segment documents between departments. Once a document is published the policy owner can setup the automated acknowledgement process through email, targeted at employee groups to which the policy applies and track responses.
After initial publishing and acknowledgements, SP Policy Manager also automatically sends reminders to Policy Owners for renewal and expiration.  Policy staff can report on Policy Acknowlegements status via list views (reports) and through Power BI Dashboards.

My Policies Portal: Connecting Employees with Policies

The main objective for policy management is driving compliance across the organization. To do this you need to connect employees to the right policies based on their division, location, team or role.
SP Policy Manager provides an easy to use MyPolicies Portal where employees can search and browse current policies, see the latest policy news and events, get questions answered through a knowledgebase or make a policy request.
Additionally, they can see a history of their policy acknowledgements they have done through email via the automated Policy Acknowledgement features.

Employees can access policies, announcements, events (like policy webinars), and acknowledgement history through My Policies Portal.

Employees read policies and acknowledge through automated emails.