SharePoint Policy Management Solution

Policy Express

A Fixed Price Packaged Solution for Policy Management

Why Policy Express?

Centralise Policy Management

Policy Express for SharePoint is the complete solution for your team to work confidently with controlled documents such as policies, SOPs, and templates in Microsoft 365 SharePoint.

Helping you meet compliance requirements such as ISO:9001 though an audited multi-stage approval and employee attestation processes.

Easy Access for Employees

Perfect for End-Users

Sparing Policy owners from routine requests by giving end-users easy self-service access your controlled documents. Through a rich enhanced SharePoint search experience, they can quickly find the relevant policy in a platform that they are already confident in using.

Attestations and feedback are also captured within SharePoint, creating a centralised hub for both end-users and Policy owners.

The Policy Express Process

CREATION

  • Auto-Numbering
  • Classification
  • Collaboration
  • Templates

APPROVAL

  • Approval process
  • Audit
  • PDF Auto-Convert

PUBLISH

  • News
  • Navigation
  • Pages
  • Search

ACKNOWLEDGE

  • Assign
  • Attest
  • Track

CREATION

  • Auto-Numbering
  • Classification
  • Collaboration
  • Templates

APPROVAL

  • Approval process
  • Audit
  • PDF Auto-Convert

PUBLISH

  • News
  • Navigation
  • Pages
  • Search

REVIEW

  • Alert
  • Escalate
  • Submit

FEEDBACK

  • Change
  • Clarifications
  • Non-conformaties
  • Regulatory Changes

ACKNOWLEDGE

  • Assign
  • Attest
  • Track

FEEDBACK

  • Change
  • Clarifications
  • Non-conformaties
  • Regulatory Changes

REVIEW

  • Alert
  • Escalate
  • Submit

Policy Management within Microsoft 365

Secure in your Microsoft Environment

Policy Express takes advantage of the services already included in your Microsoft 365 subscription, such as SharePoint, Teams, Power Automate and Power BI keeping additional licensing costs to a minimum.

The entire solution is deployed into your Microsoft 365 tenant with no dependency on external services, ensuring that your data sits entirely within your tenant and security configuration.

Policy Express - £9,950 / US$12,500

One off fee which includes all of the below:

Configuration Workshop

Implementation

Training

Perpetual Licence

Success Service - £250 / US$300 pcm

Optional monthly fee which includes all of the below:

Work Confidently:

Learn and Refresh:

Be Future Ready

Keep on Track:

What our clients say...


"In just three months, the company built the Intranet Portal and implemented their Policy Management solution to improve the way we worked"
Nick Till, CEO


"As tech company we though we could do this ourselves, but bringing in Information EXP was a game changer for getting our house in order"
Andy Yeo, CTO


"With the Information EXP solution, this process now takes 30 minutes, and the level of accuracy has improved too"
Scott Davies, Head of Consulting

A Scalable Offering

SMEs to the Enterprise

For many organisations, a single Policy hub will meet their needs – bringing the content from various departments together to deliver a joined-up end-user experience whilst providing security boundaries for the authors of each department.

Policy Express for Enterprise supports multiple deployments in a single tenant, enabling divisions to meet different rules on how to meet compliance requirements or where multiple audiences needs to be catered for.

Stage 1: Creation

Classification: Choose Owner, Department, Policy Type.

Identification: Automated Unique numbering, incorporating classification data.

SharePoint Advantage: Information Security, Version Control and Co-authoring

Templates: Policy Templates appear in Word, or new Policies can be created directly from SharePoint

Stage 2: Approval

Approvals: Flexible multi-stage workflow supporting both freeform and predefined approvers.

Audit: Approval stages are audited against the logged in user.

Stage 3: Publishing

PDF Conversion: Word documents are automatically converted to PDF as research shows that this gives credibility to the approval process.

Search: End-users benefit from a rich search experience including free text, filters and ability to select classification tags

Templates: Though the use of organisational assets, approved templates appear within Word, Excel and PowerPoint natively – so end-users always start with the right template.

Stage 4: Acknowledgement

Attestation: Push policies to employees capture their acknowledgement to the policy

Report: Report on both completed and outstanding acknowledgements

eSignature: Optionally integrate to DocuSign if eSignatures are required.

Stage 5: Feedback

Capture: Collect feedback on your policies, categorising comments based on Business Changes, Clarifications, Non-conformities or Regulatory Changes

Stage 6: Review

Ownership: Email and Teams notifications provide the Policy owner series of timely alerts before a Policy expires

Feedback: Policy Owners can view consolidated feedback to help them make the amendments required.

Stage 7: Monitor

Drill Down Dashboard: Start with high-level overview and drill down the underlying data in a Power BI

Orphan Polices Report: Identify Polices where no user is assigned, or where the user no longer holds a Microsoft 365 licence.

Europe, North America and the Middle East

A global service

Policy Express deployments include Geneva, Switzerland; UAE; Virginia, California & Washington, USA; and London, UK.

From manufacturing to charities, financial services to engineering – all organisations have a need to effectively manage their Polices, Standard Operating Procedures and Templates.

Get in touch

Start your journey to stress-free Policy Management now

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