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SP Policy Manager

SharePoint Policy Management Software

Policy Management Software Built for Microsoft 365, SharePoint, and Teams

SP Policy Manager seamlessly integrates into your existing Microsoft 365 infrastructure making it easier to create, manage, track and update company policies and procedures without relying on complex third-party policy management tools. 
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Policy Adherence Made Easy with SP Policy Manager

SP Policy Manager makes handling policies simple and stress-free. It helps teams keep policies clear, organized, and compliant across all departments.

Integrated Best Practices:

Makes sure policies stay consistent by following best practices, even on platforms like Microsoft Teams.

Role-Specific Access:

Allows policy owners to draft, collaborate, and approve documents tailored for each department using a secure policy management software. This keeps policy management clear and organized.

Automated Policy Acknowledgement:

Simplifies tracking compliance with automated email acknowledgments. Policy owners can easily monitor employee responses, ensuring smooth policy management on Microsoft Teams and other platforms.

With SP Policy Manager, managing policies has never been easier, whether you’re focused on policy management on SharePoint or enhancing collaboration through policy management on Microsoft Teams.
Policy Management and Compliance with Microsoft (Office) 365

Proactive Reminder System:

Stay ahead with automatic notifications for policy renewals and expirations. This ensures smooth policy management on Microsoft (Office) 365, keeping all policies up to date.

Real-Time Reporting:

Monitor acknowledgment statuses with policy management software. Use list views and Power BI Dashboards to gain full visibility and enhance policy management on Microsoft (Office) O365.

​Compliance-Driven Framework:

Built for SharePoint and Microsoft 365, this platform streamlines the entire policy lifecycle. It simplifies policy management on Microsoft (Office) 365 from creation to acknowledgment, promoting a unified and compliant work culture.
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Key Features

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Create Policies in Microsoft (Office) 365

With Policy Manager, you can use the powerful tools already in Microsoft Word and SharePoint to work together on policy documents. It lets your team write, edit, and track changes all in one place. ​
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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

Once Approved, automate policy publishing, conversion to PDF and copy to Published Policies LIbrary, for employee access via the MyPolicies portal.
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Automate Policy Compliance

Schedule and Track Policy Acknowledgements by Employee Group.​​  Employees receive email from which they can read and acknowledge one or more policies.  Track and report on compliance.
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Policy Management

Manage and track expiration, renewal, and retention. Reminder notifications to policy owners. Policy calendar for upcoming renewals.
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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 (office)365.
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Policy ​Dashboard

Report on policies status, employee acceptance 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, they can access the Policy News, and events in one place.

SP POLICY MANAGER IN ACTION

VP of IT at Hanmi Bank

"We wanted something that felt like it belonged in our Microsoft 365 environment—and SP Policy Manager delivered. From day one, it integrated smoothly with our systems, helped us centralize policy access, and gave us a way to track compliance with zero disruption to our staff. It’s powerful, intuitive, and completely aligned with how we work. We didn’t just solve a compliance challenge— we maximized our technology investment."
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READ FULL CASE STUDY

So, what are the benefits?

1. Centalized Policy & Compliance Management
2. Connecting Employees With Policies
3. Access To Valuable Resources
4. Customization & Scalability
5. Security & Compliance
1. Centalized Policy & Compliance Management
SP Policy Manager makes handling policies simple and helps everyone follow the rules. It gives team leaders full control to make, edit, check, and approve documents all in one place. With the Staff Portal, users can easily find the right policies for their department. This makes sure the right people see the right documents, so everything stays organized and clear.

When a new policy is ready, SP Policy Manager can send it to the right employees and ask them to read and agree to it. It even tracks who has read it and sends reminders if someone forgets. It also reminds you when a policy needs to be updated or is about to expire. For local government teams, this tool is super helpful for staying on track and making sure all rules are followed.
2. Connecting Employees With Policies
​The main objective of 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 knowledge base, or make a policy request.
3. Access To Valuable Resources
Our user-friendly hub grants employees convenient access to essential policies, vital announcements, and the latest events (like policy webinars). It becomes a vital tool for communication and cross-departmental collaboration.
4. Customization & Scalability
Our policy management software​ is tailored to seamlessly adapt to diverse organizational structures, ensuring a perfect fit for your unique needs and requirements. Whether you're a small team or a large enterprise, our applications are natively built on Microsoft (Office) 365 and SharePoint and scalability is effortless.  We can grow with your organization.
5. Security & Compliance
SP Policy Manager is a trusted tool for managing policies on SharePoint & Teams. Built as a Platform as a Service (PaaS), it keeps your data safe within Microsoft 365, giving you full control over your information. Unlike other cloud-based tools, SP Policy Manager offers stronger security and better data protection. It helps organizations follow industry rules while keeping policies organized and easy to manage. With its advanced features, handling policies on Teams is more secure and hassle-free!
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FAQ's

Do employees need training to use policy management tool?
For end users, very little training is needed. If employees are familiar with Microsoft 365, they’ll find the interface intuitive. Admins may require a short session to manage policy categories, approvals, and acknowledgment tracking.
Who Benefits Most from SP Policy Manager?
Teams responsible for HR, compliance, risk, or internal communication especially in industries like healthcare, government, manufacturing, and non-profit. It’s a great fit for any organization that needs consistent, trackable policy management within Microsoft 365.
How much does SP Policy Manager cost?
SP Policy Manager is cost-effective for Microsoft 365 users, with pricing based on user count and deployment size. It can be purchased alone or as part of a bundled solution. For specific pricing, contact SP Marketplace directly.
How long does SP Policy Manager take to implement?
Most implementations take 2 to 4 weeks, including setup of policy categories, user permissions, approval workflows, and acknowledgment processes. Timelines may vary based on complexity.
Do employees need training to use policy management tools?
Not typically. End users simply access and acknowledge policies through SharePoint or Teams. Admins may benefit from a short onboarding session to manage updates, audits, and workflows.
Why use SharePoint for Policy Management?
SharePoint provides version control, secure access, metadata tagging, and workflow automation, all essential for policy management. When extended with tools like SP Policy Manager, it becomes a powerful, centralized solution built into your Microsoft 365 platform.
Who is SP Policy MAnager For?
SP Policy Manager is ideal for organizations that need strong governance and compliance, including:
  • Compliance & Risk Teams
  • IT & Information Security
  • HR & Corporate Governance
  • Healthcare, Finance & Regulated Industries
  • Enterprises using SharePoint & Microsoft 365
 
If your organization manages dozens (or hundreds) of policies, SP Policy Manager helps you stay compliant without complexity.

Flexible Policy Management for Any Industry​

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Non-Profit Organizations​

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Government Agencies​

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Healthcare Organizations​

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Legal and Accountancy Firms​

​Natively Built on Microsoft (Office) 365

​SP Marketplace products represent a paradigm shift in business applications, meticulously crafted as no-code modules on the robust Microsoft (Office) 365 Platform. Harnessing the power of SharePoint and Microsoft Teams, this approach unfolds a spectrum of benefits:

​Native
Integration​

​​All documents, data, and the entire product ecosystem reside seamlessly within your Microsoft (Office) 365 Tenant, avoiding dependence on third-party clouds and ensuring heightened data security.
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Seamless Sign-Ons and Governance

​​Authentication and governance seamlessly integrate with your existing Active Directory, providing a cohesive user experience aligned with your organizational structure.
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Enhanced User
​Adoption​
​

​​Integrated into your Microsoft (Office) 365 environment, our solutions achieve higher user adoption rates, becoming an intuitive extension of daily operations for your teams.
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Tailored
Customization​
​​

​Empowering Power Business Users, our products offer 100% customization flexibility, allowing organizations to tailor the solution to their unique needs without complex coding.
​

Future-Proof Evolution

​Evolving in harmony with the Microsoft 365 Platform, our products stay at the forefront of innovation, continually leveraging new capabilities introduced by Microsoft to ensure sustained relevance and efficiency over time.


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SP Policy now fully integrates with Docusign !
If you already use Docusign within your organization, we can now integrate SP Policy with your employee Docusign Wallets.  When acknowledging policies, your employees are automatically redirected to their Docusign wallet, with confirmation of signature brought right back into SP Policy.This requires you to have an live Docusign subscrtion. 
SP Policy integration with AdobeSign, coming later in 2026!
In the same way we've built  integration between SP Policy and Docusign, we aim to bring the same AdobeSign integration during 2026. Please contact us for further information,
SP Policy integration with Microsoft eSignature, ("Microsoft Sign") coming later in 2026!
In the same way we've built  integration between SP Policy and Docusign, we aim to bring the same Microsoft eSignature (Microsoft Sign) integration during 2026. Please contact us for further information,

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Utilize SP Policy Manager to manage Policies and Compliance on Microsoft (Office) 365

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  • Solutions
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