Key Features

Policies in Microsoft 365

Utilize powerful tools already in Microsoft Word and SharePoint to draft, edit, and track policy documents collaboratively, all in one place.

Automate Policy Compliance

Schedule and track policy acknowledgments by employee group, with automated email notifications for reading and acknowledgment.​

Policy Management

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

Policy ​Dashboard

Monitor and Report on policies status, employee acceptance and upcoming renewals using the Policy Dashboard in Power BI with clear reports.

So, what are the benefits?

​Easily manage, track, and update policies directly in Microsoft 365 - no third-party tools required

1. Centralized Policy & Compliance Management
   Manage all policies in one place. Track acknowledgments, automate reminders, and keep your team compliant and organized.
2. Employee Access to Relevant Policies
   Employees can quickly find policies by role, department, or location, reducing confusion and improving compliance.
3. Resources & Collaboration Hub
   A central hub for policies, announcements, and training events, boosting communication and cross-team collaboration.
4. Customizable, Scalable, and Secure
   Tailor workflows to your organization’s needs, scale as your team grows, and keep sensitive information secure.

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

MORE SOLUTIONS

Apps in Action

​SP Policy Manager at Hanmi Bank

​Hanmi Bank, a growing financial institution with 30+ branches across nine states, needed a better way to manage policies and employee acknowledgments while staying within its Microsoft 365 environment. Partnering with SP Marketplace, they implemented SP Policy Manager to centralize policy access, automate compliance workflows, and give employees a familiar, intuitive portal.

With seamless integration into Microsoft 365, the bank streamlined approvals, improved visibility with Power BI dashboards, and maximized adoption across its workforce. The result: stronger policy governance, simplified compliance, and greater return on their Microsoft technology investment.

READ THE FULL CASE STUDY HERE

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​Natively Built on Microsoft (Office) 365

1. Native Integration
   Keep all data and documents within Microsoft 365 for secure, seamless use with SharePoint and Teams.
2. Smooth Sign-On & Governance
   Works with Active Directory for easy authentication and role-based access.
3. Flexible Customization
   Tailor workflows and settings to your organization’s needs—no coding required.
4. Future-Ready Platform
   Updated with new Microsoft 365 features to stay modern, efficient, and relevant.

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