Policy management insights
Guides, comparisons, and practical advice on policy and SOP management from the team behind Xoralia.
Policy management
SOP management software: how it works in 2026
Explore SOP management with Xoralia, using centralised access, automation and lifecycle control to improve efficiency and compliance.
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Comparisons
6 reasons why Xoralia is the best ConvergePoint alternative in 2026
ConvergePoint and Xoralia are SharePoint-based policy management solutions with similar core features. Xoralia excels in user experience, deeper Microsoft 365 integration, and customisation, making policy access and management more intuitive.
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How-to
10 steps for a successful policy and procedure update process in 2026
The regular review of your policies and procedures is a critical element of successful policy management.
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Policy management
The top 20 IT policies every organisation needs in 2026
This article outlines 20 essential IT policies for modern organisations, highlights common policy management challenges, and suggests ways to address them.
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Comparisons
PowerDMS alternative 2026: Xoralia compared
Comparing PowerDMS and Xoralia? See how native Microsoft 365 policy management compares on data residency, adoption and cost. Read the full comparison.
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Comparisons
NAVEX PolicyTech vs Xoralia for Microsoft 365
NAVEX PolicyTech alternative? Compare Xoralia and NAVEX on Microsoft 365 integration, security, adoption and cost to find the right fit for you.
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Policy management
How AI is changing policy management in 2026
Discover how AI is revolutionising policy management software-enhancing compliance, automating tasks, and driving better employee engagement.
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SharePoint
SharePoint policy management limitations: an honest assessment
Can SharePoint manage policies alone? Explore its strengths, limitations, and when a Microsoft 365-native solution becomes essential.
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SharePoint
SharePoint document control: Guide for regulated industries
SharePoint isn’t built for document control. Learn how to manage policies, SOPs and compliance documents properly.
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SharePoint
SharePoint for policy management: a complete guide
Most organisations already have SharePoint. Here’s what it can and can’t do for policy management and how to fill the gaps.
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Compliance
What is regulatory compliance? A plain-English guide for 2026
Regulatory compliance helps organisations meet legal and industry requirements through effective policies, governance, reporting and employee accountability.
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Compliance
Policy management for financial services: how to be audit-ready
Struggling to keep policies compliant and audit-ready? See how financial services firms manage regulatory pressure from the FCA, SEC and FINRA with confidence.
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Compliance
Managing healthcare policies without compliance theatre
Discover how healthcare compliance teams can move beyond box-ticking to build policy management systems that actually reduce risk and keep you audit-ready.
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Customer stories
Charity compliance on a budget: policy management guide
How charities can manage policies and stay compliant with limited budgets and staff. Covers governance risks, safeguarding, data privacy and smarter tools.
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SharePoint
How to automate policy governance in SharePoint for compliance
Learn how to automate policy governance in SharePoint, reduce compliance risk, and achieve audit-ready reporting in Microsoft 365.
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Comparisons
Best policy management software 2026
Compare 8 top policy management tools - Xoralia, DocRead, SP Policy Manager, ConvergePoint, NAVEX One, ComplianceBridge, PolicyHub & DocTract
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Compliance
A compliance manager’s guide to audit-ready policy systems
Discover how an audit-ready policy system can eliminate manual compliance headaches, streamline employee attestation, and ensure you’re always prepared for audits without the last-minute scramble.
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SharePoint
How to set up document management in SharePoint
Learn how to set up document management in SharePoint with step-by-step guidance, best practices and tips to improve control.
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Policy management
Policies and procedure in the workplace: The ultimate guide
Policies and procedures are an important part of organisational life, giving “official” instructions and guidelines on how things are done, providing clarity on dealing with issues and establishing the expected behaviours and standards of employees.
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Customer stories
Oxford University Innovation transforms policy engagement
Discover how Oxford University Innovation improved policy engagement and achieved 100% compliance using Xoralia’s SharePoint-integrated solution.
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Compliance
15 policy management & compliance statistics for 2026
Discover 15 essential policy management and compliance statistics for 2026, covering regulatory change, AI, automation, costs and risk.
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Compliance
Five policy management and compliance trends for 2026
Explore five key policy management and compliance trends for 2026, from AI adoption and lifecycle management to cybersecurity priorities and growing regulatory pressure.
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HR
7 ways to use SharePoint to support employee onboarding
Effective onboarding sets the tone for new hires and impacts retention. Tools like Xoralia simplify access to essential policies, enhancing the overall experience.
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How-to
5 key steps to enhance workplace policy compliance
Discover key steps to improve workplace policy compliance, ensuring safety, data protection, and process efficiency
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HR
HR policies: 10 best practices for creating effective policies
HR policies shape compliance, culture and employee experience. Explore ten best practices to create clear, relevant and aligned policies.
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Policy management
Seven common mistakes made in policies and procedures management
In this article we explore seven of the most common mistakes made in policies and procedures management and how a solution like Xoralia can help avoid making them.
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Compliance
Why compliance is key and how to prevent failure
In this comprehensive guide we explore why compliance is so important and the areas that organisations need to think about in order to avoid compliance failure.
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How-to
Why create a change management policy & what to include
In this article, we explore different types of change management policies, the features that should be included in the policy, and how to disseminate the policy throughout the organisation.
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HR
The top 10 HR policies every organisation should have
In this post we’re going to look at ten of the most important HR policies every organisation should have, and how a solution like Xoralia can help busy HR teams manage their HR policies make them easily accessible for employees.
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Compliance
How policy software improves compliance monitoring
In this article we look at the importance of compliance monitoring and how organisations can use it to ensure that they’re meeting their regulatory responsibilities and minimising risk.
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How-to
7 steps to roll out a new workplace policy
In this article we cover the seven steps required to ensure the successful roll-out of a new workplace or employee policy.
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How-to
How to write a policy and procedure
Learn to write effective policies and procedures with our guide, ensuring compliance, clear guidance, and smooth operations for your company.
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HR
Why HR systems fail at policy management
HR systems store policies but lack lifecycle management, attestations, and audit-ready reporting. For compliance and scale, dedicated policy software is essential.
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Compliance
How to prepare for a policy management audit
Policy management audit guide: learn steps to prepare, stay compliant, and pass audits without the stress of last-minute preparation.
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Policy management
Policy management for remote and hybrid workforces
Remote and hybrid teams face unique policy challenges. Learn how effective policy management ensures access, compliance and productivity anywhere.
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Customer stories
UKAD streamlines policy management with Xoralia
UK Anti-Doping streamlines policy management with Xoralia, improving reviews, engagement, and saving time through Microsoft 365 integration.
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Policy management
How automated policy management benefits your business
An essential feature of policy management software is automation. This saves both huge amounts of time but also ensures that policy owners don’t forget to carry out aspects of policy management. In this post we explore why automation is so important in robust policy management software, and how it benefits a business.
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Policy management
What is policy lifecycle management?
In this article, we look at what policy lifecycle management is, the different stages and processes involved in creating and executing policies and procedures, and how policy lifecycle management software can help.
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HR
6 essential features of HR policy management software
Find out how HR policy software like Xoralia improves accuracy, engagement, and compliance with key features HR teams need most.
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Policy management
6 reasons Xoralia is policy management software for small business
Policy management software built for small business: affordable, intuitive, Microsoft 365-ready. See why Xoralia stands out
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Compliance
What is a cybersecurity policy? The complete guide
Learn what a cybersecurity policy is, why it matters, what to include, and how to manage and share it across your organisation
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How-to
How to deliver effective compliance training in 2025
Transform compliance training in 2025: modern, engaging, AI-ready, and audit-proof for today’s complex regulatory environment.
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Policy management
Top 10 policy management best practices
Explore 10 key best practices for effective policy management to ensure compliance, streamline processes, and reduce risks in your organisation
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Policy management
Automating policy management workflows
Automating policy management workflow with Xoralia makes policy reviews, approvals and updates simple, quick and compliant.
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Policy management
How Xoralia simplifies creating policies and controlled documents
Streamline policy creation, reduce risks and support compliance with Xoralia’s intuitive features and seamless Microsoft 365 integration
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Compliance
Five compliance and policy management trends for 2025
Discover five emerging compliance and policy trends shaping 2025, from AI solutions to rising ESG requirements and beyond
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Policy management
10 must-haves for corporate policy management tools
Discover 10 must-have features and essential qualities for corporate policy management software to drive compliance and success.
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Customer stories
Streamlined policy management for a non-profit organization
Discover how a global non-profit improved policy management for better compliance, streamlined operations, and maximum impact
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Customer stories
Xoralia drives compliance for US financial services
Discover how a US financial services firm uses Xoralia in Microsoft 365 to streamline policy management, improve compliance, and minimise risk
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SharePoint
How Xoralia’s intranet widgets open up policy & SOP access
Discover how Xoralia’s innovative SharePoint intranet widgets ensure employees can easily find policies, SOPs, and guidelines.
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Compliance
10 policy management and compliance stats for 2025
In this post we’ve gathered our top ten policy management and compliance statistics for 2025 and discuss why they’re so important.
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How-to
How to ensure document attestation on your policies in Sharepoint
In this article we look at employee attestation, what it is, why it is important, how to measure it, and how policy management software can help support it.
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SharePoint
eBook: Effective policy management and compliance best practice
Discover practical tips for policy management in SharePoint, including document control, versioning and audit-ready records.
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Customer stories
Gama Aviation boosts regulatory compliance with Xoralia
Gama Aviation provides global business aviation services and support to individuals, corporations and government agencies. Sectors covered include private jets and air ambulances.
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SharePoint
7 reasons to use SharePoint for policy management
Leverage SharePoint to manage policies more effectively, whether using Microsoft 365 or on-premises environments.
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Compliance
How policy acknowledgement reduces cyber risks
Policy acknowledgement is key in cybercrime prevention. Learn how tools like Xoralia ensure employee compliance and safeguard against digital threats
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Compliance
Document controls in ISO 9001: meeting the requirements
Explore how to implement effective document controls for ISO 9001 accreditation and how Xoralia aids in achieving quality management certification
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Customer stories
How LifeArc leveraged Xoralia to get ISO 27001 certified
Discover in this case study how LifeArc, a leading UK medical research charity, successfully streamlined its policy management and achieved ISO 27001 certification with Xoralia policy management solution.
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How-to
How to keep your workforce safe with policies and procedures
Keeping employees safe is a major focus for organisations. Health & safety is an absolute priority from an ethical, legal, compliance, operational and reputational standpoint. In this article we explore ways in which organisations can keep their workforce safe with policies and procedures
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Compliance
Does your organisation need security policy management?
In this article, we cover what a security policy is, why we need them and how they help minimise risk. We also explore some of the different types of security policy as well as some good practice tips.
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How-to
How to create a policies and procedure manual
In this post, we explore some of the ways that can help you to create and implement an effective policy and procedures manual or handbook.
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Policy management
Xoralia featured in ClearBox Consulting's 2023 guide
Xoralia is profiled in the 2023 edition of ClearBox Consulting’s Intranet and Employee Experience Platform guide. Xoralia is the only employee experience product that specialises in policy management to be included in the guide.
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Policy management
Why you need a central policy hub
In this article we look at how a central policy hub can benefit both policy owners and users, helping them to easily store, manage, access and find policies all in one centralised library.
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How-to
How to ensure compliance with policies and procedures using the digital workplace?
So, you’ve made a change to the company travel policy and the team has updated the company travel policy document. How do you let employees know about that change and ensure they comply with the new process?
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SharePoint
How to use Office 365 for policy management
The backbone of most organisational digital workplaces is Office 365 / Microsoft 365, so in this article we look at the best way to deliver effective policy management within the Office 365 environment.
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SharePoint
Webinar video: Using SharePoint for policy management and compliance
During this webinar, we will show you how to get the most out of SharePoint when managing your policies and help your organisation to stay compliant.
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