Best policy management software 2026

For a full overview, please see our complete guide to policy management software.

In this article we compare eight leading tools from more generic governance platforms to SharePoint add-ons to Microsoft 365-native solutions. And for full transparency, we have included our own platform too.

	Ease of use / look and feel	End-to-end policy lifecycle coverage	Part of GRC suite or stand alone	Microsoft 365 native solution	Level of M365 integration
Xoralia	Strong. Front end can match your brand	Full end-to-end coverage with powerful features	Stand alone	Yes. Also comes with user-friendly front end	High
DocRead (Collaboris)	Strong	No. Attestations only	Stand alone	Yes	High
SharePoint Policy Manager	Average - feels very SharePoint-y which will put off some users	Yes, but features are simplistic. Relies on strong SharePoint skills for maximum benefit	Stand alone but developer offers other products	Yes	Medium
Ideagen ConvergePoint	Average - can feel complex for infrequent users	Yes, good end-to-end policy management features. Usability an issue however	GRC suite	No but stores docs in SharePoint	Medium
NAVEX One	Average but our own researchtells us many find the tool complex to use	Yes, with strong enterprise features but hard to use	GRC suite	No	Low
ComplianceBridge	Average, feels dated	Yes	GRC suite	No	Low-to-medium
MitraTech Policyhub	Average, feels dated with infrequent updates	Yes but can require complex customisation	GRC suite	No	Low
DocTract	Good	Yes	Stand alone	No	Low

Key takeaways

• Xoralia stands out as the only fully Microsoft 365-native solution with deep integration across SharePoint, Teams, and Entra ID. It combines a modern, intuitive interface with comprehensive lifecycle management - all securely contained within the customer’s own Microsoft environment.
• DocRead and SharePoint Policy Manager also work directly inside Microsoft 365 but are more limited in scope. They provide practical solutions for organisations focused on read acknowledgements or straightforward policy reviews without the need for broader compliance functionality.
• Ideagen ConvergePoint, NAVEX One, ComplianceBridge, and Mitratech PolicyHub sit within wider GRC suites. While these offer extensive compliance capabilities, they introduce additional hosting, configuration, and complexity - making them less suited to organisations that simply need effective policy management within Microsoft 365.
• DocTract provides solid lifecycle management and external access options but operates as a standalone SaaS product, separate from the Microsoft 365 environment.
• For companies invested in Microsoft 365 that prioritise usability, data control, and security over broader GRC functionality, Xoralia offers the best overall balance of capability, simplicity, and alignment with existing IT strategy.

With the key differences outlined, the next section looks at each solution in more detail - highlighting their strengths, weaknesses, and best-fit scenarios. The insights are based on a combination of online reviews, product information published by each vendor, and feedback we’ve heard directly from our customers.

Xoralia

Xoralia is a comprehensive policy management solution that is built for Microsoft 365 including SharePoint and Teams, which focuses on a strong user experience for employees, policy owners, and admins.

Strengths:

• Xoralia is a fully native Microsoft 365 solution so has deeper integration with SharePoint and Teams than any other policy management solution - for example, the product includes a Teams app and over 20 out-of-the-box SharePoint web parts, allowing companies to easily build policy pages tailored for different audiences.
• Xoralia is a “challenger” solution that puts a strong focus on being user friendly versus rival policy management solutions; features include targeted views for different groups, strong findability, a simple employee attestation process and more.
• Xoralia comes with a very active roadmap compared to other policy management tools with AI and a host of other features on the near horizon. It is giving many enterprise solutions a run for their money.

Weaknesses:

• If you do not have Microsoft 365 then Xoralia is not the product for you.
• Xoralia just focuses on policy management by design, so if you are looking for a suite of compliance products that features a policy management module, again Xoralia is not the product for you.

Best for:

• Organisations requiring a full featured policy management solution with unrivalled Microsoft 365 integration and a strong emphasis on ease of use. If you’re a Microsoft house then Xoralia is a strong contender.

DocRead (Collaboris)

Source: softwareadvice.com

DocRead from Collaboris is an employee attestation product that integrates directly with SharePoint and can be used to gain confirmations from employees that they have read policies.

Strengths:

• You can run an employee attestation process at scale to get targeted groups to confirm they have read assigned documents living in SharePoint libraries. Like Xoralia it also automatically handles joiners, leavers and movers, adjusting assignments accordingly.

• Automated reminders and an analytics module based on PowerBI help to track success and demonstrate t compliance.

• Because it runs entirely within SharePoint, employees and administrators work in a familiar environment without needing a separate platform, helping to reduce friction and speed up deployment.

Weaknesses:

• The scope of the product is limited with few policy management features beyond the employee attestation features.

• It does not feature any policy lifecycle tools that support policy owners or present any options that make policies easier to find for employees.

Best for:

• If you’re just looking for an employee attestation or mandatory reads tool that integrates with SharePoint and nothing more.

SharePoint Policy Manager

Source: Microsoft AppSource

SharePoint Policy Manager is a Microsoft 365 native solution that slots into SharePoint and helps support and streamline policy management using automation.

Strengths:

• Completely integrates with SharePoint and Microsoft Teams to lower barriers to adoption.

• It keeps everything within your Microsoft 365 tenant so there’s no additional SaaS solution involved.

• It offers a range of features across the content lifecycle including automated reviews and approvals, policy acknowledgements, and reminders to policy owners, as well as basic dashboards to monitor policy status and overdue reviews.

Weaknesses:

• Features are somewhat simplistic. Would not suit organisations with more complex requirements.

• The look and feel of the product is basic, for example in places closely following the UI of SharePoint document libraries.

• While it has the requisite features, there are few “extras” that can make a significant difference in driving adoption or embedding policy changes, and the interface can appear quite functional compared to newer products.

Best for:

• If you’re just looking for a basic Microsoft-365 native solution to support policy management then SharePoint Policy Manager could be a good choice.

Ideagen ConvergePoint

Source: Microsoft AppSource

Ideagen ConvergePoint is a policy management solution covering both lifecycle management and employee attestation which can be installed as a SharePoint app and deployed within Microsoft 365 environments.

Strengths:

• Ideagen ConvergePoint has robust capabilities that focus on policy lifecycle management, disseminating policies to employees via a central repository, and employee attestation.

• Ideagen ConvergePoint allows policy owners to create policies within Word and also applies approval workflow with configurable stages, notifications, and version control.

Weaknesses:

• While Ideagen ConvergePoint has generally good online reviews, some customers report that it can feel complex or dated in places and less user-friendly than newer Microsoft-focused offerings, especially for infrequent users.

• Its integration with Microsoft 365 is via a SharePoint App rather than fully native, so it does not offer deep integration across Teams, Power Automate, or Entra ID.

• ConvergePoint acquired by Ideagen In June 2025, ConvergePoint was acquired by Ideagen, who already own competing policy management products within their GRC portfolio. The future roadmap of ConvergePoint is now uncertain. If you are currently evaluating ConvergePoint, we strongly recommend considering this before committing.

Best for:

• Organisations seeking a mature SharePoint-based policy management solution with strong lifecycle features but not requiring deep Microsoft 365-native integration.

NAVEX One

Source: Microsoft AppSource

NAVEX One policy and procedure management software is a mature solution that integrates with Microsoft 365 and also with other governance, risk and compliance (GRC) software produced by NAVEX.

Strengths:

• A wide range of features touching all stages of the policy management lifecycle - for example with custom approval workflow - as well as employee attestation.

• Additional compliance reporting, for example where you can map your policies to different compliance standards or areas, and then reflect this in your reporting - such as cybersecurity or HR.

• NAVEX One is part of a broader integrated GRC platform that also includes risk management, training, and incident management modules, allowing policies to link directly to wider compliance processes.

Weaknesses:

• Like many products, NAVEX One claims to integrate with Microsoft 365 and SharePoint but this integration is shallow and it lacks the level of integration of a native Microsoft 365 solution like Xoralia or DocRead.

• Some users also note that configuration can be complex and the interface can feel dated compared to newer, more modern policy management tools.

Best for:

• A robust solution that will be ideal for enterprise customers who have other NAVEX GRC solutions and want to use an integrated suite of compliance tools.

ComplianceBridge

Source: softwareadvice.com

ComplianceBridge is a range of GRC software products that includes a policy management module that is also available on a standalone basis.

Strengths:

• ComplianceBridge has strong policy lifecycle management features including custom approval workflows and tools for teams to collaborate on policy creation and review.

• The solution integrates with other ComplianceBridge GRC software for those people looking for a more complete suite of compliance tools.

Weaknesses:

• ComplianceBridge does not come with any optimised solution for distributing policies, instead integrating with an existing document management system (DMS); integration with Microsoft 365 is also limited.

• ComplianceBridge is a mature product, and its feature set tends to be focused on the needs of central policy teams and administrators, rather than the employee experience or modern, user-friendly interfaces.

Best for:

• Those wanting a solution to support lifecycle policy management and who already have other ComplianceBridge solutions to build an integrated suite of tools.

MitraTech PolicyHub

Source: capterra.co.uk

MitraTech PolicyHub is an extremely mature policy management solution that covers most of the standard features required to manage policies.

Advantages:

• It has a comprehensive set of features covering a central policy library, employee attestation, approval workflow for new policies, analytics and more.

• It is suitable for large enterprises, for example with the ability to target global policies and procedures including in different languages to the right groups.

• It can integrate with other compliance and governance products from MitraTech.

Disadvantages:

• Some report that it can feel complex to use and sometimes fall short in some of its features - particularly around configuration flexibility and ease of user navigation.

• It is not a native Microsoft 365 solution with either deep integration with SharePoint or Teams, and can require separate hosting and administration.

• Users often say the interface and features are dated and rarely updated.

Best for:

• Larger organisations that are also investing in other MitraTech products and want an integrated suite of compliance tools.

DocTract

Source: capterra.co.uk

DocTract is a policy management solution focused on the policy lifecycle and effective dissemination, as well as policies remaining in step with the regulatory environment.

Advantages:

• DocTract has the basic features for policy management including attestation but also comes with a search portal that can even be opened up via an external website or to a portal accessible by third parties.

• The ability to map regulations, standards and controls to particular documents and also group collections of different policies together to a compliance process.

• New embedded AI services that can help find, analyse, and create policies.

Disadvantages:

• DocTract’s AI services including the ability to summarise and even create policies, but general risks of inaccuracy or nuances may involve a level of risk that not all organisations are comfortable with.

• DocTract can integrate with Word and Entra ID, but it does not have the deep integration of a Microsoft 365-native product, collaboration features are more limited outside its own portal.

Best for:

• Organisations that want a comprehensive solution that maps to the compliance landscape and can even facilitate sharing with third parties.