NAVEX PolicyTech vs Xoralia for Microsoft 365

If you are evaluating NAVEX PolicyTech, either because you already use it and are questioning whether it still meets your needs, or because it is on your shortlist, then this article is written for you.

Xoralia is a competing policy management solution to NAVEX PolicyTech. While obviously we would love customers to switch to Xoralia, it is important for every organisation to find the best fit solution for their circumstances and budget, and in the end only that really drives a buying decision. So, we have made this comparison useful rather than as a sales pitch.

What NAVEX PolicyTech is

NAVEX PolicyTech is a policy management platform that is part of NAVEX One - NAVEX’s broader GRC suite, which also includes incident management, training, whistleblowing, and risk management tools. NAVEX is a well-established enterprise vendor with a long track record in the compliance space, particularly in the United States.

What Xoralia is

Xoralia is a standalone policy management product, not part of a broader GRC suite. It is fully accessible from the Microsoft tools your team already use, including Microsoft Teams, SharePoint, your SharePoint intranet and Outlook. All data stays inside your Microsoft 365 tenant.

The fundamental architectural difference

NAVEX PolicyTech is a standalone SaaS platform. Your policy content is always hosted in NAVEX’s environment, not within your Microsoft tenant, despite there being some options advertised around integration with Microsoft 365.

With Xoralia, your policy documents remain in your own SharePoint, meaning:

• Employee authentication uses your existing Entra ID SSO.
• Employees acknowledge policies directly inside Microsoft Teams or SharePoint using their existing Microsoft credentials.
• AI features run via Azure OpenAI inside your tenant.
• At no point does your policy content leave your Microsoft 365 environment.

For regulated organisations, this architectural difference has three concrete implications:

• Data sovereignty: In Xoralia, your data stays in your tenant, subject to your existing data residency controls. In NAVEX, your data is in NAVEX’s hosting environment.
• User adoption. Employees who acknowledge policies directly inside Teams or SharePoint can achieve materially higher attestation rates than those who need to log into a separate portal. Xoralia customers achieve an average 84% attestation rate across organisations that have actively adopted attestation. Individual customers including LifeArc and Boyum IT are achieving 99%.
• Reduced IT overhead. No standalone platform to manage, with minimal additional infrastructure and administration required.

Feature comparison

Where NAVEX PolicyTech has advantages

• Broader GRC suite integration. If your organisation needs a single platform for policy management, incident reporting, whistleblowing, ethics training, and risk management, NAVEX One provides that integrated suite.
• Enterprise compliance programme complexity. For very large, multi-jurisdictional organisations with highly complex compliance requirements, NAVEX has a mature, configurable platform and deep enterprise implementation expertise.
• US market presence and support. NAVEX is a US-headquartered company with strong US market presence and support infrastructure.

Where Xoralia has advantages

• Microsoft 365 organisations. Employees acknowledge policies directly inside Teams or SharePoint using their existing credentials, including from the related mobile apps. Policy data never leaves your tenant. Implementation is weeks rather than months.
• Deployment speed and simplicity. LifeArc, a healthcare and life sciences charity, went live across 500 employees and achieved ISO 27001 certification within three days of deployment. This is just one example of what rapid Xoralia implementation can enable.
• Total cost of ownership. NAVEX’s licensing is typically significantly higher than Xoralia’s, compounded by the professional services cost of a lengthy implementation and the ongoing training cost of a system employees do not use intuitively.
• Employee experience and high attestation rates. Xoralia customers achieve an average 84% attestation rate using the product, with some reaching 99%.
• Data sovereignty for UK and EU organisations. Xoralia’s in-tenant architecture means UK and EU organisations can satisfy data residency requirements under UK GDPR and the EU GDPR without additional controls.

When should I consider switching?