Energy & utility
Policy management software for energy and utility companies
Energy and utility companies, whether in oil and gas, renewables, or utilities, face a complex, multi-layered regulatory environment spanning environmental, health & safety, and cybersecurity standards at global, federal, state, and local levels. With growing scrutiny and reporting obligations across multi-jurisdictional structures, employees need ready access to policies for daily work and compliance auditing. Xoralia’s purpose-built software streamlines policy management to deliver audit-readiness, global compliance, and tangible efficiencies for energy and utility companies, all within your Microsoft 365 environment.
What energy and utility companies need in policy management software:
Streamline policy management through lifecycle automation
Busy compliance teams must manage policies across complex organisational structures, often spanning different jurisdictions. An effective and efficient policy management system requires:
Easy creation, review, approval, and distribution of policies, with automated version control and expiry reminders.
Customisable and transparent workflows and notifications to keep processes moving – supporting policy owners, reducing manual effort and identifying where intervention is required.
Central, structured policy libraries with custom metadata and taxonomy for effortless search and retrieval, avoiding SharePoint folder chaos.
Audit ready to meet compliance challenges
Robust compliance reporting and audit-readiness are critical in a world of complex regulations, where energy and utility companies are always under scrutiny. Solutions must:
Deliver evidence-based compliance through detailed audit trails and compliance logs for every policy action.
Include attestation features and additional custom quizzes with comprehensive reporting to demonstrate employee compliance.
Generate real-time, exportable reports for audits and regulatory reviews to support multi-jurisdictional compliance.
Easy access to policies for all staff
Successful policy management removes barriers for all staff, enabling them to access relevant policies wherever they are based, through easy access:
Easy access to one central policy library via single sign-on and seamless integration with Microsoft 365, Teams and SharePoint.
Straightforward access to policies for frontline and field staff through mobile devices, for example, through the Microsoft Teams app or a native mobile app.
Targeted policies based on Entra ID profiles with personalised views and automated reminders, so nothing gets missed.
Seamless security and data privacy through M365 integration
Any energy industry solution must meet stringent requirements around security and data privacy. This is best achieved by integrating with Microsoft 365:
Meets current security, privacy and data residency requirements through Azure hosting, which is certified against standards such as ISO 27001 and SOC 2.
Has highly granular role-based access, data encryption and advanced identity management.
Can integrate existing SharePoint document libraries, avoiding disruption.
Easy to install, easy to use
To guarantee strong adoption and support compliance, solutions must be easy to use for both administrators, policy owners and users. Policy management software should:
Be straightforward and quick to install with onboarding assistance and friendly ongoing support.
Have intuitive interfaces familiar to admins and users with targeted, personalised dashboards – no learning curve required.
Include enterprise-ready SharePoint web parts and Teams & Viva integration based on different use cases for rapid adoption.
How Xoralia uniquely meets the needs of energy and utility companies
One trusted policy library
A single, personalised policy library to find relevant policies at the point of need through custom search and browsing.
End-to-end policy automation
Custom workflows with named policy owners, approval, reminders, version control, and more across the full policy lifecycle.
Easy policy attestation
Easy acknowledgement of policies by employees with reporting and personalised notifications, with knowledge reinforced by custom quizzes.
Audit-readiness
Audit trails, granular access control, compliance logs, evidence-based reporting and more.
Multi-jurisdictional compliance
Targeted policies to different groups and segmented reporting to support compliance across multi-jurisdictional structures.
Robust security & controls
Meet existing security and privacy policies with Azure-based hosting and additional controls.
Microsoft 365, SharePoint & Teams integration
Seamless and deep integration with Microsoft 365, with enterprise-ready templates and web parts.
Frontline friendly
Access for frontline staff via mobile devices through the native Xoralia app or the Teams mobile app.
Strong onboarding & support
Friendly and professional support from the Xoralia team for implementation and business-as-usual, whatever your technical know-how.
Why oil & gas, energy and utility companies are choosing Xoralia
Flexible, scalable, configurable
Meets the needs of organisations of any size or complexity, from global corporations to smaller businesses.
Easy to use
Very simple to use for admins, employees and policy owners – suitable for all levels of digital confidence.
Quick & easy implementation
Built for Microsoft 365 and SharePoint for super straightforward implementation, all supported by the friendly Xoralia team.
Cost effective
Xoralia comes at an attractive price point to deliver real value-for-money.
Policy standardisation
Help to standardise policies across your organisation while allowing for local policy variation if required.
Everyone is up to date
Keep employees informed about essential policy updates with targeted mandatory reads, attestation and custom quizzes.
Continual improvement
Xoralia has an active roadmap of new features, driven by customer suggestions and requests.
Frequently asked questions
Is Xoralia suitable for larger, global businesses?
Yes, Xoralia is extremely flexible and scalable, so it can be configured to meet the needs of large, complex businesses spanning multiple jurisdictions and with equally diverse workforces. Xoralia also supports the needs of small and medium-sized organisations.
How does Xoralia help our team keep on top of policy compliance?
Xoralia removes the need for manual effort through a combination of end-to-end automation, configurable workflows, easy employee attestation, and comprehensive reporting. By streamlining these aspects of policy management, Xoralia reduces time and effort, helping busy compliance teams keep on top of their workload.
What areas of policy management and compliance do Xoralia cover?
Xoralia covers all areas of policy management, including data privacy (GDPR), cybersecurity (including NERC CIP for North American utilities and NIS2 for EU-regulated entities), environmental reporting, health & safety and more, whether at the global, state, regional, local or industry level.
Is Xoralia only suitable for organisations based in particular countries?
No, Xoralia works with any company based in any country worldwide.
How does Xoralia address data privacy and cybersecurity?
Xoralia provides robust role-based access controls, encryption, and audit-ready access logs to support GDPR, data privacy, and cybersecurity requirements.
The story behind Xoralia
We’re Content Formula, the team behind Xoralia. We cut our teeth building intranets for some of the world’s most famous companies like Pfizer, Philips, Johnson & Johnson and Jaguar Land Rover. One of the most commonly requested intranet sections we came across was the policy library. And as time went by, clients asked for more and more complex features in their policy libraries. They wanted attestations, workflows, version history, alerts, approvals, you name it.
Then one day, one of our long standing clients approached us and asked us to build a policy library with every feature they could imagine. We had a great relationship with them and agreed to share the budget to do this, provided we could then market the solution to others. That was in 2019. We’re now on version 3 of Xoralia and the product has grown and evolved a lot.
3 benefits you can expect from Xoralia
Enhance transparency & accountability
Ensure everyone accesses the latest policies, building trust with donors and regulators.
Boost efficiency
Automate compliance tasks to save time, reduce costs, and streamline operations.
Ensure regulatory compliance
Adhere to sector standards with proactive alerts and audit-ready records, avoiding legal issues.
And lots more!
What our clients say
A solution that seamlessly integrates with SharePoint and our Microsoft 365 digital workplace
SharePoint is a format that our employees are used to for accessing documents and we didn’t want to spook them with another system to learn! We decided we really wanted a solution that hooked in with SharePoint, which is why we landed on Xoralia.
Phil Priest
HSEQ and Facilities Manager
Smooth rollout in achieving regulatory approval
Gama Aviation has implemented Xoralia in a number of areas in our business. It’s one of the few systems we’ve adopted without any teething issues. Most recently Xoralia has been a key part of our regulatory process approved by the aviation authority in one of the countries where we operate.
Daniel Tee
Chief Information Officer
Gama Aviation
How to get started with Xoralia
Step 1: Explore or request a demo
Start a free trial for instant, hands-on access, or fill out our form to book a personalised demo at a time that suits you.
Step 2: Get a price proposal
If Xoralia looks right for your organisation, ask us for a tailored quote. We’ll outline any options and packages to fit your needs.
Step 3: Install and launch
Set up Xoralia in your environment with our support. We’ll provide onboarding, training, and full assistance to get your team up and running quickly.
Here's what you'll get
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Central policy library
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Search and filter tools
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Mandatory read policies with attestations
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Quizzes
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Notifications and alerts
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Employee dashboard
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Line manager dashboard
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Works on mobile, in Teams and SharePoint
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New policy creation workflows
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Policy update workflows
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Review and approval gates
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Policy version history
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Compliance dashboard
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Audit trail
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Full reporting
And last but not least:
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Professional implementation service and support
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Evergreen software – frequent updates and improvements
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Comes with our "it just works" support warranty – we’ll fix any bugs, often before you even notice
Ready to get started?
Connect with us to streamline your policy management and ensure effortless compliance.