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.

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Energy & utility companies

What energy and utility companies need in policy management software

01

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.

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02

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.

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03

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.

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04

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.

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05

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.

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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

  • Easy to use

  • Quick & easy implementation

  • Cost effective

  • Policy standardisation

  • Everyone is up to date

  • Continual improvement

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.

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