01
Draft
Author & version control
In Word, PowerPoint or any Office app. Templates can be enforced automatically.
Policy management software for SharePoint and Microsoft 365
Xoralia automates the complete policy lifecycle inside your Microsoft 365 tenant. Automated reviews, employee attestation, and audit-ready evidence - without adding new infrastructure or changing how your team works.
Who this is for
Compliance and risk teams
You need evidence ready for any regulator, any time, and no policy lapsing on your watch.
HR directors
You need the right policies in front of the right people from day one, without chasing anyone.
IT directors
You want policy management that runs inside your Microsoft 365 tenant, with no new infrastructure or logins.
Finance leaders
You want compliance admin hours back, at a predictable cost on your existing Microsoft 365 investment.
How it works
The complete policy lifecycle, automated.
Every step, from the first draft to audit evidence, runs automatically in Microsoft 365. Accessible from within the tools your team already uses every day - Teams, SharePoint, and Outlook.
- 02
Approve
Automated approval workflow
Named reviewers notified with automated reminders. No chasing.
- 03
Publish
Target by role, team & location
Right policy to right people. Targeted using your existing M365 (Entra ID) groups - no manual distribution lists to maintain.
- 04
Attest
Acknowledge in Teams or SharePoint
Employees confirm they've read the policy, then complete a quick knowledge check.
- 05
Monitor
Real-time dashboards
Who read what, when, which version? One-click audit export.
- 06
Renew
Automated review cycles
Owners are notified automatically before expiry so reviews can be reset on time.
Policy management in Microsoft 365
What changes with Xoralia
Six things that change when your policies run on Xoralia, and the problems each one removes.
01 · Policy library
One source of truth. Version confusion eliminated.
Employees always see the current, approved version. No outdated documents in circulation. Every policy tagged by owner, review date, and audience - searchable from Teams or SharePoint.
What this fixes
- Managing version confusion
- Answering "where's that policy?" for the 100th time
02 · Review and approval
You will never chase a policy review again.
Automated workflows assign owners, set deadlines, and send automated reminders - running 24/7 without manual intervention. Configure once, and it runs itself.
What this fixes
- Chasing policy review deadlines by email
- Waiting weeks for approvals that stall in inboxes
03 · Targeting
Target by role, team & location
Policies are targeted by role, team, and location using your existing M365 (Entra ID) groups - assigned by document owners, surfaced automatically to employees. Joining employees automatically receive all relevant policies the moment they're added to M365.
What this fixes
- Maintaining manual distribution lists
- New starters missing the policies that apply to them
04 · Attestation and tracking
Up to 99% attestation. Without chasing anyone.
Employees acknowledge policies directly inside Xoralia, Microsoft Teams or SharePoint, then complete a quick knowledge check. Manager dashboards show real-time team completion, and gap reports show instantly who hasn't acknowledged.
What this fixes
- Tracking attestations manually in spreadsheets
- Sending chase emails to get policies read
05 · Reporting and audit trail
Your audit evidence is already built.
Every acknowledgement, review, and approval is timestamped and logged automatically. Move from "we believe our policies are current" to "here is the evidence - by employee, by policy, by date."
What this fixes
- Scrambling to build evidence packs before audits
“We went from dreading audits to passing with confidence. Xoralia builds our evidence automatically - we just download it on the day.”
06 · AI built in
AI built in - not bolted on.
Powered by Azure OpenAI. Employees ask plain-English questions and get instant, accurate answers from your policies. All data stays inside your Microsoft 365 tenant. No third-party AI training on your content.
What this fixes
- Employees can't find the answer buried in a long policy
- Policy content sent to third-party AI models
Case studies
LifeArc
LifeArc, a healthcare and life sciences charity, needed ISO 27001 fast. With Xoralia deployed across 500 employees, they had compliant policies distributed, acknowledged, and evidenced within days - not months.
UK Anti-Doping
Review and approval workflows, automated reminders, version history and audit trails used to sustain ISO 9001 and ISO 27001 certification.
“Xoralia provided effortless access to up-to-date policies, enabling our ISO 27001 certification in just 3 days. Implementation was seamless from start to finish.”
G2 review
Does exactly what it says on the tin
“Xoralia has removed a huge amount of pain and manual process from my organisation, reducing our overheads (by reducing hidden costs) while also improving our quality and compliance with legal and contractual requirements.”
Robert G
Director
G2 review
Improved efficiency and compliance with Xoralia
“Xoralia has improved the way we handle, distribute, and track policies and procedures within our organisation. Not only does it allow us to save a lot of time, but it has helped us also to maintain and track compliance. Currently, we have a 99% attestation rate.”
Nadja Boyum
VP Marketing & HR · Boyum IT
G2 review
Ideal partner for our regulated environment
“LifeArc operates in a strictly regulated sector where compliance and information security are critical. It is essential that LifeArc's workforce have easy and effortless access to the latest up-to-date policies and procedures, which is the structure Xoralia gave us.”
Adam Lythgoe
IT Manager · LifeArc
Why Xoralia
Microsoft-native. Not Microsoft-adjacent.
Many compliance platforms require separate infrastructure, new logins, and complex integrations. Xoralia runs inside what your organisation already owns and trusts.
| Compatibility | Xoralia | NAVEX / ConvergePoint | Manual (SharePoint folders) |
|---|---|---|---|
| Runs natively inside Microsoft 365 | Native | Integration required | Partially |
| Data stays in your tenant | Always | Third-party hosting | Yes |
| Employee attestation in Microsoft Teams | Native Teams app | Email-based | No |
| Automated review & approval workflows | Full automation | Yes | Manual only |
| AI search | Azure OpenAI | Not Microsoft-native | No |
| Deployment time | Days to weeks | Months | Ongoing effort |
| One-click audit-ready evidence export | Yes | Yes | Build manually |
| New infrastructure required | None | External SaaS | None |
Free assessment
Is your organisation at compliance risk?
Answer 8 questions about your current policy management process and get a personalised compliance risk audit report - with a score, gap analysis, and specific recommendations for your sector.
- Takes 5 minutes
- No sign-up required
- Personalised to your industry
- Immediate report
Corporate and enterprise policy management
Xoralia's corporate policy management software provides a comprehensive, user-friendly solution designed to integrate seamlessly with your existing systems and scale as your business grows.
Efficiency & integration
Xoralia automates policy management and integrates seamlessly with your existing systems, enhancing efficiency and promoting quick adoption.
Compliance & security
Ensure robust compliance and data protection with comprehensive audit trails and enterprise-grade security, all built on the Microsoft 365 and Azure platform.
Scalability & engagement
Xoralia scales with your enterprise's growth, offering a flexible, customisable solution that keeps employees engaged and accountable.
Data-driven decision making
Empower leadership with actionable insights through Xoralia's advanced analytics and real-time reporting, supporting strategic decisions.
Regions
Compliant where you operate.
Local data centres, local law, local regulatory obligations - met inside Microsoft 365.
United States
Policy management software for US compliance
Manage and evidence policy compliance for HIPAA, SOX, OSHA and state privacy laws inside Microsoft 365, with attestation tracking and audit-ready reporting.
Australia
Policy management software for Australian compliance
Automate policy compliance for ASIC, APRA and Privacy Act requirements - inside Microsoft 365. Audit-ready workflows, attestation tracking and reporting.
New Zealand
Policy management software for New Zealand organisations
Automate policy distribution, attestation and audit trails for Privacy Act 2020, HSWA and NZ compliance - natively inside Microsoft 365.
Canada
Canadian policy management software
Automate policy management across Canada's federal and provincial jurisdictions inside Microsoft 365. Bilingual support, Quebec Law 25 ready, and always audit-ready.
Related reading
2 June 2026
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.
Find out more
16 March 2026
Best policy management software 2026
Compare 8 top policy management tools - Xoralia, DocRead, SP Policy Manager, ConvergePoint, NAVEX One, ComplianceBridge, PolicyHub & DocTract
Find out more
1 July 2026
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.
Find out more
Frequently asked questions
Can SharePoint be used for policy management?
Yes, SharePoint provides strong foundations for compliance management within Microsoft 365, giving employees single sign-on access to policies through familiar tools. However, SharePoint out of the box lacks the compliance automation features that regulated organisations require, including automated employee attestation, scheduled review workflows, and audit-ready evidence trails. A purpose-built compliance automation platform like Xoralia closes those gaps.Read our guide to SharePoint for policy management
Does Xoralia replace SharePoint?
No. Xoralia extends the power of Microsoft 365 rather than replacing it. It is effectively a governance and automation layer that sits within your Microsoft 365 environment, enhancing SharePoint's document management capabilities to fully support policy management, while enabling access from SharePoint, Outlook and Microsoft Teams.
What's the difference between a policy repository and a full policy management system?
A repository is just central storage - a place to find the latest version of a document. A full policy management system adds the workflow around it: version control, approval routing, mandatory-read attestation, and reporting on who has and hasn't acknowledged each policy. Many organisations start with the former and outgrow it once compliance or audit demands increase.
How does a policy management solution increase policy compliance?
Policy management solutions include many features which support policy compliance. These include facilitating easy access to policies through a central policy library, lifecycle tools to help policy owners keep policies up to date, and employee attestation features so employees read mandatory policies. Policy management software will also include reporting to track success and monitor the attestation process, as well as automated reminders. All these features are essential in supporting policy compliance.
What makes Xoralia different from other policy management systems?
While Xoralia has some features in common with other policy management systems it also has several unique qualities. Firstly, it is a completely native Microsoft 365 solution so all data sits in your Microsoft 365 tenant which can be important from a security and risk perspective. It also integrates completely with SharePoint, Teams, and other Microsoft tools. Secondly, it comes with a set of focused SharePoint web parts to meet different use cases and a complete Teams app. Finally, it is designed from the ground up to be centred around the user, supporting high adoption and usage, while many older solutions are simply less user-friendly.
Should policy management software integrate with Microsoft 365?
It helps ensure policies are more easily accessed and adopted, integrated into daily workflows, and can also be targeted to Microsoft 365 groups and through Entra ID profiles.
Can you migrate from NAVEX PolicyTech to Xoralia?
Yes. We regularly support organisations moving from NAVEX PolicyTech to Xoralia. For many customers, the migration focuses on transferring and organising documents, metadata, and governance information rather than undertaking a complex system replacement project. Most migrations are planned and delivered as part of our onboarding process, helping ensure a smooth transition with minimal disruption.
Stop managing compliance. Start proving it.
Ready to see Xoralia running inside your Microsoft 365 environment? We can configure a free trial in your own SharePoint tenant.
- Certified Microsoft Partner
- No new infrastructure
- Deploy in days
- Data in your tenant