Policies and Procedures Portal

Policies and Procedures Portal

Empower employees to locate procedures and policies quickly and easily.

Policies and Procedures costs are driven by the creation, maintenance, consumption, and auditability of policies and procedures. The Microsoft platform enables our solution to perform the following key functions:

  • Automated Approval Routing – prevent users from accessing incorrect or outdated instructions
  • Packaged Documentation – associate multiple file types to a single process, policy, work instruction
  • Audit Traceability – see who accessed, viewed, and leveraged the policies, procedures, manuals or work instructions
  • Targeted Compliance – precision focused targeting for job roles to easily access information that is pertinent to them
  • Embedded Video – drive usability by associating self-help and learning capabilities with documents themselves
  • Automated Conversion – automated conversion between Word to PDF, PDF to Word, and Word to Web

let's get started.

How does it work?

Our Policy & Procedure Portal runs on either SharePoint 2016 or Office 365. It leverages the platform you already own, saving you money, while adding the custom code and pre-baked templates that save you months of development time while borrowing our learning curve. Lowering the necessary costs of policy and procedure management drives higher quality results while lowering the overall organizational risk by increasing the consumption and usage of the necessary processes and procedures for job roles and responsibilities.

We use a Lean Six Sigma approach (SIPOC) to ensure compliance with standards such as ISO. This can be customized to meet most regulatory and compliance standards and regulations. The Policies and Procedures Portal is built on a platform providing a flexible user interface that adapts to your users’ devices and uses Microsoft’s leading collaborative technologies to expand in tandem with your organization.

Core Features

  • Obsoleted Archive Support
  • ISO Approval Processes
  • P&P Search Display Templates
  • P&P pages with embedded PDF
  • P&P pages with embedded Video
  • Mobile-ready out of the box
  • Easily add video into the page
    (requires Office 365)


  • Adaptable
  • Expandable
  • Tailored
  • Mobile Friendly
  • Secure and Auditable
  • Search Enhanced
  • Compliant

Your Configuration Inputs:

  • Site URL
  • Authors
  • Location
  • Department
  • Approvers (up to 2 Roles, 2 Levels of Approval, Single Backup Approver)
  • Corporate Locations (max 2 total layers)
  • Departments (max 2 total layers)
  • Reviewed copy of sample of existing Policies and Procedures

Baseline Configuration:

  • Text only
  • Drawings PDF, JPG, GIF, TIFF, PNG
  • No offline access
  • Single version import
  • Single obsolete archive
  • 1,000 pages of text (no graphics)