ConvergePoint
UnclaimedSimplify regulatory compliance and contract management within Microsoft 365 SharePoint.
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TL;DR - ConvergePoint
- Manages policy, contract, incident, and conflict of interest processes.
- Built natively on Microsoft 365 SharePoint for seamless integration.
- Enhances regulatory compliance and reduces operational risk.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Deep integration with Microsoft 365 and SharePoint, leveraging existing infrastructure and user familiarity.
- Enhances data security by storing all documents within the organization's Microsoft 365 tenant.
- Streamlines multiple compliance-related processes (policies, contracts, incidents, COI) within a single platform.
- Easy installation and updates as an App on SharePoint Online, requiring minimal IT involvement.
- Provides robust reporting and dashboards for better oversight and audit readiness.
Cons
- Requires an existing Microsoft 365 SharePoint environment, limiting use for non-Microsoft users.
- Specific pricing details are not publicly available, requiring a demo request.
Key Features
Policy creation, revision, and approval workflowsAutomated policy publishing and employee attestationContract request, creation, negotiation, and renewal managementCentralized contract repository with search and reportingIntegrated eSignature options for contract executionIncident reporting, investigation, and corrective action workflowsConflict of interest disclosure capture, tracking, and reportingSingle Sign-On (SSO) with Microsoft 365
Pricing
Paid
ConvergePoint offers paid plans. Visit their website for current pricing details.
About ConvergePoint
By Toolradar Team·
ConvergePoint provides a suite of regulatory compliance and contract management software solutions built natively on Microsoft 365 SharePoint. It helps organizations streamline critical processes such as policy and procedure management, contract lifecycle management, incident tracking, and conflict of interest disclosures. By leveraging the familiar SharePoint environment, it aims to reduce risk, improve audit tracking, and enhance overall corporate compliance.
The platform is designed for corporate compliance teams, legal departments, and risk management professionals who already utilize Microsoft 365. It offers a centralized repository for documents, automated workflows, and robust reporting capabilities, ensuring that organizations can efficiently manage their compliance obligations and contractual agreements while maintaining data security within their existing Microsoft infrastructure.
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ConvergePoint FAQ
How does ConvergePoint leverage an organization's existing Microsoft 365 SharePoint setup for security and access control?
ConvergePoint installs directly as an App on your Microsoft 365 SharePoint Online tenant. This means all documents are stored within your organization's Microsoft 365 environment, never leaving your control. It also utilizes your existing Microsoft 365 security rules and permissions, and supports Single Sign-On, eliminating the need for additional logins and simplifying access management.
Can ConvergePoint's contract management solution integrate with external CRM or eSignature platforms, and how does it handle clause libraries?
Yes, the contract lifecycle management solution integrates with various CRM and eSignature platforms. For clause libraries, it integrates directly with Microsoft Word, allowing users to manage and utilize pre-approved clauses efficiently within the familiar Word interface.
What specific functionalities does the Policy Attestation feature offer to ensure employees acknowledge new guidelines?
The Policy Attestation feature allows organizations to confirm that every employee has read and understood the latest version of a policy or procedure. It facilitates the process for employees to formally attest to having reviewed the updated guidelines, providing a verifiable record for compliance purposes.
Beyond tracking incidents, how does the Incident Management Software assist in identifying root causes and implementing corrective actions?
The Incident Management Software includes an investigation module that supports rules-based workflows. It allows for the attachment of supporting documents and evidence throughout the process, enabling users to identify root causes and propose corrective actions. Decision-makers can then develop and implement a recommended action plan to resolve the issue, with a full audit trail maintained.
What types of reporting and analytics are available for tracking conflict of interest trends within an organization?
The Conflict of Interest Disclosure Software offers advanced reporting capabilities. These tools allow corporate compliance teams to track and monitor conflict of interest trends within their organization, providing insights into potential risks and helping to ensure the effectiveness of their ethical conduct initiatives.
Source: convergepoint.com