7 reasons to use SharePoint for policy management

Pushing out mandatory policies and tracking reads is perhaps the most requested feature in policy management. But before we get into that, let’s look at the other commonly requested features and examine how SharePoint (and Office 365) addresses these.

Having one source of truth for key policies, procedures, forms and other key organisational documents is important. Employees and managers need to regularly access information such as your staff handbook, IT usage policy, holiday request process, social media guideline or supplier due diligence checklist and more and be confident that these are accurate and up to date. In regulated industries such as financial services there can also be strict guidelines for interaction with customers or processes which must be followed to reduce risk.

Most organisations provide access to policies via their intranet but all too often these are:

  • Scattered across different department sites and are hard to find
  • Do not get updated with the very latest version
  • Simply do not get read, even if they are mandatory to read
  • Are not trusted by employees so they request a copy or rely on a version on their own file network or inbox, that may not be up to date.

Policy management is important. Not managing your policies and procedures carefully or making them easily available in one central place leads to risks for organisations and individual employees, as well as inefficiencies. Sometimes it can also be an requirement for industry regulators or other external third parties, and may even be the subject of an external audit.

Policy management software can help with these challenges and can provide a effective solution that enables policy owners and teams to manage their policy and procedure content throughout it’s lifecycle. Ensuring it is accurate, up-to-date and distrubited with users. 

Whilst identifying the need to use policy management software is relatively straightforward, choosing the right software to fit your organisational needs can sometimes require some consideration. Customers often ask us what the key features of policy management software are and want to know how to evaluate the right solution, this is our recommendation…. 


Seven reasons why SharePoint policy management is the best approach

If your organisation is using Microsoft 365 or SharePoint on-premises, then it makes sense to leverage the power of SharePoint to help better manage your policy documents.

1 SharePoint is likely to be your existing and secure document management solution

If you use SharePoint or SharePoint Online, then that is likely to be at the root of how most people manage documents their documents and files in your organisation. Documents can be easily shared, collaborated on and there is also effective version control, meaning that you can avoid issues such as duplication and ensure there is one source of truth; this is a critical factor in manging your policies. Leveraging SharePoint for policy management also means that your existing users will be already familiar with the system in place used for managing documents. Of course, SharePoint will also be fully secure.

2 You can automate lifecycle management processes

Lifecycle management is absolutely key to successful policy management. For example, you need to make sure that policies have owners who regularly review the documents they are responsible for. SharePoint is excellent from this perspective and you can leverage its integration with Active Directory as well as Power Automate (Flow) to create clear ownership, notifications and workflow to ensure polices are kept up to date and also create views that show admins the status of policies.

3 You can get a complete audit trail

As well as lifecycle management you can also get a complete audit trail of updates to your document, showing when and by whom. This transparency is very important for minimising risks, underpinning accountability, and even for external auditing purposes.

4 You can easily provide access to all

It is critical to provide easy access to policies for your employees. As most organisations already use SharePoint for their intranet or for communication sites, it is easy to integrate a policy document library into the channels that employees already have access to.

5 You can integrate it into your search

Policies also need to be findable and discoverable. Again, most organisations are leaning in on SharePoint or Microsoft search options to allow employees to find what they need. Using SharePoint for policy management means that these documents will be included in your main search, perhaps through the intranet.

6 It can integrate with your wider Microsoft 365 ecosystem

If you are on Microsoft 365 you will likely be using a wide variety of different collaboration and communication tools such as Yammer, Microsoft Teams, Outlook and SharePoint team sites. The obvious integration between a SharePoint-based policy library and the rest of the Microsoft 365 platform means its easy to embed and share key policies from the library in the places where every day work happens.

7 You can track usage and get data

Using SharePoint for policy management means it is also possible to track usage and get data on different policies, for example numbers of views or when they were last updated. By leveraging integrations with Active Directory and PowerBI you can also start to create reports and track critical data such as whether a mandatory document is being read and by whom.

Read more  about policy management software and reasons why SharePoint is the best approach  here.

But what about mandatory policies and tracking reads?


policies and procedures

Introducing… Xoralia policy management software for SharePoint

Overall, using SharePoint for policy management is the way to go. Having deployed many policies libraries on SharePoint and intranets over the years, we decided to combine all our knowledge into an app which can help customers fast track to a secure, user-centric and robust policy management library.

Xoralia policy management software is a brand-new app designed, developed, and managed by Content Formula. It provides organisations using Microsoft 365 and SharePoint Online a quick-to-deploy central policy library than can be accessed via a SharePoint-based intranet or SharePoint site. Xoralia Policies can also be installed by on-premises SharePoint customers.

The app is a simple but complete solution that provides:

  • Easy, central access to the latest version of organisational policy and procedure documents for all staff
  • Robust policy management with assigned content owners and regular reviews across different departments and functions
  • The ability to track the progress of mandatory reads for particular documents, as well as other useful analytics
  • All you need for auditing purposes.


How it works

In a nutshell, Xoralia policy management software works in the following six simple steps. Find out more about each step and Xoralia policy lifecycle management here.

Policy management software - SharePoint, Office 365 & MS Teams


Xoralia policy management software
Find out more about Xoralia policy software


Main features

1 An attractive, central policy library

Xoralia Policies acts as a central policy and procedure library that can be reached via a SharePoint-based intranet or via a SharePoint site, such as a communication site. When accessing Xoralia Policies users are presented with an attractive and intuitive interface that has been designed to help employees find that they need.

Each policy is listed with salient details including the title, the owner, the document format, the date it was last updated and any related instructions, such as whether it must be read. These instructions are personalised to the user. A handy summary at the top of the page also lets a user the number of policies that they have to read.

2 Complete auditability

Organisations may need to demonstrate to regulators or other external bodies that they both have robust processes in place to manage their policies but also that all employees have read policies that are considered to be mandatory. Xoralia Policies leverages the power of SharePoint to provide a complete audit trail of document changes, and also shows clear review policies in place with the ability to track these. This should satisfy both your own internal and external auditing requirements.

Xoralia Policies also has the ability to ensure employees are carrying out mandatory reads. If a policy is mandatory to read, employees can access the document within the app and then make a simple declaration confirming once it has been read. In-built analytics show policy owners and admins the percentage of those who have read the policy.

3 Robust policy management with automated notifications

At the heart of Xoralia Policies are robust policy management features to ensure that documents are kept up to date and your library remains the one source of truth for policies. Each policy has an identified owner and a defined regular review period.

Notifications ensure that owners are reminded to review the policies they own; Xoralia Policies also has a simple dashboard that shows a policy owner their policies that are due for review or have expired. Transparent ownership and review information displayed on each policy also encourages accountability.

4 Analytics for mandatory reads and more

Xoralia Policies also comes with powerful analytics. Xoralia Policies shows policy owners the percentage of users that have read a policy, while administrators can access a more detailed analytics dashboard showing the status of all mandatory reads as well as other salient analytics relating to document status, for example. There are options to use Power BI for more detailed and custom reporting.

These analytics can help teams to prepare for audits, making interventions where necessary, but also get a better understanding to building engagement with employees.

5 Strong findability

Findability is critical. Employees want to be able to find the right policy quickly and effortlessly. The app includes a strong search facility where an employee can enter keywords to find the policy they are looking for. Additionally, employees can filter by different categories including mandatory and non-mandatory reads, the function who owns the policy (IT, HR, Legal etc.) as well as custom tags defined by you.

6 Easy set-up and deployment

The app is quick and straightforward to implement. Because Xoralia Policies can be applied to an existing SharePoint library it means you can convert an existing policy library to the app. It can also be deployed from within any SharePoint intranet or other SharePoint site.

Simplified Policies takes a few days to implement. Content Formula can handle the whole implementation or work in partnership with your IT function to deploy the app.

7 Options for customisation

If you have special requirements around managing and presenting your policies, there are options for customisation. Call us to discuss.


Customer case study

Policy management software example


Gama Aviation provides global business aviation services and support to individuals, corporations and government agencies. The global workforce require access to one source of truth for technical documents, polices and procedures. Building on the Wizdom intranet already introduced by Content Formula, Gama Aviation chose to upgrade their existing policy library to Xoralia Policies to take advantage of the improved UI, mandatory reads capability and decentralised policy management.

Content Formula worked closely with Gama Aviation’s IT function to enable them to carry out most of the implementation themselves. The new policy library is now accessed through the Wizdom intranet and is already getting good feedback and frequent visits.

Policy management software example


SharePoint is made for policy management

When it comes to managing your policies and ensuring your employees can find and access them, SharePoint is a strong option.

If you’d like more information about using SharePoint for policy management or about Xoralia policy management software, and would like a product demo then get in touch!

Book a live demo

Find out more about Xoralia policy management software

During the demo, we'll walk you through Xoralia’s various features and functionality, providing plenty of time for you to ask our experts questions along the way.

Book a demo

Yammer is rebranding to Viva Engage: what does this mean for digital workplace teams?

On February 13th Microsoft announced that Yammer was rebranding to Viva Engage, and would now be part of the Microsoft Viva employee experience platform.. This follows last year’s announcement and launch oo the Viva Engage app that was effectively a rebranding of the Yammer Communities app for Microsoft Teams. At the time this caused some confusion in the marketplace, and some speculated that a rebrand of the whole of Yammer was on the cards. That day has now come and the recent announcement is not a massive surprise. In this post we’re going to look at what the rebranding means and also some of the other things in store for Viva Engage.

What did the announcement say?

Yammer has been a core part of Microsoft 365 and the M365 digital workplace for quite a long time now. Originally founded in 2008, the solution was acquired by Microsoft in 2012 for $1.2 billion USD and has subsequently been adopted in many organisations. For some, this adoption has been patchy, but for others it’s been a significant success, helping drive communities, engagement and knowledge-sharing.

One of the strengths of Yammer is the easy ability to embed it in a SharePoint intranet via a couple of web parts straight out of the box, and it’s a still a great choice for managing communities across the enterprise. It frequently does the job better than Microsoft Teams, which is better suited to project- and team-level collaboration.

The actual announcement from Microsoft is keen to stress that this is very much a rebrand. The Yammer platform is not going away, it’s just changing its name, and Microsoft confirms that  “outside of branding changes, there are no changes to the features, capabilities and investments for Microsoft 365 customers” and that customers will “continue to experience and benefit from the power of Viva Engage, just as you did with Yammer, with no loss of continuity.” Microsoft is also stressing some new features that will be launching soon, to show that it is continuing to invest in the platform.

What does the rebrand mean?

Although Microsoft stresses continuity, this still represents a significant evolution of Yammer and a major step in the Yammer and Microsoft Viva story. Let’s explore what the rebrand means both in wider terms but also specifically for digital workplace teams.

  1. It reduces confusion

When the Yammer Communities app was rebranded to Viva Engage, it effectively meant that there was dual branding of essentially the same product, a move which left many scratching their heads, and also a job for digital workplace teams trying to explain the logic behind the move to stakeholders and end users. At least with the whole of Yammer rebranding, it effectively reduces some of the confusion in the marketplace, and is an easier message to convey internally.

Microsoft acknowledge that the dual brand has caused some complications, saying that “we’ve heard your feedback that having two apps surfacing similar experiences and the same services and content has introduced confusion and made it challenging to drive adoption and create clarity for end users.”

  1. It elevates the Microsoft Viva brand

Microsoft Viva was launched in early 2021 and although it is now two years old, it is still not necessarily a prevalent brand within the digital workplace. Although end users will be aware of Viva due the to the email summaries they receive, to date much of Viva adoption has been around Viva Connections with some organisations choosing not to adopt the “paid for” apps. We think that the rebranding of Yammer to Viva Engage will make the Viva brand much more visible to end users and to stakeholders. It also brings Microsoft Viva out of just being experienced through Microsoft Teams, where to date most of the Viva experiences have been delivered as Teams apps.

  1. It helps highlight recent changes including Storylines and Stories

When there is a rebrand, it often necessitates communications out to stakeholders and users, but also focuses fresh attention on the features in a platform.  Yammer / Viva Engage has actually had some investment recently with some new features that make the platform much more of a social network akin to Workplace from Meta, for example. We think the rebrand is a good opportunity to draw attention to these new elements.  

Storylines and Stories were introduced in late 2022. Storylines allow individuals to post as an individual with people following them, a model that works well for senior leaders and management. This fundamentally moves Viva Engage away from being just centred around groups and communities, to also one centred around the individual. Meanwhile Stories are short videos or photos which are added to a person’s Storyline and take some inspiration from Instagram and TikTok. The rebrand will help highlight these new useful features.  

  1. Teams will need to notify users

Inevitably there will need to be some kind of change management or communication effort to explain the rebrand to end users. For busy digital workplace teams, this may be an unwelcome additional task, although it is an opportunity to reiterate the value of the features within Viva Engage. Microsoft has provided a useful timetable of when the main changes to the various apps and overall platform are taking place, and is also providing in-app or in-platform messages to inform end users about the rebrand.

  1. Say hello to premium experiences

Yammer was previously bundled into Microsoft 365 subscriptions, and that’s also the case with Viva Engage. However, the rebrand is also an opportunity to introduce a range of premium features within Viva Engage that are on their way in 2023 and help with a range of different areas including leadership communications; arguably these paid-for features are easier to position under the Viva brand where there is already a contrast between what is available within a Microsoft 365 license, and what comes at an additional price as part of a general Viva subscription.

Among the new features available within Viva Engage but only for Viva subscriptions are:

  • Leadership Corner for employees: a place for leaders to engage with employees through discussions and content.
  • Ask Me Anything (AMA) Events: a template for running an AMA event with a leader or senior manager via Viva Engage.
  • Social Media campaigns: support for internal communicators to run campaigns that interface with Leadership Corner and use Viva Engages
  • Advanced analytics: a series of dashboards that provide more detailed Viva Engage analytics covering campaigns, audience engagement and more.
  • Answers in Viva: a social Q&A feature that is also integrated with Viva Topics.


  1. Expect more integration between different Viva apps

One direction of travel for the Microsoft Viva platform is to that it will start to become more integrated as different Viva apps work together, including Viva Engage. In particular the new premium features in Viva Engage that are available to general Viva license holders are also becoming more intertwined with other Viva offerings; for example, Answers in Viva is available as part of Viva Topics and Viva Engage. Some of the new features are also likely to overlap with parts of Viva Amplify, a new Viva app to be launched later in 2023 aimed at internal communicators.

  1. Viva Engage is here to stay

Over the years there has always been a little bit of a question about Yammer which seemed to lack active investment from Microsoft, although this has changed in the past two years. However, the rebrand to Viva Engage and the new features show that Viva Engage is very much part of Microsoft’s long-term plans, something which is to be welcomed.

Goodbye Yammer, hello Viva Engage

Yammer is being rebranded to Viva Engage and it’s a good opportunity to remind users about the features within the platform and how it can be used. We expect Viva Engage to add value across the digital workplace for the foreseeable future.

If you’d to discuss the rebrand or how your digital workplace can benefit from Microsoft Viva and Viva Engage, then get in touch!


We use cookies to give you the best experience on our site. By continuing to use our website, you are agreeing to our use of cookies. To find more about the cookies, please see our Privacy Policy