Alternatives to DocRead for SharePoint
Compare DocRead for SharePoint alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DocRead for SharePoint in 2025. Compare features, ratings, user reviews, pricing, and more from DocRead for SharePoint competitors and alternatives in order to make an informed decision for your business.
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1
SuperOps
SuperOps
SuperOps is a future-ready, unified PSA-RMM platform for fast-growing MSPs. Powered with the goodness of AI and intelligent automation, SuperOps is packed with all the features and tools that a modern MSP needs, including project management and IT documentation. MSPs no longer need to toggle between tools to manage different pieces of their work. With SuperOps, MSPs can break free from disjointed, legacy tools and experience a platform that’s built for the cloud and designed to make MSPs’ work and life easier. -
2
Accountable
Accountable HQ
Accountable can supercharge your risk management and empower your team by simplifying the process of managing risk across all levels of your organization, become compliant with HIPAA, GDPR, CCPA and more privacy laws, and build trust with your customers and partners. Easily comply with global privacy laws such as HIPAA, GDPR, CPRA and more using Accountable's easy-to-use solution for privacy compliance. Manage risk by identifying and mitigating vulnerabilities by using Accountable's security risk and data protection impact assessments, giving you confidence in risk management. Monitor 3rd and 4th party vendor risk with ease with built in questionnaires and business agreement templates. The employee portal gives your team a way to stay up to date on security awareness and HIPAA training as well as the ability to review policies or report potential security issues. Share compliance, security, and privacy reports with those inside and outside your organization.Starting Price: $399.00/month -
3
Qualio
Qualio
Qualio is an all-in-one quality and compliance management platform built for small and growing businesses in life sciences and healthcare. Reliable, affordable, and easy to use, Qualio helps companies building life saving products get to market faster by reaching 100% ISO, GxP, and FDA compliance. With Qualio, companies can conveniently manage document control, training, CAPAs, NCRs, audits, suppliers, complaints, and more in one platform. -
4
SmartCompliance
SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management. -
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DocTract
DocTract
DocTract revolutionizes how organizations leverage key documents through a dedicated cloud solution with advanced collaboration capabilities . Policy Management, Procedure Management and Contract Management transform into true value added processes that directly enable organizations to collaborate, deploy and secure key documents . DocTract understands the special requirements needed to process Policies, Procedures, SOPs and Contracts. Built-in capabilities assist throughout the process from collaborating on revisions to approval levels and electronic signatures. -
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SP Policy Management
SP Marketplace
SP Policy Management streamlines the entire policy and procedure life cycle from development through electronic acknowledgment by employees or contractors. Built on SharePoint, Microsoft Teams, and the Power Platform, SP Policy Management is an easy-to-use out-of-the-box solution that provides a consistent way to drive compliance with policies from HR, IT, Security, Safety, and more. Upon Approval, publish policies to the Policies Portal for access by employees with applied governance by the group. Provide a central point for employees to search, browse and see the latest policies. Also, view their acknowledgments. Manage and track policy expiration, renewal, and retention. Reminder notifications to policy owners. Policy calendar for upcoming renewals. Request via email employee groups to acknowledge that they have read and understood policies. Schedule and Track Policy Acknowledgement by Group.Starting Price: $15 per user per year -
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TotalCompliance
ComplianceBridge
TotalCompliance® is the most cost-effective compliance software spanning policy and procedure management, and efficient risk, audit and assessment management. At ComplianceBridge, our mission is to make Policy and Procedure Management and Risk Management easier. That’s why we built TotalCompliance, the world’s most powerful cloud-based compliance solution that makes it all a breeze. Discover why hundreds of organizations choose TotalCompliance by taking a look at a few of our features: Users always have instant access to the most current version of policies and procedures. Document editors, reviewers and stakeholders collaborate using powerful workflows on one central version. Send new policies & procedures to exactly who needs them. Define by individual, groups and distribution lists. Notify users when tasks or documents are assigned. Keep records of who has read, tested on and signed off documents. Set automated reminders.Starting Price: $749 per user per year -
8
Staff.Wiki
WorkflowFirst Software
Staff.Wiki lets you centralize and "wikify" your organization's Policies & Procedures. Provide one up-to-date source for all of your staff's guidance so nobody is ever left guessing or searching around for the latest policy or procedures document. Request staff to acknowledge policies, re-enforce learning with quizzes, connect staff to subject matter experts with in-page webchat, bring procedures to life with interactive checklists, and manage changes to any policy with approval workflow. Sign up for a free trial today. -
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Procedure Rock
Gerald Fanning Consulting
ProcedureRock is a smart, cloud-based Operations and Procedures Management Software that systemizes your business operations. It makes it easy for you to document and manage your procedures, processes, manuals, guidelines and much much more. Launched in Apr 2013, ProcedureRock is a cloud-based online tool designed to help organizations and companies improve their policy and procedural management. Built by a strong team of smart engineers and lead by a group of experienced executives, we adopt your passion and diligence to provide you with this great tool that solves any of your problems present in procedural management. A secure, cloud-based platform to manage policies and procedures throughout the entire lifecycle. Save time and reduce paper costs by developing, reviewing, approving, distributing, and tracking employee acknowledgement with our user-friendly solution.Starting Price: $59 per month -
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ConvergePoint Policy Management
ConvergePoint
ConvergePoint Policy Management Software is a solution designed to streamline policy management, particularly for organizations on Microsoft 365 SharePoint Online. It offers tools for policy creation, review, approval, and distribution, aiming to improve compliance, transparency, and operational efficiency. The software also includes features like version control, user roles and permissions, and automated notifications. -
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TKO Policy Guides
Cornstalk Software
A software application that allows you to document and then easily share your policies and procedures with your staff. Perfect for standard operating procedures (sop), compliance or on-boarding staff. Our company has been helping businesses like yours document their systems for over 14 years. Consistently our clients tell us how hard and time consuming it is to write good policies and procedures. To address this we have included a wide range of documents that you can use immediately within your business. A systems knowledge base which allows you to document and easily share your policies and procedures with your staff. Perfect for standard operating procedures (sop), compliance or on-boarding staff. Access your policy and procedure system from either your desktop or mobile device. Perfect for keeping contracted or remote workers on board with your systems.Starting Price: $770 per user per year -
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Big Picture Licensing Software
Big Picture Software
GovTech Cloud Software as a Service, for Local and State government Licensing or Credentialing Boards to manage permits, licensees, discipline, inspections, complaints and investigations, documents, letters, reporting, workflows, and forms related to licensing functions: * Applications * Renewals * Update Info * Complaints * Discipline * Verifications * Payments ERP empowers board staff to search for and manage groups of records and process them. Staff can self-manage workflow tasks, public-facing forms, fields, record layouts, staff permissions, create saved reports, form letters (e.g. mail merge). Integrations with state criminal background checks, national associations, etc. through API's. Licensee Self-Serve dashboard where licensees can see every aspect of their license, update contact info, see when to renew, manage permits, etc. ERP can also be used by small business for a centralized management system to get out of "Excel Hell".Starting Price: $10000.00 -
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PayorIQ
Compliance PT
Receive notifications when Payors make policy changes. Staying informed makes all the difference. Instead of reading through hundreds of pages of insurance-speak, our software detects policy changes and writes easy-to-digest notes for your billing and coding staff to implement. Quickly find policy specifics for a given claim date. Use our data as evidence to win more cases.Starting Price: $199 per user per month -
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PolicyPro
First Reference
PolicyPro® is the complete online policy management service and it is Canada’s best source for current model policies, procedures and forms for HR, finance, IT, accessibility, non-profits and more. PolicyPro® gives you the tools you need to create and update policies and includes a platform for distributing policies to staff and tracking that they have read and understood them. PolicyPro® is the only policy management solution that does it all, from Policy to Sign-Off™, in one secure centralized cloud application hosted in Canada. In the current work environment, organizations may face rising claims related to fraud, wrongful dismissal, harassment, privacy breach, etc. The first question lawyers, courts and tribunals will ask is, “Where are your policies and can you demonstrate they have been read and understood by your employees?” -
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myPolicies
Info-Tech Research Group
Policy management is complex, but it does not have to be. Restore order to your policies with our policy management software, simplifying the creation, approval, distribution, and monitoring of your corporate policies. Policy acknowledgment has never been easier with the effortless document distribution and tracking of myPolicies. Find and revise your policies quickly and efficiently by using an easy-to-navigate policy management platform. Protect against unforeseen risks by quickly and confidently reporting on policy activity that matters to you, your stakeholders, and your auditors. Never again will your policies become out of date or scattered across your organization. From policy creation through to retirement, myPolicies drives the document lifecycle, establishes individual accountability, and archives every step. myPolicies helps organizations stay compliant by restoring order to their policies. -
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AWS Organizations
Amazon
AWS Organizations offers policy-based management for multiple AWS accounts. Learn how Organizations help you more easily manage policies for groups of accounts and automate account creation. Quickly scale your environment by programmatically creating new AWS accounts for your resources and teams at no additional charge. Simplify user-based permission management to give teams the freedom to build while staying within targeted governance boundaries. Manage and optimize costs across your AWS accounts and resources. Centrally secure and audit your environment across all of your AWS accounts. Create AWS accounts and add them to user-defined groups for instant security policy application, touchless infrastructure deployments, and auditing. Create a security group and provide users with read-only access to your resources to actively monitor, identify, and mitigate security concerns. -
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MCN Policy Manager
MCN Healthcare
Policy Manager’s intelligent document control and workflow management software solution automates policy access, review, approval and attestation throughout your organization. Easy to implement and intuitive to manage, the policy management software’s automated tracking and reporting features ensure audit and regulatory compliance. With MCN’s Policy Management Software, your staff are able to access the most current policies and procedures with our robust search functionality. Manager-assigned competencies track your staff’s knowledge of policies and procedures. -
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EQS Policy Manager
EQS Group
EQS Policy Manager: An end to policy chaos. Manage policies centrally with a clear audit trail. Automate distribution, confirm policies digitally. Hosting and IT security in accordance with ISO 27001. Familiar with these problems? Employees do not know which policies apply to them and where to find them. Hand-signed, disorganized policies create paper chaos. Conclusive reports are extremely time-consuming or impossible to pull together. The solution: EQS Policy Manager. Organize all policies in a central library and define the appropriate target audience. Employees receive policies digitally, can confirm them with one click and read them any time while on the move. Track the success of your policy system with real-time dashboards and reports. Advantages for your compliance program. Comprehensive overview thanks to a central, digital policy library. Employees automatically receive the guidelines relevant to them. Employees can easily confirm policies digitally by clicking or uploading. -
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T3 CORE
T3 Group
We are a group of creatively bold designers and brilliant developers who thrive on delivering the very best technology has to offer. So much so, that we have been doing just that since 1995. We are proud of our history and would love for you to become part of it. Experience T3 Group and find out for yourself! Your place or ours. Build from scratch or modernize existing technologies – we’re flexible and ready to go. We work on projects, both large and small, and provide a skilled development team to take you from start to finish. We also provide a staff augmentation model where our team becomes part of your team and works with you onsite side by side with your development team. Some say our team is the best in the business – come see for yourself. -
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PolicyStat
PolicyStat
Healthcare staffing and operational environments are becoming more and more complex and the challenge of these along with low policy adoption rates by staff and poor communication are making it more difficult to adhere to regulatory compliance, yet the need to set policies and effectively communicate them to all employees across the entire environment is critical for patient safety. Remaining compliant (with safe patient care, a priority) is becoming harder due to increased regulations and requirements. Our powerful policy compliance software automatically keeps track of expiration dates and notifies managers of expiring policies. Our policy compliance software lets you easily tag and group policies or procedures related to a particular audit, so you can find all policies related to Joint Commission or HIPAA in a single search. -
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Zavanta
COMPROSE
Need a better way to capture policies, SOPs, and work instructions and make them accessible to your workforce? Zavanta is web-based system for building clear, easy-to-update policies and procedures, online portals, and manuals people WANT to use! Clear communication is essential for improved workforce performance and compliance. Other tools simply manage documents or pair MS-Word with workflow, so you are on your own as far as the content itself goes. Zavanta combines structured, standardized authoring with powerful content management. Zavanta’s specialty is high-quality, easy-to-update content. Even a novice can create user-friendly content in HALF the time of MS Word-based methods (really, our customers have timed it!). General-purpose tools (MS-Word, Wikis, Excel) are cumbersome and lack the controls needed to ensure authors avoid common mistakes and prevent variation between writers. Conventional documents don’t work on mobile devices. -
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Policy Bench
Information Asset Management Solutions
Create policies and procedures across and effectively manage all of the documents with one easy to use interface. Detailed workflow, which allows documents to have clearly defined statuses from new, awaiting review, reviewed, approved, and published to users. Collaborate across multiple documents within your organization. Share policies across your entire department, the entire organization, or to specific users. -
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bluescape
Total Systems
bluescape is the latest in digital general insurance platforms. It consists of a collection of web services organised into SOA components which can be deployed as a simple quote and buy website or as a full back office policy administration platform. It comes with a broker portal, open API and analytics - all delivered via the Microsoft Stack. Through its configuration managers, bluescape allows our clients to be self sufficient in the configuration of underwriting rules, rating calculations, document donfiguration and product design/deployment. bluescape can be used on premise or hosted in our private cloud and we deliver it for our customers using a fully auditable proven methodology to ensure it delivers on our clients requirements. -
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Policy Manager
Steele Compliance Solutions
Companies are spending countless hours each week updating policies, managing policies, and ensuring comprehension. The challenges and risks associated with effective policy management can quickly become overwhelming. Keeping policies up to date, coordinating the review and approval process across departments, navigating government and industry regulation, ensuring that all policies are read and understood, and having an audit-friendly policy management compliance program are just a few of many policy-related concerns. Steele’s Policy Manager is a powerful, web-based tool designed to be a comprehensive solution for simplified, effective policy management. Easy to use–so that you can focus less on administration, and more on building stronger compliance. Now, more than ever, a policy management program that is nimble and effective is critical. Steele’s Policy Manager provides your team with the ability to review, create, deploy and administer new policies quickly and seamlessly. -
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Compliy
Compliy
Compliy is a global Regtech100 company simplifying and automating compliance and risk management workflows for compliance and business teams in APAC. The cloud-based SaaS platform is driven by a powerful AI engine that read and extract regulatory data, a configurable business rules engine and a risk assessment engine that automate end-to-end processes to cut up to 50% of the time spent on manual compliance work. Use AI to automate compliance and risk management workflows for financial services. Empower your organization with a AI Regtech platform that simplifies and automates regulatory change, compliance, and risk management for compliance and business teams.Compliy’s cloud-based modules allow easy application and quick adoption into existing workflows and systems. Start with a single regulation and use each modules to build an end-to-end automated compliance and risk management workflow for your organization. -
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NETconsent Compliance Suite
NETconsent
Guarantee 100% user adoption and compliance of your organization’s policies and procedures. Have peace of mind knowing that NETconsent is tracking and reporting on staff compliance progress - leaving you to focus on more business-critical tasks. NETconsent enables you to deliver enforced training to your entire workforce, within minutes. Our automation technology schedules distribute reports on staff progress, reducing admin time for you. Maintain awareness and protection against phishing and cyber security issues. Become compliant, remain compliant. We work in parallel with our partner: MediaPRO - a leading Gartner content provider. Our partnership enables us to deliver you and your teams the very best in training and learning content. Maximize content engagement through targeted and tailored alerts and messages. NETconsent eliminates the risk of critical content being missed, which is a common challenge faced with email. -
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MetaCompliance Policy Management
MetaCompliance
MetaCompliance Advantage is a policy management software that enables organisations to automate and manage the key tasks associated with user awareness and engagement for information assurance, including risk assessment, the measurement of organisation wide IT security posture and policy management. From creation and management to publishing and delivery, cloud-based policy management software enables organisations to measure and demonstrate the continuing improvements in awareness, and highlight areas that require attention before they pose a risk to security and compliance. The magic of the MetaCompliance policy management software lies in its unique ability to obtain employee attestation of staff policies. This avoids the need for management to chase staff participation and sign up, saving huge amounts of time. The software will encourage the user to electronically sign the policy through levels of insistence determined by you. -
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Sword Policy Manager
Sword GRC
Sword Policy Manager enables you to control and monitor the entire lifecycle of your Policies and Procedures. Regularly review, communicate, test and manage your written policies and procedures to ensure good governance & compliance. Demonstrating compliance and best practice to auditors and regulators is one of the biggest challenges facing organisations, along with managing the significant number of policies and procedures and communicating these to staff. -
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Bizmanualz OnPolicy
Bizmanualz
The Document Tree is organized by department and category. View all documents or click on a department or category to narrow your view. The Document List shows all documents or only the documents associated with the department or category selected. Document Name and Description – Documents can be searched based on words in the description. Document Information shows the system-generated version number and the latest release date. The Workflow buttons control the movement of the document through the approval process – Submit Draft, Accept Review, Approve Revision and Release Revision. Released Documents – Reports all released documents or released documents for individual departments. Document Workflow – Reports on the status of documents in the approval process. Easy-to-edit policy and procedure Word document templates. Standard work instructions are available for instant download. Start using SOPs now! -
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RemoteComply
Specialized Data Systems
RemoteComply System is an intuitive, cloud-based software platform designed to store and maintain all the critical information and documentation necessary to support a company's Operational Risk Management requirements. Standard reports are included. RemoteComply consists of 6 integrated products. RemoteVendor is a vendor management system that assesses individual vendors on FFIEC regulations and due diligence criteria. RemotePlan is a business continuity planning system that stores all company data to build a comprehensive business impact analysis (BIA). RemoteNotify is an alert notification system that can send immediate or scheduled mass notifications to individuals via email, text, and audio alerts. RemotePolicy is a document management system designed to manage all aspects of maintaining policies and procedures including storing, tracking, distributing and approving documents. RemoteProfile is a risk management system that manages the risks of an organization’s assets.Starting Price: $500 per month -
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Raivana
Raivana
Write access control policy. Easily. Discover the faster, easier way to write access control policy. Our team consists of experts who have worked in many industries. Raivana allows you to write access control policy in plain old English. This means everyone in your organization can write policy from day one. This saves you time, resources, and money. You can upload documents created in popular applications like Microsoft Word, TextEdit, and Notepad documents. We support DOC, DOCX, TXT, and RTF file formats. We translate the documents automatically to eXtensible Access Control Markup Language (XACML). Don't worry about managing infrastructure. We take care of all that for you. With 99.999% uptime, you are almost guaranteed to be able to author policy 24/7. -
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HealthStream Policy Manager
HealthStream
HealthStream’s Policy Manager is a cloud-based solution for electronic policies and procedures management. This system allows your organization to house important documents in a searchable online repository with automatic distribution, tracking, attestation, and organization of all policies and procedures, as well as automated review, revision, and approval workflows. -
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GIEOM Digital Blueprint
GIEOM
Digital Blueprint is your single source of truth for the processes and Standard Operating Procedures that connect your employees, partners, customers, and vendors.Without this visibility, information is dispersed across different documents, systems, and employees. This hinders change management, slows integration of new processes and systems, and increases the frequency of errors. Ultimately, this results in a poorer experience for both the user and the customer they are serving.Businesses can increase efficiency and reduce mistakes by clearly documenting both manual and system steps in a graphical, easy to understand format. Additionally, the Ops Analyzer enables businesses to identify how changes in one business element will impact other business elements. -
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VComply
VComply Technologies
VComply’s integrated GRC software suite empowers compliance & risk teams to collaborate digitally, providing 360-degree visibility into an organization's compliance & risk programs. It is easy to set up VComply and configure settings for managing your compliance programs. The implementation team is with you at every step of the implementation process! VComply’s integrated workflows and frameworks for regulations like SOX, PCI, GDPR, and ISO help automate repeatable tasks, bring in transparency, and improve collaboration. Provides powerful reports and intuitive dashboards to help businesses gain real-time insights into the organization’s compliance data and risk exposure. Keep track of upcoming compliance deadlines with real-time calendar alerts. The sync feature helps users sync their compliance events in Google and Outlook calendars.Starting Price: $3999/year -
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usecure
usecure
Measure, reduce and monitor employee cyber risk through automated Human Risk Management (HRM) — the new class of user-focused security. Identify each user's security knowledge gaps and automate training programs that tackle their risk. With a 100% cloud-based setup, seamless integrations and hand-held onboarding, adding your users and launching usecure is an absolute breeze. When you grow, we grow. That's why we've created a partner program that puts your goals before our own with a truly MSP-friendly model that is driven towards joint success from day one - the way partnership should be. Forget slow SLAs, lengthy email chains and unhelpful live chat scripts — usecure gives you real-time support that focuses on quick resolutions, not just responses. -
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Styra
Styra
The fastest and easiest way to operationalize Open Policy Agent across Kubernetes, Microservices or Custom APIs, whether you're a developer, an admin, or a bit of both. Need to limit which folks can access your pipeline, based on who is currently on call? Simple. Want to define which microservices can access PCI data? We got you. Have to prove compliance with regulations across your clusters? No sweat. Built on open-source, and declarative by design, Styra Declarative Authorization Service gives you a turnkey OPA control plane to mitigate risk, reduce human error, and accelerate development. A built-in library of policies. Built on our OPA project let you implement and customize authorization policy-as-code. Pre-running lets you monitor and validate policy changes before committing, to mitigate risk before deployment. Declarative model defines desired state to prevent security drift and eliminate errors, before they can occur.Starting Price: $70 per month -
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PolicyPak
Netwrix
The PolicyPak Platform gives organizations with different management and security requirements the flexibility to choose an edition right for them. In today's hybrid work environment, users access their desktops at the office, at home, traveling, through a kiosk, and virtually. Managing and securing these environments creates a challenge because not all management systems were designed for modern management scenarios. PolicyPak provides solutions that modernize and extend the power of your existing infrastructure. Using PolicyPak with your Active Directory simplifies how you manage and secure Active Directory joined computers with Microsoft Group Policy. Microsoft Group Policy is a powerful technology you rely upon day after day. But it needs a boost to meet your modern enterprise's management, security, reporting, and automation needs. -
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IntelligenceBank GRC
IntelligenceBank
IntelligenceBank GRC streamlines governance, risk and compliance processes. With IntelligenceBank GRC, businesses can move their business-critical tasks out of spreadsheets and email, and into an auditable and secure system. Top features include customizable dashboards, risk and compliance registers, surveys, online document management, stats reporting, usage analytics, self registration, calendars, API integration, and more.Starting Price: $29.00/month/user -
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PolicyTech
NAVEX
PolicyTech, a part of our NAVEX One GRC Information System, is a cloud-based policy and procedure management software solution. Secure and simple to use, PolyTech helps organizations and their employees improve their efficiency by giving them the ability to access all their policies and procedures easily. Using rules-based workflows and alerts, PolicyTech keeps policies moving through the process, alerting compliance managers in case of unread policies as well as reminding document owners when to retire or update their policies. -
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Tandem Software
Tandem
Tandem is an online solution that eases the burden of regulatory compliance and, more importantly, improves security posture. This is your all-in-one information security and compliance solution. We named our product Tandem because it works in partnership - in tandem - with you. You bring your knowledge of your organization and your needs, Tandem brings software built by information security experts to help you organize and manage your information security program. Let Tandem carry the burden of new guidance, data tracking, document structure, and report generation. See what you are capable of when using the right tool for the right job. -
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Diligent Policy Manager
Diligent
Take control of your policy program and adapt to changing regulations. Work with the confidence of knowing your policies are always up to date. Itemize and track key policies with a 100% configurable revision and approval workflow engine. Keep documents prepared for audits and provide a seamless, transparent process. Send automated policy updates to target audiences, test policy comprehension and receive attestation that policies are universally understood. Manage your user capabilities efficiently and ensure the right people have access to the right information at the right time. Streamline communications and effectively convey policies, along with other important information. Keep data reportable and readily available via interactive, digestible visualizations. Unlock real-time insights and capitalize on the flexibility of customizable reports. We are committed to providing a robust and secure service that protects all our customers’ data. -
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SiegeAMS
Siege Technology Solutions
Powerful. Simple. Highly Customizable. A true, powerful CRM based insurance agency management system. A true revenue driver. Automate process workflows and internal and external marketing. Integrate with third party applications. Receive carrier downloads to increase cross-selling and up-selling. Know how your agency is performing with robust analytics capabilities. Accounting, e-signature, human resources, website hosting, E&O protection, marketing campaigns, all included. Preloaded and customizable reports and analytics allow you to get an overall snapshot of the health of your agency as well as dig through the details. Automated and customizable marketing campaigns to nurture leads and market internally to existing clients are just a few of the powerful features. Automate agency processes to streamline and standardize office procedures allowing you to reduce agency E&O exposures. Keep track of employee information and documents, employee and agency licenses, etc. -
43
policyIQ
policyIQ
Take the stress out of SOX compliance with policyIQ, by simplifying oversight and maximizing efficiency. With the easy configuration tools in policyIQ, our solution will meet your unique needs and will be ready to go within weeks – without the heavy price tag of a custom solution. Save time and reduce error by updating a control just once, with changes flowing through all reports and views. Gain oversight with customized dashboards to see progress and results in real-time. Be proactive in the collection of audit evidence by issuing requests for documentation in advance. Automate control attestations, reviews, and 302 sub-certification processes with simple electronic forms. Implement automated workflows to route changes or escalate issues. Link policies to related compliance content, such as regulatory frameworks or internal controls. -
44
Compyl
Compyl
Your GRC program should reflect your business. The Compyl platform puts you in charge by helping your organization scale and mature your GRC in the way that’s best for how work gets done across your organization. A unified, flexible GRC platform helping you reduce risk, stay compliant, and drive growth. Compliance teams are stretched thin and struggle to keep up. Automate error-prone, time-consuming manual processes and give your team back time to focus on priority work. Compliance alone isn’t sufficient to reduce organizational risk. You need clear visibility into your risk posture to take proactive action and demonstrate risk reduction over time. Functional and application silos can create risk gaps and blind spots. You need a single, consolidated view of risk to convey risk impact and enable better decision-making. Consolidate all compliance and risk activities in a single, unified platform. -
45
Red Oak Software
Red Oak Compliance Solutions
Red Oak Software, formally AdMaster Compliance™, is a comprehensive suite of SEC 17A-4 compliant features, tailored to meet the evolving needs of financial firms, small and large. Our workflow software allows your firm to minimize risk, reduce costs, and increase efficiencies in your compliance review process. Building and executing an effective compliance program is tedious and requires specialized knowledge. Our secure, cloud-based technology is the result of years of collaboration between compliance professionals and technology architects, created to manage the entire compliance review process from start to finish. We understand that Compliance does not operate in a vacuum. Red Oak Software is tailored to meet the evolving needs of financial firms, small and large. Work seamlessly with your firm’s internal departments and the external entities you must engage to be fully compliant. -
46
Classify360
Congruity360
A single-source Data Governance solution delivering actionable data intelligence to empower strategic decisions around data reduction, compliance, and journey to the cloud. Classify360 enables enterprises to address their ROT (redundant, obsolete, trivial) data, PII, and risk data and apply policies to maintain compliance and to reduce their data sets – leading to smaller footprints and more efficient and compliant cloud migrations. Fully index and create a single view of your organization’s data from varied and growing data sets. Identify data at the source location eliminating the burden, cost, and risk of managing additional copies. Unlock data identification at petabyte scale across all of your on-prem and cloud data sources. -
47
DoControl
DoControl
DoControl enables fine-grained policies to control how employees, external users, and admins access, share and manipulate data stored in SaaS apps. The complexity of SaaS apps, users, and admins results in a ton of user interactions and a dynamic attack surface that are hard to follow. DoControl provides on-going visibility to data exposures across multiple SaaS apps. Different SaaS apps offer different security features, making it nearly impossible to enforce security policies consistently across the board. DoControl’s Data Access Controls redefine how threat prevention is done at scale. Protecting against unknown or unusual activity requires security teams to ingest logs from multiple apps, organize the metadata, detect anomalies, and take actions. DoControl automates all of it right out of the box. -
48
Appogee HR
Appogee HR
Easily track and manage your staff absences including holiday allowances, sick leave requests, TOIL, unlimited PTO and leave reporting. Integrates seamlessly with Google Workspace and Microsoft 365 calendars. Fully customizable to suit your leave management needs. Securely store employee profiles and records including right to work information, learning and development and employee performance. Store company documents with versioning, read acknowledgments and access you control. Manage staff time and attendance with location recording, clock in and out functionality and online timesheets. Includes Appogee Leave and multiple integrations. Skyrocket your people management with our most powerful HR solution. Easily preboard your remote and in-office employees with our easy to access online onboarding portal. Excel your performance management with all the features you need to create meaningful and valuable employee reviews including company, team and personal goals.Starting Price: $2.40 per month -
49
Mythos
Mythos
Collect more beneficiary thank you and impact stories and make them as engaging as possible. Automatically tag stories with relevant information to easily align them to donors—whether that’s by fund or interest. Organize stories in a central, searchable database so everyone can easily access and share. Simplify the process with custom, integrated workflow and content editing tools. Publish on demand—whether that’s one report or proposal at a time or hundreds. Share donor-specific beneficiary stories and reports in a secure digital experience. From disparate tools that don’t work well together and aren’t designed for the task to the amount of resources required to manage a cumbersome and time-consuming process, we know how frustrating and challenging donor reporting and communications can be. See who’s started to tell their story, who hasn’t, and who’s submitted so you can follow up and get the most stories before your deadline.Starting Price: $197 per month -
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Comala Document Control
Comalatech
Use simple approvals or more advanced workflows to assign approvers to your documents, ensuring that the content is reviewed and signed-off. Combine approvals with electronic signatures when you use our Quality Management System workflow. Use the read confirmations feature to assign users to read a page, and track acknowledgments. The Appfire platform features dozens of top-selling apps that help teams worldwide solve big challenges. Select from three unique Comalatech-created workflows. View approved documents, or review those pending approval. The Appfire platform features dozens of top-selling apps that help teams worldwide solve big challenges. Users looking for more customization in their approval process may want to try Comala Document Management, which offers unlimited fully customizable approval workflows. To avoid technical issues, please do not install this app on the same server as Comala Document Management, or Comala Document Approval.Starting Price: $3,600 per year