Turnkey SharePoint SOP Portal: Modernize, Govern, and Automate SOP Management

The SOP Portal is built on SharePoint Online, integrated with Microsoft Teams, and enhanced by Power Automate and Microsoft 365 Copilot, transforming static document libraries into a connected, organized, and compliant knowledge hub.

Key Features

Designed for scalability, accessibility, and governance, the portal streamlines SOP creation, updates, approvals, and reviews, ensuring every procedure remains accurate, compliant, and easy to find.

Centralized Library of SOPs

• Dedicated SharePoint site with preconfigured libraries, lists, views, and Power Automate workflows
• SharePoint page SOP templates, metadata structure, user training, and support documentation

AI & Automation Capabilities

• Microsoft 365 Copilot assists in drafting, summarizing, and refining SOPs (optional)
• Automated review cycles, approval routing, and compliance tracking through Power Automate

Compliance Tracking

• Track review cycles, user acknowledgements, and overdue confirmations to ensure accountability
• Maintain version history to support compliance and governance requirements or regulatory audits

User & Administrator Experience

• Smart search, customizable views, advanced filters, and commenting capabilities
• Administrators control access, manage versioning, and monitor engagement

Microsoft 365 Integration

• Feature the SOP Portal 365 on your SharePoint intranet homepage to easily access
• Find, collaborate, and share procedures directly within Microsoft Teams

What's Included

❑ Install SharePoint Site, Library, Lists, Web Parts, and Power Automate workflows
Discovery and initial configuration of:
❑ Metadata
❑ Security roles
❑ SOP Template
❑ 1-hour of Admin Training
❑ 1-hour of User Training
❑ Recorded training sessions with PDFs
❑ 4 hours of support for anything within 90 days of go-live

Optional Add-On Services

❑ Custom Configurations
❑ SOP Copilot Agent
❑ Content Migration
❑ Ongoing Support and Updates
❑ C5 Insight's Governance Portal Solution (GPS)

Business Impact

Whether you’re digitizing document-based SOPs or strengthening governance in the AI era, C5 Insight’s SharePoint SOP Portal 365 delivers measurable business value.

• Increase Efficiency: Standardized, automated processes reduce errors and save administrative time.

• Strengthen Compliance: Govern the SOP lifecycle to meet required regulations for industries and internal audits.

• Control Quality & Consistency: Unified SOPs enforce quality standards and improve customer satisfaction.

• Employee Training & Retention: Provides clear procedures for streamlined onboarding and higher retention rates.

• Maximize ROI: Through AI, automation, and centralized SOPs, organizations reduce errors, minimize search time, and achieve lasting ROI.