Xoralia is an AI-powered, easy to use policy & procedure management system / document management solution, that helps policy owners and digital workplace teams to automate and streamline their full policy/document lifecycle and workflows. Making it easier, more efficient and less time consuming for organisations to achieve compliance and minimise risk. Xoralia is designed to meet the needs of enterprise, corporate entities, and small to medium-sized businesses alike.

Xoralia's key benefits include

Reduced admin time associated with policy management (less time chasing reviews and acknowledgements)
Minimise risk and achieve compliance with a single source of truth
Build pages for your policies tailored to audiences and business needs
Easy-to-use for both policy owners and end users
Fast installation time
Centralised policy libraries in SharePoint

Document access and findability

User-friendly policy hub for users to browse, search and filter to find and read documents (single source of truth)
Build custom policy pages in SharePoint with an extensive set of Xoralia web parts
Tailor policy pages to suit business requirements, audiences and roles
Create custom metadata to help organise documents and make them easier to find
Optional AI policy Q&A chatbot (Azure consumption charges may apply)
Publish policies to a centralised website for general consumption
Multi-lingual support

Attestation

Ask employees to complete attestations and quizzes on your policies and other documents
Employees receive attestation notifications and reminders
Compliance staff get attestation reports and a full audit trail
Dashboard for line managers to track direct reports’ completion of mandatory documents
Target policies to specific audiences using groups
Policy assignments automatically update based on their groups
Automatically re-attest periodically

Document lifecycle

Tailor workflows to your documents with our powerful and easy-to-use workflow builder (review and approval cycles that match your governance)
Enforce the use of document templates
Set mandatory and optional viewers, reviewers and approvers
Use Microsoft Office apps to create and maintain documents
Use Microsoft Word to track changes and comments
Ensure employees always access the latest approved version, with a complete audit trail of changes and approvals.
Track actions on documents and maintain an audit trail of all actions and edits
Notifications and reminders for document owners when documents are due for review

Reporting and audit

Detailed reporting on key actions across the system
Dashboards for end-users, line managers, compliance managers, document owners and admins

Microsoft integration

Runs in your Microsoft 365 tenant (data centres available in the UK, US and APAC)
Store all policies and procedure documents in your SharePoint libraries
Integrate Xoralia into your Microsoft Teams desktop and mobile app
Use Entra ID profiles and groups for targeting and security
Control access to sensitive documents, including restricting downloads (where configured)
Utilise Microsoft single sign-on (SSO)

Getting started and support

Click Get It Now to install Xoralia in your Microsoft 365 tenant and begin streamlining your policy management.
Want to know more;

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Policy management software - Xoralia

par Content Formula Ltd