OSHA Compliance Is Still a Documentation Problem

OSHA Compliance Is Still a Documentation Problem OSHA compliance isn’t failing because companies don’t care about safety. It’s failing because most organizations can’t prove that safety policies were actually communicated, read, and understood.The data makes that clear.What OSHA’s 2024 Data RevealsFor the 14th year in a row, Fall Protection – General Requirements topped OSHA’s most-cited […]

Automating New Hire Paperwork: Using Smart Move Logic in SharePoint

Automating New Hire Paperwork: Using Smart Move Logic in SharePoint Employee onboarding shouldn’t depend on someone remembering to email the right documents to the right people at the right time. But in most organizations, that’s exactly how it works.HR uploads policies to SharePoint. IT adds the new hire to Microsoft 365. Then someone manually assigns […]

Cost Reduction Is a Leadership Skill

Cost Reduction Is a Leadership Skill Cost reduction is usually framed as a finance problem. It isn’t.Finance reports on spend. It flags overruns. It enforces budgets. But by the time costs show up on a spreadsheet, the real decisions have already been made.Cost reduction is a leadership skill—one rooted in how well leaders understand systems, […]

ConvergePoint vs Xoralia vs DocRead: A Real-World Policy Management Comparison

ConvergePoint vs Xoralia vs DocRead: A Real-World Policy Management Comparison If your organization uses Microsoft 365 / SharePoint to manage policies and compliance, picking the right tool matters—especially when proving that people actually read critical documents.ConvergePoint, Xoralia, and DocRead all operate around policy and compliance, but they serve different needs. Below is a straight comparison […]

“Why Managing Document Versions in SharePoint is So Hard (and What to Do About It)” expanded

“Why Managing Document Versions in SharePoint is So Hard (and What to Do About It)” expanded By now, most of us have had the pleasure (or, let’s be honest, the occasional headache) of working with SharePoint at some point in our careers. Along the way, we’ve all bumped into one feature we wish behaved a […]

Creating a Policy Approval Workflow with Power Automate

Policy Approval WorkflowAutomated policy approval workflows offer several benefits that can significantly enhance the efficiency and accuracy of policy creation within an organization. Here are some of the key advantages:Increased Efficiency: Automation speeds up the document approval process by eliminating manual steps. This results in quicker turnaround times for document approvals.Reduced Errors: Automated workflows minimize […]

Creating policy review reminders in SharePoint

Creating policy review reminders in Office 365You might want to set up a reminder process to ensure you don’t forget to review a policy. However, creating reminders for starting a policy review process can bring many benefits, including: Ensures Compliance: Regular reminders help ensure that policies remain compliant with current laws and regulations. This in turn […]

Running a SharePoint software company

Running a SharePoint software company When setting out on the road to develop and sell a product in SharePoint – as we were four years ago – you will more than likely have the idea that writing the code and perfecting your product is the key to success. You will probably have thoughts like “My […]

Upgrading a custom application to SharePoint 2013

Upgrading a custom application to SharePoint 2013Just before Christmas I was tasked with the wonderful job of getting DocRead (our Policy Management Software for SharePoint) working on SharePoint 2013. At this point, although things appeared to be working, we encountered a few issues during testing. We also needed to make DocRead look and feel like a […]

Regulatory Compliance – Information Management Policies

Regulatory Compliance – Information Management Policies Information Management Policies in SharePoint in my experience, are not used that heavily, but are an extremely easy way to apply policies to your documents. They are accessible from ‘Library Settings’ and are configurable per content type. For example, this means that all ‘documents’ in the library will have the policy applied. […]