See how Ideagen manages your full policy and contract lifecycle in one place, integrated with Microsoft 365 SharePoint.
Compliant policy and contract management – integrated with Microsoft 365
Handle policies, contracts, conflicts of interest and compliance incidents in one place – without leaving Microsoft 365 SharePoint
One place for every policy. Every contract. Every obligation
Ideagen Compliance automates policy, contract, incident and conflict of interest management. Built on Microsoft 365 SharePoint, it connects policies to the people responsible and contracts to the obligations they create. No shared drives. No email chains. No missed renewals. You know who's read what and where the gaps are – before regulators do.
Built for compliance teams managing real regulatory risk
Our policy management solution is built for heavily regulated industries where compliance and contract failures carry significant consequences.
Financial services/ banking
Financial services and banking teams at organizations like KeyBank, Paysafe, BDO RAS and Commerzbank trust Ideagen to manage policy and compliance risk.
Government
Built for government agencies at every level – where compliance obligations are non-negotiable and accountability is public.
Healthcare
Built for healthcare organizations that need policies organized by department or regulation and an audit trail that holds up under scrutiny.
Energy & Utilities
Energy and utilities teams use Ideagen to meet complex regulatory frameworks – including NERC, FERC and OSHA – without losing control of the process
One holistic system for policy, contract and incident management
Unified solutions for policy management and contract lifecycle management
One platform. Every stage covered. Ideagen runs on Microsoft 365 SharePoint to manage policy creation, review, approval, distribution and certification – with automated archiving so nothing goes stale. Contracts centralized. Notifications instant. Dashboards live. Incidents tracked from root cause to resolution. Word Online, Outlook, Teams and Active Directory all connected. No switching between systems.
Policy compliance hurdles caused by scattered systems
Shared drives. Spreadsheets. Email threads. When policies live everywhere, version control lives nowhere. Approval steps get skipped. Employee transitions create gaps. And without audit trails, management can't see what's compliant, what's outdated, or who's accountable. Compliance doesn't fail dramatically – it fragments quietly, until an auditor finds what you missed.
Contract lifecycle risks from inefficient processes
Contracts managed in email threads don't get renewed – they get missed. Obligations go unfulfilled. Stakeholders are forgotten. Version control fails silently. By the time the compliance failure surfaces, the damage is already done. Structured workflows exist for a reason.
Staff training and policy awareness
Distribution isn't the same as understanding. Ideagen connects document control to competency development – tracking who's seen what, who's acknowledged it and who needs a refresher. Automated notifications do the chasing, so your team doesn't have to. Because a policy your people can't act on isn't compliance; it's paperwork.
Risk and assurance workflow management
A critical policy reviewed like a routine update is a risk waiting to happen. Ideagen configures approval chains to match document criticality – rigorous where it counts, efficient everywhere else. Workflow engines do the heavy lifting. Nothing gets through that shouldn't. Nothing gets held up that doesn't need to be.
Decentralized policy management
Every site is different. Every site still has to comply. Ideagen handles both – regional policies that inherit from global frameworks, local flexibility that never compromises enterprise standards. Simple dashboards give you central oversight without turning compliance into a full-time job.
Where policy management connects to risk, audit and quality
Policy and contract management connected to training, audits, risk registers and incident management. Compliance you can prove, not just claim. One platform. One login. Complete oversight.
Proven in the most heavily regulated industries where compliance isn't optional
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Canada Lands Company, which managesing iconic properties including the CN Tower, revolutionized their contract governance by replacing fragmented ERP-based storage with Ideagen Compliance's intelligent contract management platform.
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Certilytics, a leading provider of predictive healthcare data analytics, transformed their contract management from disconnected spreadsheets to Ideagen Compliance's intelligent contract governance platform.
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Carestream Health, a global medical device company operating across multiple international markets, replaced their expensive GRC tool with Ideagen Compliance's intelligent policy management platform on SharePoint.
See Ideagen's policy management solution in your environment
Frequently Asked Questions
The solution covers the full lifecycle of both policies and contracts – from creation, review and approval workflows through employee distribution, acknowledgment tracking, version control and renewal management. It also includes incident management, ethics disclosure workflows that avoid conflicts of interest and risk-based workflow routing. All built on Microsoft 365 SharePoint.
Ideagen is built for organizations operating across multiple sites, regions and regulatory frameworks. Regional policies can inherit from global templates while accommodating local requirements. Central dashboards give compliance teams visibility across every location without micromanaging individual sites.
The platform automatically notifies employees when policies are updated and tracks who has read and acknowledged each version. Comprehension assessments can be built into the workflow. Compliance managers get a real-time view of acknowledgement status across the organization – no manual chasing required.
Policy and contract management can be used alongside Ideagen's internal audit and risk management software. Internal auditors can be confident in the controls around conflict of interest, and the compliance team can demonstrate a robust document trail.
Still have questions?
Get the answers you need before you commit to anything. Our team is ready to talk through your specific situation – no obligation.
