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Xoralia - Sharepoint policy management software Reviews & Product Details

RG
Director
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

Xoralia has removed a huge amount of pain and manual process from my organisation, reducing our overheads (by reducing hidden costs) while also improving our quality and compliance with legal and contractual requirements. The tool is easy to use and does the things we need it to do in an intuitive and accessible way, and Content Formula are constantly improving it which means that as time passes, the product solves problems that we didn't even realise we had. I can't speak highly enough of Amber and the team. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

There were some features (specifically policy workflow management) that were not native functionality of the product when we first started using it - we had to use Microsoft Power Automate to do certain things. That was a bit clunky and cumbersome but that issue was recently resolved with a new release, and we didn't have to pay anything extra to benefit from it. The product also didn't support storing policies in private Sharepoint sites however, having fed that back to Content Formula, that issue has now also been resolved. Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

We are now able to manage policies, and acceptance of policies, across our organisation in a scalable, consistent way. This has removed lots of manual process that previously existed (tracking who had accepted which policy, when, and what version etc.) as well as automatically reading new starters (to the organisation or to projects within the organisation) onto company policies or customer-specific policies. This allows us to demonstrate compliance to auditors and to customers, as well as allowing our internal leadership to know that we are communicating our policies effectively with our staff and our suppliers. Review collected by and hosted on G2.com.

Xoralia - Sharepoint policy management software Overview

What is Xoralia - Sharepoint policy management software?

Xoralia is an intelligent, intuitive policy management system / controlled document management solution, that helps policy owners automate the full policy and procedure lifecycle. It makes it easier, more efficient and less time consuming for organisations to achieve compliance and minimise risk. Xoralia is designed to meet the needs of enterprises, and small to medium-sized businesses alike. Xoralia's key benefits include: - Reduced time spent managing policies - Minimise risk and achieve corporate compliance - Easy-to-use - Fast installation time - Data driven decision making - Integrates with your intranet - Keep all your document securely inside your Microsoft 365 environment Xoralia has been built specifically for SharePoint, MS Teams, Microsoft Office 365, and enables users to store important documents inside their existing SharePoint intranet, whilst accessing and managing them through Xoralia’s user-friendly interface. Xoralia policy system provides a full set of powerful features and functionality to ensure effective and efficient policy and procedure management. Including: - Centralised policy library with powerful search and filter - Tagging and filtering of documentation using custom metadata - Document acknowledgement and attestations - Powerful, easy-to-use workflows for creating, uploading and updating documents - Detailed reporting and dashboards for auditors, line managers, document owners, compliance staff - Quiz builder (to ensure users are truly reading the documents) - Favourite documents, libraries and collections for quick reference - Automated reminders and notifications to keep everyone on track - Collections to group together relevant and linked documents - Suite of powerful SharePoint web parts (widgets) so you can integrate your policies and controlled documents into your intranet and SharePoint pages - Bulk upload features - Multi-lingual Learn more about Xoralia: https://xoralia.com/policy-management-software/ Discover how Xoralia policy tracking system can help your organisation and book a demo at: https://xoralia.com/book-a-demo/ Freemium version - download and create your free Xoralia account here: https://xoralia.com/get-your-free-xoralia-trial/

Xoralia - Sharepoint policy management software Details
Languages Supported
Arabic, Danish, German, Finnish, French, Croatian, Hungarian, Italian, Japanese, Dutch, Norwegian, Polish, Portuguese, Spanish, Swedish, Turkish
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Product Description

Xoralia helps companies manage and automate the policy and procedures lifecycle. Create, review, distribute and track your controlled documents with our user-friendly software that works in Teams, on mobiles and on desktop browsers. Xoralia issues notifications and reminders so that end users and policy owners never miss a task, whether it's a document review task or a mandatory read task. Xoralia has powerful analytics and auditing capabilities so that you can demonstrate robust compliance. Xoralia stands out from the competition because it allows you to store your policy documents inside your own SharePoint and Office 365.


Seller Details
Seller
Xoralia
Year Founded
2005
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®

Dan H.
DH
Overview Provided by:
Founder of a SharePoint and Office365 consultancy in London, England.

Recent Xoralia - Sharepoint policy management software Reviews

George G.
GG
George G.Small-Business (50 or fewer emp.)
4.5 out of 5
"Fantastic Document Management Software"
Xoralia is very simple to use and being built on the base of Microsoft SharePoint, integrates effortlessly into your QMS.
Verified User
E
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Great solution"
We have moved from using basic Sharepoint document to libraries to Xoralia in order for us to be able to implement a formal attestation process for...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Easy to use Policy Management Tool"
It's easy to use and offers a large amount of flexibility on tagging sorting and filtering our policies. With SharePoint integrated in our estate ...
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Xoralia - Sharepoint policy management software Media

Xoralia - Sharepoint policy management software Demo - Intuitive policy library interface
Xoralia makes it easy for end users to find policies, even inside Microsoft Teams - documents I must read
Xoralia - Sharepoint policy management software Demo - Xoralia Sharepoint webpart
Xoralia SharePoint webpart - policy library
Xoralia - Sharepoint policy management software Demo - Review and approval workflow in Xoralia
Powerful review and approval workflow
Xoralia - Sharepoint policy management software Demo - Line manager dashboard in MS Teams app
Xoralia line manager dashboard in MS Teams app
Xoralia - Sharepoint policy management software Demo - User dashboard in Xoralia
Our new dashboard displays long term statistics in an easily understood visual chart, encouraging end users to read documents on time and try to improve their average quiz score.
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13 out of 14 Total Reviews for Xoralia - Sharepoint policy management software

4.8 out of 5
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Xoralia - Sharepoint policy management software Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Overall Review Sentiment for Xoralia - Sharepoint policy management softwareQuestion

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<1 day
>12 months
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48+ months
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Linda M.
LM
Executive Assistant to Chief Operations Officer
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

Implementing Xoralia was a breeze! The integration into our existing systems was seamless, and the user-friendly interface made it incredibly easy for our team to get up and running quickly. The real-time updates and notifications ensure that we are always compliant with the latest policies. Xoralia has truly streamlined our policy management process, making it more efficient and accessible for everyone in our organization. We couldn't be happier with our choice! Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

Can't think of anything at the moment, we are just excited to start! Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

Previously we had no common place where an employee could find all active/up to date policies. There were policies that were outdated and no set renewal/review dates and/or no clear ownership of the policy.  This led to employees and management to not be clear on policies that are in place and where to find them. There was also no process for reviewing/updating/creating policies.

Now with Xoralia our employees have one place to go, through an entry through a simple TEAMs app to find all of the company policies. Policy owners can also access their policies to review/update/create policies and send for approval throughout a routing system through Xoralia's routing system. All of the company policies are safely stored within our companies sharepoint so we don't have to worry about them being outside on another database. Review collected by and hosted on G2.com.

Kevin J.
KJ
Licensing & Accreditation Specialist
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

I would very much recommend this company. Working with Content Formula, specifically Xoralia, has been a pleaseure for me and my company. From the initial contact to strategy and then implementation they have been results-focused through relationship building. We had originally been looking for a way to improve our Policy & Procedure review and approval process but hadn't realized that there would be options available to us within the SharePoint environment that we already used. Our project manager Amber Oakes and her team were organized and professional; they set straight to work to understand current state where our needs for improvement were. The developers were able to create an effective tool that was cleanly and smoothly able to manage the path of our documents from initial draft through reviews, approvals, sign-offs, training, and so on. The communication is wonderful. They are clear, and detailed in their notes and are always open to feedback. The only aspect of the partnership that took any degree of focus was scheduling calls due to their location in the UK and our location in the States. Even in that they were accommodating. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

The only aspect of the partnership that took any degree of focus was scheduling calls due to their location in the UK and our location in the States. Even in that they were accommodating. Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

The software has helped us to define roles and responsibilities more cleanly and allows the processes involved in Creating New Policy/ SOP docs OR reviewing currently active docs to be simplified, ordered, and auditable as part of a change management system.

All of the user details are built and managed within our OWN SharePoint environment so we are able to create the necessary groups and roles based on what our Azure Directory contains. There is no additional migration or entry duplication between the systems. The documents themselves are all within our Doc Libraries as well and can be accessed within the Xoralia platform or within our internal systems, which allows us ability to set protections around downloading, screenclips, printing, etc.

The systematic scheduling of annual/biannual policy review by admin and then staff training is simplified since it is all taken care of with their system and then displayed in easily digestible dashboards for team leaders to review and react to. Review collected by and hosted on G2.com.

George G.
GG
Head of Quality
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

Xoralia is very simple to use and being built on the base of Microsoft SharePoint, integrates effortlessly into your QMS. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

This is far from a dislike however i have spoken with the Developers regarding having an archive for previous document versions following the publishing process, so they are more accessible. The team at Content Formula have taken our feedback on and are looking to work on this in the future with us. Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

Xoralia is helping us tackle our carbon footprint, by allowing us to move to a digital platform for document management, and training records. Review collected by and hosted on G2.com.

Verified User in Financial Services
EF
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

We have moved from using basic Sharepoint document to libraries to Xoralia in order for us to be able to implement a formal attestation process for our policies and procedures. Working in a highly regulated financial services sector, we are required to ensure that our staff fully understand certain policies and Xoralia enables us to do that with an embedded quiz as part of the attestation. The whole team at Content Formula have been extremely helpful during our onboarding and have ensured that we were up and running as quickly as possible, while at the same time moving at a pace that suited our business. We have managed to realise real value to our business in quite a short space of time.

The Sharepoint web parts are great and enable the Xoralia solution to be embedded into an exisiting Sharepoint intranet. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

The system does not currently record the amount of time that an individual has spent reading a document, it relies on the attestation process to confirm a users understanding. The system is getting new features all the time, so i expect that this will be looked at by the team. Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

Simplifying policy and procedure update process.

Ensures compliance

Easy access to policies for all staff Review collected by and hosted on G2.com.

NP
IT Services Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Xoralia - Sharepoint policy management software?

Xoralia's integration with our SharePoint and 365 AD environments means we have a single source of truth with all our documents without having to upload secondary copies. The AD integration allows for single sign on making it very easy for our users to login and the dashboards are awesome and easy to navigate.

My organisation has hundreds of policies so Xoralia is being used very frequently. It was easy to implement and their support has been outstanding during the entire process. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

The platform can be a bit on the slow side from time to time. Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

Xoralia helped us automate and standardise our policy review and approval process.

We also use the platform for policy distribution and tracking, ensuring our staff are assigned the correct mandatory policies to read as per their department and team. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

It's easy to use and offers a large amount of flexibility on tagging sorting and filtering our policies. With SharePoint integrated in our estate already it was releatively easy to set up and any feedback we sent over to the Xoralia team was listened to and fedback on. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

The initial need to remove a document/replace a document to remove it's expiration date however I believe this is being addressed or has been addressed in it's latest update Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

Managing our increasingly growing Policy Library Review collected by and hosted on G2.com.

Jessica G.
JG
Internal Audit Director
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

Xoralia has helped us with updating and change management of company policies and procedures. Tracking changes, timely reviews/approvals and accessibility all in one place. We have had great customer support and timely communications concerning updates or needed actions. We highly recommend. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

Not being able to customize landing page. Access management concerning downloading documents. Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

Trackng policy updates and accessibility. Review collected by and hosted on G2.com.

MC
architect
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
What do you like best about Xoralia - Sharepoint policy management software?

Xoralia was easy to implement and it makes managing our policies and procedures a piece of cake. The best part is how it works with our SharePoint intranet. The Xoralia webparts mean we can add our policies and procedures right into our intranet pages. The reports are great too. They provide the right level of detail and helps us see how well we’re doing at driving compliance. The electronic attestation is brilliant and super easy to use. Nearly everyone signs off on policies without us needing to chase them up. This takes a big burden off my shoulders! Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

Honestly, it’s hard to fault it when it’s making our lives so much easier. If I had to pick something, I'd say I’d like to see it team up with other software we use. That would take it to the next level for us. Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

managing policies, complaince reqs Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

The Xoralia tool works with our current structure within SharePoint for document management and allows familiarity with users during the adoption phase. We successfully rolled out the tool with a minimal internal learning curve and achieved a 97% read / acknowledgement rate on our first assigned policy. The tool's flexibility and features will allow us to continue to grow our policy management systems and processes internally while keeping our associates up to date on changes.. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

Could use a few more customization options and settings to maximize the potential for organizations unique needs. Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

Prior to implementation, we had a fragmented system of policy management lacking version controls, standardization, and acceptance / awareness. Xoraliz allows us a centralized single source of truth and access for employees and organizational wide policies. We were also able to establish automated workflows for new / updated policy reviews and approvals. Our internal stakeholders have been very receptive with the new tool and platform. Review collected by and hosted on G2.com.

Verified User in Airlines/Aviation
UA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Xoralia - Sharepoint policy management software?

I have found the customer support is excellent. Amber Oaks in particular, is very knowledgable, patient and helpful. Review collected by and hosted on G2.com.

What do you dislike about Xoralia - Sharepoint policy management software?

Unable to edit automated e-mail notifications, however this has been reported and is being considered for inclusion in future revisions of the software Review collected by and hosted on G2.com.

What problems is Xoralia - Sharepoint policy management software solving and how is that benefiting you?

The policy attestation and reporting feature is beneficial. Review collected by and hosted on G2.com.