By continuing to navigate on this website, you accept the use of cookies. For more information, please read our  Privacy Policy.

Policy, SOP & Audit Management Software for SharePoint and M365

AI-Powered Policy Management Software that automates the entire policy management process — from drafting and SOP workflow to attestation, ISO 9001 document control, and audit-ready reporting. Built natively on SharePoint and Microsoft 365.

Watch a Demo Download Brochure

For any regulated or quality-driven business, managing policies, Standard Operating Procedures (SOPs), and audit evidence across emails, shared drives, and disconnected systems is no longer an option. Titan Workspace brings policy management, SOP workflow software, and audit-ready document management into a single, controlled environment inside your Microsoft 365 tenant so the right people see the right policy, the right SOP revision, and the right audit evidence at the right time.

Whether you’re managing ISO 9001 document control on a manufacturing floor, SOPs for FDA / GxP compliance, or policy attestation across a global workforce, Titan Workspace Policy Management Software turns SharePoint into a complete controlled document software platform without third-party clouds, custom development, or per-user licensing.

Benefits of Policy & Procedure Management Software

Why leading manufacturers, life sciences, financial services, and government organizations choose Titan Workspace as their Policy Management Software, SOP management system, and audit-readiness platform on Microsoft 365.

1. Centralized Policy & SOP Hub

A single source of truth for every policy, SOP, work instruction, and controlled document with full version control and revision history. No more outdated SOPs on shop floors or scattered policies across email, OneDrive, and shared folders.

2. Streamlined Approval & SOP Workflow

Configurable multi-step approval and SOP workflow software with automated notifications, escalations, and reminders. Move policies and SOPs from draft to “Released” without spreadsheets, email chains, or manual follow-ups.

3. ISO 9001 Document Control & Improved Accuracy

Built-in version control, controlled distribution, and change history support ISO 9001 document control, ISO 13485, and other QMS requirements. Every change to a policy or SOP is traced, timestamped, and defensible.

4. Enhanced Compliance & Attestation Tracking

Track who has read and acknowledged each policy or SOP, with attestation dashboards, automated reminders for overdue users, and one-click audit-ready evidence — a core capability of any modern ISO compliance software.

5. Reduced Administrative Burden

Automation cuts the time spent drafting, reviewing, approving, distributing, and revising policies and SOPs by up to 70%, so quality, compliance, and operations teams focus on outcomes not on chasing signatures.

6. Targeted Distribution by Role & Department

Approved policies and SOPs are published only to the relevant audience — by department, role, region, plant, or business unit — ensuring that frontline employees see the right SOP for their job, and nothing else.

7. Automated Notifications & Reminders

Stakeholders are kept in the loop at every stage of the policy management process via Teams, Outlook, and SharePoint — eliminating manual coordination and missed deadlines.

8. Native Microsoft 365 & SharePoint SOP Management

Titan Workspace runs entirely inside your Microsoft 365 tenant, leveraging SharePoint libraries, Teams, Power Automate, and Microsoft Purview. Your policy and SOP data never leaves your environment — no third-party cloud, no external servers.

9. AI-Powered Policy & SOP Search

Find any policy, SOP, draft, or audit evidence in seconds using AI-driven, natural-language search across your entire controlled document software repository. No more guessing keywords or hunting through folders.

10. Microsoft 365 GCC Compliant

Fully compliant with Microsoft 365 Government Community Cloud (GCC) — proven in federal, state, and public-sector deployments where data residency, security, and tenant-level controls are non-negotiable.

Policy & SOP Management System for Microsoft 365 — AI-Powered Compliance, Governance & Audit Readiness

Managing policies, Standard Operating Procedures, and audit evidence is mission-critical for any organization operating under ISO 9001, ISO 27001, SOC 2, HIPAA, FDA / GxP, or internal corporate governance frameworks. Yet most organizations still rely on emails, shared drives, and spreadsheets leading to outdated SOPs, missed attestations, and painful, evidence-hunting audit cycles.

In this video, see how Titan Workspace delivers a structured, AI-powered approach to Policy Management Software, SOP workflow software, and audit-ready document management on Microsoft 365 covering the entire policy management process from creation and approval to acknowledgment, audit evidence, and revision.

Policy Management Software Made Easy — Built for Microsoft 365, SharePoint, and Teams

Titan Workspace delivers one of the most advanced Policy Management Software and SharePoint SOP management solutions for organizations standardized on Microsoft 365 — combining controlled document software, SOP workflow software, attestation tracking, and audit-ready document management in a single native M365 application.

From manufacturing policy management on the shop floor, to ISO 9001 document control in quality departments, to SOP management software for FDA-regulated life sciences and SOC 2 controls in financial services — Titan turns Microsoft 365 into a complete compliance and policy management process platform, without the cost, complexity, or external cloud dependency of standalone GRC tools.

Watch a Demo Get in Touch

How Titan Workspace Automates Policy Management Lifecycle in SharePoint and M365

PolicyandProcedureManagementSolution.png

Titan Workspace automates every stage of the policy management process — from co-authored drafts to controlled distribution, attestation, retention, and audit evidence — all inside your Microsoft 365 tenant. This is the lifecycle quality, compliance, and audit teams need from modern controlled document software.

1. Policy Draft

Solution allows one or multiple stakeholders including subject matter experts to start drafting a policy. This could be a co-authoring same document wherein users can lock it if they do not want anyone else to modify it while some user is working on the draft document. System maintains versioning of the document. This solution eliminates the need for sharing documents through email.

2. Review

Submit the draft to the policy manager or a designated stakeholder(s) for a review. This is managed through an automated workflow that allows one or more stakeholders for review. Initiator can decide review steps and reviewers. Reviewers can have rights to either add comments against a document or edit the file depending upon the process.

3. Reviewer Feedback

Reviewer(s) can send the draft back to initiators for modifying that or approve it with or without editing it. There is an option to either edit the document (if reviewer has edit rights) or simply approve it with comments against that file.

4. Approval

Present the final draft to the executive team or the highest authority for approval. This could be one or multiple approvers. These stakeholders can also have rights to either add comments against a document or edit it and then approve it. Approvers can revert the document to either initiator or reviewer with comments.

5. Policy Distribution

Communicate the approved policy to all employees and post approved file in a policy repository that is accessible to employees. These are not editable, but employees can read then or download then if they have permissions. This file repository can part of an existing Intranet that is working independently. Additionally, Titan Workspace has a Policy repository page where all approved policies are posted as well.

6. Compliance (Acknowledgement/Attestation)

Acknowledgement from employees or stakeholders for a policy document along with its acknowledgement history. There is a dashboard available to policy management stakeholders to track which employees have still not read and accepted any policy. Automated reminders will go to employees asking them to read and accept the policy.

7. Policy Retention

Apply a date up to which a policy is valid.

8. Policy Revision

Workflow triggers a review process prior to the policy expiry date. This will notify all stakeholders that a policy is up for revision. This workflow can be scheduled as per number of days needed for revision process. Once revised policy is approved, it will update existing policy with latest copy with latest version. Old policy will be available as archived.

9. Notifications

System will send notifications at every step to relevant stakeholders.

Audit Management & Compliance Built Into Your Policy & SOP Platform

Titan Workspace is purpose-built for audit-ready document management — every approval, revision, attestation, and change is captured with immutable evidence inside Microsoft 365.

Audit-Ready Evidence on Demand

One-click export of approval histories, attestation reports, version trails, access logs, and exception records — formatted for ISO 9001, ISO 13485, ISO 27001, SOC 2, HIPAA, FDA 21 CFR Part 11, and corporate internal audits.

Aligned to Major Compliance Frameworks

Titan supports the controlled document software requirements behind ISO compliance software, manufacturing policy management, quality management software for manufacturing, GxP, SOC 2, and government / GCC controls — all on standard SharePoint and Microsoft 365 infrastructure.

Audit Planning, Findings & CAPA Tracking (Macro View)

Manage audit calendars, internal audit charters, audit findings, corrective and preventive actions (CAPA), and follow-up tasks alongside the policies and SOPs they're tied to — so every finding maps back to the controlled document and owner responsible.

Immutable Trails & Defensible Retention

Integrates natively with Microsoft Purview for retention labels, records management, eDiscovery, and DLP. Every change is captured; nothing is silently overwritten — giving auditors and regulators the chain of evidence they require.

A dedicated Audit & Compliance module page is coming soon. In the meantime, book a demo to see how Titan Workspace delivers audit-ready document management on Microsoft 365.

The Pain Points We Solve

See how Titan Workspace transforms policy and SOP management inside Microsoft 365 with automation, compliance, and audit-ready control.

Without Titan Workspace
With Titan Workspace
Policies & SOPs scattered across emails, drives, Teams chats, and folders
Centralized SharePoint-based Policy & SOP Management repository
No version control — outdated SOPs circulate on shop floors and in operations
Automatic versioning and ISO 9001 document control with full revision history
Manual approval tracking via spreadsheets and email
Automated multi-step SOP workflow software with notifications and escalations
No visibility into who has read or acknowledged a policy
Attestation tracking with compliance dashboards and overdue reminders
Audit evidence takes days or weeks to compile across systems
One-click, audit-ready document management with exportable evidence packs
Generic GRC tools that sit outside Microsoft 365 and require new logins
Native Microsoft 365 / SharePoint SOP management — no new platform to learn

Watch the Demo — Modernize Your Policy, SOP & Audit Management with Microsoft 365

Watch a Demo

From drafting and approving policies, to controlled SOP distribution and attestation tracking, to audit-ready evidence reporting — Titan Workspace streamlines and automates your entire Policy Management Process on Microsoft 365.

SolutionPolicy, SOP & Audit-Ready Document Management for Microsoft 365
LicensingSoftware as a Service
No. of UsersUnlimited per M365 Tenant
No. of PoliciesUnlimited
No. of Approvals/RevisionsUnlimited
No. of DepartmentsUnlimited
Framework neededSharePoint Online, Power Automate, M365
Solution DeploymentAs a SharePoint solution within customer’s M365 tenant. Solution does not run from any third-party
cloud. Client’s data is stored within their M365 cloud and inherits client’s tenant-level security.

Where Titan Workspace Drives Policy, SOP & Audit Efficiency Across Your Organization

From quality and manufacturing operations to HR, finance, IT security, and internal audit — Titan Workspace delivers Policy Document Management, SOP workflow software, and audit-ready document management across every function that owns a controlled document.

DepartmentPolicies Managed (Examples)
Quality & ManufacturingISO 9001 / ISO 13485 Quality Manuals, Standard Operating Procedures (SOPs), Work Instructions, Non-Conformance Reports, CAPA, Change Control, Supplier Qualification, Calibration Records — full ISO 9001 document control
Human ResourcesEmployee Handbooks, Employee Onboarding and Offboarding, Code of Conduct, Performance Management, Leave
and Attendance, Employee Benefits and Compensation, Travel
Legal and FinanceCompliance Policies, Financial Reporting Procedures, Contract Management, Risk Management, Internal
Controls and Audits
QualityQuality Management System (QMS), Document Control Procedures, Non-conformance Management, Corrective and
Preventive Actions (CAPA), Quality Assurance and Quality Control (QA/QC) Procedures
AuditInternal Audit Charter, Audit Planning and Scheduling, Audit Reporting and Documentation, Follow-up on
Audit Findings, Risk Assessment and Management
ProcurementSupplier Selection and Evaluation, Procurement Process, Purchase Order Management, Inventory Management,
Supplier Relationship Management
IT and SecurityInformation Security Policy, Data Backup and Recovery Procedures, Access Control and User Management,
Incident Response and Reporting, Software Development Lifecycle (SDLC) Processes
OperationsStandard Operating Procedures (SOPs), Operational Planning and Control, Production Scheduling, Maintenance
Procedures, Health and Safety Policies, Environmental Management
Sales and MarketingBrand Guidelines, Sales Compliance, Sales Strategy and Planning, Customer Relationship Management (CRM),
Marketing Campaign Management, Pricing and Discount Policies, Sales Reporting and Analytics

Seamless migration from network drives, legacy DMS, and shared folders to a fully controlled, audit-ready Microsoft 365 platform

FAQs — Policy, SOP & Audit Management on SharePoint and Microsoft 365

Titan Workspace turns SharePoint into a complete Policy Management Software and SOP management software platform — covering the full policy management process (draft → review → approve → publish → attest → revise → archive), metadata-driven controlled document software, targeted distribution by role and location, mandatory acknowledgments and attestations, quizzes, e-signatures, and audit-ready evidence — all inside your Microsoft 365 tenant, with no data leaving your environment.

Yes. Titan is widely used by manufacturers for ISO 9001 document control, ISO 13485, IATF 16949, and broader quality management software for manufacturing scenarios. It enforces controlled versions of every SOP, work instruction, and quality document, ensures the shop floor always sees the “Released” revision, automates SOP workflow software steps, and produces audit evidence on demand.

Titan centralizes audit-ready evidence for ISO 9001, ISO 13485, ISO 27001, SOC 2, HIPAA, FDA 21 CFR Part 11, and internal corporate audits. Every approval, attestation, revision, and access event is captured with immutable, time-stamped audit trails. Reports can be exported in one click, and policies/SOPs align with Microsoft Purview retention labels and records management for defensible retention and eDiscovery-ready collections.

Yes — at the macro level, Titan supports audit charters, audit planning, findings tracking, follow-up actions, and CAPA workflows alongside the controlled documents they relate to. A more detailed Audit & Compliance Management module page will be available soon; in the meantime, [Book a Demo] for a deeper walkthrough.

Yes. Enforce mandatory “read & acknowledge” for any policy or SOP, add short quizzes to verify understanding, and set due dates with automated reminders through Microsoft Teams and Outlook. Export audit-ready evidence reports (who read, who acknowledged, overdue users, timestamps, IP/user agent, exceptions) and surface results on compliance dashboards for managers and auditors.

Titan Workspace Policy Management Software is offered as a per-tenant annual subscription with unlimited users — simple, predictable licensing for organization-wide policy and SOP management on Microsoft 365. Pricing is independent of headcount or document volume.

For internal users, no additional Microsoft licenses are typically required beyond your existing Microsoft 365 / SharePoint tenant. External / guest access follows your Microsoft Entra ID (Azure AD) B2B configuration and Microsoft policies for guest users.

Yes. Titan is designed to run fully inside your GCC tenant, keeping data, identities, and audit logs within your environment and honoring your data residency and security controls. For GCC High / DoD scenarios, we will validate controls and deployment details with your team.

Native integration with SharePoint (sites, libraries, metadata, permissions), Microsoft Teams (notifications, reminders, in-Teams policy access), Outlook (alerts, approval links), and Microsoft Purview (retention labels, records management, DLP). Titan honors Microsoft Entra ID groups, Conditional Access, and extends with Power Automate for no-code workflow customization.

All policies, SOPs, metadata, approvals, acknowledgments, and audit evidence remain inside your Microsoft 365 / SharePoint tenant. Titan does not move your content to vendor servers and leverages your tenant’s encryption at rest and in transit, RBAC, and compliance controls.

Yes. Create no-code policy and SOP approval workflows with parallel and serial steps (Author → Manager → Compliance / Quality → Legal → Publisher), conditional gates, SLA timers, escalations, delegated approvals, limited-time access for reviewers, and e-signatures. Every action is time-stamped and traceable.

Yes. Use metadata-driven routing for policy approvals and SOP workflows (department, plant, location, sensitivity, risk score, document type). Configure auto-reminders, escalations, delegations, and exception handling so high-risk or overdue items are surfaced and resolved quickly.

Titan Workspace is built natively on Microsoft 365 and SharePoint with per-tenant unlimited-user licensing, integrated AI search and drafting, audit-ready document management, and a broader platform that also covers document management, workflow automation, intranet, and guest portals — not just policies. Most competing tools charge per user, focus narrowly on policy attestation, or require external clouds. Titan keeps everything in your tenant, at a predictable cost, with a wider scope.

Yes. Titan Workspace supports organizations across the United States, with active deployments and customers in major industrial and business hubs including:
• Detroit, Michigan — Manufacturing policy management and ISO 9001 / IATF 16949 document control for automotive, tier-1 / tier-2 suppliers, and industrial manufacturers across the Detroit metro and broader Michigan region.
• Houston, Texas — SOP workflow software and audit-ready document management for energy, oil & gas, petrochemical, and engineering firms operating under stringent HSE and regulatory frameworks.
• Dallas–Fort Worth (DFW), Texas — Policy Management Software and SharePoint SOP management for financial services, healthcare, logistics, and enterprise IT organizations headquartered across the DFW metroplex.
• Chicago, Illinois — Controlled document software and ISO compliance software for manufacturing, financial services, insurance, and professional-services firms across Chicagoland and the broader Midwest.
• Indiana — Quality management software for manufacturing, life sciences, and medical-device companies across Indianapolis and the state’s manufacturing corridor, supporting ISO 9001, ISO 13485, and FDA / GxP requirements.
• North Carolina — Policy Document Management and SOP management software for pharmaceutical, biotech, banking, and advanced-manufacturing companies across the Research Triangle, Charlotte, and the broader North Carolina region.
• New York — Policy Management Process automation and audit-ready document management for banks, asset managers, insurance, healthcare, and government / public-sector organizations across New York City and New York State.

Because Titan Workspace runs natively inside your own Microsoft 365 tenant including Microsoft 365 GCC for federal, state, and local government — your policies, SOPs, and audit evidence stay within your environment regardless of where your offices, plants, or users are located. Implementation, training, and support are delivered remotely across all U.S. regions, with on-site engagement available for enterprise deployments.

×
Chat
Email
USA
India