AI TOOL PROFILE
Xoralia: Policy Management Software for Microsoft 365
- Operations
- Compliance Management
- Microsoft 365 users
- Small to mid-sized businesses in regulated industries
- Compliance and HR managers
- Operations leads managing SOPs
Pricing
Pricing was not clearly available from the provided evidence. A free trial with full features is available, and buyers should confirm current pricing and tailored quotes on the vendor website.
At a glance
- Best for
- Microsoft 365 users, Small to mid-sized businesses in regulated industries, Compliance and HR managers, Operations leads managing SOPs
- Key use cases
- Regulatory Compliance Tracking, Employee Onboarding and Attestation, Policy Review and Version Control, Field Worker Access
- Integrations
- Microsoft 365, SharePoint, Microsoft Teams, Azure AD, Microsoft Entra ID
- Official website
- Visit xoralia official website
How AI is used
Xoralia is a policy management tool designed for businesses using Microsoft 365, SharePoint, and Teams. It serves as a centralized hub for company policies, which may help organizations move documents out of fragmented emails or shared drives into a structured repository.
The software is designed for various organizational sizes and is geared toward regulated sectors such as financial services, healthcare, and construction. It supports the document lifecycle, including creation, review, and distribution.
Key capabilities include automating approval workflows and tracking whether employees have read and acknowledged mandatory documents. Using SharePoint web parts, the tool allows businesses to embed policy dashboards and libraries directly into their existing company intranet.
Buyers should confirm they have a Microsoft 365 environment, as the tool requires an Azure AD account and is built to enhance SharePoint and Teams.
Key Features
Centralized Policy Repository
Provides a single source of truth for all policies and procedures to reduce reliance on scattered folders or email.
Automated Attestations
Tracks electronic acknowledgments from employees and sends automated reminders for mandatory reads.
Lifecycle Review Automation
Supports automated approval workflows and expiry reminders to help keep documents current.
SharePoint Web Parts
Offers over 20 configurable web parts to display policies and dashboards on SharePoint pages.
Audit Trails and Reporting
Maintains logs of policy actions and generates exportable reports for regulatory audits.
AI-Powered Search
Leverages SharePoint search capabilities and is designed to work with Microsoft Copilot.
Use Cases
Regulatory Compliance Tracking
Maintaining audit-ready records and logs for standards such as GDPR, SOX, or industry-specific safety regulations.
Employee Onboarding and Attestation
Assigning mandatory policies to new starters and tracking their electronic sign-off.
Policy Review and Version Control
Managing the approval process for policy updates and ensuring the latest version is accessible to staff.
Field Worker Access
Providing frontline staff access to procedures via mobile devices through the Teams app or native Xoralia app.
Integrations
- Microsoft 365
- SharePoint
- Microsoft Teams
- Azure AD
- Microsoft Entra ID
- Power Automate
- PowerBI
FAQ
Does Xoralia work with any operating system?
- Xoralia is cloud-based for Microsoft 365 and can be accessed via desktop and mobile devices, including through the Teams app.
Do I need a Microsoft account to use Xoralia?
- Yes, Xoralia requires an Azure AD account as it is built specifically to work within the Microsoft 365 and SharePoint ecosystem.
Is there a free trial available?
- Yes, Xoralia offers a free trial that provides access to its full features.
How does Xoralia handle policy acknowledgments?
- The tool uses automated attestations and reminders to help ensure employees read mandatory policies, and it can include quizzes to test understanding.
Source category: Operations
Source subcategory: Compliance Management
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