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ConvergePoint Policy Management vs DynamicPolicy Comparison
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Overview
Policy and Procedures Software on Office 365 SharePoint for companies with more than 500 employees. Easy to use App on Microsoft...
DynamicPolicy is a web-based software for medium & large companies to manage, distribute & assign corporate policies, procedures...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
15000
Per year
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Not enoughreviews yet
Pros
Not enoughreviews yet
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
Key features
- Total features49
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Attestation
- Audit Management
- Audit Trail
- Compliance Management
- Configurable Workflow
- Content Management
- Customizable Reports
- Customizable Templates
- Document Management
- Document Review
- Document Storage
- Document Templates
- Forms Management
- HIPAA Compliant
- ISO Compliance
- Incident Management
- Lifecycle Management
- Monitoring
- Multi-Language
- Policy Creation
- Policy Library
- Policy Management
- Policy Metadata Management
- Policy Training
- Real Time Notifications
- Real Time Reporting
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Alerts
- Risk Analytics
- Risk Assessment
- Role-Based Permissions
- Sarbanes-Oxley Compliance
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Single Sign On
- Template Management
- Third Party Integrations
- Training Management
- Version Control
- Visual Analytics
- Workflow Management
- Total features22
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Attestation
- Audit Management
- Audit Trail
- Compliance Management
- Configurable Workflow
- Content Management
- Customizable Reports
- Customizable Templates
- Document Management
- Document Review
- Document Storage
- Document Templates
- Forms Management
- HIPAA Compliant
- ISO Compliance
- Incident Management
- Lifecycle Management
- Monitoring
- Multi-Language
- Policy Creation
- Policy Library
- Policy Management
- Policy Metadata Management
- Policy Training
- Real Time Notifications
- Real Time Reporting
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Risk Alerts
- Risk Analytics
- Risk Assessment
- Role-Based Permissions
- Sarbanes-Oxley Compliance
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Single Sign On
- Template Management
- Third Party Integrations
- Training Management
- Version Control
- Visual Analytics
- Workflow Management
Integrations
- Total integrations7
- Authorize.Net
- Dynamics 365
- Dynamics 365 Business Central
- FreshBooks
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrations2
- Authorize.Net
- Dynamics 365
- Dynamics 365 Business Central
- FreshBooks
- HubSpot CRM
- Microsoft Excel
- Microsoft Outlook
- NetSuite
- PayPal
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Sage Intacct
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
Alternatives
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User reviews that mention these apps
Romulo S.
Retail, 1,001-5,000 employees
Used daily for 2+ years
Review source
Share this review:
In the company that I work we use for management all our precedures, manual and internal policy. It work perfect and they have an excellent customer service.
Is very easy to use for any user
It is not possible to customize to a specific need
George M.
1,001-5,000 employees
Used daily for 2+ years
Review source
Share this review:
Use of Dynamic Policy software has helped in the easy management of our workflows and SOPs. The software provided a single point for document creation, review and approval which is shared by the entire organization. Its multiple levels of security has helped a lot in publishing documents to different groups or users, as well as preventing unauthorized access. Threre is real value for money in purchasing Dynamic Policy software.
Easy to manage. Support team very collaborative.
No cons were added to this review
Judy P.
Mining & Metals, 1,001-5,000 employees
Used daily for 2+ years
Review source
Share this review:
Their support is tremendous. They are always their for you. Value is good if your looking for a product like Dynamic Policy.
Easy to administer and support.
Reporting
Laura D.
Higher Education, 201-500 employees
Used daily for 6-12 months
Review source
Share this review:
A pretty good way to organize and have policies, procedures, forms, templates, etc. in one place!
I like that it can be used as a policy repository. Uploading documents is pretty easy, and the search engine is very helpful in finding policies and other related documents.
The user manual is convoluted and not so clear. It needs better detail and simpler instructions. The workflow center needs directions and/or more information on using it.
We appreciate your feedback. It helps us improve DynamicPolicy and provide better customer support. We will take your comments into consideration to improve the workflow center and the user manual.
Charity M.
Review source
Share this review:
Overall my experience with DynamicPolicy was good, but it could have been better. I had an incident when the video links for one of the policies (Slip, Trip and Fall) were not working and I could not complete the quiz associated with the policy because I didn't watch the videos and therefore did not know the answers. Lastly, the last 2 links under "Related Documents" in the Diversity Policy are not working.
No pros were added to this review
No cons were added to this review
Konrad F.
Hospital & Health Care, 201-500 employees
Used monthly for 2+ years
Review source
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Dynamic Policy is a very useful program for maintaining an organizations policies, however, the most important links or buttons that require clicking are very tiny in font and hard to see. For whatever reason the process for uploading and publishing policies is easily forgettable if you have not done it for a while. An easier process for uploading and editing policies is needed for my organization.
The ability to upload policies and share with staff.
Adding attachments is cumbersome. A mass upload feature is needed. Many of the important links or buttons to click are small and hard to view.
Thank you for the review and feedback. We will look into adding a mass upload feature for attachments in a future version. Additionally, we are already working to increase the size of icons during the DynamicPolicy 7.5 upgrade that will revamp the interface. In the mean time, you can upgrade to the latest version to take advantage of the new interface to upload Word and PDF files directly to the application. Please contact us directly at the support email to help you with this upgrade.
Fernando B.
Government Administration, 201-500 employees
Used daily for 1-2 years
Review source
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So happy we implemented this system. It's made our workforce more efficient. The system is easy to use and our staff love it. Workflow management is it easy to set up and has automated many processes in our agency.
No pros were added to this review
No cons were added to this review
Greivin J.
Retail, 1,001-5,000 employees
Used daily for 2+ years
Review source
Share this review:
It is a tool that helps to have in one place all that documentation essential for the management and regulation of the company which can be accessed by each user according to the permission they have, apart from allowing to measure the level of knowledge of the documents read through of evaluations created, however, as any tool has opportunities for improvement as mentioned above on the choice of the audience of a document in a massive way and not one by one.
I really like its ease of use, and how you can achieve workflows with interaction of different parts in a simple way
When choosing the audience of the documents so they can be read, have to be one by one and not a mass election by means of a check, that makes this step slow
Thank you for the review and feedback. As far as selecting the audience, we now have the option of creating a workflow for the document to add the groups for the audience. This may help you expedite this step. You can contact us at support directly to go over this option.
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