ConvergePoint Conflict of Interest Management Software is a comprehensive solution that streamlines the entire conflict of interest disclosure lifecycle—spanning initial submissions, automated workflows, and final resolutions—within your Microsoft 365 environment. By centralizing all conflict disclosures in one easy-to-use platform, organizations can ensure consistent tracking, timely approvals, and clear audit trails that demonstrate a commitment to ethical standards.

Learn More at https://www.convergepoint.com/conflict-of-interest-software

Features

Centralized Disclosure Management: Keep all conflict of interest records, including gifts and entertainment disclosures, in one secure repository within Microsoft 365 for easy tracking and oversight.
Customizable Forms & Fields: Tailor disclosure questionnaires to your organization’s unique policies and regulatory requirements. Capture essential details like gift value, relationship details, and justifications in user-friendly, configurable forms.
Automated Review Workflows: Route disclosures to appropriate reviewers—such as compliance officers or department heads—based on role, threshold values, or risk level. Automated alerts and reminders keep approvals on schedule.
Comprehensive Reporting & Dashboards: Leverage real-time analytics, search filters, and data visualizations to spot trends, identify high-risk areas, and ensure compliance across departments or specific business units.
Role-Based Access & Security: Control who can submit, view, or approve disclosures with granular permissions. Sensitive or high-value disclosures, including gifts and entertainment, can be kept strictly confidential when needed.
Time-Stamped Audit Trails: Every action—submissions, approvals, comments, escalations—is automatically recorded for proof of due diligence and quick retrieval during audits or investigations.
Seamless Microsoft 365 Integration: Built natively on Microsoft 365, ConvergePoint leverages existing security, identity management, and collaboration tools, minimizing disruption to your workflows and maximizing user adoption.

Use Cases (Including Gifts & Entertainment) -

Whether it’s a routine declaration of personal investments or more complex scenarios like gifts and entertainment, ConvergePoint provides the structure and visibility needed to protect against potential conflicts. For instance, if an employee receives tickets to a sporting event from a vendor, the software prompts them to submit a concise disclosure. From there, a streamlined approval workflow and reporting system ensure organizational policies are upheld, helping your team promptly identify and address potential risks.

Who Benefits

Compliance professionals, department heads, legal teams, risk managers, and HR professionals can all benefit from ConvergePoint’s end-to-end conflict of interest management. Built to be user-friendly and integrated seamlessly with Microsoft 365, it provides each stakeholder the visibility and tools needed to identify, track, and resolve potential conflicts before they escalate into larger issues.

Why You Need It

Without a structured disclosure and review process, organizations face inconsistent conflict management, regulatory risks, manual errors, and inefficient record-keeping. ConvergePoint simplifies and standardizes these tasks by automating workflows, sending timely reminders, and creating an auditable history of every action taken. With clear policies and streamlined oversight, you can reduce reputational risks, enhance regulatory compliance, and foster a transparent, ethical work culture across your organization.

ConvergePoint Conflict of Interest Management Software on Microsoft 365 SharePoint

by ConvergePoint