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Xoralia - SharePoint policy management software Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Xoralia's ease of use helps streamline policy management and simplifies document handling effortlessly. (13 mentions)
Users value the clear and structured policy management in Xoralia, enhancing visibility and workflow efficiency significantly. (11 mentions)
Users value the efficient document management capabilities of Xoralia, enhancing organisation and compliance in policy management. (9 mentions)
Users find Xoralia's implementation ease remarkable, facilitating a smooth setup and navigation experience in SharePoint. (6 mentions)
Users commend Xoralia for its efficiency improvements, streamlining policy management and significantly reducing administrative workload. (5 mentions)
Users find the limited customization options frustrating, especially for branding and personalizing notifications. (6 mentions)
Users find the slow loading times frustrating, impacting their ability to quickly access important policy information. (3 mentions)
Users report missing essential features like archiving policies and custom email notifications in Xoralia. (2 mentions)
Users feel there is improvement needed as some details, like button naming, lack thoughtful customization for their profile. (1 mentions)
Users are frustrated by the inadequate reporting, wishing for more detailed insights and better customization options. (1 mentions)

5 Pros or Advantages of Xoralia - SharePoint policy management software

5 Cons or Disadvantages of Xoralia - SharePoint policy management software

Xoralia - SharePoint policy management software Reviews (46)

Reviews

Xoralia - SharePoint policy management software Reviews (46)

4.6
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Alain B.
AB
Alain B.
Head of Infrastructure & Deputy CTO
Mid-Market (51-1000 emp.)
"Simple and effective policy management within SharePoint"
4/5
What do you like best about Xoralia - SharePoint policy management software?

The seamless SharePoint integration, ease of use, and clear visibility into document ownership, reviews, and compliance are standout strengths. Xoralia helps us keep our policies well managed and up to date, while staying fully integrated with our existing Microsoft 365 environment. Review collected by and hosted on G2.com.

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

There’s nothing major to dislike. A few features could be more intuitive, and the overall user experience could be streamlined further, especially for occasional users. That said, the platform continues to evolve, and support from the Xoralia team has been very responsive. Review collected by and hosted on G2.com.

Verified User in Shipbuilding
AS
Verified User in Shipbuilding
Mid-Market (51-1000 emp.)
"The Perfect IMS Solution for Microsoft 365 Users"
5/5
What do you like best about Xoralia - SharePoint policy management software?

There are many reasons to highly recommend Xoralia. The onboarding process was seamless, beginning with a smooth proof-of-concept that easily transitioned into our live Integrated Management System (IMS) directly within our own SharePoint tenancy. It integrates flawlessly with the Microsoft ecosystem, giving users the flexibility to interact with files either through the dedicated Xoralia application or directly on a standard SharePoint page.

I am particularly impressed by the "favourite," "must-read," and "recent document" widgets, which made it incredibly easy to embed Xoralia directly into our existing SharePoint intranet. The user interface is clean, intuitive, and simple for both end-users and administrators to navigate, and its recent update gives it an even sleeker, more modern look. Performance has been rock-solid with no software issues, and document indexing completes in a very reasonable timeframe.

Ultimately, we chose Xoralia because of its exceptional value. Because it deploys directly onto the Microsoft 365 tenancy we are already paying for, the cost is significantly lower than alternative IMS products. Looking ahead, I am keen to explore its AI features further once we have fully embedded the platform and established a strong compliance culture across our workforce. Review collected by and hosted on G2.com.

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

Finding aspects to dislike about Xoralia is genuinely difficult. Our implementation layout is slightly unique compared to standard use cases, as we operate with a small, dedicated team acting as authors for all company documents. Because of this setup, our central authoring team tends to receive a high volume of email notifications. However, Xoralia has been highly receptive to this feedback and is actively working on implementing more granular notification controls in a future update. Review collected by and hosted on G2.com.

MH
Mathes H.
ISM
Mid-Market (51-1000 emp.)
"Great platform for managing policies and governance"
5/5
What do you like best about Xoralia - SharePoint policy management software?

We’ve had a very positive experience with Xoralia and are now using it across Loughborough Building Society for our policies and governance documents.

It has given us a much clearer and more consistent way of managing documents, ownership, reviews and approvals in one place. The attestation functionality has also made it easier for us to distribute important policies to colleagues and keep a clear record of who has read and acknowledged them. The ability to keep policies, ownership, reviews, approvals and staff attestations together in one place. It provides much better visibility and makes it easier to evidence that policies are being properly managed. Review collected by and hosted on G2.com.

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

There are still areas where we'd welcome further usability improvements as the product develops, particularly around making administration and reporting as straightforward as possible. Overall though, our experience has been very positive. Review collected by and hosted on G2.com.

Maurits S.
MS
Maurits S.
Global Quality and Environmental Lead
Enterprise (> 1000 emp.)
"Strong compliance control and confidence in maintaining an up to date management system"
4.5/5
What do you like best about Xoralia - SharePoint policy management software?

I use Xoralia to manage our integrated management system documents and keep them up to date with clear ownership. I like the review and approval workflow, compliance dashboards, searching within document content, and validity and expiry management. These help me keep control of our integrated management system and comply with ISO 9001 clause 7.5. Setup was quite easy, and we had good support from Content Formula. Review collected by and hosted on G2.com.

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

I have to manually update the expiry date after republishing an update, and it would be good to have this automated based on the standard expiry period. It would also help if admins could be co-owners of all documents to support the update process. Review collected by and hosted on G2.com.

Jacob C.
JC
Jacob C.
Paramedic Program Director
Mid-Market (51-1000 emp.)
"Xoralia Provides Us Seamless Policy Management System"
5/5
What do you like best about Xoralia - SharePoint policy management software?

What we liked most about Xoralia was the combination of a well-designed policy management platform and an exceptional onboarding experience. The onboarding process was structured, efficient, and supported by an intuitive onboarding portal that made it easy to track progress, access training materials, and stay informed throughout implementation.

The platform itself provides users with easy access to the most current version of policies, helping ensure consistency and compliance across the organization. We especially value the workflow functionality, which enables policy owners, reviewers, and approvers to seamlessly collaborate during policy creation and revision cycles. This streamlined process improves efficiency, enhances accountability, and helps ensure that all stakeholder feedback is captured before policies are published.

Additionally, the Xoralia team was highly responsive and easy to work with throughout the project. Despite operating in different time zones, we experienced no communication challenges or delays. Their professionalism, support, and commitment to customer success contributed significantly to a smooth and successful implementation. Review collected by and hosted on G2.com.

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

We have had a very positive experience with Xoralia overall, and there were no significant issues that negatively impacted our implementation or day-to-day use of the platform. As with any new system, there was a learning curve as users became familiar with the platform's features and workflows, but the onboarding portal, training resources, and responsive support team helped make that transition smooth and manageable.

Any minor questions or configuration needs that arose during implementation were addressed quickly by the Xoralia team. Additionally, despite the time zone differences, communication remained consistent and effective throughout the process. Overall, we found very few drawbacks and have been pleased with both the platform and the level of support provided by the Xoralia team. Review collected by and hosted on G2.com.

Response from Dan Hawtrey of Xoralia - SharePoint policy...

Thank you for your kind words and detailed review. Do please let us know of any issues or feature requests as you use the tool more. Also look out for new releases which we hope you find useful and practical.

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"User Friendly Solution with good workflow and compliance dashboard"
4/5
What do you like best about Xoralia - SharePoint policy management software?

provides a clean well structured environment for both authors, approvers and viewers of our policy documents. The Compliance Dashboard is extremely beneficial. It provides clear visibility of recently published documents, the number of documents assigned to each Document Owner, trends in review completion rates, and the most accessed documents. This level of insight is far greater than what was previously available and has significantly improved the functionality and value of Xoralia. A fantastic enhancement that has made managing compliance information much easier. Review collected by and hosted on G2.com.

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

Early days but no major issues found to date. Review collected by and hosted on G2.com.

AJ
Amanda J.
IT Systems Analyst/Process Improvement Analyst
Mid-Market (51-1000 emp.)
"Best Value Content Management Software with impressive Approval Workflow"
5/5
What do you like best about Xoralia - SharePoint policy management software?

Xoralia has been an excellent content management solution for our organization. The implementation process was smooth, well-organized, and easy to navigate, allowing us to get up and running with minimal disruption. The Xoralia team at Content Formula has been incredibly responsive, supportive, and knowledgeable throughout the entire process.

Our biggest challenge during the implementation process was that we needed to convert our 900+ pieces of content from an HTML based format to standard Word documents. The Xoralia team was supportive of this process and worked with the timeline we needed to accomplish the task. They also customized their standard implementation process to support the Features we wanted to release first (i.e., Document upload, Approval Workflows, Webparts, then Attestation function).

One of the biggest strengths of Xoralia is that the team genuinely listens to customer feedback and turns suggestions into meaningful software updates. That level of responsiveness gives us confidence that the product will continue to evolve in practical, user-focused ways.

Of the policy management software options we considered, Xoralia provided the greatest value for the largest number of features. We reviewed another company with essentially the same core capabilities, but its price tag was more than three times higher than Xoralia’s. That combination of robust functionality and strong value made Xoralia stand out during our evaluation.

The platform is also easy to use for both end users and document owners. End users can quickly locate the documents they need, while document owners have a clear and straightforward experience managing updates, revisions, and publication.

The performance has also been great. During implementation, we did experience some website slowness that initially concerned us, but the Xoralia team worked extensively to identify the root cause and resolve it. Their commitment to troubleshooting and finding a fix further demonstrated the level of support they provide. Review collected by and hosted on G2.com.

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

There is no way to Archive documents within Xoralia itself. It must be done on the SharePoint side. However, our company is looking at ways to try to automate some of that ourselves. In the meantime, our Xoralia Administrator handles all requests to Archive documents. Review collected by and hosted on G2.com.

Brandon P.
BP
Brandon P.
Director of Technology and Information Security
Mid-Market (51-1000 emp.)
"Highly Effective Policy Management with Seamless SharePoint Integration"
4.5/5
What do you like best about Xoralia - SharePoint policy management software?

I love that Xoralia extends SharePoint rather than replacing it, keeping documents in our existing libraries while maintaining version history, permissions, and retention. The attestation and read tracking provide real evidence instead of chased email confirmations, and having audit and exam artifacts readily available is incredibly useful. I also appreciate the native SharePoint integration, which reduces the 'where do I find the policy' questions significantly. The fact that it was a straightforward decision for our institution, already invested in Microsoft 365, and that it has held up in practice is reassuring. The implementation team and customer support were great to work with, and the process was smooth. It's much easier for users to find things now compared to before. Review collected by and hosted on G2.com.

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

The only con, and it's a small one, is that some of the workflows or areas take a few more clicks than I would like, and that's the extent of my complaints. Review collected by and hosted on G2.com.

Response from Dan Hawtrey of Xoralia - SharePoint policy...

Hi Brandon - thanks for your kind words. Regarding the workflows and the number of clicks required to set them up - if you have any usability ideas on this then do please share them with our team. We listen carefully to what customers ask for and ideas are always welcome! Best regards, Dan

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Effective Policy Governance Backed by Outstanding Support"
4.5/5
What do you like best about Xoralia - SharePoint policy management software?

Xoralia has been a solid addition to our organisation. The platform is easy to use, offers strong workflow and document management capabilities, and has helped improve the way we manage policies and governance documentation. It provides a user-friendly experience for users, document owners, and administrators alike, making its adoption straightforward across the organisation. The implementation was smooth, and the support team was helpful and responsive throughout the process. While no platform is perfect, Xoralia has met our key requirements and delivered tangible improvements in efficiency, visibility, and control. Overall, we have had a very positive experience and would recommend it to other organisations seeking to modernise their document governance processes. Review collected by and hosted on G2.com.

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

The main area for improvement would be the flexibility of some configuration and reporting features, which can occasionally feel limited for more complex organisational requirements. However, these are minor issues and have not impacted the overall positive experience with the platform. Review collected by and hosted on G2.com.

Response from Dan Hawtrey of Xoralia - SharePoint policy...

Hi - thank you for your feedback. Please be sure to share the requirements you have around configuration flexibility with your main Xoralia contact. We listen carefully to what customers want and are always implementing feature requests. As for the reporting features, we will soon be going live with enhanced reporting tools. Watch this space!

FR
Fleur R.
Executive Assistant, Governance and Legal
Mid-Market (51-1000 emp.)
"Compliance Dashboard Brings Powerful Visibility and Easier Compliance Management"
5/5
What do you like best about Xoralia - SharePoint policy management software?

I have found the new Compliance Dashboard extremely beneficial. It provides clear visibility of recently published documents, the number of documents assigned to each Document Owner, trends in review completion rates, and the most accessed documents. This level of insight is far greater than what was previously available and has significantly improved the functionality and value of Xoralia. A fantastic enhancement that has made managing compliance information much easier. Review collected by and hosted on G2.com.

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

Unable to search within the document for key words. Review collected by and hosted on G2.com.