A Smart Policy Platform Gives a Bank Control of Every Policy from Draft to Publication
Control who owns and approves each policy, on a platform that stays supported.
Para designed and delivered a banking Smart Policy & Procedures and GRC service. Every policy now moves through a controlled review and approval workflow. Teams track each task against its SLA, and dashboards show what is pending. Para is now carrying out the planned move to SharePoint Server Subscription Edition and SharePoint Workflow Manager.
Business challenge
- Every policy needed a clear owner and a controlled approval path.
- Pending tasks and overdue approvals needed to be visible.
- The live platform had to move to a current, supported version of SharePoint without losing anything along the way.
Para approach
- We gave policy content a clear structure and access rules.
- We set up workflows for review, approval, and controlled publishing.
- We built task tracking with SLA alerts and dashboards.
- We kept search and audit visibility in place.
- We planned and ran a governed migration, with a tested rollback plan and a careful cutover.
How it works
Current policy-governance service and evidenced 2026 modernization lifecycle. Evidence: Para governance reference material and the production migration and cutover runbook prepared by Para Solutions, August 2026.
Policy Draft
Metadata / Ownership
Review + SLA Workflow
Approval
Controlled Publish / Search
Dashboard / Audit
Delivered capability
Controlled policy repository
Policy and procedure content with a governed lifecycle and version history.
Review & approval
Policy review and sign-off by role.
Task & SLA workflow
Tasks that alert and escalate when they run late.
Governance dashboards
A live view of policy status and pending approvals.
Search & metadata
Managed information that helps teams find what they need for policy work.
Platform modernization
Controlled migration from SharePoint 2019 and Classic Workflow Manager to SharePoint Subscription Edition and SharePoint Workflow Manager.
Evidence-supported outcomes
Governed policy operations
All policy work runs through one controlled service.
Operational visibility
Dashboards and tasks make pending actions and status easier to manage.
Audit support
A controlled lifecycle and workflow history support full traceability.
Supported technology path
The service has a governed path to a supported SharePoint and workflow platform.
Technology & delivery context
SharePoint Server 2019 with custom SPFx solutions and workflow services. Current migration path to SharePoint Server Subscription Edition and SharePoint Workflow Manager. This is a policy-governance service, not a complete enterprise GRC suite or a regulatory-certification claim.
Have a similar enterprise challenge?
Para can assess where you stand today and shape the right approach. We then carry it from business need through delivery and ongoing operations.