Smart Policy & Procedures / Banking GRC
Control policy ownership, review, approval and publication while maintaining a supported operational platform.
Para designed and delivered a banking Smart Policy & Procedures / GRC service covering controlled policy content, review and approval, role-based governance, task and SLA workflows, dashboards, metadata, search, audit support and controlled publication. Para is also executing its documented modernization path to SharePoint Server Subscription Edition and SharePoint Workflow Manager.
Business challenge
- Policy and procedure content needed controlled ownership, review and approval.
- Tasks, SLA, escalation and pending actions required visible workflow control.
- The active platform needed migration to a current supported SharePoint and workflow baseline without losing content, customizations or workflow registrations.
Para approach
- Structure policy content, metadata, permissions and lifecycle.
- Configure review, approval and controlled publication workflows.
- Implement task, SLA, escalation, notification and dashboard functions.
- Maintain search, metadata and audit visibility.
- Plan and execute a governed migration with backups, rollback, validation, cutover and handover.
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 governed lifecycle and version history.
Review & approval
Role-based policy review and sign-off.
Task & SLA workflow
Assignment, expiry, escalation and notification.
Governance dashboards
Policy status, pending approvals and user-task visibility.
Search & metadata
Managed information and findability supporting policy operations.
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
Policy content, workflow and responsibility operate through one controlled service.
Operational visibility
Dashboards and tasks make pending actions and status easier to manage.
Audit support
Controlled lifecycle and workflow history support traceability.
Supported technology path
The service has a governed migration path to the supported SharePoint and workflow platform.
Technology & delivery context
SharePoint Server 2019, custom solutions and SPFx, workflow services, metadata and search, with a 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 the current state, define the business and information model, shape the architecture and delivery approach, and move from business need into implementation and ongoing operations.