Guidance
Your data stays in your Microsoft 365

The company handbook your team will actually read.

Start with policies and procedures everyone can find and trust. Grow into a full management system for quality and information security.

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Ask in your own words. The answer cites its sources, and the topic behind it is one click away.

Written for the people who do the work

Most management systems are written for auditors. Guidance is one living handbook in Microsoft 365, with the compliance machinery underneath.

Built to be read

The handbook reads like a website with one entry point for everyone, not a binder on a shelf.

Everything links back

Controls, risks and deviations point to the topic that explains them.

Approval built in

Everyone reads the latest approved version, and history is kept for you.

From handbook to management system

Every module is optional, and everything in them points back to the topic that explains it.

Topics

The handbook itself. Each topic is one page with the guidance, the steps to follow and the documents behind it.

  • Nest topics as deep as you need, from policies down to instructions
  • Changes are approved before anyone reads them, and every version is kept

Documents

Forms, templates and policies in one place, beside the handbook. Upload a new version and every link still works.

  • Each file has its own owner, review date and approval
  • One file, linked to every topic that uses it

Deviations

Anyone can report what went wrong. Each case moves from reported to investigation to closure, with the root cause on record.

  • Report from a phone, with a photo as evidence
  • Corrective actions are Planner tasks. Tick one here and it is complete in Planner too

Risks

Assess each risk on one matrix and keep it under review. Accepting the remaining risk is signed off with a name and a date.

  • Where the risk started and where it is now, on the 5×5 matrix published by NIST
  • Choose how to treat it: mitigate, accept, transfer or avoid

Controls

All 93 ISO 27001 controls come ready to decide on, each showing how far it is implemented. The Statement of Applicability exports in one click.

  • Track ISO 27001 and frameworks of your own in one register
  • A link means a topic in your handbook covers the control

Assets

The systems and information you depend on, how critical each one is, and what stops if it fails.

  • Owners are roles. When someone new takes over the role, everything it owns follows
  • Follow the chain to see everything that stops with it

Inside the Microsoft 365 you already have

Guidance is a thin app over SharePoint and Planner, so your security review is short.

How Guidance handles your data

Stored in SharePoint

Topics, registers and evidence live in lists and libraries on sites you own. There is no Guidance database.

Your permissions decide

Access follows the Microsoft 365 permissions you already run. Remove someone there and they are gone here too.

AI under your agreement

Guidance Intelligence runs on the Copilot license and terms you already have.

Leave with everything

If you stop, there is nothing to export. Your content was in SharePoint all along.

Start on your own, or with us

Four steps from the first demo to the whole organization. The team that builds Guidance can plan the setup and train your writers with you.

  1. 1

    A live demo

    The real product, with your questions answered.

  2. 2

    Plan your sites and permissions

    Decide where each part of the handbook lives and who can write and approve it.

  3. 3

    Train the people who write

    Authors and approvers learn to write topics and approve changes.

  4. 4

    Open it to everyone

    One link for the whole organization, and everyone reads the same approved handbook.

Help where the work happens

No chatbot to learn. Each helper does one job on the page where that job is done, and nothing changes until you keep it.

Preview

Ask the handbook

Ask in your own words and get an answer that cites the topics behind it.

Draft a section

Say what a topic needs and get a draft. It goes into the editor only if you keep it.

See what changed

Approvers get a short note on what a change does before they approve it.

Suggest links

Get suggestions for what an item belongs with. Nothing is linked until you tick it.

Guidance Intelligence is in preview. It runs on your own Microsoft 365 Copilot license, so there is no new AI vendor to assess.

Questions we get

Anything else, ask us directly.

Is Guidance a quality system?

Yes. Policies and procedures are approved and versioned, with deviations and risks in the same place. Add controls and assets, and it covers information security too.

Do we need Microsoft 365?

Yes. Guidance runs on SharePoint and Planner in your Microsoft 365. People open it in the browser and sign in with the work account they already have.

Where is our content stored?

In SharePoint lists and libraries on a site you own. There is no Guidance database and no copy in a vendor cloud.

Can we start with just the handbook?

Yes. A handbook alone is a complete setup. Add deviations, risks, controls and assets when you need them.

Is there a module for goals and metrics?

No. You can write your objectives into the handbook as topics, approved and versioned like the rest, but Guidance does not track targets or measure results. Keep the numbers where you follow them today.

Does Guidance Intelligence cost extra?

No. It runs under each user's own Microsoft 365 Copilot license, so there is no AI line on our invoice and no new AI vendor for you to assess. It is in preview for now.

What happens to our content if we stop?

It stays in SharePoint, because that is where it always was. There is nothing to export and nothing to migrate.

What does it cost?

It depends on your organization and how much help you want getting started. Tell us a little about it and you get a price, usually within a business day.

See it live

A walkthrough of every module, with your questions answered.

Contact usSee pricing