VisualSP for Compliance Managers
Implement Governance Inside the Apps Your People Already Use
VisualSP surfaces compliance policies in the context of work, so teams can easily follow required processes without ever leaving their workflow.
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Simplify Compliance Policy Guidance
Traditional training and long policy docs don’t change a user’s day-to-day behavior. Our approach embeds compliance directly into the flow of work so it happens in the moment, where risk actually occurs.
Deliver Policies in Context
Policies and controls are delivered in context, shown at the exact moment of risk, where the work actually happens.
How?
VisualSP displays banners, pop‑ups, and dialogs for policy reminders and change notices exactly where they are needed.
Guide Users Through Workflows
Realtime warnings for risky behaviors (e.g., oversharing data with Copilot) or governance issues (e.g., shadow AI usage).
How?
Walkthroughs are presented that enforce order of operations and capture completion.
Target Compliance Content
Compliance-related content can be targeted to the appropriate audience with governance built in, at enterprise scale.
How?
Rule-based targeting is created for specific roles, departments, regions, or functions, with scheduling and expirations.
Capture Acknowledgments
Capture lightweight, reportable acknowledgments and confirmations for critical policies or when policies are updated or changed.
How?
Mandatory read/acknowledgment gates and confirmations are displayed in real-time during workflows.
Measure Adoption
Measure compliance exposure and completion with audit-ready analytics and logs showing who saw what, where, and when. Users can flag issues or request help in flow.
How?
An analytics dashboard is available to track impressions, clicks, time on task, and completions.
Common Use Cases for Compliance Controls
Privacy & Data Protection
Remind users about GDPR/CCPA rules when sharing folders, exporting CRM lists, or using AI assistants
Records & Retention
Guide staff on labeling, retention choices, and where to store regulated content.
Financial Controls
Enforce field‑level steps and approvals in Dynamics during order, invoice, and close processes,
Healthcare/PII Handling
Surface PHI warnings and safe‑use examples before sensitive workflows.
Policy Rollouts
Launch new policies with auto‑load banners, require acknowledgments, and report completion by group.
How It Works
VisualSP creates a simple, repeatable process to deliver in-workflow compliance and improve continuously with real usage data and user feedback.
Add a Target
Select that pages or apps for guidance and tailor policy delivery by role, group, or region.
Deliver Guidance
Display in-app messages, guided walkthroughs, and required confirmations directly to users.
Measure & Improve
Analyze what compliance content was viewed, completed, and where users struggle, then refine and iterate.
Results You Can Show
Traditional training and long policy docs don’t change a user’s day-to-day behavior. Our approach embeds compliance directly into the flow of work so it happens in the moment, where risk actually occurs.
Simplify Compliance Policy Guidance
Traditional training and long policy docs don’t change a user’s day-to-day behavior. Our approach embeds compliance directly into the flow of work so it happens in the moment, where risk actually occurs.
Show governance policies in context. See how banners and dialogs work.
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Micro‑training in context—why in‑flow guidance outperforms traditional training.
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Designing acknowledgment flows that are audit‑ready.
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Frequently Asked Questions
Can VisualSP replace our LMS or GRC system?
VisualSP complements them by delivering policies and process guidance in the workflow, then feeding back engagement/completion insights.
Can we prove who saw or acknowledged a policy?
Yes. Use acknowledgment steps and analytics to report on exposure and confirmations by user or group.
What about Microsoft Copilot and other AI tools?
You can place contextual guardrails and safe‑use reminders exactly where employees use AI features and restrict AI access by URL/app/group.
How quickly can we pilot?
Most teams start with 1–2 workflows (e.g., external sharing, export from CRM) and have an initial rollout in days, then expand by playbook.
What’s required from IT?
Minimal. VisualSP runs in the browser layer and doesn’t require changes to your application backends. Rollout options fit standard enterprise controls.
Got more questions? Take a look at more FAQs about VisualSP.
