How to Migrate Your Policies to Procurize in Under an Hour
Why Migrate to Procurize?
Manual policy management creates:
❌ Version chaos (sales using outdated docs)
❌ Wasted hours digging for files
❌ Compliance risks from inconsistent answers
Procurize gives you:
✅ One centralized hub for all policies and compliance docs
✅ AI that auto-fills security questionnaires
✅ Real-time sync across sales, security, and legal teams
Pre-Migration Checklist
Gather these before starting (5 mins):
- Security policies (PDF/Word)
- Compliance reports (SOC 2, ISO 27001)
- Past security questionnaires
- Trust Page content (if applicable)
Step-by-Step Migration (45-60 mins total)
1. Create Your Procurize Workspace (5 mins)
- Sign up → “Import Existing Documents”
- Name your workspace (e.g., "[YourCo] Compliance Hub")
2. Bulk Upload Documents (15 mins)
Drag and drop:
- Policies (Security, Privacy, Incident Response)
- Compliance docs (SOC 2, ISO 27001, pentest reports)
- Past questionnaires (SIG Lite, CAIQ, custom forms)
Pro Tip: Use folder structure:
📂 Compliance Hub
├── 📁 Policies
├── 📁 Audit Reports
└── 📁 Questionnaires
3. Tag for AI Optimization (10 mins)
Label documents so Procurize’s AI can auto-answer questions:
- By framework: SOC 2, ISO 27001, GDPR
- By control: Encryption (CC6.1), Access Control (CC5.2)
Example:
- Tag “Encryption Policy.pdf” as:
- SOC 2 CC6.1
- ISO 27001 A.8.2.3
4. Set Up Auto-Responses (15 mins)
Train AI to answer common questions:
- Go to “Auto-Response Rules”
- Link questions to policy snippets:
- “Do you encrypt data?” → Pull from Encryption Policy
- “Describe patching process” → Link to Vulnerability Mgmt Policy
5. Test & Launch (10 mins)
- Run a test questionnaire: Import a past security review
- Verify AI suggestions: Green = auto-approved, Yellow = needs review
- Invite team members: Assign roles (Viewer, Editor, Admin)
Post-Migration Best Practices
✔ Sync weekly: Upload new policy versions
✔ Monitor AI accuracy: Review flagged responses
✔ Expand use cases: Connect Salesforce for automated security reviews
Real-World Results
Metric | Before Procurize | After Migration |
---|---|---|
Policy retrieval time | 15+ mins per doc | Instant search |
Questionnaire time | 8 hours | <1 hour |
Version errors | 40% of deals | 0% |
“We migrated 100+ docs in 50 minutes. Now sales gets answers before prospects even ask.”
— Security Lead, SaaS Scale-Up
Start Your Migration Now
🚀 Begin Free Procurize Trial – Includes guided onboarding support.