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❌ Version chaos (sales using outdated docs)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:

  1. Go to “Auto-Response Rules”
  2. 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

MetricBefore ProcurizeAfter Migration
Policy retrieval time15+ mins per docInstant search
Questionnaire time8 hours<1 hour
Version errors40% of deals0%

“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.

See Also

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