Document Management Software for Governance, Control and Compliance
Centralize documents, control versions, automate approvals, and gain full traceability
Developed in accordance
with ISO 9001 best practices
Document management designed for true governance
Actio’s Document Management Software centralizes documents in a single environment, with access control, versioning, approval workflows, and full traceability — including corporate policies and procedures — ensuring the right version is used at the right time.
The result is stronger governance, audit readiness, and execution — with lower risk and no operational friction.
How a document management software strengthens governance and execution
Leave fragmented strategy management behind and achieve truly aligned strategy execution.
Without a document management software
- Documents scattered across systems, with inconsistent versions and multiple copies, making it difficult to identify the current version
- Informal approvals, with no record of who approved, when it was approved, or which version was validated.
- Access granted or restricted without clear criteria, increasing the risk of misuse and data leaks.
- Manual publishing, with repeated follow-ups and no proof of reading or deadline compliance.
- Audits require rebuilding the document history through screenshots and emails, while documents remain disconnected from the broader business context.
With Actio’s Document Management Software
- Documents centralized in a single repository, organized by areas, owners, and metadata, making them easy to find.
- Version control with defined lifecycle and validity periods, ensuring the correct version is always used.
- Configurable approval workflows, with a complete audit trail, visible status, and full approval history.
- Consistent access permissions, with targeted publishing, notifications, and recorded proof of reading.
- Evidence of versions, approvals, and readership organized within the system and connected to objectives, risks, KPIs, and projects.
Proven by Hundreds of Organizations Committed to Better Execution
Achieve results
TEAM ENGAGEMENT WITH ACTIONS AND GOALS
ANALYSIS AND TREATMENT OF GOAL DEVIATIONS
PLANNED AND UNEXECUTED ACTIONS
TIME IN INFORMATION GATHERING
Everything you need for document management with governance
Actio connects strategy, performance, projects and actions in one intuitive platform, enabling alignment, disciplined execution and real-time visibility for informed decision-making across the organization.
Standardization and organization
Standardize documents and versions with automatic code generation by area, type, and structure, organizing large document repositories with consistency, less human error, and stronger version control.
Approval and governance
Approve documents through configurable workflows based on type and criticality, releasing only approved versions and maintaining a fully auditable process trail.
Versioning and validity control
Control versions with defined validity rules and lifecycle statuses, ensuring the correct version is used and keeping audit-ready traceability.
Publishing, communication, and evidence
Publish documents to the right audience, with defined notifications and deadlines, recording user acknowledgment of reading and closing the communication loop with clear evidence.
Document linkage to governance
360-degree integration with your enterprise ecosystem
- Eliminate time spent reconciling inconsistent data
- Automate performance updates
- Ensure strategy is guided by operational reality
- Native integration with all Microsoft tools
Actio fits your management model
BSC
Give your C-level visibility of their strategic objective with the BSC view. Model strategic objectives across perspectives (e.g., Financial, Customer, Internal, Learning & Growth, etc.)
OKRs
Create objectives and key results, and directly link them with your strategic objectives, KPIs, projects, departments and individuals.
It's not an isolated OKR app, with Actio, you can have OKRs that are connected with your entire management system.
Management by Objective
Translate strategic goals into measurable key performance indicators and cascade it to every level of your organization.
Connect and visualize the contribution of each department and individual to the company's strategic objectives
Experience the power of synergy between different strategy execution methodologies
Combine elements of different management methodologies in a single structured hierarchy and support transitions to a new methodology and mixed approaches.
Management for those who define, structure, and execute
For those responsible for quality, processes, or the Integrated Management System (IMS)
For those responsible for compliance, internal audit, or internal controls
They need to demonstrate that critical documents went through review, approval, and publication in line with required criteria, maintaining a clear audit trail—who reviewed, who approved, when it became effective, and who acknowledged it—without turning every audit into an excessive operational effort.
For those responsible for information security, privacy, or IT
For those who own corporate policies, standards, or contracts
They need to ensure that normative and contractual documents are up to date, properly approved, and accessible to the right audience, with the ability to demonstrate publication, read acknowledgment, and internal adherence—reducing legal exposure and compliance risks.
For those leading PMO or Operations in distributed environments
For efficient document management, in any industry
- Healthcare & Hospitals
- Agribusiness
- Pharmaceuticals & Life Sciences
- Financial Services
- Insurance
- Energy & Utilities
- Renewable Energy
- Mining & Metals
- Logistics & Transportation
- Supply Chain & Distribution
- Textiles & Apparel
- Hospitality & Services
- Retail
- Technology & Software
- Consumer Goods
- Manufacturing
- Automotive & Machinery
- Construction & Engineering
- Real Estate & Infrastructure
- Telecommunications
- Education
- Public Sector & Government
- Non-Profit & Foundations
- Chemicals & Petrochemicals
- Oil & Gas
- Packaging & Printing
- Food & Beverage Manufacturing
The role of AI in document management
With Actio’s AI, documents move beyond record-keeping to actively support decisions, anticipate deviations, and keep teams focused on the factors that impact performance.
Trusted by Strategy and Performance Leaders
From planning to performance, Actio enables teams to align around priorities, execute with confidence, and make faster, data-driven decisions.
All of our power plants here in the USA and Canada work with Actio | Strategic Management. The system is adapted to our methodology and we have a very high level of satisfaction, an average of between 8 and 9.
Iliel Yamada
Implementation Leader
The ACTIO software empowers you to achieve results. Through it, we can focus on identifying recurring problems that hinder the achievement of goals and finding solutions.
Alessandro Rodrigues
Business Performance Coordinator
I would say that the most valuable aspects of the software today are its ability to visualize the entire cascade, from strategic objectives all the way down to projects. This is new for the City’s departments, as we did not previously have a visualization tool that truly helps us understand why we are carrying out a project, what purpose it serves for the organization, and how it contributes to the expected outcomes of our strategic objectives.
Arnaud lahouze
Coordinator, Organizational Performance, Business Intelligence & Scientific Services, City of Gatineau
Add to your Strategy Management
Spot and mitigate risk in your strategy
Integrate your risks with your strategy – Don’t just see the big picture, see those small cracks in your operations and fix it proactively so it don’t hinder your goal achievement.
Reward Strategy Execution Champions
Engage and motivate employees with individual scorecards that show exactly which KPIs and projects they drive—and reward those who achieve their targets.
Increase buy-in for target achievement with features like: Performance commitment contracts.
Move from imposed targets to co-owned commitments
Use structured goal negotiation to align expectations between managers and employees, calibrate targets to capacity and context. This increases buy-in, perceived fairness, and accountability.
Drive transformation with projects
Prioritize project portfolio.
Track progress alongside your company's strategy, so you are working on things that matter.
Ensure document governance across your organization
Fill out the form and learn more about Actio’s document management solution.
Frequently asked questions
Is Actio just a document repository?
How does Actio ensure governance in document management?
Can you determine which version of a document was valid on a specific date in Actio?
How does Actio prove that documents were communicated correctly?
Does document standardization in Actio depend on people or on the management software?
Are documents isolated or connected to the company’s governance in Actio?
How does access control and information security work in Actio?
About this content
Content developed by the Actio team, based on established practices in strategic management, organizational alignment, and goal execution in medium and large enterprises.
Last updated: 02/2026