Education · Texas, USA · Web Application Development

Policy Connect: Board Policy Management for Texas School Districts

SDLC Corp developed and continues to maintain Policy Connect, a board policy management platform for Independent School Districts in the United States. The project combines a public policy website with administrative tools for organizing district manuals, managing document versions and publishing updates across district organizations.

The work also covers search, document downloads, infrastructure maintenance and a Training Connect integration that connects course activity with CRM workflows.

Policy Connect branded case-study illustration for Texas school-district board policy management
Policy Connect concept illustration; not a live product screenshot.
ProjectPolicy Connect
SectorEducation · Texas, USA
FocusPolicy management
01 / PROJECT OVERVIEW

Project overview

School-district policy manuals contain different types of information, each serving a distinct purpose. Policy Connect organizes these documents into Local Policy, Legal Reference and Exhibits, helping administrators manage the manual while giving readers access to published policy information.

SDLC Corp develops and maintains the platform, including its publishing tools, search, document access and integrations.

The delivery combines web application development with custom software engineering for administrative and public-facing workflows.

POLICY CONNECT · PLATFORM CONCEPT

Policy navigation and document access

Policy Connect branded platform concept illustration — not an actual product screenshot
Concept illustration of the platform experience; not a live product screenshot.
02 / THE PROJECT

The challenge: coordinated publishing and dependable document access

The project required administrative control over the structure and visibility of policy content, alongside clear public access to current and historical documents. Search behavior needed to account for different policy types, and changes to content or section order needed to appear correctly after publication.

The scope also extended beyond policy publishing to connect training registration, enrollment and completion activity with CRM workflows.

03 / THE PROJECT

Organizing district policy manuals

Policy Connect structures manuals around Local Policy, Legal Reference and Exhibits. Administrative controls include drag-and-drop section reordering and visibility settings for legal references, allowing administrators to manage how policy information is presented.

04 / THE PROJECT

Current and historical document downloads

PDF and Word download capabilities support access to current policies and historical versions. This gives readers a way to retrieve policy documents outside the web interface while preserving access to earlier versions.

05 / THE PROJECT

Publishing legal-reference updates across organizations

Administrators can use “publish to all” to distribute shared legal-reference updates across participating district organizations.

06 / THE PROJECT

Search and reading experience

Search improvements highlight matching terms, group policy types and prioritize results so readers can find relevant policies.

07 / THE PROJECT

Keeping published changes visible

For example, an administrator can reorder a section, publish a policy update and make the revised policy available for readers to view or download as a PDF or Word document. Cache-management integration supports the visibility of the updated content and section order on the public website.

Cloudflare cache management helps make published updates and reordered sections visible on the public website.

08 / THE PROJECT

Training Connect integration

SDLC Corp’s integration work connects Tutor LMS Pro registration, enrollment and completion events with ActiveCampaign contact and CRM workflows.

RegistrationActiveCampaign contact creation
Enrollment or completionCRM updates
Training Connect learning activity and CRM integration workflowRegistrationContact creationEnrollment / completionCRM updates
Policy Connect case study · Training Connect integration workflow · Tutor LMS Pro → ActiveCampaign
09 / THE PROJECT

Infrastructure and ongoing maintenance

Ongoing maintenance covers MongoDB upgrades and migrations, server monitoring, disk-space management and CPU-load troubleshooting, alongside feature and integration updates.

10 / THE PROJECT

Delivered capabilities

Structured district policy manuals
Administrative ordering and visibility controls
PDF and Word downloads
Current and historical version access
Shared-update publishing workflows
Search highlighting, grouping and prioritization improvements
Training-to-CRM integration
Ongoing infrastructure maintenance

Building a policy or document management platform?

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