
In 2021, SalesManager Software set out to certify for ISO 9001 and ISO 27001. The start was unhurried, until, in the summer of 2022, a tender put the clock on: the certificate had to be in hand by the time the contract was awarded, not just started.


SalesManager wanted both a tool and an organisation to guide them through certification. Two employees with ISO experience assessed the options and chose ISOPlanner™, for the team behind it and because it offered everything they needed: the standard, its explanation and interpretation, and elaborations in SharePoint.
We used ISOPlanner™ to get our company certified for ISO 9001 and ISO 27001. It provided the right mindset and the assistance to prepare for the audit, documents the ISO standard alone could never have produced. The process went quickly, thanks to the guidance the tool offers.


Certification usually takes three to six months. SalesManager had far less. Through the summer, Andre and four colleagues worked the ISO project with support from an external agency, and the ISOPlanner™ team, knowing the deadline, responded promptly to every question.
The software was easy to find your way around, though it took some training and getting used to. The team learned by doing, sometimes by small mistakes, and came to lean more on the SharePoint integration as they went.


In September 2022, SalesManager Software was officially certified for ISO 9001 and ISO 27001. The company continues to use ISOPlanner™ to process the results of its tasks.
Log in to your ISOPlanner™ workspace, or start a free trial.
Log in Start your free trial