ISOPlanner simplifies ISO compliance with an easy-to-use solution for Microsoft 365

Continuous improvement

ISOPlanner supports the Plan-Do-Check-Act cycle (PDCA) for organization controls. From planning controls and doing the work, to performing internal audits and act on the results

ISOPlanner helps you plan and execute your internal audits and gather evidence. No more stress before the external audit!

Multiple standard support

If you’re certified for more than one ISO standard, ISOPlanner will be vital for you. With ISOPlanner you manage multiple ISO standards, taking overlap into account. And we ensure that you always stay up-to-date with changes.

You can combine overlapping parts of a standard into your own requirements. For example, ‘Leadership’ in ISO9001 and ISO27001.

Every standard has a fixed set of requirements and controls as defined by iso.org, but you can define custom standards as well. For example, for investors or other stakeholders that require additional privacy rules.

Risk Management

The Risk Management module supports several stages. From identifying and analyzing, to treating and accepting. We help you manage tasks to analyse the risk which is often done by different departments. Doing so is easy on the Kanban board together with the risk owners.

Based on the configurable risk score model, choose to avoid, transfer, mitigate or accept. Select one or more controls for which you or project managers can create tasks to implement them. You always have an overview of the current implementation status!

Controls

Determine the organization policy around the controls and create tasks to implement them. All task results are scored so you have an accurate insight in your performance for the internal and external audit.

Attach documents, training videos and assets to the control to give everyone the information they need. And have a conversation about it! To discuss the policy or receive feedback for continuous improvement.

Task Management

Send requests to perform tasks. If they accept, they can schedule the task directly in their Outlook calendar where they’ll have access to associated checklists and documentation. You’ll get notified of important changes and overdue tasks.

Tasks can be recurring or incidental and can be managed on a Kanban board for your team. They can also be created based on a template. For example, for a new hire, a list of things always needs to be done.

Outlook Integration

All your work in one place with our Outlook plugin! All information about the task can be found directly in Outlook next to your appointment. Mark items in the checklist that are done or need attention.

Next to the checklist you can access documentation and upload evidence. And add a conversation to the task which allows your colleagues to easily follow up or gain insight into what happened when an auditor asks.

Alerts, Dashboard and reporting

The most important KPI’s and activities are shown on the comprehensive dashboard. Gain insight into where you stand with implementing the norm and where possible bottlenecks lie.

ISOPlanner will notify whenever a task needs your attention. For example, when a task is overdue or when someone deleted an appointment from their Outlook calendar.

I often worked with Excel sheets and checklists, where entering and checking all tasks was time-consuming. We are very satisfied with ISOPlanner: it maps out what you do, how you monitor and execute it. For us it is the Ferrari of information security management systems!

Tanja de Haan
Level Software

We started using ISOPlanner in January for ISO-27001 certification and the audit took place in September. Little preparation was required for this audit because everything was properly recorded so employees were able to adequately answer questions from the auditor.

Wendy Rockx
Intersoftware & FinData

The auditor was very impressed by the product and how it ties everything together – an auditor’s dream. He said after seeing the system it will be easier to conduct the stage 2 audit and won’t require as many days.