Effortless Compliance Management with ISOPlanner

Single Sign On With Your Microsoft Account

Easy And Seamless Login

Using ISOPlanner, logging in with separate accounts is in the past. ISOPlanner is fully authenticated using Microsoft Entra ID.

This means that MFA policies are automatically applied. And that integrations with the Microsoft ecosystem are seamless and easy to setup.

Project Planning in Outlook

Timely Completion Of Implementation

Create projects with tasks and deadlines to ensure timely completion of your implementation. During onboarding, we ask you about your frameworks and current certification status. This results in a project designed for your organization. Of course, you can also start a project in a later stage, for example to implement new standards.

With this unique way of planning tasks, you’re always in control. Tasks can be scheduled in Outlook with 1 click, and be enriched with checklists and custom forms. Supporting documentation can be easily attached or uploaded to SharePoint.  

Templates And Add-Ons

Saving Time With Proven Templates

ISOPlanner offers templates as a starting point for your implementation. For example, the proven and practical Instant27001 templates can be automatically installed on your SharePoint site.

More than 1.000 organizations have been certified with Instant27001. They also offer a large set of add-ons for the most common frameworks like SOC 2, ISO 9001 and ISO 27701. You may also choose to use other templates or migrate your own data.

Unlike other solutions, you only pay for want you need!

Recurring Task Management

Remain Compliant With Continuous Improvements

Task management is one of the key features of ISOPlanner. We easily support recurring tasks to be scheduled in Outlook. Recurring tasks are important to remain compliant. And requirements and controls of your framework(s) need to be periodically evaluated.

We offer a unique annual plan view to control this continuous improvement process. During audits you can easily find and go over the tasks related to a specific process, control or risk to prove to the auditor that you’re in control. 

Customizable Dashboards & Reports

Simpler Decision Making Based On Insights

In ISOPlanner, you can create dashboards for yourself, your teams, and your organization. And you can create dashboards for processes, objectives, risks and controls. These dashboards contain ‘widgets’ which are visualized as single items, lists and graphs.

These dashboards are easy to set-up and very powerful. They let you share knowledge, make decisions fast and gain insights in your KPIs. We offer a library containing a wide range of widgets. From ‘overdue tasks’ to ‘important documents for your team’ to ‘KPI alerts’ and ‘implementation progress’.

Consultant / Auditor role support

Guest Accounts For Consultant / Auditor

We recognize that consultants and auditors are expensive and are therefore allowed to use ISOPlanner for free. You can assign a special free role to a consultant or auditor when you have added that person as a guest user to Microsoft Entra ID.

Consultants can easily switch between organizations using their guest accounts. Of course they are fully protected using your own security and MFA policies. And they can access only data that you authorize for them on SharePoint. 

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Teams Collaboration

Sharing knowledge about the implemented compliance frameworks is important to stimulate internal adoption. We think there is no better way than to surface important information using Microsoft Teams.

Workflow Integrated Approvals

According to many frameworks, important documents like policies needs to be approved. ISOPlanner offers a simple and flexible approval flow. The simple solution is build-in using tasks. You can choose documents to approve and select approvers. And an e-mail is send with an approval link.

SharePoint Integration

All documentation, from policies to evidence, is stored in Microsoft SharePoint. Your organization is and remains the owner of all documentation. This is safer from a security and business continuity perspective than other solutions.

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.

Tracy Usher
Credit Collection Services Group

See ISOPlanner in action

Book a live demo or start your free trial.