SharePoint ISO Document Management

Easily manage your SharePoint ISO Document Management, IMS Processes and Document Approvals with our fixed priced solution.

Easy to Deploy

Our SharePoint developers can deploy the ISO & IMS system for you in no time. Allowing you to automatically manage the reviewing, approval and version control processes required for ISO & IMS processes.

Works with SharePoint On Premise & Online

Our SharePoint ISO & IMS Process can be deployed on SharePoint 2013 to SharePoint Online at no additional cost.

Increases Adoption of SharePoint

Providing applications on your SharePoint environment gives more people a reason to login on a daily basis which in turn increases adoption and return on investment.

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“We work with organisations across many sectors of different shapes and sizes from 10 to 100,000 employees.”

Service Overview

Valto have developed an SharePoint ISO Document Management system that allows you to simplify your existing solution. If you are currently using Excel, Shared Network Drives or manual processes to track your ISO documentation this system will save you a significant amount of time.

The platform works with all ISO versions including:

ISO 9,001
ISO 14,0001
ISO 27,0001
ISO 45,0001

Our SharePoint ISO Document Management can be fully adapted to your needs and tailored to any specific requirements you may have. Our SharePoint ISO Management tool can also be used to track any policies and also as a generic document management system as required.

We can provide a fixed price for deploying this platform and will include SharePoint training and setup as part of the project.

You might also like to read How an ISO 9001 QMS in SharePoint Benefits Your Business (valto.co.uk)

Our 5 Step Process

Our simple 5 step process is clear and transparent from start to finish

Assessment and Workshop
1-2 Working Days
We begin by conducting a comprehensive review of your existing files and data. This thorough evaluation is essential to gain a clear understanding of the complete scope and volume of data that needs to be migrated to Microsoft 365. This initial step sets the foundation for a successful migration.
Prepare Your Data and Organise
3-5 Weeks
When focusing on the organisation of your data, take the time to meticulously arrange and categorise your files. Pay close attention to what access permissions are currently set and how this will transition. A well-organised structure is key to ensuring a seamless transition and efficient data management within Microsoft 365.
Start the Migration Process
1-2 Weeks
It's time to set the wheels in motion. Begin the migration process by moving specific departments or designated sections while keeping other areas intact on your current system. This selective approach ensures a smoother transition for those initial sections, allowing you to learn from and refine the process as you go.
Verify and Test
1-2 Weeks
Once the migration is completed, start on a thorough verification process. Confirm that all your files and data have been successfully and accurately transferred to Microsoft 365. Rigorously test accessibility and functionality to guarantee that everything functions as expected.
Training at Different Levels
2-3 Working Days
To maximise the benefits of Microsoft 365, consider implementing training at various organisational levels. This includes providing end users and IT admins with the knowledge and skills required to manage the environment. Additionally, explore the 'Train the Trainer' approach, empowering a designated in-house expert to guide both end users and IT administrators.

Key features

Version History
Full version history for all documents including comments, approval notes, document versions and more.
Multi Step Approval
Our policy system allows for multi step approvals. Allow policies to be reviewed then approved or add additional steps in as required.
Policy Tracker
Track whether staff members have read and understood the policies when they approved as new versions.

SharePoint ISO Document Quality Management System Product Gallery

SharePoint ISO Document Management with Microsoft 365 – Full Demo

Benefits of using Sharepoint as an ISO Document Management System

SharePoint is Microsoft’s versatile collaboration platform. It offers numerous benefits when used as an ISO document management system. ISO standards are crucial for ensuring consistency, quality, and efficiency across industries, making a robust document management system essential.

SharePoint aligns well with these needs:

Centralized Repository: SharePoint acts as a centralized hub for ISO documents, providing a secure and organized location for storing, managing, and accessing essential files. This ensures that the latest versions of ISO documents, such as policies, procedures, and work instructions, are readily available to authorized personnel. This centralization reduces the risk of outdated or conflicting information, contributing to better compliance with ISO standards. This is what we at Valto refer to as a single source of truth.
Version Control: SharePoint’s versioning capabilities are invaluable for ISO document management. It tracks changes, allows for easy retrieval of previous versions, and provides a clear audit trail, which is vital for ISO compliance. These versions can also be surfaced directly inside of a Word document if hosted in SharePoint Online. Version control ensures that any revisions or updates to ISO documents are documented, making it easier to demonstrate adherence to ISO standards during audits.
Collaboration and Workflow: SharePoint enhances collaboration by enabling multiple users to work on ISO documents simultaneously. This is what we at Valto refer to as co-authoring a document. We use Power Automate to provide a robust workflow packed with automated review and approval processes, ensuring that ISO documents undergo the necessary checks before finalization. This streamlines document management and ensures that ISO-related tasks progress smoothly within the organization.
Access Control: ISO documents often contain sensitive information. SharePoint’s granular access controls permit administrators to define who can view, edit, or delete specific documents. This ensures that ISO documents are accessible only to authorized personnel, reducing the risk of unauthorized changes or leaks. Typically, we expect everyone in the organization to have read access with just a handful of super users having edit access.
Search and Retrieval: SharePoint’s powerful search capabilities make it easy to locate specific ISO documents quickly. This feature is particularly beneficial during audits, as auditors can efficiently retrieve the necessary documents, demonstrating compliance with ISO standards. SharePoint will also allow you to invite auditors into SharePoint with external read access to find documents they wish to include in the audit process.

Upgrading to SharePoint as an ISO document management system enhances efficiency, reduces the risk of errors, improves collaboration, and strengthens ISO compliance. Its features align well with the needs of organizations seeking a robust and organized system for managing ISO-related documentation.

Speak to an expert

Frequently Asked Questions

Is there an ISO for document control?

Yes, ISO 9001:2015 is the internationally recognized standard that defines the requirements for a quality management system (QMS), including document control processes. Our fixed-priced solution at Valto is specifically designed to support ISO 9001:2015 document management, ensuring compliance with the standard’s guidelines.

You might also be interested to read How an ISO 9001 QMS in SharePoint Benefits Your Business (valto.co.uk)

What are the mandatory procedures for ISO 9001:2015?

ISO 9001:2015 does not specify the exact number of mandatory procedures, but it does require certain key processes. Our Valto solution supports these processes and ensures compliance with ISO 9001:2015 requirements, which may include procedures such as Control of Documents, Control of Records, Internal Audits, Corrective and Preventive Actions, and more.

How do I control documents in ISO 9001?

Controlling documents in ISO 9001 involves establishing a systematic approach to document creation, approval, distribution, and updates. Our Valto fixed-priced solution provides a comprehensive document management system within SharePoint that streamlines these processes, ensuring version control, access control, and traceability to meet ISO 9001 standards.

How do you manage documents properly?

Proper document management involves maintaining version control, ensuring access restrictions, allowing collaboration, and tracking document history. Valto’s fixed-priced solution is built within SharePoint, a powerful platform that offers robust document management capabilities, making it easy to organize, search, collaborate, and maintain the integrity of your documents while adhering to ISO standards.

Why use SharePoint for document management?

SharePoint is an industry-leading platform that offers a secure, scalable, and feature-rich environment for document management. Our Valto solution leverages SharePoint’s capabilities, providing a tailored and fixed-priced solution that aligns with ISO standards for document control. With SharePoint, you get a user-friendly interface, version history, permission settings, automated workflows, and seamless integration with other Microsoft tools, making it the ideal choice for ISO document management.

Can we track version numbers for documents in SharePoint?

Yes, SharePoint does indeed support version tracking for documents. Each time a document is updated or revised, SharePoint automatically assigns a new version number to the document.

Does SharePoint start version numbers from scratch each time we update a document?

Yes, SharePoint starts version numbers anew when a document is updated. However, you have the flexibility to increment the version numbers more rapidly if needed by utilizing the fast-tracking feature.

Data Driven Examples

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500+

Successful Microsoft Transformations, Empowering Businesses

99%

Reduction in Security Breaches, Safeguarding Your Data

3500+

Satisfied Clients, Achieving Digital Excellence Together

500+

Successful Microsoft Transformations, Empowering Businesses

99%

Reduction in Security Breaches, Safeguarding Your Data

3500+

Satisfied Clients, Achieving Digital Excellence Together

Case Studies

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Valto’s dedication and expertise has been instrumental for the improvement of Herts Mind’s IT infrastructure. We’re grateful for our partnership with the Valto support team, and we look forward to continuing this positive and productive relationship. Read Case Study

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Valto replaced our aging intranet with a bright new fresh online version, making it far easier for staff to find what they need, use automated forms and policies, and provide a platform for our digital transformation journey. Read case study

David Owen, IT Director at Chester Zoo

We are pleased with the exchange and tenant migration project handled by Valto on behalf of Energy One. The project was undertaken successfully and within the agreed timescales, helping to ensure business continuity. Read case study

Matt Spence, Head of Service Delivery at Energy One

We’re really pleased with the solution which Valto have delivered for us. We chose a Microsoft tools based solution as this option enabled us to keep costs to a reasonable level and safeguard the system for the future. We pushed the functionality of the tools to the limit in order to achieve the complexities of the brief and Valto always found a way to equip the tools to work for us. So often data captured is thrown into a black hole of data storage, this solution enables us to monitor activity in real time and to present this in a useful format to those at all levels within the charity who can use it to inform decision making. Read case study

Chris Priddy, COO at Sportily

Working with Valto has been straight forward from the outset, starting from advice regarding how to approach the project, through detailed expert consultancy, excellent communication throughout coordinated by the Valto Project Management team and comprehensive post-project support, all of which has seen this project delivered smoothly with minimal impact on our ongoing operation. Read case study

Robert De’Ath – Group Head of IT at Watkins Jones

We are extremely pleased with the solution Valto has provided. They replaced our outdated SharePoint system and have made it easier for our employees to find what they need, and keep all documents up to date and organised. Highly recommended.” – Robert Smith, IT Officer at BDHT Read case study

Robert Smith, IT Officer at Bromsgrove District Housing Trust

As the COVID-19 lockdown was approaching, our CEO, Directors, and employees felt very confident that Human Appeal would be able to continue business as usual because of the recently implemented measures, such as SharePoint, Teams, Microsoft 365, and Enterprise Mobility + Security Read case study

Mohammed Alqaisia, IT Manager at Human Appeal

Working with Valto has been a great experience. They were able to understand our business needs and design a value-for-money product that met our requirements. The team were professional, responsive, and able to explain technical issues clearly to very nontechnical people. Read case study

Jake Tibbetts, City of London Council

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SharePoint ISO Document Management

Trusted by Leading Brands

Service Overview

Our 5 Step Process

Assessment and Workshop

Prepare Your Data and Organise

Start the Migration Process

Verify and Test

Training at Different Levels

Key features

SharePoint ISO Document Quality Management System Product Gallery

SharePoint ISO Document Management with Microsoft 365 – Full Demo

Benefits of using Sharepoint as an ISO Document Management System

Frequently Asked Questions

Is there an ISO for document control?

What are the mandatory procedures for ISO 9001:2015?

How do I control documents in ISO 9001?

How do you manage documents properly?

Why use SharePoint for document management?

Can we track version numbers for documents in SharePoint?

Does SharePoint start version numbers from scratch each time we update a document?

Data Driven Examples

Case Studies

Branding Science Saves £20K Annually Migrating Box to SharePoint

Grosvenor Moves to SharePoint Online to Modernise Collaboration

SharePoint Intranet Supports Digital Strategy at RCS England

What Our Customers Are Saying

Blogs/Webinars

Copilot Studio vs Azure AI Foundry: Which Microsoft AI Platform Is Right for Your Business?

Sam Gareh

Azure Cost Optimisation and Governance: How to Reduce Cloud Spend Without Compromising Security

Matt Garrett

Building the AI Foundation: Key Takeaways from Our Manchester Azure Roundtable

Matt Garrett

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