The firm
Four consultants help small manufacturers and service firms get ISO 9001 and ISO 27001 certified, then support them through surveillance audits.
What made the work hard
- Projects stalled waiting for clients' approvals and evidence.
- The certification audit was sometimes booked before the system had run long enough.
- Staged fees were invoiced late.
How they set up MSMEPulse
- Chose Quality, ISO & Compliance Consulting at signup, with ISO 9001 and ISO 27001 implementation templates.
- Shared each project's plan with a named owner on the client's side.
- Put approvals and evidence on the client checklist.
The templates for Quality, ISO & Compliance Consulting in MSMEPulse: Process improvement project, ISO 27001 implementation, ISO 9001 implementation.
A typical month
Each client project moves through gap analysis, documentation, implementation, internal audit and management review. The checklist shows exactly which approvals and records the client still owes. Each stage is invoiced when complete, and the stage 2 audit is planned only once the internal audit and management review are done.
What changes
- Client delays are visible, with dates and owners.
- Certification audits are booked when the client is ready.
- Each stage is billed as it's completed.
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