Document management (DMS)

With Conformio’s built-in document management system all your company documents and files are maintained in one place, allowing multi-user access in a safe and secure environment to store all your valuable information.

• Efficiently review, approve, distribute, and maintain your documents according to ISO requirements.
• Make sure your policies and procedures will always be up to date and available to the employees who need them, when they need them.
• Maintain good relations with your ISO certification auditor, thanks to the collaboration access features and clear structure of files and folders.
• Store all types of files: Word, Excel, PowerPoint, PDF, JPG, PNG, video and audio files in one centralized storage for your company.
• Synchronize with Dropbox, to easily migrate your files to Conformio. This feature also enables you to work with your files directly from your local drive.

Document writing automation

Save time writing and updating your files with Conformio. Simply input your information once and let Conformio take care of the rest.

• Automatically insert your company name and logo into each of your policies and procedures.
• Easily change document version number and the date in the footer of your documents (under development).
• Manage global updates and changes in all of your documents at once. When your company’s address changes, you can update it in all the documents with just a few clicks (under development).

Task/project management

By placing all your ISO implementation tasks in one centralized place, Conformio lets you manage your project and perform the tasks with better control over your project and fewer headaches.

• Provide a centralized area for all team members to perform, monitor, and review all ISO implementation and maintenance tasks.
• Define clear roles and responsibilities in your team to ensure successful ISO implementation and maintenance.
• Link each step in document development with tasks – e.g., if a document is waiting for your review, it will be displayed as a task in your task list.
• Open an unlimited number of projects with unlimited tasks across your entire company – use the best ISO implementation practices to handle all your company projects in the same way.

Social messaging

With the built-in intranet, Conformio offers an efficient communication tool between team members, other company employees and external users, saving time with more streamlined working practices.

• Discuss documents and tasks related to your ISO, or any other project.
• Get rid of emails and increase the productivity of your workforce thanks to the intuitive messaging system, similar to social media networks.
• Have all your internal communication stored in one place and aligned with tasks and documents.
• Relate messages to any document or any task, making it easier to produce policies and procedures and finish your project.

User management

When opening an account for your company in Conformio, you become the company administrator with the ability to handle and define all the user roles in one place.

• Add new users to your network, and restrict access to certain folders or projects – maintain a connected workspace for all of your employees, while protecting your most sensitive information.
• Never fear a big bill based on number of user accounts. You can add new users without additional costs (within the limit of particular subscription plan).

Onscreen tutorials

Afraid some of your employees will have a hard time understanding how to use Conformio? Don’t worry – we have created walkthrough tutorials that show all the main features in an easy-to-understand way. You’ll see – you won’t need our support at all (but if you do, we’ll be happy to help you out).

Step-by-step guidance for ISO implementation

Aside from all the features that can make your day-to-day job easier with any project on hand, Conformio is a tool specially designed to help small and medium-sized businesses with successful ISO implementation and maintenance.

• Let Conformio guide you through implementation of ISO 9001, ISO 14001, and ISO 27001 step by step, providing your team with detailed references to articles, videos, documents, and other relevant tools.
• Get access to an extensive, yet logically structured knowledge base that will allow you to implement the standard without the help of a consultant.
• Assign particular tasks to team members easily.
• Monitor how your whole ISO project is progressing.

ISO documentation templates

With Conformio, you also get access to state-of-the-art ISO documentation toolkits that allow you to easily implement such management standards like ISO 9001, ISO 14001, and ISO 27001 without the need for hiring a consultant.

• Implement an ISO standard in a cost-effective way, using documentation toolkits recognized by companies in more than 100 countries.
• Save your time on implementation – documentation templates are already 80% filled, yet still fully editable to allow you to make any changes you need.
• Use the templates along with extensive online support in the form of unlimited email support, 1-on-1 meetings with an ISO expert, and a review of documents.
• Watch helpful video tutorials, which will show you exactly how you should fill in the most complex documents using real examples.

Corrective actions

If you spot a deeper problem in your management system that needs to be resolved systematically, this is the right place to do it – you can analyze the cause of your nonconformity and then resolve it and record it in a way that is compliant with ISO standards.

• Display a list of all corrective actions, and easily separate those that are resolved from the ones that are still open.
• Record the cause of the nonconformity as required by ISO standards.
• Define who is generally in charge of the corrective action, and who has to perform detailed tasks.
• Assign a reviewer of the corrective action who will confirm that the cause of the nonconformity has been eliminated.
• Display how the corrective action is related to nonconformities, incidents, and complaints.
• Use tags so that you can search corrective actions easily.
• Add documents and other files that are related to a particular corrective action.

Nonconformities

This is your central database where you can record every instance where your management system is not compliant with ISO 9001, ISO 14001, or ISO 27001, but also with your internal rules; additionally, you can track effectively how these nonconformities are being corrected, so that certification auditors won’t give you a hard time.

• See a list of all nonconformities, and visually separate those that are resolved from the ones that are still open.
• Assign general responsibility for the nonconformity to a particular person, and assign detailed tasks for resolving the nonconformities to several of your colleagues.
• Link the nonconformity directly to the appropriate corrective action.
• Add tags to nonconformities so that you can search them more easily.
• Add documents and other files that are related to a particular nonconformity.

Customer complaints

With Conformio you can track all the complaints that you receive from your customers according to ISO 9001, providing you with a transparent way to resolve all the nonconformities quickly – keeping your customers satisfied is now much easier.

• See a list of all customer complaints, and visually separate those that are resolved from the ones that are still open.
• Assign general responsibility for the complaint to a particular person, and assign detailed tasks for resolving the complaint to several of your colleagues.
• Link the complaint directly to the appropriate corrective action.
• Add tags to complaints so that you can search them more easily.
• Add documents and other files that are related to a particular complaint.

Security incidents / Environmental incidents

These two separate, yet similar modules enable you to record all the incidents in one place according to ISO 27001 / ISO 14001 requirements, and make sure that everyone knows what needs to be done when an incident occurs.

• Assign a status to each incident, so that it is clear whether the incident is resolved or it is still open.
• Assign the responsibility for resolving the incident to a particular person.
• Record all the detailed information important for learning how to prevent future incidents: date & time, incident type, person who reported it, cost of the incident.
• Link the incident directly to the corrective action and to security risks / environmental aspects.
• List all detailed tasks that need to be done to resolve the incident, and assign these tasks to particular people – they will see those tasks on their task lists.
• Assign tags to incidents for easier search.
• Attach all the necessary documents to a particular incident.

Repository of video tutorials, webinar recordings and white papers

Having a central storage area for all your ISO materials saves time and effort – with Conformio, everything is easily accessed in one place.

• Documentation templates – implement an ISO standard of your choice, with editable templates of all the policies, procedures, plans, and forms required for the certification audit.
• Video tutorials – view how to fill out particular documents, backed up with real-life examples.
• Webinar recordings – access the database of dozens of free webinars provided by Advisera.
• White papers – download a large variety of white papers, plus other resources, for free within the repository.

Expert support & community forum

Never struggle with your ISO standards again. With the expert support available as part of Conformio, you will always find the answers to your questions.

• Access thousands of answers to ISO questions within the knowledge base.
• Find your answers amongst your peers in the Expert Advice Community.
• Ask our expert directly – you’ll get all the answers within 24 hours.
• Register once and when you are logged in to Conformio, you can ask questions directly with a click of a mouse – no further registration required.