ISO Manager 365

Process management

ISO Manager 365 is an application developed for organizations that need auditable, ISO-ready process management within Microsoft Teams, Outlook and SharePoint. It covers the lifecycle from process modeling and visual design to evidence-ready exports—so quality, environment, information security, and H&S teams can work where they already collaborate.

What you can do today

• Visual process design: Use process containers, nodes, parents, annotations, and edges to define how your processes work. Control structure with child processes (structural links that affect numbering) or soft links (non-structural links that do not affect numbering).
• Numbering logic (Prefix): A unique prefix is maintained for containers and nodes. Prefix calculation is configurable per container (including direction) and takes connectivity (edges) into account.
• Documents, your way: Add basic attachments or create attachment references to existing SharePoint/Microsoft Teams libraries to retain library capabilities (versioning, approvals, document numbering). Add link references for external URLs.
• Governed outputs: When a connected library enables controlled documents, export PDFs with a control string composed from library metadata (font family/size and placement are configurable).
• Traceability: Comments and revision tracking are built in. The summary view rolls up metadata, attachments, and links, with hover highlight and quick navigation to nodes.
• Security by design: Access leverages existing SharePoint/Teams permissions—users only see what they already have access to.
• Performance: Client-side caching accelerates navigation; optional long-term LocalStorage caching is available when content changes infrequently.

Free trial

• A free trial is available via Partner Center. During the trial, core features are accessible so you can model processes, manage metadata, add attachments/references, and export governed PDFs. Contact us for extended trials.

Included components (SPFx package)

• SharePoint Full Page (immersive experience)
• Teams Personal App (personal scope)
• Teams Tab (channel/site tab)
• List View Command Set (library command for controlled PDF export)

Differentiators

• Native M365 governance: Uses your tenant’s security, audit, and data residency.
• Structural control: Distinct child vs. soft links ensure relationships are explicit without breaking numbering.
• Document truth: Reference libraries keep lifecycle features like versioning and document numbering intact.
• Operator speed: Copy/paste across containers, instant summaries, and caching for snappy navigation.