Book demo
Case Study

No-code ISO Compliance Automation Software Transforms Compliant in 15 Minutes

Compliant is a UK-based consultancy founded in 2017, specialising in ISO certification and management systems. The company provides end-to-end services across a wide range of ISO standards, supporting businesses through every stage of the certification journey, from initial gap analysis through to ongoing compliance management.

Compliant engaged with Excelpoint to implement a ISO compliance automation software solution.

Challenges

  • Frequent human errors including misplaced documents, inconsistent data entry, and ongoing data quality issues that undermined reliability.
  • Poor overall data management, making it difficult to retrieve, audit, or repurpose information quickly when needed.
  • Significant administrative burden caused by labour-intensive manual tasks, pulling staff away from higher-value, strategic activities.
  • Producing client-specific documentation through manual copy, paste, and customisation took hours, and sometimes entire days, for a single member of staff.
  • These combined inefficiencies acted as a hard ceiling on growth, restricting Compliant's ability to scale and take on additional clients.

Testimonial

“The automation of our audit documentation process has been revolutionary for Compliant. The new system significantly reduced our administrative workload and minimised human errors, allowing us to focus on strategic growth and client collaboration.”
Mark Henderson
Managing Director, Compliant

The Solution

  • Excelpoint's consultants designed and configured a bespoke no-code solution, purpose-built around Compliant's specific operational workflows and requirements.
  • A powerful CRM platform was implemented at the core of the solution, providing a single, centralised source of truth for client and certification data.
  • An automated documentation workflow was developed to guide users step-by-step through the update process, ensuring consistency and accuracy every time.
  • Seamless integration with Compliant's existing filing system allows updated documents to be saved automatically, removing duplicate effort and reducing the risk of misplaced files.
  • An intuitive, user-friendly front-end interface was built so that any team member, regardless of technical ability, could adopt the system with minimal friction.
  • Comprehensive training and handover were delivered to ensure long-term usability, enabling Compliant's team to confidently operate, maintain, and adapt the system going forward.
Read Full Case Study
Case Study

Deep Dive

The Customer

Compliant is a UK-based consultancy founded in 2017, specialising in ISO certification and management systems. The company provides end-to-end services across a wide range of ISO standards, supporting businesses through every stage of the certification journey, from initial gap analysis through to ongoing compliance management.

Their mission is to demystify and simplify the ISO certification process, which has traditionally been viewed as complex, time-consuming, and resource heavy. By making certification more accessible, Compliant helps their clients achieve full regulatory compliance while also unlocking operational efficiencies and a stronger competitive position in their respective markets.

What sets Compliant apart is their commitment to a personalised, consultative approach. Rather than offering one-size-fits-all packages, they tailor their services to the specific needs, size, and sector of each client. This is further supported by affordable and flexible payment plans, making high-quality ISO consultancy accessible to organisations of all sizes, from SMEs taking their first steps toward certification, through to larger enterprises managing multiple standards simultaneously. As a growing consultancy in a competitive market, Compliant recognised the need to modernise their internal operations to match the quality of service they deliver to clients.

Challenges

Compliant faced significant administrative burdens due to their outdated, labour-intensive manual processes which restricted business growth.

Several highlighted issues needed to be addressed, including:

  • Over-reliance on paper documents across many different systems.
  • Prone to human errors such as:
    • Misplaced documentation
    • Data quality issues
    • Poor data management
  • Labour-intensive tasks created a significant administrative burden, taking staff away from more strategic tasks.
  • Document copy, paste and customise for specific clients would take hours, sometimes days for a single member of staff to complete.

Solution

Compliant needed a way to automate its manual processes, underpinned by a powerful no-code ISO compliance automation software tailored to Compliant’s operations.

Excelpoint’s experienced consultants configured a tailored ISO compliance automation software for Compliant, which fit the requirements of their operation. An automated system that guides users through the documentation update process, ensuring both accuracy and consistency.

Additionally, a feature that allows seamless saving of updated files directly into the company filing system further enhances efficiency.

During the implementation phase, we developed an intuitive front-end system, making it easy for any team member to use it efficiently. Comprehensive training was provided to ensure that all users could maintain and operate the new system with ease, ensuring a smooth transition and ongoing usability.

Outcomes

The implementation of Excelpoint’s no-code ISO compliance automation software has led to significant cost savings and efficiency gains for Compliant. Key improvements include:

  • Digitisation of Processes: All paper-based processes have been replaced with a no-code digital solution, eliminating the need for manual paperwork.
  • Streamlined Operations: Comprehensive analysis and optimisation of business processes have enhanced overall operational efficiency and productivity.
  • Automation of Routine Tasks: Labour-intensive tasks have been automated, allowing staff to focus on more strategic and impactful business activities helping the business to scale.
  • Accelerated Documentation: Customising and producing documentation for specific clients, a task that previously took hours and sometimes days, can now be completed in just 15 minutes.
  • Enhanced Data Accuracy: The quality of collected data has reached 100% accuracy, ensuring reliable and error-free information.
  • Hybrid Working Policy: The adoption of a full hybrid working policy has enabled growth, reduced costs, and significantly reduced Compliant’s carbon footprint.
  • Scalability: With the new digital systems, Compliant can now support over 200% more clients without compromising the quality of support provided.
  • Compliance: As a customer, Compliant realised that there was a big clue in their name, through automation and efficiency gains the business can now demonstrate throughout their operations their own compliance.

Testimonial

“The automation of our audit documentation process has been revolutionary for Compliant. The new system significantly reduced our administrative workload and minimised human errors, allowing us to focus on strategic growth and client collaboration. With the admin burden lifted, we’ve been able to focus on our clients and other areas and business strategies to expand the business. The solution was simple, user-friendly, and seamlessly integrated into our operations. We couldn’t be more pleased with the results.” Mark Henderson, Managing Director

No-code ISO Compliance Automation Software