One record for each ISO engagement, from gap assessment to surveillance audit.
Manage proposals, client sites, clause-by-clause gap assessments, controlled documents, internal audits, nonconformities and certification dates for every standard you consult on. Consultants log days against each engagement, clients see their own actions, and the office knows which surveillance audit is due next. Fees are raised from the same record that holds the work done.
- Your clause checklists, manual templates and form layouts entered as you use them
- Client list, open engagements and certificate dates migrated
- Changes to checklists and document templates made by GullySystem staff when asked
Consultancies that guide clients to ISO certification keep proposals, gap assessments, document sets, audits and certification calendars in ISO Consultant Management Software, a GullySystem build. Each client engagement carries its standard, sites, clause checklist, controlled documents, nonconformities and corrective actions. Consultants log days against it. Expiry and surveillance dates raise reminders, and milestone invoices draw on the engagement record.
What goes wrong before the software.
How the work flows through it, step by step.
- 1
Proposal
An enquiry names the standard, the sites, the headcount and the target certification date. A proposal is priced in consulting, audit and training days, and the client’s acceptance opens an engagement.
- 2
Gap assessment
The consultant visits and scores each clause as complete, partial or missing, with evidence notes. The gap report is saved with the visit and becomes the action plan.
- 3
Documentation
Manual, procedures, work instructions, forms and registers are drafted, reviewed by the client and issued with revision numbers. Training sessions for the client’s staff are scheduled alongside.
- 4
Internal audit and management review
The audit programme is run against the clauses. Findings become nonconformities with owners. The management review is minuted, and its inputs and outputs are filed.
- 5
Certification audits
Stage 1 and stage 2 audit dates are entered with the certification body’s name. Findings from the body are logged, closed and sent back with evidence.
- 6
Surveillance and renewal
The certificate number, scope and expiry are recorded. A reminder reaches the consultant and the client contact before every surveillance visit and again as the recertification cycle opens, so no lapse goes unnoticed.
What is inside.
Every module can be switched on, left out or changed to match how your team already works.
The business modules it is built from.
Each one is also available on its own, or inside a system built for you.
- Contact & Account Management
Each client is held with its entity, sites, scope statement and chosen standards, and every contact who reviews documents is linked to that record.
- Quote & Proposal Management
A proposal is priced in consulting, audit and training days for the standard and site count, and an accepted version opens the engagement.
- Document Management
Manuals, procedures and forms are stored with codes, revision numbers and reviewers, so an auditor is always shown the issued revision.
- Project Timelines with Gantt Charts
Gap assessment, documentation, training, internal audit and certification audit sit on one timeline, and a stage that slips shows against the audit date.
- Task Management
Every finding becomes an action with an owner, a due date and closure evidence, and overdue items are listed by client.
- Service Reminders
Surveillance, recertification and expiry dates drive reminders to the consultant and the client contact ahead of each visit.
- Project Time Tracking
Consultants log days by engagement and activity, and the days used are set beside the days sold in the proposal.
- Invoice Management
Invoices are raised at agreed milestones or monthly on retainer, with receipts posted and each client’s balance shown oldest first.
How we would put it in.
Setup, data migration, integrations and anything built on top.
One system, each person sees their part.
For the principal consultant
See engagements by stage, certificates expiring, days used against days sold and the clients whose nonconformities are overdue.
For consultants and lead auditors
Open the clause checklist and the document set for each client, log findings on site from a phone, and record the days worked.
For client quality managers
Review drafts, accept issued documents, update the corrective actions assigned to their own staff and see the next audit date.
For the office and accounts
Raise proposals and milestone invoices, book audit dates with the certification body and post receipts against each engagement.
The numbers the owner asks for.
- Engagements by standard, stage and consultant
- Gap assessment results by clause across clients
- Nonconformities open, overdue and closed by client and clause
- Certificates by expiry date, with surveillance visits due
- Days sold, days used and days remaining by engagement
- Training sessions delivered and attendees by client
- Milestone invoices raised and amounts received
Who this is built for.
- Consultancies that prepare manufacturers, laboratories and service firms for ISO 9001 and ISO 14001
- Information security consultants who take clients through ISO 27001 and its statement of applicability
- Occupational health and safety consultants working on ISO 45001
- Independent consultants and small firms that also deliver internal auditor training
- Multi-standard consultancies that manage integrated management systems for one client
When it is not the right choice.
- Certification bodies that employ accredited auditors and issue certificates need a scheme-specific system with auditor approval and certificate issue.
- A consultant with two clients a year can keep a checklist and a folder.
Adapted to your business before it goes live.
You are not handed a login and left to it. The product is set up around your records, your people and the tools you already use.
Works alongside
- SMS
- Calendar
- Accounting export
Questions owners ask before a demo.
Which standards can it hold?
Any standard whose clauses you enter. Consultancies usually start with ISO 9001, 14001, 45001 and 27001. You enter the clause list once per standard. One client can hold several.
Does it replace the certification body’s records?
No. The certification body keeps its own file. This system holds your side: the gap assessment, documents, audits, corrective actions and the dates the body gives you.
How are controlled documents handled?
Each document has a code, a revision number, an author, a reviewer and an issue date. When a new revision is issued, the older one is marked superseded and stays on file.
Can a client see only its own engagement?
Yes. A client contact sees the documents, actions and audit dates for that company and nothing about other clients. Before any client contact logs in, you and our team agree which pages that login opens and which entries it may edit or only read.
Can consultants log findings on site?
Yes, from a phone browser. A finding is saved against a clause with a photograph and a short note. Signal has to be available when it is saved.
Can we run internal auditor training here?
Yes. Sessions are scheduled with trainer and attendees, and attendance is marked. The sheet and any competence notes are stored on each client file for audit.
Does it track consultant utilisation?
It shows days logged by consultant against days sold per engagement. Whether that measures a consultant fairly depends on how your firm counts preparation and travel, which is set with you.
Can existing certificate dates be loaded?
Yes. Certificate number, scope, certification body and expiry are loaded from your sheet. The office checks the dates before reminders are switched on.
What does the system cost?
The quoted figure reflects how many consultants use it, how many client contacts need a login and how many standards you want loaded. We demonstrate a sample engagement first. A quotation then follows.
Wondering what it would cost? Share your requirements and an engineer will come back with a scope.
Businesses that use this.
See ISO Consultant Management Software with your own data.
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