Integrated Management System
A construction business was managing non-conformances and ISO 9001 compliance using spreadsheets and fragmented file storage. We built an Integrated Management System (IMS) using a model-driven app on Dataverse to centralise non-conformance tracking, corrective actions and evidence management. The system provides real-time visibility, automated notifications and a clear timeline linking issues and improves efficiency, providing managers with visibility and control over ongoing issues.
Spreadsheet-based compliance tracking failing to meet ISO requirements
The company faced significant challenges in managing non-conformances as required by ISO 9001. The existing process was manual and fragmented, leading to inefficiencies and delays. Managers had to create, update and distribute non-conformance records manually, often relying on spreadsheets. Evidence files were uploaded to SharePoint folders with ID numbers, requiring constant switching between systems. This increased the risk of errors and non-compliance, as well as making it difficult to ensure that all records were up-to-date and correctly tracked.
Additionally, the lack of a centralised system made it challenging to assign corrective and preventative actions, track task completion or maintain visibility of outstanding non-conformances. Managers had no live view of the status of issues across the business, and audit trails were incomplete. The absence of automated reminders meant issues remained open, leading to overdue tasks and non-compliance with regulatory standards.
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Spreadsheet-based tracking
Non-conformances tracked in Excel with no live visibility, poor audit trail and manual effort.
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Fragmented evidence storage
Evidence files stored in SharePoint folders by ID number, requiring constant back-and-forth between systems.
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No task assignment workflow
No structured way to assign corrective actions or track completion, leading to overdue and incomplete tasks.
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Poor visibility and audit trails
Managers had no real-time view of outstanding issues, and incomplete audit trails created compliance risks.
A complete IMS built on Dataverse with automated workflows
We designed and built an Integrated Management System using a model-driven app on Dataverse. The solution centralises non-conformance tracking, task assignment and evidence management into a single governed platform. Users can create non-conformances, assign corrective and preventative actions, upload evidence and track completion — all in one place. Automated workflows ensure timely reminders and provide managers with real-time visibility of outstanding issues.
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Non-Conformance Management — Model-Driven App
Users create non-conformance records directly in the Model-Driven App, entering details such as source (audit, client complaint, internal review), description, severity and affected area. The app provides a user-friendly interface for managing all aspects of the non-conformance lifecycle, from creation to closure, with full audit trails of all changes.
Model-Driven AppDataverseAudit TrailWorkflow Tracking -
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Task Assignment & Corrective Actions — Dataverse Relationships
Within each non-conformance, users create tasks for corrective and preventative actions. Tasks can be assigned to specific individuals with due dates and priorities. Assignees receive automated notifications and can update task status directly in the app. Managers see real-time visibility of all outstanding tasks and can track completion rates across the business.
Task ManagementAssignmentsNotificationsDue Dates -
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Evidence Management — Integrated Document Storage
All evidence files are uploaded directly within the app and stored in Dataverse, eliminating the need to switch between systems. Users can attach photos, documents, reports and other files directly to non-conformances and tasks. Everything related to an issue is stored in one place with proper governance and access control.
Document StorageFile AttachmentsCentralised EvidenceAccess Control -
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Automated PDF Reports & Objective Tracker
When a non-conformance is closed, a PDF summary is automatically generated showing the full history — who created it, all assigned tasks, corrective actions, who completed each action and when, and all attached evidence. The app also includes an Objective Tracker for managing business objectives with the same workflow — create objectives, assign tasks, upload evidence, track progress and generate PDF summaries on completion.
PDF GenerationObjective TrackingAutomated ReportsPower Automate
Eight weeks from discovery to go-live
A structured programme with clear milestones, fortnightly client demos and zero surprises at go-live. All work deployed through a governed pipeline ensuring ISO 9001 compliance and audit trail integrity.
ISO 9001 Compliance by Design
The IMS was built with ISO 9001 requirements embedded from day one. Every non-conformance has a complete audit trail showing who created it, all assigned actions, who completed each task and when, and all supporting evidence. PDF summaries provide auditors with comprehensive documentation for compliance verification.
✓Integrated Features
- •Non-conformance tracking
- •Corrective action management
- •Task assignment workflows
- •Evidence storage and retrieval
- •Objective tracking module
- •Automated PDF reporting
Complete visibility and control over quality management
Centralised Tracking
All non-conformances, tasks and evidence managed in one system. No more spreadsheets or fragmented file storage.
Task Visibility
Managers see all outstanding corrective actions across the business with live status updates and completion tracking.
Reminders & Escalation
Automated notifications ensure tasks are completed on time. Overdue actions automatically escalated to managers.
Audit Trail
Full history of every non-conformance showing who created it, all actions taken, who completed tasks and when.
Evidence Storage
All supporting evidence stored within the app — no more switching between systems or searching SharePoint folders.
Automated Reports
Comprehensive PDF summaries generated automatically when non-conformances are closed, ready for ISO audits.
Still running inspections on paper?
Book a free 30-minute discovery call. We will map your current inspection process, show you what a digital solution looks like and give you a clear view of what is achievable — with no commitment required.