Services / Governance & Supply
SOPs & Policies
Most SOP libraries are written once, printed, and ignored. We write procedures at task level from the configured system, keep them versioned in one place, and tie each one to the control it satisfies.
- Practice
- Governance & Supply
- Best fit
- Best fit after an implementation or process redesign, and wherever certification or a lender requires documented procedure.
- Industries
- Manufacturing · Healthcare · Education · Construction · Distribution · Professional Services · Textile
What’s included
Scope, stated before we start
Six work-streams that make up a standard engagement. Anything outside them is priced separately and named in the proposal — never absorbed quietly.
Procedure library
Task-level SOPs with screenshots from your configuration, decision rules, exception handling and the named role responsible.
Policy framework
Finance, procurement, IT, HR and information-security policies written to a consistent structure, with approval thresholds that match the system.
Version control & review cycle
One source of truth in SharePoint with owners, review dates, change log and automated review reminders.
Control mapping
Each procedure linked to the risk and control it satisfies, so an auditor can trace policy to system evidence in one step.
Onboarding pack
Role-specific reading and task lists that turn the library into a first-week programme rather than a shared folder.
Acknowledgement tracking
Read-and-understood records per policy version, reportable by department for audit or certification.
Outcomes
What changes when this is done properly
These are the three differences clients describe six months after go-live — not feature claims.
- Procedures written from the live configuration
- One versioned source, with owners and review dates
- Policy traceable to control and to evidence
Not sure this is the right service? Discover is a fixed-price, two-to-three week assessment that answers the question with evidence — and it is usable whether or not you appoint us. Start there instead →
Who it’s for
Industries where this comes up most
Each links to how the service is shaped for that sector — the requirements differ more than vendors admit.
Our approach
The same four phases, applied to this scope
Reused deliberately. A consistent method is what makes a fixed price honest and a date holdable.
01
Discover
Process mapping before software selection.
We walk the floor and the ledger. Two to three weeks of structured interviews and document tracing produce a current-state process map, a data-quality baseline, and a written list of the decisions your systems cannot currently answer.
02
Design
One target architecture, agreed on paper.
Chart of accounts, item and customer master rules, approval hierarchies, integration contracts and reporting model are designed together — not discovered during build. You sign off a blueprint, not a demo.
03
Deliver
Configure, migrate, test, train — in that order.
Iterative configuration with fortnightly conference-room pilots. Data migration runs three times before go-live: trial, dry run, and cutover, each reconciled to the closing trial balance. Users train on their own data.
04
Sustain
Hypercare, then measurable adoption.
Four to eight weeks of hypercare with named owners and a burn-down of issues. Then a governance rhythm: master-data stewardship, monthly close review, and a Power BI adoption dashboard that shows whether the system is actually being used.
The structure, version control, acknowledgement tracking and control mapping are built to satisfy ISO 9001 and ISO 27001 documentation requirements. We work with your certification body's checklist rather than a generic template.
We draft from observation and the configured system; your process owners review and approve. Documents written entirely by an outsider get ignored, and documents written entirely internally never get finished.
Owner plus review date plus automated reminder plus a change log. When we make a system change, the affected procedures are listed in the change record — documentation is part of the change, not a follow-up project.
Granular enough that a competent new joiner can complete the task unaided, no more. We test that by having someone outside the department follow it.
More in Governance & Supply
Delivered by the same team
Master Data Governance
One customer, one item, one vendor — with rules and stewards that keep it that way.
MDMGRC & SoD
A control framework and segregation-of-duties matrix enforced inside the system.
GRC_SODProcess Reengineering
Fix the process before you automate it — otherwise you buy a faster version of the problem.
BPRNext step
Talk to someone who has implemented SOPs & Policies before
Not a sales call. A working conversation with the person who would run the engagement, and a straight answer on scope, sequence and cost.