Our Consulting Methodology

At CertEase, our consulting methodology is designed to provide a structured, comprehensive approach to achieving certification success. We guide organizations through each phase of the certification journey, ensuring a seamless process that incorporates best practices and tailored strategies. Our expert consultants are committed to helping you meet the highest standards, offering a clear pathway from project initiation to certification. From initial planning and gap assessment to training, implementation, and final audits, our methodology ensures that your organization is fully prepared to meet the requirements of any certification standard.

This page outlines the key steps in our consulting process, breaking down each phase into detailed actions and deliverables. By following these steps, we help your organization align with the necessary standards, improve operational efficiency, and achieve long-term compliance.

01.

Create a Project Plan

Comprehensive Planning for Certification Success

Our process begins with a tailored project plan that acts as a roadmap for your certification journey. This plan details every phase, from initial assessment to final audit, ensuring clarity, organization, and efficient resource allocation. With clearly defined objectives and timelines, we help you navigate the certification process smoothly and effectively.

Gantt Chart & Milestones

We create a detailed Gantt chart that visually represents the timeline and milestones for your project. This tool helps keep everyone on track and aware of upcoming tasks.

Stakeholder Engagement

Involving key stakeholders is crucial for project success. We facilitate discussions and gather input to ensure everyone is aligned with the project goals.

02.

Gap Assessment

Identifying Current State vs. Standard Requirements

We conduct an in-depth gap assessment to identify discrepancies between your current processes and the certification requirements, ensuring you know exactly what areas need improvement. This allows us to highlight areas for improvement and develop a focused action plan.

Gap Analysis Methodology

Our approach involves a systematic review of all relevant processes to determine where discrepancies exist between current practices and standard requirements.

Reporting Findings

We compile our findings into a clear, actionable report that details identified gaps and provides recommendations for addressing each area.

03.

Gap Assessment Report Generation

Detailed Report on Compliance Gaps

Based on our findings during the GAP assessment, we provide a comprehensive report detailing the areas where your organization does not yet meet the required standards. This report forms the foundation for subsequent implementation steps.

Report Structure

Our GAP assessment report is organized to facilitate understanding and action. Each section addresses key components of compliance and recommended improvements.

Presentation of Findings

We offer to present the report findings to your leadership team, ensuring clarity and a shared understanding of the gaps and required actions.

04.

Template Sharing & Documentation

Standardized Documentation for Compliance

We share templates and guide your team in preparing necessary documentation, tailored to the specific requirements of the certification. These documents serve as a framework for implementing the standard effectively.

Document Templates

We provide a variety of templates that are designed to meet compliance standards and can be easily customized to fit your organization’s needs.

Document Management Practices

We help establish best practices for document management, ensuring that all documentation is maintained, updated, and easily accessible.

05.

Awareness Training

Building Knowledge & Understanding

We conduct awareness training sessions to ensure all relevant personnel understand the certification standard and their role in achieving compliance. This training helps build a strong foundation for a smooth implementation process.

Training Curriculum

Our training program covers essential topics to provide a thorough understanding of the certification requirements and the importance of compliance.

Assessment and Feedback

We include assessments and feedback sessions to gauge understanding and address any questions or concerns from participants.

06.

Internal Audit Training

Preparing Your Team for Internal Audits

We provide in-depth training on how to conduct internal audits in alignment with the standard. This ensures that your internal team can regularly evaluate processes and maintain ongoing compliance.

Audit Preparation Techniques

We equip your team with the skills and knowledge necessary to prepare for internal audits effectively.

Conducting the Audit

Training focuses on the execution of audits, teaching best practices for conducting thorough evaluations of compliance.

07.

Implementation of the Standard

Embedding Best Practices in Your Operations

We assist with the hands-on implementation of the standard across your organization. Our consultants guide you through changes in processes, documentation, and controls to meet the required benchmarks.

Implementation Strategies

Our team helps develop tailored strategies to effectively implement the standard within your operational framework.

Monitoring Progress

We emphasize the importance of ongoing monitoring to ensure that the implementation is effective and aligns with the desired outcomes.

08.

Documentation Review

Ensuring Accuracy and Compliance

Before the external audit, we review all relevant documentation to ensure it aligns with the standard’s requirements and accurately reflects your organization’s practices.

Review Process

Our thorough review process includes an examination of all documentation for compliance and accuracy.

Finalization of Documentation

Once the review is complete, we assist in finalizing all documentation to ensure it is audit-ready.

09.

Internal Audit

Assessing Internal Compliance

An internal audit is conducted to ensure that all areas of the organization are meeting the certification standard. This self-assessment allows for the identification and correction of any lingering issues before the external audit.

Audit Planning and Scope

We assist in defining the scope of the internal audit to cover all necessary areas and processes.

Findings and Action Plans

After conducting the audit, we compile findings and work with your team to develop action plans for any identified non-conformities.

10.

Management Review Meeting

Evaluating Performance & Progress

We guide your leadership team through a management review meeting, where progress towards certification is evaluated, and any necessary changes or improvements are discussed.

Agenda Development

We help create a structured agenda to ensure all critical topics are covered during the review meeting.

Decision-Making Process

Facilitating discussions around findings and recommendations allows for informed decision-making to drive improvement.

11.

External Certification Audit and Report

Final Assessment by Certification Body

The certification body conducts a thorough audit of your organization to verify that all requirements have been met. A final report is issued, outlining any remaining actions or confirming compliance.

Audit Preparation

We assist in preparing your organization for the external audit, ensuring that all documentation and processes are in order.

Receiving the Audit Report

Following the audit, we help interpret the findings and discuss the implications for your organization’s certification status.

12.

Final Certification

Achieving Certification Success

Upon successful completion of the external audit and closure of any identified non-conformities, your organization is awarded the certification, validating your compliance with the chosen standard.

Certification Process

We guide you through the final steps to receive your certification and understand what it means for your organization.

Post-Certification Support

We provide ongoing support to ensure continuous compliance and prepare for future recertifications.

CertEase’s consulting methodology is built on a foundation of strategic planning, detailed assessments, and continuous support. Each phase is designed to equip your organization with the tools and knowledge required to meet certification standards successfully.

From creating a tailored project plan and conducting thorough gap assessments to delivering hands-on training and assisting with implementation, we provide a step-by-step framework to guide you through the certification process. Our services culminate in preparing your organization for internal and external audits, ensuring you are fully ready to receive certification.

With CertEase, you not only achieve certification but also enhance your organization’s processes and compliance culture, setting the stage for ongoing success and continual improvement.

Our Consulting Methodology​