Index:

Fear Busters Integrated Management Systems Compliance Matrix ISO 9001 as Foundation Planning & Deliverables Tips & Questions

Fear Busters:

Fear Buster 1: ISO

• "ISO", derived from the Greek isos, meaning "equal".• It’s a network of the national standards.• A standard is a any norm, convention or

requirement.

Examples of Standards Institutes & Organizations

ANSI - American National Standards Institute API - American Petroleum Institute ASHRAE - American Society of Heating, Refrigerating and Air-Conditioning Engineers ASME - American Society of Mechanical Engineers ASPE - American Society of Plumbing Engineers ASTM - Sections and Volumes ASTM International BSi - British Standards institute CEN - The European Committee for Standardization DIN - Deutsches Institut für Normung ETSI European Telecommunications Standards Institute ISO - International Organization for Standardization JIS - Japanese Industrial Standards NACE International NEMA - National Electrical Manufacturers Association NFPA - National Fire Protection Association NIST - National Institute of Standards and Technology South African Bureau of Standards (SABS)SMACNA - Sheet Metal and Air Conditioning Contractors National Association Transnational and Continental Standards Organizations BUSTED

Fear Buster 2: Information Management

Collection and management of information from one or more sources and the distribution of that information to one or more audiences.

BUSTED

Fear Buster 3: Management Systems

A management system is the framework of processes and procedures used to ensure that an organization can fulfil all tasks required.

Includes accountability and a schedule for activities, as well as auditing tools to implement corrective actions, leading to continuous improvements.

BUSTED

Fear Buster 4: Taxonomy

Taxonomy is the science of identifying and naming species, and arranging them into a classification.

In SharePoint it allows you to control how information is defined, searched, found and reported.

BUSTED

Fear Buster 5: Governance

Governance relates to decisions that define expectations, grant power, or verify performance.

It consists of either a separate process or part of management or leadership processes. These processes and systems are typically administered by a government.

BUSTED

Fear Buster 6: Integrated Management System

An integrated management system (IMS) combines all related components of a business into one system for easier management and operations.

Quality (QMS), Environmental (EMS), and Safety (OHSMS) management systems are often combined and managed as an IMS.

BUSTED

+ SharePoint

Integrated Management Systems:

ISOInformationManagementManagementSystemsGovernanceTaxonomy

• x

Compliance Matrix:

ISO 9001 as foundation:

Quality Standard Systemic orientation Applies to all business types & size Used to control and improve the

quality of your products and services

Where do we go wrong?

Pervasive approach - WRONG Defines a goal Straight a tactical line to get there Ignore or run-over any intervening or obstructing

variables Systemic thinking - CORRECT Looks at human systems holistically Understands change and impact within a system

ISO 9001 reading matter:

More about: http://www.praxiom.com/iso-9001.htm

Definitions: http://www.praxiom.com/iso-definition.htm Guidelines: http://www.praxiom.com/iso-9004.htm ISO 9001 process-based QMS development plan http

://www.praxiom.com/plan-toc.htm

Planning:

Determine which standards applies to your company

Use ISO 9001 as a foundation for your new management system

Determine Taxonomy & Governance (according to process & company’s organizational structure)

Planning - System deliverables:

Develop Document Implement Maintain Monitor Measure Analyse Control Improve

Deliverables 1, 2 & 3:

Develop & document: Manual Process

Implement: Determine Metadata / lists > site columns Create Document Libraries Write views to support different access Upload controlled company documents (Policies, Procedures, Forms & Templates, Work Instructions etc.)

Deliverables 4 & 5:

Maintain: Assign responsibilities – metadata Permissions – read / contribution Version control

Monitor: Alerts Views / reports – aging & usage Archiving

Deliverables 6 & 7:

Measure & Analyse: BI tools - Microsoft Excel and PowerPivot Add-

in, Excel Services, PerformancePoint Services, Visio Services, and Reporting Services and Report Builder.

Deliverables 8 & 9:

Control: Permissions, alerts, version control, unique

document numbering Content approval / workflowsImprove: Usage reports & review of system, surveys &

feedback

Tips?

Fit everything into processes If it doesn’t fit into a process – it doesn’t

belong in a management system (MySites?)

Build consolidated libraries as far as possible

Tips?

Use metadata to separate views & disciplines where necessary

Use defined processes as GUI’s Make it fun and interesting

Tips – metadata:

Tips - Metadata as matrices:

Infrastructure > Good server

Strong foundation

DRP / Backups

Input > utilizing the

system to it’s full potential

Output > Automatic

Reporting / Dashboards /

Graphical User Interfaces

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Questions?

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Tracy

van der Schyff

TheGuidStuff

www.theguidstuff.co.za

082 552 5022TheGuidStuff@me.com

OrTracy@theguidstuff.co.za

@tracyvdsTracyvanderschyff.wordpress.com