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Revolutionize Your iSM Management with
Dynamics 365 Integration

Integrated SOP Management is an industry-first integrated solution for Microsoft Dynamics 365 Finance & Supply chain (F&O) that offers comprehensive functionality for authoring, maintenance and distribution for all Standard Operating Procedures (iSM).

It is a full-function product with business-critical features:

  • cGMP, 21 CFR Part 11, IATF16949 Compliance
  • Tangible Cost savings with an embedded solution​
  • Eliminate 3rd party systems & expensive customizations

Integrated sop management is tailored for these industries




Food & Beverage




Discrete Manufacturing





No More Paper iSM

Reduce Operational Defects

Optimize Operational Lead Times

Drive Productivity & Accountability

SOP Management

Integrated SOP Management features at a glance

  • Streamline iSM creation with Dynamics 365 integration and workflow control
  • Centralized creation & management of Standard Operating Procedures by department and legal entity (In case of multi-company organizations)
  • Seamless integration with other Microsoft Dynamics 365 modules and Industry solutions like CAPA, Complaints, and Deviations
  • Track iSM compliance with key operations
  • Control visibility with tailored permissions on iSM - public, private, by department, or user-specific permissions
  • Version control for all Standard Operating Procedures
  • Streamlined workflows control iSM authoring and revisions
  • Configure single or multi-stage iSM approvals

Efficient and Secure iSM Management

Streamline Your Operations:

  • Role-based access control for authorized personnel
  • Link iSM to specific processes, such as how to handle international orders or how to package hazardous materials
  • Link iSM to specific master data (i.e. iSM specific to the handling of a vendor, customer, or product)
  • Print and share iSM reports
  • iSM audit log and activity history
  • Advanced reporting with Business Intelligence dashboards and workspaces with key metrics
  • Tailor the iSM solution to your specific business needs each requirements
  • Link iSM to internal policies, laws, and regulations
  • Search iSM by keywords, status, and more
Efficient SOP Management


  • Integrated SOP Management is an enhancement to Microsoft Dynamics 365 designed to designed to streamline your business operations and ensure compliance with industry standards by providing you with a comprehensive platform to manage your standard operating procedures.

    Integrated SOP Management lets you easily create, edit, and review standard operating procedures in a centralized location, ensuring consistency across all departments and locations. You can also assign roles and responsibilities to team members, track progress, and ensure that all iSM are up-to-date and compliant.

  • Integrated SOP Management includes the following features:

    1. Centralized management of standard operating procedures.
    2. Role-based access control for authorized personnel.
    3. Progress tracking and reporting for monitoring iSM performance.
    4. Compliance management to ensure adherence to industry standards and regulations.
    5. Seamless integration with Microsoft Dynamics 365 for streamlined workflows.
    6. Customizability to tailor the solution to your specific business needs and requirements.
  • Different users who can benefit from Integrated SOP Management in Microsoft Dynamics 365, include:

    1. Business owners and managers
    2. Operations and process managers
    3. Team members
    4. Compliance officers
    5. Quality assurance personnel
    6. IT administrators
    7. Auditors
  • Just because we’re based in Chicago doesn’t mean our products only work in North America - Quality management and compliance are important everywhere, especially when it comes to highly-regulated industries, and our products are available for dozens of countries around the world. Get in touch with us today to make sure our products support you!

  • Making sure our customers are satisfied is a top priority, no matter what services or solutions they require. We offer competitive pricing on our core offerings, along with simple licensing plans for businesses of all sizes. Contact us today for more information.

  • You’re not alone. In fact, this is one of the main reasons most businesses end up with ‘aging legacy software’. Thankfully that’s where we come in - our experience with implementations for regulated industries can help fast track your decision, making sure you don’t skip a beat.

  • Want to learn more? Contact us today to see how we can help you achieve your goals.

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