Compass

Your management system, native to Microsoft 365.

ISO-aligned document and process management built on SharePoint, Teams, and the licenses you already pay for. No new platform, no new login, nothing for your editors to relearn.

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Sound familiar?

Organisations rarely fail at governance because they lack policies. They fail because governance becomes manual work.

Documents exist, but no one is sure which version applies.

Ownership is defined on paper, but not enforced in practice.

Review cycles and approvals are difficult to maintain.

Navigation doesn't reflect how the organisation actually works.

Permissions are risky, or so complex nobody dares touch them.

Search returns everything, and therefore nothing useful.

The result: audit findings, missed deadlines, and rising risk. Compass exists to end that cycle.

What Compass handles for you

01

Document lifecycle

Approval flows, version history, dynamic permissions, and expiry alerts. Every document is audit-ready by default, not by heroic effort.

02

Process management

Visualise processes with Visio, link documents to process owners, and keep ownership accurate as the organisation changes.

03

Native Microsoft 365

Built on SharePoint, Teams, and the M365 stack you already license. If your team uses SharePoint, they already know how to use Compass.

04

Always current

Continuously updated alongside Microsoft 365 and the ISO standards. AI features and audit modernisation ship as they mature.

Tag once, connect everywhere.

When a document is uploaded, Compass tags it to its process automatically. From that moment it surfaces on every relevant page, inherits the right permissions, and follows its owner.

Change the process, and every document follows. When an owner changes role, ownership transfers. No re-approvals required.

Document properties Saved just now
Name Calibration instruction.docx
Process Quality management ✕tagged automatically
Owner M. Lindqvist (follows the process)
Review interval 12 months, owner alerted before expiry
Approval ✓ Approved · v2.1 · stamped in header & footer

Management process, published from Visio

Market insight Plan Deliver Improve
Deliver · owner E. Sandberg · 14 linked documents Open process page →

Process maps that stay alive.

Publish Visio diagrams straight to SharePoint pages. Every shape links to a process, a document, or a page, so people browse by how the organisation actually works, not by folder names.

Update the Visio file once, and every page reflects the change. One source of truth.

Audits, without leaving Microsoft 365.

Plan, run, and track internal and external audits against the same processes and documents your people work in.

Schedule and assign Plan internal and external audits, assign auditors, and set follow-up dates.
Capture findings Record non-conformities and observations directly against process and document evidence.
Track corrective actions Follow every action through to closure. Nothing lives in a spreadsheet on someone's desktop.
Fit your framework Customisable to your audit framework, whether that's ISO 9001, 14001, or your own.
Deviations, year-round Deviation handling between audits: anyone reports in seconds, the process owner is notified, and every deviation is tracked to closure.

See it running on a real tenant.

Book a 30-minute demo. We'll show Compass live in Microsoft 365 and talk through your audit framework.

Book a demo info@zalosolutions.com