Benefits of Utilizing a Consultant for SERI R2v3, ISO 9001, 14001 and 45001



Implementation and Certification

For small businesses, when it comes to hiring a consultant to help with establishing, implementing and certifying a management system many factors come into play.


Can they be trusted

How much is it going to cost?

Can we do this internally ourselves?

Do we have the resources?

The time, the knowledge or the time to acquire it?

Does it make strategic business sense?


From my experience any business can implement a management system on their own if they have the time and right resources to do so. Most small businesses do not have the resources to make this happen in a timely and cost-effective manner.


These resources may include:


· A staff member that has familiarity with the target standard (such as ISO 9001 or R2v3) to the point of understanding the “shall” statements or requirements enough to properly ensure that requirement is covered.

· An employee with internal audit know-how and experience to effectively conduct a full system internal audit (a requirement of these standards).

· Knowledge and experience in write manuals, policies, and standard operating procedure and/or work instruction. Writing in “ISO – speak” is a challenge if have not spent a lot of time around these standards. Furthermore, writing a clear and concise manual or procedure is an art. It is helpful to note that your ISO and/or R2 auditor will be auditing you again 3 sets of criteria:

§ The specific “shall” statements or requirements of the standard

§ Any customer or regulatory requirements that apply to your management system, and;

§ Any self-imposed requirements that you write into your organizations management system.


The self-imposed requirements are requirements that you have written into your manual, policies, or procedures that go above a beyond the management system standards requirements. Unless you are intimately familiar with all the standards requirements, their interpretations and proper implementation you are likely doing more work than you need to in order to get certified. Using a consultant has the benefit of exactly tailoring your management system to your organization’s needs. If your organization has limited resources already the last thing you need is to misinterpret or over-interpret the requirements and create more work for yourself in the long run. After all, your management system will need to be maintained after initial certification, so the leaner it is the better off your organization will be.


Overall, the benefits for using a consultant are numerous and here is a short summary of some of the most important benefits to consider:


· Expertise – know-how and knowledge based on actual experience. Many of the ISO and R2 consultants have worked for Registrar (Certification Bodies), been independent 3rd party Auditors, and have consultant on many different projects prior to yours. They know what to do, when to do it, and the level of depth needed for a successful 3rd party audit.


· Tailored System – due to expertise in the area of implementation your organization management system can be precisely tailored to your company’s needs.


· Cost Savings – having an employee establish and implement the management system can be costly. First, it may take them from their primary job responsibilities. Consultants can get the project completed in with fraction of the expense that an employee on salary would trying to stubble through the implementation.


· Time Saves – An experienced consultant does not have to do much research and learn about how to achieve the standards requirements. Due to their knowledge and expertise your organization will be able to perform a time-hack to move directly to establishing and implementing the management system. Instead of 8-12 months of figuring it all out or more the consultant can move quickly and establish the documentation in as little as 3-4 week followed by implementing the requirements with the organization in a little as 3 months after the start of the project. Of course, this depends on the complexity and nature of the processes involved.


· Impartiality – this is critical when small business come to internally auditing themselves. An independent and objective 3rd party internal auditor conducted by the consultant is key! Small businesses usually have their staff wearing multiple hats so impartiality in the internal audit process becomes quite difficult. Having an outside set of eyes can be hugely beneficial for ensuring a fruitful and effective internal audit.



Overall, consultants provide the time-hack and short-cuts to just in-time knowledge. Also, because they have completed many projects prior it ensures that you are able to be successful in achieving management system certification.



Wilkshire Consulting - Implementation and Certification

ISO 9001 Website Page - ISO 9001:2015 Quality Management System Standard Requirements (wilkshireconsulting.

ISO 14001 Website Page - ISO 14001:2015 Environmental Management System Certification (wilkshireconsulting.com)