Output
Data flows out of the ISMS Portal to SharePoint folders & email
PDF, XLSX, and CSV
- Change Requests
- Email Notifications
- Activity Status
- Meeting Notes
- Security Insights
- Communication
- Auditor Report Out
- Register Exports
Taxonomy
Your organization's ISMS Taxonomy Model
Data flows from foundation into action, into awareness, then feedback cycles back to ensure the foundation remains relevant and current.
This portal keeps track of it all. A single source of truth that earns trust through transparency.
Data Flows Up
All Employee Menu
View OnlyAI Enabled
Everyone can view & participate in protecting your organization's reputation
- Security Ecosystem / Communication
- ISO Credentials
- Training Materials / Guide
- ISM Team / Roles
- Submit Security Incidents
- Policies
- Processes
- RACI Diagrams
- Vendor Directory
- Software Applications
- Locations
- Legal Links
- Communication
- Security Initiatives
- Security Risks
- Industry Updates
- SIGs
- Vulnerabilities
Employees stay informed, provide feedback, and identify risks from their unique perspectives
Data Flows Up
ISMT Leader Engagement Workspace
Create & EditAI Enabled
Leaders create and review content, participate in reducing risks, and increase awareness
- Continuous Improvement Initiatives
- Management/Project/Change Meetings
- Process & Diagram Reviews
- Communication → Email Templates
- Objectives / Tracking
- Risk Management / Watch List
- Training Awareness / Guide
- Audit Prep / Click Path
- Change Management
- Policy Reviews
- Security Requests
- Security Insights
- Software Assessments
- Exceptions
Program owners review, enhance, and link reference data to operational content
Data Flows Up
Reference Data
Core foundational data is loaded and maintained
Admin/ISM OnlyAI enabled
- Employees / ISMT
- Locations
- Legal & Regulatory
- ISO Themes
- ISO Controls
- SWOT Items
- Processes / Diagrams
- Policies
- Hardware Assets
- Procedures
- Work Instructions
- Training Tracking
- Vendors
- Software Apps
- Registered States
- Security Roles
- Security Incidents
- Security Requests
- Traffic Logs
- Email Notifications
Admin/ISM-controlled reference data that feeds into the workspace and company views
Data Flows Up
Integrations
Data feeds the ISMS Portal
CRON Job Automation
- SharePointDocuments
- IT VendorO365 & SSO
- ISO 27001:2022Controls
- Vuln FeedsAlerts
- Entra FeedIdentity
- User Access List FeedsApp Access
- Veeam FeedsBackup
- Log FilesCrowdStrike & Firewall
The Data Journey: From Integrations to All Employee Menu
Integrate
External systems feed data into the portal: SharePoint for documents, KnowBe4 for training, ISO 27001:2022 standards, and vulnerability feeds.
Capture
Admins and ISM maintain foundation data in Reference Data: stakeholders, locations, ISO controls & themes, SWOT Items, policies, hardware assets, and processes / diagrams.
Enrich
Leaders use the ISMT Leader Engagement Workspace to create objectives, manage risks, conduct reviews, and drive continuous improvement initiatives.
AI EnabledShare
The whole All Employee Menu views policies, processes, security initiatives, and risks — staying informed and participating in protecting your organization's reputation.
AI EnabledThe Feedback Loop
End users identify new risks, threats, and opportunities from their unique perspectives. This feedback flows back down through the layers, informing leaders and updating foundation data — completing the circle of continuous improvement.
Key Stakeholders - Value Proposition
Program Sponsor
- Program Dashboard for program health
- Audit Readiness metrics
- Risk visibility and treatment status
- Objectives and results against target
- Business Case and Scope in one place
- The same ISO/IEC 27001 foundation can grow to include ISO/IEC 42001 AI, ISO/IEC 27701 Privacy, ISO 22301 Business continuity, ISO 9001 Quality, and ISO/IEC 20000-1 IT service management
Leaders
- Leader Engagement workspace for objectives, risks, and changes they own
- Reviews and approvals, including employee reviews for their team
- Training tracker and awareness
- Continuous improvement and management review in their area
- Channel to submit security requests
End Users
- Single source for security info and communication
- Current policies, processes, & procedures
- Training materials & awareness
- Channel to report security concerns
- Centralized access to security initiatives
Auditor
- Their own navigation, prepared by the ISM
- Click-path data for each day of the audit
- Auditor Action List for the findings
- ISM response on that list, for the auditor to review
ISM
- Reference Data for the program foundation
- Activity Checklist and Activity Status
- Audit preparation, including the click-path and action-list response
- Security incidents, security requests, and reports
Vendors
- A questionnaire link, without a portal login
- Submit answers for the ISM to review and accept
Customers
- A review record for each client company
- What evidence was provided, and when the review was completed
- Contract and security questionnaire status on that record
Trust & Adoption
The Foundation of Success
Earning trust is a huge part of this whole process. Without trust and adoption, it all falls apart.
The portal has back-links to everything we use, showing it's being used, linked, and matched up. This adds value to our feedback loop and keeps everything connected and current.
Encouraging end users to adopt this portal is critical to the ISMS success.
CIA Triad — Confidentiality, Integrity, and Availability
Visible from foundation to feedback
Information security rests on the CIA Triad — Confidentiality, Integrity, and Availability. The same foundation is taught in CISSP (ISC2) and is how ISO 27001 defines what we protect. your organization's ISMS exists to uphold all three for company and client information.
Business Case explains why this matters; Scope states what we protect; Objectives set measurable goals; Security Ecosystem and the Taxonomy show how every role helps keep Confidentiality, Integrity, and Availability intact.
Confidentiality
Preserving authorized restrictions on information access and disclosure — only the right people see sensitive data.
Integrity
Guarding against improper modification or destruction of information — data stays accurate and trustworthy.
Availability
Ensuring timely and reliable access to information and systems for authorized users when they need them.
Audit Evidence
Ready for Certification
The portal provides the evidence needed for the pre-audit done internally and the main audit done by a professional auditor.
The portal serves us every day as a destination to learn, stay informed, and keep our reputation strong.