ISO & QHSE Case Studies: Proven Support for Businesses

ROVOP asked Oak Tree to review and audit their bespoke Integrated Management System (IMS), including their HSEQ Manual and Operations Handbook. The goal was to ensure the system effectively supported project management activities.

We carried out a site visit to review their IMS structure and documentation.

Audits highlighted gaps and opportunities for improvement, which were compiled into a detailed report.

We then worked with key stakeholders to support the implementation of recommended changes.

Practical improvements to strengthen the IMS framework.

A system better aligned to project management requirements.

Project completed successfully, on time, and within budget.

The company required immediate support from experienced auditors trained in ISO 9001, 14001, and 45001. Their audit plan involved multiple business lines and needed to be completed within tight timeframes.

Oak Tree worked with the client to confirm requirements, then conducted internal audits across nine business lines within two weeks.

We provided detailed audit reports, highlighting findings and improvement actions.

Audit plan completed on time and within budget.

Clear visibility of strengths, weaknesses, and areas for improvement.

Ongoing confidence in compliance with ISO requirements.

Parkburn wanted to strengthen staff knowledge of ISO 9001:2015 requirements to improve processes and maintain compliance.

Oak Tree developed and delivered tailored training covering:

• An overview of ISO 9001:2015 requirements.
• How these requirements apply to Parkburn’s processes.
• Practical examples and benefits of maintaining a strong QMS.

Each participant also received training materials to use as a reference guide.

Staff gained clearer understanding of ISO 9001:2015.

Stronger business processes aligned with compliance requirements.

Training delivered effectively, on time, and within budget.

Wise Group approached Oak Tree Consultancy for support with their internal audit schedule in preparation for a third-party certification audit. With multiple audits required and tight deadlines, they needed independent, competent auditors who could work flexibly across borders.

Oak Tree responded quickly, holding an initial Teams meeting on 11th March to understand requirements.

We then carried out remote audits via Teams and coordinated directly with process owners in Norway by email.

With remote access to Wise Group’s management system, we were able to complete six internal audits by 24th March — all within the agreed timescales.

Wise Group stayed compliant with ISO standard requirements.

Gained access to independent, IRCA-trained auditors.

Established a reliable partnership for both regular and ad-hoc auditing support.

In mid-2021, Enerion contacted Oak Tree Consultancy to help them achieve ISO 9001 certification by Q1 2022 — a challenging target given their broad organisational scope.

We carried out a full gap analysis and action plan to cover all ISO 9001 requirements.

A management system was then developed in SharePoint to complement existing processes and ensure compliance.

We also completed internal audits and supported Enerion throughout their third-party audit in February 2022.

Achieved ISO 9001 certification with Dovre Sertifisering AS by the Q1 2022 deadline.

Strengthened processes, ensuring consistent quality and customer satisfaction.

Established an ongoing relationship with Oak Tree for system maintenance and compliance support.

Dagger Diving was finding their existing management system difficult to use, which created problems across the business. They asked Oak Tree to review the framework against ISO 9001, 14001, and 45001 requirements and provide clear recommendations for improvement. Activities were carried out remotely with approved access to their systems, followed by a detailed report outlining areas to strengthen.

The review highlighted that the management system structure was disjointed and overly complicated. Excessive use of numbered folders and unnecessary cover pages added no real value, while key documentation was stored outside the HSEQ system. This made it difficult for staff to retrieve essential information for day-to-day operations. In addition, many procedures were overly detailed for the size and scope of the organisation, and some failed to effectively meet ISO standard requirements.

Oak Tree carried out a remote review and delivered a detailed report with clear recommendations.

We advised restructuring and streamlining the system, centralising all documentation in a master register, and simplifying procedures.

To support their wish to develop in-house knowledge, we also provided sample structures and documents to guide implementation.

A simplified, user-friendly management system.

Centralised documentation, making access easier for staff.

Improved alignment with ISO standards and smoother daily operations.