All Case Studies
ISO Compliance SaaS · Multi-Tenant · AI Meeting Intelligence

A $5M Consulting Firm on Spreadsheets. We Built the SaaS Platform.

ComplianceHelp manages ISO certifications for hundreds of clients. Every engagement was manual — scattered docs, emailed notes, untracked corrective actions. We built the platform that made it scale.

$5M+
Annual recurring revenue
1,000+
Active platform users
Auto
Meeting documentation
100%
CAPA enforcement rate
Client
ComplianceHelp
Industry
ISO Consulting
Location
Salt Lake City, UT
Size
100+ employees
Revenue
$5M+ ARR
Users
1,000+ on platform
The Problem

Every Engagement Was a Separate Manual Operation.

📧
Email & Meeting Notes
no traceability
📁
Shared Drives
version chaos
📊
Spreadsheets
nothing enforced
1–3 hrs
Manual docs per meeting
100s
Client engagements in parallel
0
Enforcement on corrective actions
∞
Document versions floating
Platform Architecture

Five Systems. One Platform. Nothing Skipped.

🏢  Multi-Tenant Architecture
Stripe billing AWS Cognito strict isolation
ISO 9001
Client A
ISO 14001
Client B
ISO 27001
Client C
ISO 9001
Client D
+hundreds
↓   per-client workspace · full isolation
🎙️  AI Meeting Intelligence — Audio → Action Items → CAPA
Record
Upload audio
→
Transcribe
OpenAI STT
→
Summarise
Extract actions
→
CAPA Triggered
Auto-escalated
↓   feeds four core platform modules
📁
Document Register
S3-backed, version-controlled, full approval trail
S3 · versioning
🔒
CAPA Engine
Closed-loop enforcement — no shortcuts allowed
enforced workflow
📊
Risk & KPI Dashboard
Live compliance health view for management
Recharts · live
💳
Subscription & Billing
Stripe-integrated, per-tenant plan management
Stripe · multi-tenant
🔒 CAPA Closed-Loop — Cannot Skip a Step
1 Non-conformance documented ✓ complete
2 Root cause analysis logged ✓ complete
3 Corrective action implemented ⚠ required
4 Effectiveness verified 🔒 blocked
OPEN — cannot close until all 4 steps complete. ISO audit requirement enforced in code.
⚙️ Async Processing — RabbitMQ + Celery
→ Upload audio → job queued to RabbitMQ
→ Celery worker picks up → OpenAI transcription
✓ Minutes + action items appear — no waiting
RabbitMQ Celery OpenAI API
The Proof

Meeting In. Action Items + CAPA Out. Nothing Falls Through.

compliancehelp-platform · Meridian Manufacturing · ISO 9001 · Nov 14 ⚡ AUTO-PROCESSED
📋 ISO 9001 Audit Preparation — Meridian Manufacturing
Sarah Chen (Consultant) · James Okoye (QA Manager) · 47 min
✓ Transcribed
Transcript excerpt
S. Chen SOP-MFG-04 hasn't been updated since March. When was it last reviewed?
J. Okoye I'm not sure. I think Mark updated it but it didn't go through formal approval.
S. Chen That's a non-conformance. We need root cause and corrective action before December 3rd.
J. Okoye Understood. I'll also get David to update the supplier evaluation matrix by next week.
🤖 3 action items extracted · 1 non-conformance → CAPA auto-triggered
▸ Extracted Action Items
🔴
Review and formally approve SOP-MFG-04
James Okoye · Due: Nov 28 · §7.5
CAPA triggered
📋
Update supplier evaluation matrix
David Marsh · Due: Nov 22 · §8.4
task assigned
📄
Confirm Q3 SOP approval workflow
Sarah Chen · Due: Dec 1
doc register
⚠ Non-conformance · SOP-MFG-04 unapproved · CAPA-2024-0847 opened → CAPA
🔒 CAPA-2024-0847 — Open SOP-MFG-04 · unapproved revision
✓
Non-conformance documented
SOP-MFG-04 revised without approval — detected Nov 14
✓ logged from meeting
✓
Root cause analysis
No document control checklist followed for Q3 cycle
✓ root cause logged
3
Corrective action
Formal approval + retraining for QA team
⚠ in progress · due Nov 28
4
Effectiveness verification
Confirm no repeat at next review
🔒 blocked
🔒 Cannot close until all 4 steps complete — ISO audit evidence required
📁 Meridian Manufacturing — Document Register
SOP-MFG-04 — Production Process Control v2.1 ⚠ pending 12/18 ack'd
QP-001 — Quality Policy v4.0 ✓ approved 18/18 ack'd
ITP-002 — Inspection & Test Plan v1.3 ✓ approved 14/18 ack'd
SUP-EVL — Supplier Evaluation Matrix v2.0 ⚠ update due —
Results

Manual Consulting Operation. Scalable SaaS Platform. $5M+ ARR.

$5M+
Annual recurring revenue
1,000+
Users across organizations
Automated
Meeting docs (was 1–3 hrs)
Meeting Documentation
Before
1–3 hrs manual
After
Automated
CAPA Completion
Before
Inconsistent
After
Enforced — 100%
Audit Readiness
Before
Scramble each time
After
Continuous
React.js Django OpenAI API Stripe PostgreSQL Material UI Tailwind CSS RabbitMQ Celery Recharts AWS EC2 AWS RDS AWS S3 Cognito
Metric
Before
After
Meeting docs
1–3 hrs manual
Automated
Document control
Scattered, no trail
Centralised registry
CAPA follow-up
Spreadsheet, skipped
Enforced closed-loop
Client capacity
Capped by headcount
1,000+ users scaled
Audit readiness
Pre-audit scramble
Continuous visibility
Revenue
Growth capped
$5M+ ARR
The Transformation
The CAPA engine wasn't built to save time — it was built to make the product something an auditor would trust. ISO certification requires proof that nothing was skipped. The platform enforces that in code.