The path to ISO 27001 certification often feels like traversing an intricate maze. Organizations face mounting pressure to demonstrate robust information security practices, yet many struggle with where to begin and how to maintain momentum throughout the certification journey. 

“Most clients struggle with the thought that ISO 27001 is touted as the “easiest certification to gain”, yet it is not easy. The habits and structures rely on organized teams and individuals, and it’s not a “one and done”, it is a continuous, year after year audit and re-certification.” – Sarah A. Lynn, BPM Advisory Partner, IT Security & Compliance Subject Matter Expert   

The strategic value of ISO 27001 certification

ISO 27001 certification represents more than a badge of honor—it provides a comprehensive framework and a set of IT controls for protecting sensitive information and managing security risks. In today’s digital landscape, where data breaches can devastate both finances and reputation, this certification demonstrates to stakeholders that your organization takes information security seriously. 

The certification process requires establishing a strong Information Security Management System (ISMS) that encompasses policies, procedures and controls. While this might sound overwhelming, breaking it down into manageable phases makes the journey more approachable. 

5 key steps in the ISO 27001 certification journey 

1. Preparation and scoping
   

   The first crucial step involves defining the scope of your ISMS  (define what will be governed) and conducting a thorough gap analysis. This phase reveals where your current security practices align with ISO 27001 requirements and where improvements are needed. Many organizations stumble here by either setting an overly ambitious scope or underestimating resource requirements to perform all required tasks. A well-defined scope should consider all critical information assets, business processes and technological infrastructure that impact information security. 

2. Risk assessment and treatment
   

   A comprehensive risk assessment forms the foundation of your ISMS. This involves identifying potential threats to information security, evaluating their likelihood and potential impact and determining appropriate controls. The risk treatment plan must align with your organization’s risk appetite while satisfying ISO 27001 requirements. Organizations should prioritize risks based on potential business impact.
   Many companies skip the Risk Treatment Plan, after the thorough assessment, and do not create the ongoing Risk Register plus commitments. This trap will catch many. 

3. Documentation development
   

   Creating clear, practical documentation proves challenging for many organizations. Required documents include an information security policy, risk assessment methodology and Statement of Applicability (SoA). These documents should reflect real-world practices rather than theoretical ideals. The documentation phase also includes developing incident response procedures, business continuity plans and specific security protocols for different areas of operation. Each document should be living and adaptable, designed to evolve with your organization’s security needs and require testing on an annual basis. 

4. Implementation and training
   

   Successfully implementing controls requires buy-in across all levels of the organization. This phase involves deploying technical controls, establishing processes and ensuring staff understand their roles in maintaining information security. Regular training and awareness programs help embed security practices into organizational culture. The implementation should follow a structured approach, with clear timelines and responsibilities assigned to specific team members or roles. Change management processes become crucial during this phase to ensure smooth adoption of new security measures. Of course, all must be written and practiced. 

5. Audit preparation and certification
   

   The certification process involves both internal and external audits. Internal audits help identify and address gaps before the formal certification audit. The external audit process typically occurs in two stages: a documentation review followed by an on-site assessment of ISMS implementation. Organizations should conduct regular mock audits and create a segregated internal audit process to prepare teams for the certification process and maintain evidence of security control effectiveness throughout the year, not just during audit periods. 

Common challenges and solutions

Several obstacles typically emerge during the ISO 27001 certification process: 

• Resource allocation often proves insufficient, particularly regarding time and personnel. Organizations must balance certification activities with ongoing business operations. 
• Technical implementation can become complex, especially when integrating new security controls with existing systems. This requires careful planning and expertise to execute effectively. 

“Many clients will forego ISO-required tasks, throughout the year, when a product feature or organization’s sales events take priority. This has proven to be a detrimental decision when internal or external audits come due and there are missing components. We like to teach you how to keep the important cadences and not play “catch-up”.” – Sarah A. Lynn 

• Maintaining momentum throughout the certification journey challenges many organizations, particularly during documentation and policy development phases. 
• Staff engagement sometimes wanes after initial enthusiasm, making it crucial to maintain consistent communication and demonstrate leadership commitment. 

Building your ISO 27001 action plan with BPM

While organizations can pursue ISO 27001 certification independently, partnering with experienced professionals often proves invaluable. Professional guidance helps navigate complex requirements, avoid common pitfalls, and accelerate the certification timeline. 

BPM provides comprehensive support throughout the ISO 27001 certification journey, partnering with organizations like yours to develop tailored approaches that align with business objectives. Drawing on our deep experience in information security, we help you not only achieve certification efficiently but also establish sustainable security practices that deliver lasting value. 

“We are right beside you, on the same side of the table, in preparing for and maintaining the certification. We have the experience of attending and supporting through hundreds of ISO audits for over two decades.” – Sarah A. Lynn 

Whether you’re just beginning to explore ISO 27001 certification or seeking support for an ongoing initiative, BPM’s IT Security Advisory team stands ready to guide you through each step of the process. To learn how we can help your organization achieve and maintain ISO 27001 certification while strengthening your overall security posture, contact us.