Rethinking ISMS Documentation with Markdown and Git

Challenge

Upon stepping into my role as a Compliance Manager, I encountered a significant challenge: the organization’s Information Security Management System (ISMS) documentation was scattered across multiple locations, existing in various versions and states of completion. This fragmented approach made it difficult to ensure consistency, control revisions effectively, and distribute policies transparently throughout the business.

Solution

Determined to address these challenges head-on, I spearheaded an innovative project to overhaul our ISMS documentation system. The core of this initiative involved transitioning all our policies and documentation from disparate Word documents into a unified format using Markdown. By doing so, I aimed to leverage the power of version control and enhance the accessibility of these crucial documents.

To achieve this, I chose to store all converted documentation in a Git repository. This approach allowed us to adopt GitFlow as our workflow model, ensuring that every change went through a structured process before finalization. Version control became streamlined and intuitive, significantly reducing the complexity of managing document revisions.

Moreover, I focused on making these documents readily accessible to all employees. To accomplish this, we utilized Free Open Source Software (FOSS) tools such as Hugo and Doks to render our Markdown documentation into two key formats:

• Master PDFs: For official releases and distribution.

• A Searchable Web Portal: To provide easy access for employees seeking information or policy clarifications.

Outcome

The transformation of our ISMS/PIMS documentation system marked a significant leap forward in how we manage and disseminate policy information within the organization. By leveraging Markdown, Git, and FOSS tools, we achieved:

1. Enhanced Version Control: With GitFlow, managing revisions became systematic and efficient, eliminating the confusion of multiple document versions.
2. Streamlined Finalization Process: The clear structure provided by our chosen workflow ensured that all documents reached finalization with appropriate reviews.
3. Improved Accessibility: The creation of a searchable web portal democratized access to policy information, fostering transparency and compliance across all levels of the organization.
4. Cost Efficiency: Utilizing FOSS tools not only optimized our processes but also reduced operational costs associated with managing ISMS documentation.
5. Compliance as Code: By adopting a version-controlled, code-like approach to policy documentation, we set the stage for future automation and integration with our compliance management systems. To wit, I developed a policy review date check and a policy compliance satisfaction check.

Reflection

This project underscored the importance of adaptability and innovation in compliance management. By embracing modern technologies and methodologies, we were able not only to solve a pressing organizational challenge but also to set new standards for efficiency and accessibility in handling ISMS documentation.