Customer Onboarding
Beginning your journey with ZenGRC
Our implementation process does more than just get you started — it sets you up for success throughout your entire ZenGRC journey.
Taking the lead in your ZenGRC onboarding process is your Customer Success Manager, a designated resource who customizes training to fit your organization’s unique experience, timeline, compliance framework complexity, and risk maturity. See below for what to expect during ZenGRC onboarding.
Typical ZenGRC onboarding takes 4-8 weeks.
Your onboarding experience will include:
- Designated onboarding specialist
- Implementation frameworks
- Expert guidance including writing controls and building a consolidated control framework
- Import of existing compliance data
- Audit workflow review and training
Onboarding Timeline
What are the steps of ZenGRC onboarding? See the onboarding timeline below for an overview of the 4 stages, from kick off to go live.
What to expect:
- Join a kick-off call with your team (Account Executive and Customer Success Manager) to discuss your goals and desired outcomes.
- Register for the ZenGRC Community, including resources for training, relevant Knowledge Base articles, and access to other industry experts.
- Gain access to your ZenGRC instance.
- Discuss your goals and priorities with your CSM. Based on these discussions, your CSM will create a plan to prioritize your goals and tailor your onboarding experience.
- Execute the plan with your designated CSM’s guidance. Once your onboarding is complete, you will move to an agreed-upon cadence for meeting regularly with your CSM throughout your time with ZenGRC.
Onboarding Timeline
Here’s what to expect from each stage of your onboarding process and beyond.
Stage 1
Kick Off
- Introduce team members
- Discuss risk and compliance needs, goals and timelines
- Determine the prioritized use cases for onboarding
- Introduce ZenGRC University, a library of step-by-step videos for administrators
Stage 2
Alignment
- Kick off ZenGRC Admin training
- Workshops to set up your instance of ZenGRC, including framework scoping
- Review and validate data set up requirements
Stage 3
Solutioning
- Incorporate expert guidance supporting use cases and defined goals
- Review and QA business workflows tied to use cases
- Use Case Setup: Validate automation, user access, reporting
Stage 4
Go Live
- Conduct Q&A session for understanding across any part of ZenGRC
- Validate initial goals and outcomes for completion
- Discuss production resources and additional ZenGRC contacts, including the Community and customer events
- Sign off on onboarding completion
Trusted by Our Customers
Our happy customers not only have a lot to say about our product, but our support as well!
Loved the dedicated team which was able to answer all our questions during the demo and POC phases.
Privacy & Compliance Specialist
The onboarding program is outstanding, giving new users a strong foundation for the basics of the platform and confidence in their workflows.
Senior Security Compliance Specialist
My CSM is amazing – she and the whole team around her have been really great in supporting us.