ZenGRC Onboarding Process

Implementation That Sets You Up for Success

Your Customer Success Manager will take the lead in your onboarding process. This designated resource customizes training to fit your organization’s unique experience, timeline, compliance framework complexity, and risk maturity.

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

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

Support that Helps Sustain Your GRC Evolution

Each customer is assigned a designated Customer Success Manager (CSM) for the duration of their ZenGRC journey to ensure a smooth onboarding process, and ongoing success. The CSM will also host regular meetings and quarterly business reviews with you.

Our Customer Support Team is available during regular business hours to assist with any queries or technical issues.

Comprehensive Resources

• ​ZenGRC Community: Access training videos, articles, and a rich knowledge base to support your GRC program and engage in continuous learning
  • ​Solutions Center: Find solutions and best practices tailored to your needs
  • ​Training: On-demand training videos and articles at your fingertips
  • ​Community: Get answers from both industry peers and ZenGRC employees
• ​Product Updates & Roadmaps: Stay informed with the latest product developments and roadmaps
• ​Events: Register for upcoming customer events or watch past events on-demand
• ​Quarterly User Groups: Join sessions led by our product and customer success leaders

Customer Feedback Opportunities

We value our customers and continuously strive to improve our product with customer insights.

• ​Submit Ideas: Share your ideas through the ZenGRC Community. Our product team regularly reviews submissions.
• ​Feedback Channels: Participate in feedback sessions and user groups to directly influence our product roadmap. We provide a variety of avenues to share your feedback. Reach out to your Customer Success Manager (CSM) for more information.

What Customers Say

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 Customer Success Manager is amazing. She and the whole team around her have been really great in supporting us.

— CISO & Privacy Officer

An Overview of ZenGRC

Let's take a quick look into our Simply Powerful GRC software that spans all aspects of GRC activities.