ZenGRC Onboarding Process
- Victoria Buhler (Deactivated)
Reciprocity’s onboarding process is detailed below. Please reach out to your Project Implementation Manager should you have any questions.
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Beginning Your Journey with Reciprocity
Thank you for choosing to partner with Reciprocity’s ZenGRC to help to manage all your Governance, Risk, and Compliance needs. The first step in beginning your journey with Reciprocity is completing the Onboarding process.
Our onboarding process does more than just set you up with ZenGRC — it sets you up for success throughout your entire ZenGRC journey.
By focusing on outcomes, we optimize your investment of time and resources by matching your goals with the right onboarding program.
Our Product Implementation Experts (PIEs) will coordinate & prioritize activities with customer teams with the goal of reaching your desired outcomes.
At the beginning of implementation, your Reciprocity team will scope appropriate solutions (i.e. training, solution, and consultation) and your onboarding plan will be customized for your initiatives.
ZenGRC Platform
Reciprocity’s ZenGRC platform supports all your GRC needs & more.
The platform includes:
→ unlimited users
→ unlimited frameworks
→ unlimited pre-built integrations
→ ZenGRC acts as your Single Source of Truth through integrating your organization’s compliance initiatives into ZenGRC’s System of Record:
Vendor Risk Management | Risk Management | Benchmarks |
|---|---|---|
Create a more efficient and less manual risk-based approach to vendor management | Manage Risk across threats, incidents, and vulnerabilities from a single point | Compare performance to peers in your industry |
Compliance | Integrations | Additional Use Cases |
|---|---|---|
Unified control management across frameworks for real-time control status | ZenConnect delivers pre-built and tested integrations to empower greater efficiencies | Pre-built assets and expert support for use cases like Business Continuity, Policy Management, etc |
→ ZenGRC Onboarding and Implementation includes:
Project Implementation Experts (PIEs) | Transcription Services | |
|---|---|---|
Customize ZenGRC training to fit your organization’s unique experience, timeline, framework complexity, and program maturity. | Translating active customer data like controls, vendor list, risk register, users (currently in a variety of forms like spreadsheets, PDFs, Word docs, etc.) to ZenGRC format. Additional hours and services are available for purchase by request. | Receive Consulting from Reciprocity’s Governance Risk and Compliance Team |
Platform Pricing Includes Support & Success
Please note that non-standard support requests may incur an additional fee
Once you are live in ZenGRC, our support doesn’t end there.
Reciprocity provides ongoing customer support and other services available throughout your contract.
→ Hosting & ongoing instance support
→ ZenMaster & ZenGage
*GRC Expert engagement hours for ongoing strategic guidance
*Customer Success Manager (CSM)
*Executive Advisory Board
Customer Success Manager (CSM), Executive Advisory Board (EAB) & GRCe engagements are available through specific platform packages
ZenGRC Implementation
Your onboarding experience with ZenGRC implementation may consist of the following:
Dedicated Product Implementation Expert (PIE)
Custom onboarding plan ensures you achieve results specific to your business needs
Expert-led transcription hours to prepare & import existing data
Access to expert GRC strategic guidance including industry best practices like writing controls and building a consolidated control framework
Compliance, Risk and/or Vendor Management Training
For a breakdown of the specific steps in the onboarding plan, see below on how Product Implementation Experts (PIEs) will customize your experience of getting ZenGRC to productive use.
Planning
Prior to the kick-off meeting, we will perform the following:
→ Gather data
→ Determine stakeholders
→ Prepare business goals
Stage 1. Kick-off
Team member Introductions & onboarding kick-off
→ Confirm goals & prioritize applications/solutions
→ Establish onboarding timelines
→ Introduce ZenGRC University, which contains step-by-step videos for administrators
Confirm any additional objectives
→ SSO set-up
→ Storage Solution integration / custom storage set-up
Integrations
Stage 2: Alignment
Begin ZenGRC University
→ Before this milestone, admins will complete ZenU courses on admin training and mapping structure, if applicable
→ Ensure understanding & proper setup of application(s)
Build system of record
Data Alignment
→ Review data for import/results of transcription (if applicable)
→ Import/Export Review: manual vs import template
Reporting/ Other goals
Review selected solution / demo
Working session(s) to import controls & stand up frameworks
Stage 3: Solution Training
Solution Training: Compliance, Risk, Vendor, or Other (see dropdowns below)
Review business workflows tied to use cases
→ Audit Setup/compliance
→ Risk / Risk Register
→ Vendor Registry / Questionnaire Data
Compliance Trainings | Risk Trainings | 3rd Party Vendor Management Trainings: |
|---|---|---|
Training for Audit dashboard Types of audits (internal & external) Audit Setup Wizard Requests for evidence Assessments Issues/tasks To-do-list My Dashboards & reports | Risk Settings/Scoring Methodology Risk Registers Risk Workflows Importing Risk content Mapping Risk objects Risk Heatmap and Risk Reporting | Import Questionnaire Templates in instance Training Vendor Management & Vendor Workflows Training Sending questionnaires |
Stage 4: Go Live!
Complete application setup & training
→ Conduct a Q&A overtraining and implementation process
→ Review list of accomplishments & implemented use cases
→ Confirm readiness & Sign off on onboarding
→ If assigned a CSM, begin the next steps with your Customer Success Manager, who can schedule ongoing support.
Succeed
Join ZenMasters Program
If a CSM is included in your package:
→ Establish next goals, set a cadence for Health Checks, and plan for ongoing success
Onboarding Project Plan
The sample timeline provided in the drop-down below helps visualize the onboarding experience and some of the tasks we manage to meet important implementation milestones and outcomes:
Support & Success
While Reciprocity’s comprehensive ZenGRC platform drastically simplifies the process of managing the ever-evolving business, risk, and regulatory challenges, it’s the hands-on, personalized approach of our industry-leading Customer Success Team that takes your GRC programs to the next level.
Our specialized teams are also with you each step of the way in your ZenGRC journey, which [may] include:
GRC Experts
*Included with onboarding is guidance from our GRC Experts, who are CISOs, CROs, DPOs, Chief Audit Executives, Compliance Managers, IT Governance Specialists, Information Security Managers, Architects, and Engineers.
GRC Expert services are available only in specific packages as well as through consulting services for an additional fee.
With decades of vast real-world experience across risk and compliance regulations and frameworks, the strategic guidance of our GRC Experts is unparalleled in the market and they’ll consult with you on new standards as well as tactical advice on existing and maturing initiatives, including:
→ Governance Initiatives
→ Risk Management
→ Compliance Procedures
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