Onboarding checklist

At Inverifi, we understand the complexities and challenges that come with compliance and onboarding to a new tool. From the resources required on your end to the ideal structure for your documentation, this checklist and template guidance is designed to support and track your progress every step of the way, ensuring a smooth and straightforward process.

Step by step guide

1. Meeting standards

This feature is designed to simplify the management of compliance documentation within Inverifi, especially when having to manage multiple standards across organisation(s).

 

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These content types are typically policies, procedures, process definitions or diagrams.

 

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Collate all your documents and organise for later migration to your compliance site

2. Business process and diagrams

Diagrams provide you with the freedom and control to visualise any process flows your business has. With Diagrams, you can store all your documentation and flows in one place, straight out of the box.

 

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Document all your processes and organise for later migration to your compliance site

Document all your processes and organise for later migration to your compliance site

3. Risks

A risk register, also known as a risk log. These play an integral role in the risk management process. 

Risk registers can help your business identify, analyse, prioritise, and mitigate risks before they ever become a real threat to your organisation.

 

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These may already be defined and/or sourced from a single or multiple sources

Document all your risks and organise for later migration to your compliance site

4. Projects and tasks

Tasks can be created, shared and related or associated with compliance documentation. This ensures a cohesive and transparent relationship task activities and progress and the content which it links to.

Projects can be created manage sets of tasks which have a common purpose or high level objective.

Task functionality can be harnessed to execute and simplify the complex process of your migrating existing content or creating of new content. 

Collate any project objectives and create tasks that may be required to migrate content and/or createnew content. 

How long does it take to get up and running?

The time required for implementation can vary significantly from one organisation to another, ranging anywhere north of 10 minutes depending on your bespoke requirements.

 

To better understand your business needs and provide an accurate estimate, we highly recommend scheduling a free consultation with us.

 

This consultation will allow us to assess your requirements accurately and provide you with estimates.

Get in touch with us today for a free onboarding consultation