Our Approach to Onboarding & Enablement

Maximize value with expert support and tools to achieve your goals and adapt as your needs grow.

At LogicManager, we understand that you know your business, risks, and team better than anyone else. Our goal during onboarding is to help you achieve your business objectives and get the maximum value from the solution you’ve invested in.

Throughout the onboarding, you’ll have control over the configuration along with support from your dedicated Onboarding & Enablement Specialist. With LogicManager’s zero-code configuration platform, you can easily tailor the system to your organization’s needs without needing developers or IT support. The platform is both flexible and resilient, allowing you to make adjustments confidently, knowing the system won’t break.

Along the way, your Onboarding & Enablement Specialist will guide you through best practices and help you adopt a risk-based approach to Corporate Governance. Throughout the process, they’ll provide strategic advice to align your implementation with industry standards and long-term success. While you are responsible for configuring the platform, they will work alongside you to unlock the full potential of LogicManager’s holistic technology, helping you drive efficiency, enhance collaboration, and surface critical insights across teams.

As your business evolves, you’ll be equipped to adapt the platform to meet your changing needs. Through our “train-the-trainer” approach, we’ll empower you and your team to make necessary adjustments, so the system can continue to support your success over time.

Your LogicManager Team

Dedicated Onboarding & Enablement Specialist

You are paired with a dedicated Onboarding & Enablement specialist to guide you through the setup process, offer configuration guidance, and provide insight into using LogicManager’s tools.

Dedicated Customer Success Manager

You are also paired with a dedicated Customer Success Manager who will support you through the lifetime of your account with LogicManager.

Tools and Resources for Success

Structured Onboarding Method: Our structured method provides step-by-step guidance, resources, and milestones to help you meet your initial goals. These plans include setting up Corporate Governance and Enterprise Risk Management programs, among others.
Solution Packages: Every job in an organization comes with inherent risks that need to be managed. We commit to providing Solution Packages with the necessary solutions such as workflows, content, reports, and onboarding services in a single, fixed-price unit, offering unlimited user access for those performing the job.
LogicManager Expert (LMX): Our onboarding program includes LogicManager Expert (LMX), your personal digital assistant and dedicated subject matter expert, built right into our LogicManager platform. LMX provides real-time answers and insights, enabling faster adoption and helps you navigate the platform confidently.
LogicManager University (LMU): You will have access to a full Knowledge Center, which includes articles, videos, webinars on industry best practices and how-to guides for leveraging LogicManager to its fullest.
Data Load Utility: An important step in the onboarding process is to migrate existing data into LogicManager so that you can hit the ground running. Our Data Load Utility is an easy-to-use tool based on excel imports to bring your current information forward.

Structured Onboarding & Enablement Phases

LogicManager’s Onboarding and Enablement program is broken into 4 phases with objectives set for each.

Phase I: Preparation and Planning
- Set the foundation for a successful onboarding experience with our Corporate Governance and Risk Management program
- Conduct the Risk Maturity Model (RMM) assessment
- Clearly define your key objectives for initial go-live
- Configure the solution to meet your specific needs

Phase II: Initial Use and Feedback Collection and Customer Acceptance
- Gather user feedback to refine and plan the adoption of the solution
- Make necessary adjustments based on feedback and prepare for full rollout
- Go-live with your steady state of using your Solution Packages

Phase III: Increase Maturity Level
Note – this phase occurs as it is prioritized (for example, it may happen immediately following initial go-live, or may come down the line as you want to make continuous improvements)
- Identify areas for adoption to bring you to your next level of risk maturity
- Make the necessary configuration adjustments to align processes to meet the next level of maturity

Phase IV: Continued Journey of Adoption
- Support continuous improvement and long-term value
- Conduct regular business reviews with your Customer Success Manager to identify opportunities for alignment with evolving business needs and market conditions

Timeline and Milestones

Below is a listing of the major milestones in the onboarding process. At your kickoff call, you will work with your LogicManager team to establish the expected completion date of each milestone to help you get up and running in the first 90 days.

Corporate governance and risk reporting to the board

Ongoing Advisory Services

We’re here to help after your onboarding – you’ll continue to have access to our Advisory Services for ongoing support and enablement.

Your Customer Success Manager: They will be your main point of contact after your onboarding is complete. You can expect to have regular business reviews and escalations with them to support your continued success.
Courtesy sessions with Onboarding & Enablement: As appropriate, your Customer Success Manager may offer courtesy sessions with an Onboarding & Enablement Specialist to enable your continued adoption of LogicManager and our latest releases.
Product Support: Our support team provides technical support and can be reached either through feedback in the application or by emailing support@logicmanager.com to connect with a live agent.
Ongoing LMU & LMX Access: You will continue to have access to real-time guidance provided by LogicManager Expert (LMX) to provide you the tools and insights needed to accomplish your most critical tasks.