Our Approach to Onboarding & Enablement

Maximize your investment by turning our expertise into your team’s success.
Build a foundation that is ready for today’s goals and tomorrow’s growth.

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 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 each Oversight Program. 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

Our philosophy is to empower your team with expertise and tools, not take over your work.

Dedicated Onboarding & Enablement Specialist

You are paired with a dedicated Onboarding & Enablement specialist who guides you through a personalized onboarding plan outlining your setup process, configuration guidance, and insights to help you get the most value from LogicManager’s tools.

Dedicated Customer Success Manager

To support you in your LogicManager journey, a dedicated Customer Success Manager will provide ongoing guidance on platform use, stakeholder engagement, and long-term program success.

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 Enterprise Risk Management programs, among others.
Oversight Programs: Every job in an organization carries inherent risks that must be managed. We commit to providing holistic programs with the necessary solution packages, including all relevant workflows, content, reports, and onboarding services, in a single, fixed-price unit, with unlimited user access for those performing the job.
LogicManager Expert (LMX): LMX is your always-available digital assistant and dedicated subject-matter expert, embedded throughout the LogicManager platform. With real-time answers and actionable insights, LMX accelerates your adoption and empowers you to navigate with confidence.
LogicManager University (LMU): You will have access to our full Knowledge Center, which includes articles, videos, webinars on industry best practices, and how-to guides for leveraging LogicManager to its fullest.
Out-of-the-Box Content: Access a centralized library of best-practice templates, questionnaires, and pre-built workflows designed to jump-start your program. Every piece of content can be used immediately or customized to fit your organization, helping you standardize processes and move faster.
Data Migration: Migrating your existing data into LogicManager is an essential part of getting started. Our Data Load Utility makes this simple with an intuitive, Excel-based import process that allows you to bring forward your current information with speed and confidence.
Continuous Platform Enhancements: LogicManager is developed for practitioners by practitioners, which is why we evolve the platform on a regular cadence. Guided by real customer and internal feedback, our updates ensure the platform keeps pace with the needs of today’s see-through economy. You automatically receive the latest version the moment it’s ready, no waiting or costly upgrades.

Structured Onboarding & Enablement Phases

LogicManager’s Onboarding and Enablement program is a Milestone-Based Methodology broken into phases, with objectives set for each.

Phase 0: Preparation (Starts when you say yes to LogicManager)
- Take the Risk Maturity Model (RMM) Assessment & review your needs with the team
- Begin internal conversation and resource gathering to hit the ground running on day one

Phase I: Planning
- Set the foundation for a successful onboarding experience with an understanding of our Enterprise Risk Management Framework
- Clearly define your key objectives for each licensed program
- Curate your existing risk content, including spreadsheets, legacy data, existing frameworks, and process maps, to prioritize what will be migrated into the LogicManager platform

Phase II: Configuration
- Each customer will receive a step-by-step onboarding plan tailored to their objectives by your Onboarding Specialist.
- Attend virtual one-on-one sessions to master LogicManager’s core competencies, focusing on active knowledge transfer and industry best practices to give your team the tools and confidence to lead your program’s long-term success.
- 24/7 support is included through LogicManager Expert (LMX), providing real-time, on-demand expertise and guidance.
- Self-paced learning is available through our searchable knowledge base, LogicManager University (LMU), which provides “how-to” guides, industry best practices templates, and reporting walkthroughs.

Phase III: Validation
- Migrate your legacy information and set up monitoring tools to ensure the platform feels familiar and is ready for organization-wide adoption.
- Make final configuration tweaks to ensure your workflows perfectly match your real-world processes.
- Review progress and help identify additional areas for improvement to guide your organization to the next level of risk maturity.

Phase IV: Reporting & Adoption
- Review Dashboards & Configurable Reports to ensure the system provides all necessary business insights.
- Opportunities to join councils and share feedback to help enhance the platform for all users.
- Conduct regular business reviews with your Customer Success Manager to identify opportunities for alignment with evolving business needs and market conditions.

Timeline and Milestones

To ensure you see value quickly, we’ve outlined our standard 90-day onboarding journey below. During your kickoff, your dedicated team will tailor this timeline to your goals, establishing a custom schedule for each major milestone to ensure a successful launch.

Corporate governance and risk reporting to the board

Ongoing Support

We’re here to help after your onboarding – you’ll continue to have access to the Logicmanager team 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.