Our Approach to Onboarding & Enablement
A structured 90-day path to measurable value and confident ownership.
Operationalize your programs to deliver on executive priorities and equip your team to sustain long-term success.
LogicManager’s structured 90-day onboarding bridges your business goals with the people, workflows, and evidence needed to achieve them. We establish a defensible, operational foundation for your licensed Oversight Programs—backed by zero-code configuration and dedicated expert coaching.
Key Onboarding Pillars
Best-Practice Foundation
Out-of-the-box templates, workflows, and reports aligned directly to your organization’s terminology, roles, and processes without custom code.
Accountability Chain
Clear ownership, separation of duties, and visible handoffs eliminate organizational silos—surfacing “Unknown Knowns” (critical risk data hidden inside your company) before they become issues.
Collaborative Execution
LogicManager delivers: Platform provisioning, coaching, zero-code configuration support, and validation.
Your team delivers: Internal decision-making, process context, content reviews, and activity execution.
Long-Term Team Enablement
A train-the-trainer model prepares your Program and Process Owners to manage, adapt, and scale your programs independently long after onboarding ends.
Board-Ready Direct Deliverables
Turn onboarding progress into a clear foundation for executive and Board oversight.
- Risk Maturity Baseline: An RMM Assessment that benchmarks your current maturity and provides a reference point for demonstrating improvement.
- Custom Charter Template: A formal framework documenting your oversight mandate, authority, and responsibilities.
- Committee Design Support: Guidance to clarify committee structure, reporting relationships, and escalation pathways.
- 90-Day Milestone Timeline: A visible plan connecting business objectives to milestones, accountable owners, and target dates
What You Achieve in 90 Days
- 1An Operational Foundation: A fully configured platform tailored to your oversight needs.
- 2Defensible Reporting: Clear evidence of progress and risk management for leadership and the Board.
- 3Self-Sufficiency & Roadmap: Fully trained internal owners and an actionable timeline for future improvements.
Your LogicManager Team
Our team combines practical implementation support with ongoing guidance, helping your organization build a solution you can operate independently.
Dedicated Onboarding & Enablement Specialist
Your specialist guides your phased onboarding plan, coordinates provisioning and configuration support, facilitates enablement sessions, and helps validate progress.
They work alongside your team to establish operational Programs with clear responsibilities and measurable milestones.
Dedicated Customer Success Manager
Your Customer Success Manager supports continued adoption, stakeholder engagement, and progress against your business objectives.
After onboarding, they coordinate ongoing guidance and business reviews to help your Programs evolve with your organization, ensuring long-term success.
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Structured Onboarding & Enablement Phases
LogicManager’s phased onboarding framework establishes your licensed Programs, supports active use, and transitions your team to ongoing ownership. Each phase has defined responsibilities, milestones, and visible follow-up actions. Continued Customer Success mentorship and support help your team sustain adoption and improve results.
Phase I: Executive Alignment, Provisioning, and Localization
Planning
Target period: Days 0–30
Align with your Executive Sponsor on immediate priorities and measurable 3-month, 6-month, and 9-month achievement milestones.
Establish a baseline with the Risk Maturity Model (RMM) Assessment to guide priorities and measure progress.
Provision licensed Programs with best-practice templates, workflows, and reporting structures.
Confirm accountable owners and appropriate Separation of Duties; localize Program Charters, Policies, safeguards, and objectives to your organization.
Phase II: Production Rollout and Customer Execution
Production Rollout
Target period: Days 31–60
Begin performing assigned Program and Process activities in the production environment, supported by guided rollout sessions.
Load agreed customer information and put workflows, assessments, tasks, monitoring, and reports into use
Apply LogicManager’s coaching to complete assignments, coordinate contributors, and address gaps.
Track outstanding decisions and dependencies with identified owners and target dates, involving executive leadership when needed.
Phase III: Customer Ownership, Validation, and Transition
Validation
Target period: Days 61–90
Operate your licensed Programs with LogicManager coaching and advisory support.
Validate that Program Owners and Process Owners can perform their responsibilities, using reports and available operating evidence.
Present progress against agreed milestones, remaining gaps, and next actions during an Executive Sponsor review targeted around Day 80.
Confirm ongoing ownership, document remaining actions and target dates, and transition to continued advisory and enablement support.
Ongoing Support & Continuous Improvement
Onboarding transitions into continued customer operation with ongoing LogicManager support. Your team retains ownership of its Programs, while our resources and guidance help sustain adoption, address challenges, and improve results
Your Customer Success Manager: Your ongoing point of contact coordinates business reviews, supports stakeholder engagement, and helps track progress against agreed objectives and improvement priorities.
Continued Onboarding & Enablement Support: Your Customer Success Manager can coordinate additional enablement sessions, as appropriate, to reinforce adoption and help your team use new capabilities.
Product Support: Access technical troubleshooting through in-application feedback or by emailing support@logicmanager.com when your team needs assistance.
Ongoing LMU & LMX Access: Continue using LogicManager University’s learning resources and LogicManager Expert (LMX)’s on-demand guidance to build knowledge, complete activities, and adapt your Programs
Tools and Resources for Success
Structured Onboarding Method
Phases connect executive priorities to production rollout and customer ownership. Defined milestones, responsibilities, and follow-up actions make progress visible throughout the planned 90-day journey.
Oversight Programs
Each licensed Program brings together the content, workflows, reports, and onboarding support needed for its oversight responsibilities. Fixed-price Program licensing includes unlimited participation for stakeholders performing the work, supporting organization-wide accountability and appropriate Separation of Duties.
Out-of-the-Box Content
Start with centralized libraries of best-practice templates, questionnaires, workflows, and reports. Localize provisioned content or incorporate suitable existing documents to reflect your organization’s processes and priorities.
LogicManager Expert (LMX)
Your embedded AI risk expert provides on-demand answers and practical guidance throughout the platform. LMX supports learning and everyday use, helping your team apply available capabilities with confidence.
LogicManager University (LMU)
Access articles, videos, webinars, and how-to guides that reinforce enablement sessions and help your team build the knowledge to operate and improve its Programs.
Data Migration
Bring existing information into LogicManager using the Excel-based Data Load Utility. Your team prepares and reviews its information, with migration guidance and support provided within the agreed onboarding scope.
Continuous Platform Enhancements
Receive ongoing platform enhancements without a separate upgrade project. Updated capabilities and best-practice guidance help your organization continue improving as its needs evolve.
Onboarding & Enablement FAQs
LogicManager uses a structured 90-day onboarding framework covering executive alignment and localization, production rollout, and customer ownership and validation. Milestones reflect your organization’s goals, required inputs, and participation.
Your team identifies executive sponsors and accountable owners, supplies organizational information, reviews and localizes content, makes internal decisions, and completes assigned activities. LogicManager provides provisioning, coaching, configuration support, and validation throughout the process.
LogicManager supports integrations that help keep employee information and platform access aligned with your organization. During onboarding, we identify the appropriate connections, participating roles, and access requirements for your licensed Programs. Available automation depends on the systems connected and the agreed configuration.
Not at all. LogicManager delivers pre-configured, Out-of-the-Box (OOTB) Program Packages complete with Board-approved Charters, policy templates, root-cause risk indicators, pre-mapped role permissions, and automated workflow rules. Your team reviews and localizes this foundation, incorporating suitable existing policies and documents. With dedicated coaching and zero-code configuration, onboarding focuses on putting your processes into operation and establishing clear ownership.
It reduces conflicts of interest and opportunities for fraud, waste, and negligence while strengthening accountability and the credibility of information reported to leadership.
During onboarding, LogicManager helps your team establish accountable owners, role-based access, and workflows that support appropriate independent review within your licensed Programs. Clear handoffs and traceable evidence help your team perform its responsibilities with confidence and demonstrate that oversight is working.
LogicManager’s Completeness Checker helps identify gaps in connected risk management information and provides guidance for remediation. During onboarding, your team establishes the ownership, monitoring, and reporting structures needed to review findings and track follow-up actions. This supports reporting grounded in visible evidence and accountable action.