The ProServ team initiates two types of engagements:
- Quickstart – This required service provides new clients with an understanding of the platform’s core functionality. It includes fundamentals training for your platform administrators.
- Quickpath – This optional consulting service consists of advanced configuration related to specific business processes, such as vendor management, incident management, internal audit/SOX testing, and compliance with security guidelines. These engagements are customized to fit your specific needs and level of desired investment, and provide additional “hands on” transfer of knowledge for your team.
The following timeline illustrates Lockpath’s general deployment process to help new subscribers quickly benefit from their investment in Lockpath.
Quickstart is the foundation for setting up Lockpath and accelerating your team’s understanding of the platform’s capabilities. Once you have access to Lockpath, the ProServ team will discuss with your designated project team how you plan to use the platform. The objective is to evaluate the maturity level of your compliance program prior to the import of authority docs and “live” data, development of tables and workflows, and creation of reporting/dashboards. The initial deliverable – a result of collaboration with process owners – is a roadmap that outlines the individual tasks to be completed by both the client user team and the Lockpath ProServ team.
Quickstart Implementation Process
- Establish agenda
- Introduce support portal
3. Strategy Development
Series of calls to discuss objective
- Outline requirements
- Create roadmap for configuration
- Identify processes for integration
After Quickstart and fundamentals training, client teams are equipped to manage their Lockpath platform and develop customized workflows to advance the uses of the individual applications. However, many client organizations are short on head count. As a result, they often turn to the ProServ team to assist in creating the “future state” environment and subsequent configuration of the platform to manage their identified risks. Individual projects – Quickpath consulting engagements – are designed to perform this advanced configuration and training.
Each project scope is designed to meet the specific parameters established by the client team, allowing management to determine the level of investment in line with the deliverables desired.