Compliancy Group Onboarding Process

At Compliancy Group, we understand that every organization’s compliance journey is unique. That’s why we offer two onboarding experiences—so you can choose the level of support that works best for your team:

Lite Onboarding (Self-Guided with Expert Support)

For teams looking to move quickly with guided tools and limited calls.

Dedicated Onboarding (White-Glove Service)

For organizations that prefer hands-on, personalized support throughout onboarding.

Lite Onboarding Overview

Lite onboarding is designed for quick activation and includes access to all the tools and training resources you need to get started, including:

• Kickoff Call – Align on initial goals and introduce your assigned Onboarding Coach (OC)

• Admin Training & Setup- Working with you on the initial setup for admin and walking through your employee setup.

• Feature Walkthroughs – Complete walk-thru of our top tools and general use cases.

• Access to Support & Knowledge Base – Search our extensive help center or contact support anytime
  

Best for: Small teams, returning customers, or organizations with existing compliance frameworks

Dedicated Onboarding Overview

With Dedicated onboarding, we walk you through each phase of the compliance setup in a personalized, high-touch way. Here’s what your journey will look like:

✅ Call 1 – Kickoff & Customization

• Meet your OC

• Review your compliance goals and internal workflows

• Align on key milestones and timeline

• Start your Program Module

✅ Call 2 – Policies, Procedures, and Training

• Configure and assign employee training modules

• Customize policies for your organization

• Review attestations and admin reporting tools

✅ Call 3 – Assets, Vendors, and Risk

• Complete asset inventory and vendor management setup

• Review any outstanding documentation

• Configure BAAs or internal security reviews

✅ Call 4 – Final Review & Transition

• Review all modules for completeness

• Align on compliance roadmap and next steps

• Introduce your CSM for ongoing support and check-ins

Best for: Larger teams, regulated environments, or organizations new to HIPAA or compliance processes

Need Help?

Our team is here to support you no matter which path you’re on. Reach out to us any time at support@compliancygroup.com 
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