ConformEdge — Demo Script (45 Minutes)

ConformEdge — Demo Script (45 Minutes)

Pre-Demo Setup

• Log in with a demo organisation (Business plan, multiple standards active)
• Ensure 10-15 sample documents already classified
• Have 2-3 unclassified documents ready (PDF + scanned image)
• Ensure at least one CAPA is overdue (shows escalation)
• Ensure one assessment is scheduled (shows calendar)
• Have a subcontractor with expired certification
• Open the landing page in a separate tab

---

Opening (5 minutes)

Set the Context

“Before I show you the platform, let me share a reality that costs South African companies millions every year. 55% of organisations lose their ISO certification within the first year — not because they’re bad at their jobs, but because they have no system connecting what’s due, when it’s due, and who’s responsible.”

“A CIDB registration lapses and suddenly you’re disqualified from a R5 million tender. An OHS certificate expires and the DMRE inspector shuts down your site — R500K to R2 million per day in lost revenue. A document expires quietly and the surveillance auditor flags a non-conformity that costs R100K+ to resolve.”

“These aren’t edge cases — they happen every week across SA. ConformEdge was built to make them impossible. Not just with reminders — any calendar can do that — but with compliance intelligence that understands the relationships between your obligations and surfaces risks before they become penalties.”

Quick Stats

• 7 ISO standards covered (9001, 14001, 45001, 27001, 22301, 37001, 39001)
• 49 top-level clauses, 187 sub-clauses pre-loaded
• ~441 cross-references mapped across standards
• AI classifies documents in seconds with 90%+ accuracy

---

Part 1: Dashboard Overview (5 minutes)

Navigate to: /dashboard

Show:

1. KPI Cards — Total documents, compliance coverage %, upcoming assessments, open CAPAs
2. Gap Analysis Summary — Coverage per standard with colour-coded indicators
3. Upcoming Assessments Widget — Next 5 scheduled assessments
4. Pending Reviews Widget — Documents awaiting approval
5. Upcoming Checklists Widget — Recurring checklists due soon

“Everything you need to know about your compliance posture, at a glance. No spreadsheet can give you this.”

---

Part 2: AI Document Classification (10 minutes)

Navigate to: /documents

Step 1: Upload a New Document

1. Click “Upload Document”
2. Upload a quality policy PDF
3. Show the upload progress

Step 2: AI Classification

1. The document appears in the list
2. Click “Classify” (or show auto-classify if enabled)
3. Watch the AI process (2-5 seconds)
4. Show the classification results:
   • Matched clauses with confidence scores
   • Reasoning for each match
   • Gap insights generated

“That document was just mapped to 4 ISO clauses in 3 seconds. Manually, that would take 15-30 minutes per document. With hundreds of documents, that’s weeks of work — done instantly.”

Step 3: OCR Demo (if time permits)

1. Upload a scanned document (photo of a certificate)
2. Show OCR extracting text automatically
3. Classification proceeds normally

“Even scanned, handwritten, or photographed documents work. The OCR engine extracts text, then AI classifies it.”

Step 4: Bulk Classification

1. Select multiple unclassified documents
2. Click “Bulk Classify”
3. Show parallel processing (3 concurrent)

---

Part 3: Gap Analysis (5 minutes)

Navigate to: /gap-analysis

Show:

1. Standard Overview — Coverage percentage per standard (bar chart)
2. Clause Drill-Down — Click a standard to see clause-level coverage
3. Gap Details — Show which clauses have zero documentation
4. Low Coverage Alert — Highlight the <25% notification trigger

“This is your real-time audit readiness score. Right now I can see that Clause 7.5 has only 30% coverage — before this, you wouldn’t know until the auditor told you.”

---

Part 4: IMS Cross-Standard Engine (5 minutes)

Navigate to: /ims

Show:

1. Integration Score — Overall IMS health
2. Equivalence Groups — Clauses mapped across standards
3. Shared Requirements Matrix — Which documents satisfy multiple standards
4. Gap Cascades — Show how classifying one document improves coverage across standards

“If you maintain ISO 9001, 14001, and 45001, you have ~200 overlapping requirements. Our IMS engine maps all of them. When you close one gap, it cascades — fixing related gaps across all three standards automatically.”

Navigate to: /cross-references

Show the cross-standard mapping table.

---

Part 5: Assessments & Calendar (5 minutes)

Navigate to: /assessments

Show:

1. Create a quick internal audit assessment
2. Assign an assessor
3. Set a scheduled date
4. Show status derivation (Draft then Scheduled)

Navigate to: /calendar

Show:

1. Month grid view with colour-coded assessment dots
2. Click a date to see assessment details
3. Switch to list view

“No more missed audit dates. The platform schedules, reminds, and tracks every assessment. Assessors get notified 7 days and 1 day before.”

---

Part 6: Subcontractor Management (3 minutes)

Navigate to: /subcontractors

Show:

1. Subcontractor list with certification status
2. Expired certification flagged in red
3. Click “Invite to Portal” — show the token-based link
4. Show the subcontractor portal view (self-service upload)

“Your subcontractors upload their own certificates. No more emailing, phoning, or chasing. They get a link — no login required — and upload directly. You review and approve.”

---

Part 7: Audit Pack Generation (2 minutes)

Navigate to: /audit-packs

Show:

1. Click “Generate Audit Pack”
2. Select standards and date range
3. Show the compiled PDF preview
4. One-click email delivery

“The night before your surveillance audit, click one button. Everything compiled — documents, assessments, CAPAs, evidence — into a single professional PDF.”

---

Part 8: CAPAs & Checklists (3 minutes)

Navigate to: /capas

Show:

1. Open CAPAs with status and priority
2. Overdue CAPA with escalation indicator
3. Cross-standard linking (CAPA linked to multiple standards)

Navigate to: /checklists

Show:

1. Recurring checklist template (monthly safety inspection)
2. Custom field types (rating, dropdown, number)
3. Checklist completion with field renderer

---

Part 9: Reports & Audit Trail (2 minutes)

Navigate to: /reports

Show:

1. Coverage trends chart
2. CSV export
3. PDF export

Navigate to: /audit-trail

Show:

1. Full audit trail with filters
2. Every action logged with user, timestamp, and details

“Complete accountability. Every document upload, every approval, every change — logged and auditable.”

---

Closing (5 minutes)

Summary

Capability	Manual	ConformEdge
Document classification	15-30 min/doc	3 seconds
Gap analysis	2-4 weeks	Instant, continuous
Audit preparation	3-5 days	One click
Subcontractor tracking	Constant follow-up	Self-service
Multi-standard mapping	Impossible manually	Automated
Annual cost	R80K-R500K (consultant)	R8K-R54K

Call to Action

“You can start a 14-day free trial today. No credit card required. Upload your existing documents, and within an hour, you’ll have a complete gap analysis of your compliance posture.”

• Free trial: app.conformedge.com
• Questions: nhlanhla@isutech.co.za

---

Common Demo Questions

Question	Response
”Can it handle our existing documents?”	Yes — PDF, Word, scanned images, photos. AI + OCR processes everything.
”What if AI gets the classification wrong?”	You can always adjust manually. AI provides a starting point with 90%+ accuracy.
”How long to get started?”	Upload your documents and run bulk classification. Most organisations have a complete gap analysis within 1-2 hours.
”Is our data secure?“	5-tier RBAC, SHA-256 token security, organisation-scoped data isolation, full audit trail. All data encrypted in transit.
”Can our consultant use this?”	Absolutely. The multi-tenant architecture was designed for consultants managing multiple clients.

---

Adjust timing based on audience interest. If they are engaged on AI classification, spend more time there. If they are a consulting firm, focus on multi-tenant capabilities.