ConformEdge — Live Demo Script
ConformEdge — Live Demo Script
Section titled “ConformEdge — Live Demo Script”Maziya Service Group
Section titled “Maziya Service Group”Duration: 60 minutes (45 min demo + 15 min Q&A) Presenter: Vela, ISU Technologies Platform: Live production at conformedge.isutech.co.za
Pre-Demo Checklist
Section titled “Pre-Demo Checklist”- ConformEdge Systems org on Enterprise tier (confirmed)
- 4 demo sites active (JHB-HQ, DBN-HUB, CPT-DEP, RBY-TRM)
- 8 compliance obligations seeded (Section 37(2), COIDA, licences)
- 6 training records seeded (including 1 expired)
- Projects assigned to sites
- Browser: Chrome, incognito, 100% zoom, bookmarks hidden
- Second tab: Landing page (conformedge.isutech.co.za)
- Have a PDF document ready for live AI classification
- Close all notifications/Slack/email
PART 1: Opening (3 minutes)
Section titled “PART 1: Opening (3 minutes)”Talk Track
Section titled “Talk Track”“Good morning. Thank you for making time.
Today I’m going to show you ConformEdge — an AI-powered SHEQ and compliance management platform built specifically for South African construction and infrastructure companies. Every screen you’ll see is live. Every feature works. This is not a concept — it’s deployed and running.
I’ll walk you through 40+ integrated modules that are directly relevant to Maziya’s operations. Let me show you.”
Transition: Open browser → Navigate to landing page
PART 2: Landing Page (3 minutes)
Section titled “PART 2: Landing Page (3 minutes)”What to Show
Section titled “What to Show”- Hero section — “SHEQ & Compliance Management”
- Standards bar — “15 Compliance Frameworks · 534+ Sub-Clauses”
- “We cover your ISO 9001, 14001, 45001 — plus OHS Act, NEMA, NWA, and DMRE/MHSA for your mining division”
- Feature cards — Scroll through 18 features
- Highlight: AI Classification, SHE File Generator, Training Records, B-BBEE Scorecard
- Metrics — “40+ Integrated Modules”
Talk Track
Section titled “Talk Track”“15 compliance frameworks, 534 sub-clauses, 40+ integrated modules. For Maziya, the immediate value is managing your three ISO standards plus the OHS Act, NEMA for environmental, and DMRE/MHSA for your mining division — all from one platform.”
Transition: Sign in → Dashboard
PART 3: Dashboard Overview (3 minutes)
Section titled “PART 3: Dashboard Overview (3 minutes)”What to Show
Section titled “What to Show”- 13+ dashboard widgets — Give 10 seconds to absorb
- Metric cards — Active Projects, Documents, Assessments, Open CAPAs
- Training Records widget ← NEW — Current/Expiring/Expired counts
- Obligations widget ← NEW — Active/Expiring/Expired counts
- Equipment, Work Permits, Open Incidents widgets
- Recent Activity timeline
Talk Track
Section titled “Talk Track”“This is your command centre. At a glance: how many incidents are open, which work permits need attention, which training certificates are expiring, and your compliance obligation status. Every widget is live data from your operation.”
Transition: Show site selector in sidebar
PART 4: Multi-Site Hierarchy (4 minutes) ⭐ NEW
Section titled “PART 4: Multi-Site Hierarchy (4 minutes) ⭐ NEW”What to Show
Section titled “What to Show”- Site selector in sidebar — Click to show dropdown with hierarchy:
- Johannesburg HQ (Headquarters)
- Durban Hub (Division)
- Richards Bay Terminal (Site)
- Cape Town Depot (Depot)
- Durban Hub (Division)
- Johannesburg HQ (Headquarters)
- Select “Durban Hub” — Show how all pages filter to Durban data
- Select “All Sites” — Show the full picture
- Navigate to Settings → Multi-Site Hierarchy — Show the tree management UI
Talk Track
Section titled “Talk Track”“Maziya runs projects simultaneously in Western Cape, KZN, and Gauteng. ConformEdge lets you model your exact organisation structure. Here we have a headquarters, two divisions, and a terminal site — in a parent-child hierarchy.
When your KZN regional manager selects Durban Hub, they only see Durban data. When your CEO selects All Sites, they see everything. Let me show you what that corporate view looks like.”
Transition: Click “Corporate” in sidebar
PART 5: Corporate Dashboard (4 minutes) ⭐ NEW
Section titled “PART 5: Corporate Dashboard (4 minutes) ⭐ NEW”What to Show
Section titled “What to Show”- 4 KPI cards — Total Incidents, Cross-Site LTIFR, Active Obligations, Overall Compliance %
- Alerts panel — Sites with high LTIFR, overdue CAPAs, expiring obligations
- Site comparison table — Sortable by any column, colour-coded thresholds
- Show: JHB-HQ (3 projects), DBN-HUB (2 projects), CPT-DEP (1 project)
- Charts — LTIFR by Site, Incidents by Site, Compliance by Site, Obligations by Site
- CSV Export button — “One click, full cross-site report for your board”
Talk Track
Section titled “Talk Track”“This is your board-level view. Compare LTIFR across sites, see which division has overdue CAPAs, which site has expiring obligations. The comparison table is sortable — click any column to rank your sites.
For PRASA reporting, click Export CSV and you have your cross-site compliance summary. No more consolidating spreadsheets from three regions.”
Transition: Click “Obligations” in sidebar
PART 6: Compliance Obligations (4 minutes) ⭐ NEW
Section titled “PART 6: Compliance Obligations (4 minutes) ⭐ NEW”What to Show
Section titled “What to Show”- Obligations list — 8 demo obligations with status badges
- Section 37(2) Agreement — Click into detail
- Show: linked to vendor, effective date, responsible person, notes
- “Every contractor on your PRASA projects needs a Section 37(2). This tracks them all.”
- COIDA Letter of Good Standing — Show expiry date + renewal lead days
- Water Use Licence — “Your Durban operations need NWA Section 21 authorisation”
- Stats cards — Total, Active, Expiring Soon, Expired
- Vendor tab — Show obligations linked to a vendor
Talk Track
Section titled “Talk Track”“Section 37(2) of the OHS Act — every contractor must have a mandatory agreement. One missing agreement and the client is liable. ConformEdge tracks every obligation: Section 37(2)s, COIDA letters, water use licences, AELs, tax clearance, CIDB grading.
When a certificate approaches expiry, the system notifies the responsible person AND sends an email alert directly to the vendor. No more chasing suppliers.”
Transition: Click “Training” in sidebar
PART 7: Training Records & Competency Matrix (5 minutes) ⭐ NEW
Section titled “PART 7: Training Records & Competency Matrix (5 minutes) ⭐ NEW”What to Show
Section titled “What to Show”- Training list — 6 records with stats cards (Completed, Expiring, Expired)
- Expired record — Confined Space Entry (expired 6 months ago, red badge)
- “This person cannot enter a confined space until they retrain”
- Training detail — Click into Working at Heights
- Show: trainer, provider, accreditation, certificate number, SAQA unit standard, NQF level, expiry date
- Click “Competency Matrix” — Show the grid view
- Employees on rows, 12 training categories on columns
- Green (current), Yellow (expiring), Red (expired), Grey (not assessed)
- Explain the categories — First Aid (3yr), Heights (2yr), Crane (2yr), Scaffolding (2yr)
Talk Track
Section titled “Talk Track”“With 250 to 500 employees across three regions, tracking who has what training is a nightmare. ConformEdge tracks 16 SA statutory training categories with certificate numbers, SAQA unit standards, NQF levels, and expiry dates.
This competency matrix is what your SHE officer dreams about. One screen — every employee, every category, colour-coded. Red means expired. Yellow means expiring within 60 days. When the DoEL inspector asks ‘show me your training records’ — this is what you show them.
The system auto-expires certificates and notifies the trainee 30, 14, and 7 days before expiry. No more surprises.”
Transition: Click “SHE Files” in sidebar
PART 8: SHE File Generator (4 minutes) ⭐ NEW
Section titled “PART 8: SHE File Generator (4 minutes) ⭐ NEW”What to Show
Section titled “What to Show”- SHE Files page — Show all projects with readiness scores
- Click “Download SHE File” on a project — Wait for PDF generation
- Open the PDF — Show the 18-section structure:
- Cover page with project name, org, date, OHS Act reference
- Table of Contents (18 sections)
- Section 4: Section 37(2) Agreements — populated from obligations
- Section 10: Incident Register — populated from incidents
- Section 12: Training Records — populated from training module
- Section 14: Sub-Contractor Register — with B-BBEE recognition %
- Section 18: Sign-off page (Construction Manager, Safety Officer, Client)
Talk Track
Section titled “Talk Track”“Per Construction Regulation 7(1)(b), the principal contractor must maintain a SHE file on every site. Your safety officers spend days compiling these manually.
ConformEdge generates your complete SHE file in seconds — 18 sections, compiled from data you’re already capturing. Section 37(2) agreements, incident register, training records, sub-contractor register, safety statistics — all pulled automatically.
Click download. Hand it to the inspector. Done.”
Transition: Click “Vendors” in sidebar
PART 9: Vendor Management & B-BBEE (5 minutes) ⭐ UPDATED
Section titled “PART 9: Vendor Management & B-BBEE (5 minutes) ⭐ UPDATED”What to Show
Section titled “What to Show”- Vendor list — Show tiers (Platinum/Gold/Silver) and BEE levels
- Click into a vendor — Show 5 tabs:
- Overview — Compliance score card (cert 40% + safety 35% + BEE 25%)
- Certifications — With expiry dates, review status
- B-BBEE tab ← NEW — Click this
- B-BBEE Scorecard — Show:
- Entity type: Generic Enterprise
- Level badge: Level 6, 60% recognition
- 5-element breakdown with progress bars (Ownership, Mgmt Control, Skills Dev, ESD, SED)
- Priority sub-minimum indicators (green check / red alert)
- Certificate expiry + verification agency
- Obligations tab — Show Section 37(2) linked to this vendor
- Portal link — “Invite to Portal” for self-service cert uploads
Talk Track
Section titled “Talk Track”“Every tender in South Africa requires B-BBEE compliance. ConformEdge tracks the full scorecard — all 5 elements per the Amended Codes of Good Practice. Ownership, Management Control, Skills Development, Enterprise & Supplier Development, Socio-Economic Development.
For EMEs — turnover under R10 million — the system auto-calculates Level 1, 2, or 4 based on black ownership percentage. No scorecard needed.
Your sub-contractor register in the SHE file shows each vendor’s BEE level and recognition percentage. When you need to demonstrate preferential procurement for a PRASA tender — it’s all here.”
Transition: Click on Incidents in sidebar
PART 10: Incident Management (5 minutes)
Section titled “PART 10: Incident Management (5 minutes)”What to Show
Section titled “What to Show”- Incidents list — Show severity badges (HIGH, CRITICAL)
- Click into incident detail — Full report with:
- 5-Whys Root Cause Analysis timeline
- COIDA W.Cl.2 statutory form generation
- MHSA Section 11/23/24 forms (for mining division)
- Evidence gallery, witness statements
- LTIFR calculation — Monthly trend chart
- Investigation sign-off workflow
Talk Track
Section titled “Talk Track”“When an incident happens — scaffolding collapse, welding flash, crane near-miss — ConformEdge captures everything. The 5-Whys analysis is built in. Statutory forms? One click. COIDA W.Cl.2 for the Compensation Fund, MHSA Section 24 for reportable incidents in your mining division.
LTIFR is calculated automatically from your incident data. No spreadsheet formulas.”
PART 11: Work Permits (3 minutes)
Section titled “PART 11: Work Permits (3 minutes)”What to Show
Section titled “What to Show”- Hot Work permit — MIG welding on steel frame (relevant to rail work)
- Safety checklist — Items that must be completed before work starts
- Confined Space permit — CRITICAL risk, requires management approval
Talk Track
Section titled “Talk Track”“Seven permit types. Hot work for your rail welding operations. Confined space for culvert work. Each has a safety checklist that must be completed. The system enforces the approval workflow — no verbal sign-offs.”
PART 12: AI Document Classification (5 minutes) ⭐ SHOWSTOPPER
Section titled “PART 12: AI Document Classification (5 minutes) ⭐ SHOWSTOPPER”What to Show
Section titled “What to Show”- LIVE UPLOAD — Upload a prepared PDF
- Watch AI classification — 3 seconds
- Result — Standard, Clause, Confidence score
- Gap insights — Coverage analysis
- Bulk classify — “Select 20 documents, classify all at once”
Talk Track
Section titled “Talk Track”“I’m uploading a safety management plan right now — live. Three seconds. ISO 45001, Clause 6.1.2, 94% confidence. Your SHEQ officer does this in 15 to 30 minutes per document. We just did it in 3 seconds.
Upload your entire document library — 800 documents classified in under an hour.”
PART 13: Gap Analysis & IMS (3 minutes)
Section titled “PART 13: Gap Analysis & IMS (3 minutes)”What to Show
Section titled “What to Show”- Gap Analysis — Clause-by-clause coverage (green/amber/red)
- IMS Dashboard — Integration Score, cross-standard equivalences
- “One document, three standards” — Show cross-standard mapping
Talk Track
Section titled “Talk Track”“You hold three standards. The IMS engine finds where clauses overlap. One document satisfies three standards. That’s integrated management done properly.”
PART 14: Reports, Audit Packs, Mobile (3 minutes)
Section titled “PART 14: Reports, Audit Packs, Mobile (3 minutes)”What to Show
Section titled “What to Show”- Reports — 11 charts, date range filter, CSV/PDF export
- Audit Packs — One-click PDF compilation
- Mobile view — Resize browser or show on phone
- Audit Trail — Immutable log of every action
Talk Track
Section titled “Talk Track”“When the auditor arrives, click ‘Generate Audit Pack’. Your field teams in KZN capture incidents on their phones — offline. Everything syncs when they’re back online.”
PART 15: Pricing & Close (5 minutes)
Section titled “PART 15: Pricing & Close (5 minutes)”What to Present
Section titled “What to Present”| Enterprise (Recommended for Maziya) | |
|---|---|
| Pricing | Custom — based on your requirements |
| Users | 25+ (scalable to your 250-500 employees) |
| Standards | All 15 frameworks |
| AI Credits | Unlimited |
| Includes | Everything shown today + multi-site hierarchy, corporate dashboard, compliance obligations, training records, SHE file generator, B-BBEE tracking, SSO, dedicated account manager, 4h SLA |
Talk Track
Section titled “Talk Track”“For Maziya’s scale — 6 divisions, 3 regions, 250+ employees, dozens of subcontractors — the Enterprise tier gives you everything you’ve seen today plus multi-site hierarchy, corporate dashboard, and compliance obligation tracking.
Enterprise pricing is custom — we tailor it to your specific requirements. What I can tell you is that ConformEdge at full scale costs less than 15% of what a single additional SHEQ officer would cost.
We include a 14-day free trial with full feature access. No credit card required.”
Closing
Section titled “Closing”“What questions do you have?”
Q&A — Updated Answers
Section titled “Q&A — Updated Answers””Can we track our subcontractors across all PRASA projects?”
Section titled “”Can we track our subcontractors across all PRASA projects?””“Yes. Each vendor has certifications with expiry alerts, a B-BBEE scorecard, linked Section 37(2) agreements, and a self-service portal where they upload their own certs. When a welding certificate expires in 14 days, both you and the subcontractor get notified."
"How do we manage compliance across Western Cape, KZN, and Gauteng?”
Section titled “"How do we manage compliance across Western Cape, KZN, and Gauteng?””“Multi-site hierarchy. You set up your sites — Johannesburg HQ, Durban Hub, Cape Town Depot — in a parent-child structure. Your regional managers see their site’s data. Your CEO sees the corporate dashboard with cross-site LTIFR, compliance comparison, and alerts. One platform, full visibility."
"Can we generate SHE files for each project?”
Section titled “"Can we generate SHE files for each project?””“Yes. The SHE file generator compiles an 18-section PDF from your existing ConformEdge data — per project. Section 37(2) agreements, incident register, training records, sub-contractor register, safety statistics — all automated. Per Construction Regulation 7(1)(b), this file must be on site and available for inspection."
"How do you handle B-BBEE tracking?”
Section titled “"How do you handle B-BBEE tracking?””“Full scorecard per the Amended Codes — 5 elements with point tracking, priority sub-minimum checks, and automatic level calculation. For your Level 1 status (100% black-owned), the system auto-assigns Level 1 with 135% recognition. For your vendors, each gets their own scorecard on their detail page."
"What about training records for 500 employees?”
Section titled “"What about training records for 500 employees?””“16 SA statutory training categories — first aid, working at heights, scaffolding, crane operator, confined space, and more. Each record tracks the trainer, provider, accreditation, certificate number, SAQA unit standard, and expiry date. The competency matrix shows every employee’s status at a glance. Auto-expiry alerts at 30, 14, and 7 days."
"How does this compare to IsoMetrix?”
Section titled “"How does this compare to IsoMetrix?””“IsoMetrix is R1,850 per user per month. At 25 users, that’s R46,250 monthly. ConformEdge Enterprise is a fraction of that — with AI document classification that IsoMetrix doesn’t offer, plus SA-specific features like SHE file generation, MHSA statutory forms, and B-BBEE scorecard tracking built in.”
Post-Demo Follow-Up
Section titled “Post-Demo Follow-Up”- Send thank-you email within 2 hours
- Attach: Updated pricing one-pager + platform overview
- Offer: 14-day free trial with Enterprise features
- Schedule: Follow-up call within 1 week
- Create: Maziya-specific trial org with 3 ISO standards + OHS Act + DMRE/MHSA pre-configured
- Prepare: Pilot proposal for one active PRASA project
- Set up: Site hierarchy matching their 6 divisions