This roadmap is tailored for Theory as an ISO consulting firm adopting ConformEdge to manage multiple client organisations.
| Task | Duration |
|---|
| Create Theory’s primary organisation in ConformEdge | 10 min |
| Configure organisation settings (auto-classify enabled) | 5 min |
| Invite consulting team members with Admin roles | 15 min |
| Create first 3 client organisations | 15 min |
| Select active standards per client organisation | 10 min |
Select 2-3 representative clients for the pilot:
| Task | Duration (per client) |
|---|
| Gather existing documentation (policies, procedures, records) | 1 hour |
| Bulk upload documents to ConformEdge | 15 min |
| Run bulk AI classification | 15-30 min (automated) |
| Review classification results and adjust if needed | 30-60 min |
| Review gap analysis dashboard | 30 min |
Milestone: First 3 clients have complete gap analysis baselines within 3 days.
| Session | Duration | Audience |
|---|
| Platform navigation and organisation switching | 30 min | All consultants |
| Document upload and AI classification workflow | 30 min | All consultants |
| Gap analysis interpretation and action planning | 30 min | Senior consultants |
| Admin features (user management, settings) | 30 min | Admin team |
| Task | Duration |
|---|
| Create assessment templates per standard | 1-2 hours |
| Enter existing open CAPAs for pilot clients | 1-2 hours |
| Schedule upcoming audits in the calendar | 30 min |
| Configure CAPA escalation rules | 15 min |
| Task | Duration |
|---|
| Create standard checklist templates (internal audit, management review) | 1-2 hours |
| Configure custom field types (ratings, numerics, dropdowns) | 30 min |
| Set up recurring schedules for routine inspections | 15 min |
| Task | Duration |
|---|
| Define approval workflow templates for document control | 30 min |
| Test workflow with a sample document | 15 min |
| Task | Duration |
|---|
| Add subcontractors to pilot client organisations | 1-2 hours per client |
| Enter existing certification data | 1-2 hours per client |
| Send self-service portal invitations | 30 min |
| Brief client admin on portal review workflow | 15 min |
| Task | Duration |
|---|
| Create client portal share links for pilot clients | 30 min |
| Configure access permissions | 15 min |
| Share portal URLs with client stakeholders | 15 min |
“We’ve implemented ConformEdge, an AI-powered compliance management platform, to enhance our service to you. You now have:
- A live compliance dashboard showing your gap analysis in real time
- Your subcontractors can upload certifications directly — no more chasing
- Audit packs compiled automatically when needed
Here’s your portal link: [share link]“
| Task | Duration (per client) |
|---|
| Create organisation | 5 min |
| Select standards | 5 min |
| Bulk upload documents | 15-30 min |
| Run AI classification | 15-30 min (automated) |
| Review gap analysis | 30 min |
| Total per client | ~1 hour |
At 1 hour per client, onboarding 15-20 remaining clients takes 3-4 days of focused work.
| Task | Duration |
|---|
| Review gap analysis across all clients | 2-3 hours |
| Identify common gap patterns | 1 hour |
| Generate trial audit packs for 2-3 clients | 30 min |
| Verify notification settings | 15 min |
| Confirm recurring checklist schedules | 15 min |
- Check notification dashboard for urgent items
- Review pending approval requests
- Process subcontractor certification uploads
- Switch between client organisations as needed
- Review compliance posture across all assigned clients
- Complete recurring checklists
- Update CAPA progress
- Generate client compliance reports
- Review IMS integration scores for multi-standard clients
- Identify clients with declining coverage trends
- Plan upcoming internal audits
- Generate audit pack (15 minutes)
- Review with client (1 hour)
- Post-audit: enter findings, create CAPAs (1-2 hours)
| Milestone | Target | Timeline |
|---|
| Pilot clients onboarded (3) | Complete gap analysis | Week 1 |
| Consulting team trained | All consultants active | Week 1 |
| Templates configured | Assessments, checklists, workflows | Week 2 |
| Subcontractor portals active | For applicable clients | Week 3 |
| All clients migrated | 100% on platform | Week 4 |
| First AI-generated audit pack | Successful | Week 4 |
| Consultant capacity increase | Measurable | Month 2-3 |
| Channel | Detail |
|---|
| Implementation lead | Nhlanhla Mnyandu (nhlanhla@isutech.co.za) |
| Email support | support@isutech.co.za |
| In-app help | Contextual guidance on all 14 dashboard pages |
| Response time | Priority support during onboarding period |
Implementation timelines are estimates. Actual duration depends on number of clients and volume of existing documentation. Most consulting firms are operational within 2 weeks.
