Onboarding Overview: Your First 30 Days with Conformii

Welcome to Conformii

Your Conformii implementation is designed to get your compliance program operational quickly — typically within 30 days. This article walks through the key phases so you know what to expect.

Phase 1: Discovery and Configuration (Days 1–7)

Your Conformii success manager will schedule an onboarding call within 24 hours of your account activation. During this call, you'll walk through:

Your regulatory footprint — which jurisdictions, regulators and frameworks apply to your operations

Your obligation inventory — either importing an existing register or building one from Conformii's template library

User roles and permissions — who needs access to what and at what level

Notification and escalation preferences — how overdue items should be escalated and to whom

Phase 2: Obligation Register Build (Days 3–14)

This is the core configuration work. Your success manager will work with you to:

Import or build your obligation register

Assign owners and due dates to each obligation

Set evidence requirements for key obligations

Configure your regulatory monitoring scope

If you have an existing compliance register (in any format), we can help convert it. If you're starting from scratch, Conformii has template registers for common AER-regulated operations.

Phase 3: Team Onboarding (Days 7–21)

Once the register is configured, we'll onboard your team:

Role-specific training sessions (compliance managers, obligation owners, executives)

A test run through a complete compliance cycle

Q&A and process refinement

Phase 4: Go-Live and Stabilization (Days 14–30)

Your program goes live — obligations are active, monitoring is running and your team is using the platform. During this period:

Your success manager monitors platform activity and flags any setup issues

Weekly check-ins to address questions and optimize configuration

Handoff to ongoing support

After Go-Live

You'll have access to Conformii support via your dedicated success manager and the support portal. Configuration changes, new obligation additions and regulatory monitoring adjustments can be requested at any time.