Welcome to CORL! You’ve taken an important step in your Third-Party Risk Management (TPRM) journey, and we’re here to support you every step of the way.
To get started, we’ve outlined a few key steps in the onboarding process.
You've already met your Account Executive. Let's introduce you to your Customer Experience Manager (CXM).
- Your new CXM will be your main contact from onboarding to assessment completion. They will hold regular touch points and review the overall state of your assessment portfolio, while assisting vendors to accelerate the assessment process.
- Your CXM will work with our team of Security Experts to provide detailed TPRM recommendations based on the security findings of an assessment.
Schedule a Kickoff Call
We would like to schedule a kickoff call to guide you through the process. The thank you email from your account manager contains a Calendly link for arranging the kick-off meeting. If you haven't done so yet, click the link and schedule the kick off call
Gather Stakeholder and Vendor Lists
Start gathering the following information. If you have this information ready for our kickoff call, it will accelerate the assessment process.
- Create a the list of all vendors you are currently or soon to be working with to start the pre-assessment process.
- Create a list of stakeholders in your organization and determine what access they will need to the CORL TPRM portal (e.g., Admin, User groups).
Preview the Getting Started Guide
Take a moment to view the Getting Started Guide attached to the bottom of this article to get a preview of the CORL experience. And feel free to login to the CORL TPRM portal and start exploring.
Yes, we love acronyms. Check out Client Portal Glossary if you want the secret decoder ring.
After onboarding is complete, you are ready to start requesting vendor assessments. Let's move on to the next topic in this Quick Start Guide.