Find the right success plan for your business
Our goal is to ensure that our customers achieve the value in 6clicks they have come to expect. Success plans provide the right level of expert guidance and support to suit your needs.
6clicks success plans
The 6clicks AI-powered GRC solution provides software that’s smart, not complicated.
However, we know a little extra support goes a long way. That’s why we provide two success plans for our clients to choose from to best fit their needs.
Standard
Learn at your own pace with quick, self-guided resources at your fingertips. Take advantage of our experience built for the ultimate self-starter.
Premier
Reach your goals faster with access to expert guidance tailored to your risk and compliance outcomes.
Onboarding
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60 min kick-off call with 6clicks Customer Success Manager
Set your goals and kick-off your 6clicks journey to success |
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Access to 6clicks Academy
Instructional self-paced video learning |
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Access to 6clicks Knowledge Base
Database of guides and how-to articles on product functionality |
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Access to in-app 6clicks roadmap and feature request tool
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Dedicated 6clicks CSM
Including digital health checks |
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Dedicated 6clicks Technical Point-of-Contact
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Implementation
Standard | Premier | |
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Sandbox environment
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Biweekly check-in calls with 6clicks CSM and Tech POC
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6clicks-led data migration services
Migrate your historical data off spreadsheets or an incumbent solution into 6clicks |
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User and admin training from 6clicks technical resource
Tailored virtual training for your admins and end-users |
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6clicks-led platform configuration
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Bespoke content creation
Digitize your templates and content into 6clicks |
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6clicks-led product consulting
Review of your current processes and use cases for translation into the 6clicks platform and best practices |
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Ongoing Support
Standard | Premier | |
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Access to support@6clicks.com for general support inquiries
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Access to 6clicks customer portal
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Access to 6clicks user community
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Quarterly Business Reviews
Including exclusive roadmap reviews. |
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Expedited support SLA
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New product feature sessions with 6clicks Tech POC
6clicks Tech POC walkthrough of new product capabilities and value add to client’s use cases. |
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Launch into top gear with expert guidance.
Connect your teams to a wealth of 6clicks expertise through specialized programs and tailored engagements designed to help you achieve success with the Premier Success Plan.
General configuration
We can provide boots-on-the-ground resources to configure your 6clicks environment to fit your specifications and requirements, such as:
- Roles or access control
- Custom fields
- Workflow stages, where applicable
- Custom reporting and dashboards
- Branding
Tailored training
Your dedicated 6clicks Technical Point-of-Contact can take your resources through tailored training sessions based on your use cases. Some examples of the kinds of tailored training sessions we offer are:
- Recorded workshops with a 6clicks technical resource and your 6clicks admin(s) to cover topics like:
- Best practices
- Product technical deep dive
- Recorded workshops with a 6clicks technical resource and your end-users to cover the product specific to your use cases.
- Training documentation creation specific to your use cases and needs
- Great for end-users that will be onboarded to the platform in waves
Please note, all training is completed virtually and must be scoped and scheduled with your 6clicks Customer Success Manager.
Product consulting
Our 6clicks resources can help your organization digitize your program by reviewing your current processes, pain points, and use cases and translating them to 6clicks solutions. If you have a use case you’re looking to operationalize with 6clicks, we can help you during your implementation by providing best practices and product functionality guidance along the way.
Bespoke content creation
6clicks can assist by completing or training your resource on best practices to ingest your bespoke content and templates into 6clicks.
Content includes:
- Authority documents
- Control sets or governance documents
- Assessment templates
Data migration
If you’re moving off of spreadsheets or an incumbent solution into 6clicks, we can assist with migrating your existing data you maintain in another format (PDF, Word, Excel etc) into 6clicks. This data includes, but is not limited to, risk registers, assessments, third parties, policies, and more.
Integration
Live support for configuration help regarding 6clicks native integrations. Note that the 6clicks Developer API is not included in this service.
Native integrations:
- Okta, Azure AD, and other IdPs for SSO
- ServiceNow CMDB for asset information
- PowerBI for reporting
- Zapier
Can’t find the integration you are after? Let’s chat more!
Why businesses and advisors choose 6clicks
It's faster, easier and more cost effective than any alternative.
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Fully integrated
content library
Access 100's of standards, control sets, assessment templates, libraries and playbooks.