Ideagen CompliSpace Bespoke Professional Service Packages
Product and Service Packages (Bespoke Services)
Professional Consulting Services
Bespoke Product and Service Packages Overview
Ideagen CompliSpace provides a range of bespoke consulting projects. The purpose of a bespoke consulting project is to provide tailored support to customers who require:
• A tailored solution, specifically designed to meet the GRC needs and challenges of your business.
• Expertise and experience from our team of industry and product experts
• an unbiased viewpoint working with an external consultant who can help to identify issues and opportunities.
• Bring efficiency and focus, saving you time and resources to reach your desired outcome(s) and implement your solutions
• Access best practice from consultants who are up to date with the latest industry trends. Our consultants bring innovative ideas and approaches to the application of your platforms providing flexibility and greater return on your investment.
Your consultant will prepare a proposal for bespoke services project which will include:
• A defined project objective and success criteria
• A proposed scope of included work, as agreed to with the customer
• An allocated allowance for consultant-led customer meetings to meet the identified outcomes
• A total project timeframe including anticipated contact hours
• Clear project parameters and defined project outcomes
• Comprehensive support with project management and product implementation embedded
NOTE: The following services are designed for an online delivery. Please see the Onsite Services section for costs associated with in person services requests.
Product Code (PROJECT-POLICY BEST)
Platform(s) Policy
Project Overview Policy management refers to the systematic process of creating, communicating, implementing, and maintaining policies. Policies serve as guidelines for various aspects of your organisation, such as compliance, employee conduct, data security, and operational practices. Effective policy management ensures that all employees understand and adhere to these guidelines, promoting consistency and reducing risks. This process involves establishing a framework that outlines the rules and procedures governing different areas of the business, regularly reviewing and updating policies, and monitoring adherence to these policies.
By the end of this project, the customer should have a framework and procedures on how to govern regularly reviewing and updating policies, and monitoring adherence to these policies.
Project Scope This bespoke consulting project is designed to support individuals responsible for policy management within their organisation. You will work with an Ideagen CompliSpace Consultant to assess your organisations’ current practices with respect to policy with the aim of integrating best practices within your organisational processes These practices are based on evidence and experience, serving as benchmarks or standards within your industry of service. They are proven to be effective, and continuously evolving as new information emerges. This consultation package serves as a guide to others on how to achieve similar success, which is integral to continuous improvement efforts.
Audience Individuals responsible for policy management within their organisation
Project Timeframe (weeks) To be determined in accordance with the project scope.
Price $AUD (ex GST) From $260 and determined in accordance with the project scope.
Approx. contact time (hours)
Lead time
Minimum of one hour and subject to Project Scope.
Approx. 2 weeks
Product Code (PROJECT- ASSN BEST)
Platform(s) Assurance
Project Overview Managing risks and incident data in an organisation involves the systematic process of identifying, assessing, and mitigating potential risks, as well as documenting and analysing incidents. Effective risk and incident management aim to minimise the impact of risks and incidents on the organisation, ensuring continuity and compliance with regulatory requirements. This involves establishing a framework for risk assessment, regularly reviewing and updating risk management strategies, and maintaining a comprehensive incident reporting system to monitor and analyse incidents for continuous improvement.
By the end of this project, the customer should have a framework for managing risks, incidents, and other compliance related data collection and analysis.
Project Scope This bespoke consulting project is designed to support individuals responsible for risk and incident management within their organisation. You will work with a Ideagen CompliSpace Consultant to assess your organisations’ current practices with respect to policy management with the aim of integrating best practices within your organisational processes. These practices are based on evidence and experience, serving as benchmarks or standards within your industry of service. They are proven to be effective, and continuously evolving as new information emerges. This consultation package serves as a guide to others on how to achieve similar success, which is integral to continuous improvement efforts.
Audience Individuals responsible for risk and incident management within their organisation
Project Timeframe (weeks)
To be determined in accordance with the project scope. Approx. contact time (hours)
Price $AUD (ex GST) From $250 and determined in accordance with the project scope. Lead time
Minimum of one hour and subject to Project Scope.
Approx. 2 weeks
Best Practice in Learning
Product Code (PROJECT- LEARN BEST)
Platform(s) Learning
Project Overview Compliance training refers to the systematic process of educating employees about the laws, regulations, and internal policies that govern their work. This training ensures that all employees understand and adhere to these guidelines whilst also ensuring the organisation meets its legal and regulatory obligations, minimises risks, and fosters a culture of integrity and promoting ethical behaviour. To achieve this, organisations will develop comprehensive training programs, regularly updating the content to reflect current laws and policies, and monitoring employee participation and understanding.
By the end of this project, the customer should have a framework to ensure they are regularly assigning and monitoring the completion of compliance training.
Project Scope This bespoke consulting project is designed to support individuals responsible for compliance training within their organisation. You will work with a Ideagen CompliSpace Consultant to assess your organisations’ current practices with respect to compliance training with the aim of integrating best practices within your organisational processes. These practices are based on evidence and experience, serving as benchmarks or standards within your industry of service. They are proven to be effective, and continuously evolving as new information emerges. This consultation package serves as a guide to others on how to achieve similar success, which is integral to continuous improvement efforts.
Audience Individuals responsible for compliance training within their organisation
Project Timeframe (weeks) To be determined in accordance with the project scope.
Approx. contact time (hours) Minimum of one hour and subject to Project Scope.
Price $AUD (ex GST) From $260 and determined in accordance with the project scope. Lead time
Approx. 2 weeks
Bespoke Consulting
Product Code (CONSULT- BESPOKE)
Platform(s) As required
Project Overview Engaging with an Ideagen CompliSpace Solution Consultant brings several benefits. As experts in both your Ideagen CompliSpace products, as well as industry specific expertise, your consultant can support you with the following activities:
• Risk Management: understanding enterprise risk management methodology and how to utilise the Assurance platform for managing risk
• Content consulting: As industry experts, your consultant can provide consultation in the areas of content as subscribed by your solution.
• Strategic Decision-Making: With a well-established GRC framework, organisations can make more informed and data-driven decisions. With the support of your consultant, you can ensure your decision-making aligns with organisational goals and values.
• Streamlining processes: By Improving efficiencies organisations can reduce duplication of efforts and enhance operational efficiency and productivity.
• Continuous Improvement: Your consultant can help in establishing a culture of continuous improvement by regularly reviewing and updating risk management and compliance strategies. The objective of this project will be defined by the customer and as agreed to by the consultant.
Project Scope Your Ideagen CompliSpace’s consultant with work with you to scope a bespoke consulting project, based on your needs. Bringing specialist platform and industry specific expertise to any of the areas above, your consultant will prepare a proposal outlining the project outcome, scope of work to be completed and proposed project plan. Once agreed, your consultant will work with you to deliver the project.
Audience Organisational Executive or Leadership team members; individuals seeking upskilling in an area of practice related to GRC&PM
Project Timeframe (weeks)
To be determined in accordance with the project scope.
Approx. contact time (hours)
Price $AUD (ex GST) From $260 and determined in accordance with the project scope. Lead time
Minimum of one hour and subject to Project Scope.
Approx. 2 weeks
Product Code (CONSULT- DATA)
Platform(s) Assurance
Project Overview Data management in this context, refers to the practice of collecting, storing, organising, and using your Assurance data to securely and efficiently support decision-making and business operations. Its benefits include
1. Improved Decision-Making: high-quality, well-managed data provides accurate insights, enabling better decisions.
2. Increased Efficiency: streamlined data processes save time, making operations more efficient.
3. Regulatory Compliance: well managed data supports organisations complying with data-related regulations.
4. Data Consistency and Integrity: ensuring data is consistent and reliable, crucial for analytics and reporting.
The objective of this project is to support the customer with reviewing and establishing mechanisms for high quality data management using the Assurance platform.
Project Scope Your Ideagen CompliSpace’s consultant with work with you to enhance data reporting and data triangulation for your key stakeholders including organisational leaders and the Board. Your consultant will work with you to understand current practices; identify potential gaps, improvements and enhanced reporting. Bringing specialist platform and industry specific expertise to any of the areas above, your consultant will prepare a proposal outlining the project outcome, scope of work to be completed and proposed project plan. Once agreed, your consultant will work with you to deliver the project.
Audience Assurance Administrators
Project Timeframe (weeks)
To be determined in accordance with the project scope. Approx. contact time (hours)
Price $AUD (ex GST) From $350 and determined in accordance with the project scope. Lead time
Minimum of one hour and subject to Project Scope.
Approx. 2 weeks
Enterprise Risk Management Consulting
Product Code (CONSULT- CONS ERM)
Platform(s) Assurance
Project Overview Enterprise Risk Management (ERM) is comprehensive methodology organisations use to identify, assess, manage, and monitor risks across the entire enterprise. Harnessing the power of Ideagen CompliSpace as a risk management tool this project will combine the practical application of risk management in Assurance, whilst ensuring the fundamentals of good risk management are integrated into systems and processes.
This project is designed to support individuals or groups of individuals whose role involves organisational risk management.
Project Scope A Ideagen CompliSpace Consultant will provide consulting on current versus desired Enterprise Risk Management practices including:
• Review of existing strategic and macro-operational risk registers and/or
• Review of micro-operational and hazard registers
• Control identification and reporting
• The role of the risk owner
• Trend reporting
• Identification of areas of additional Enterprise Risk
Audience Individuals or groups
• new to enterprise risk management, seeking to upskill and develop a comprehensive understanding of the theory and practices involved.
• with maturing risk management knowledge and experience, seeking to develop mastery in the theory and practices involved.
Project Timeframe (weeks)
To be determined in accordance with the project scope.
Price $AUD (ex GST) Minimum of a half day ($1,200.00) and determined in accordance with the project scope.
Approx. contact time (hours) From 3+ hours, subject to Project Scope.
Lead time
Approx. 2 weeks
Product Code (CONSULT- STRATRISK CONS)
Platform(s) Assurance
Project Overview As part of your organisations Enterprise Risk Management (ERM), organisational Boards will have a strategic risk register; commonly established by high performing organisations to identify, assess, and manage risks that could impact their strategic objectives. Strategic risks are the risks that can impact your organisation’s ability to achieve its long-term goals and objectives. These risks arise from both internal and external factors and can significantly affect the overall strategy of a business.
This project is designed to support individuals or groups of individuals who are involved with managing organisational strategic risk.
Project Scope This project can be structured in one of two ways:
To review and provide consultation on an existing strategic risk register or
To provide bespoke consultation to develop an organisational strategic risk register
Your Ideagen CompliSpace Consultant will work with your Board/ Executive team to
• Establish a comprehensive understand Enterprise Risk Management Methodology and determine the underpinning principles of your organisation’s risk management framework
• In accordance with these principles, review an existing strategic risk registers or establish a strategic risk register
• Facilitate discussions regarding the identification of existing controls and risk treatments
• Establish customised reporting to analyse changes over time
• Review existing processes and make suggestions for improvements for data triangulation between the organisation’s macro-operational risk and the strategic risks.
Optional: Harnessing the power of Ideagen CompliSpace as a risk management tool this project can combine the practical application of risk management in Assurance, whilst ensuring the fundamentals of good risk management are integrated into systems and processes.
Audience Board Members, Risk Sub-Committee Members
Project Timeframe (weeks)
To be determined in accordance with the project scope.
Approx. contact time (hours) Minimum of 3 hours, subject to Project Scope.
Price $AUD (ex GST)
Minimum of a half day ($1,200.00) and determined in accordance with the project scope.
Developing a Risk Appetite Statement
Product Code (CONSULT- RISK APP)
Platform(s) Optional: Assurance
Project Overview
Lead time
Approx. 2 weeks
A risk appetite statement outlines your organisation’s willingness to accept various levels of risk in pursuit of its objectives. It serves as a guide for decision-making and risk management across the organisation. It defines the types and amounts of risk an organization is willing to take to achieve its goals and helps align risk-taking with the organisation’s strategy and ensures that all stakeholders have a common understanding of risk tolerance. Importantly, it is used to inform policies, procedures, and internal controls to manage risks effectively.
This project is designed to support organisations with defining and identifying their risk appetite for their strategic and macro-operational risks.
Project Scope Your Ideagen CompliSpace Principal Consultant will provide consulting to the Board in strategic risk management including:
• Deliver a presentation on risk appetite, risk tolerance (ALARP etc.) and how risk appetite can be used to inform and evaluate strategic and operational objectives.
• Establish a common understanding of the underpinning principles of your organisation’s risk management framework
• Facilitate a workshop with the objective of identifying the organisation’s Risk Appetite
• Provide a report on the findings and recommendations for next steps
Audience Board Members, Risk Sub-Committee Members
Project Timeframe (weeks)
To be determined in accordance with the project scope Approx. contact time (hours)
Minimum of 3 hours, subject to Project Scope.
Price $AUD (ex GST)
Minimum of a half day ($1,200.00) and determined in accordance with the project scope.
Lead time
Approx. 2 weeks
Risk Identification and Risk Principles Workshop
Product Code (CONSULT- RISK ID & PRIN)
Platform(s) Optional: Assurance
Project Overview
The principles of risk management provide a framework for identifying, assessing, and mitigating risks effectively. Here are some key principles:
1. Risk Identification: Recognize potential risks that could impact your objectives1 .
2. Risk Analysis: Evaluate the likelihood and impact of identified risks.
3. Risk Control: Implement measures to avoid, prevent, or reduce risks.
This project introduces those involved in organisational risk management, to the underpinning principles of the Risk Principles, as governed by Enterprise Risk Methodology.
Project Scope
Audience
This project is designed to be delivered as 2-hour online facilitated workshop. Your Ideagen CompliSpace Principal Consultant will provide consulting in the areas of:
• What is risk management and why it matters.
• Risk identification.
• Roles and responsibilities for risk management.
• Key principles and methodology for risk management.
• How to effectively manage risk on an ongoing basis.
Individuals new to Enterprise Risk Methodology including organisational leads, leadership teams, and risk and compliance
Project Timeframe (weeks) 2
Price $AUD (ex GST) Minimum of a half day ($1200.00) and determined in accordance with the project scope.
Approx. contact time (hours)
Lead time
Minimum of 3 hours, subject to Project Scope.
Approx. 2 weeks
GAP Analysis
Product Code (CONSULT- GAP)
Platform(s) As required
Project Overview Engage the Ideagen CompliSpace Consulting Team to undertake a GAP analysis to identify any areas of risk to your organisation. Applying their industry and product expertise, your consultant can analyse policy documentation, determine the concerns for non-compliance or opportunities to build n best practice.
This project is designed to identify gaps in the organisations policies to identify concerns for non-compliance or best practice.
Project Scope You consultant can conduct a gap analysis on a document/ operational process which will
1. Identify your current state by assessing your current performance, processes, or capabilities.
2. Define your desired state
3. Identify gaps by determining the differences between your current state and desired state.
4. Analyse causes by exploring the reasons behind these gaps.
5. Develop action plan to address and close the gaps.
Audience Individuals responsible for drafting policies or policy management
Project Timeframe (weeks)
Price $AUD (ex GST)
To be determined in accordance with the project scope.
Minimum of a half day ($1,200.00) and determined in accordance with the project scope.
Approx. contact time (hours)
Lead time
Minimum of one hour and subject to Project Scope.
Approx. 2 weeks
Bespoke Form and Register Development – Assurance
Product Code (CONSULT- REG DEV)
Platform(s) Assurance
Project Overview
This project can be based on an existing template or work with a consultant to scope.
• Have access to a bespoke form
• Have customised workflow and notifications established
• Have customised reporting outcomes
This project includes the development of an organisation specific form.
Project Scope
Develop a bespoke form with the support of a Ideagen CompliSpace Consultant, who will consult with you on:
• Desired data output requirements
• Ideal field parameters
• Field dependencies and UX refinement
• Workflow and notification setup
• Sandbox testing
• Transfer to live site
• Custom report generation
Audience Assurance platform administrators
Project Timeframe (weeks)
To be determined in accordance with the project scope.
Approx. contact time (hours) Minimum of 2 hours, subject to Project Scope.
Price $AUD (ex GST) From $200.00 and determined in accordance with the project scope. Lead time
Approx. 2 weeks
Platform Launch Presentation/Facilitated Launch
Product Code (SERVE- LAUNCH)
Platform(s) Policy, Learning, Assurance
Project Overview Launching your subscribed platforms is integral to embedding your platforms within your organisation.
To provide fee for service support to customers seeking to provide a bespoke platform launch or support facilitating a platform launch.
Project Scope A member of Ideagen CompliSpace’s Customer Team will assist with designing a platform launch to your identified users groups (all staff; administrators etc)
A facilitated launch presentation (online or in person) Bespoke launch collateral
Audience Customer Project Lead
Project Timeframe (weeks)
To be determined in accordance with the project scope. Approx. contact time (hours) 1
Price $AUD (ex GST) From $500.00 and determined in accordance with the project scope. Lead time
Approx. 2 weeks
Assurance: Data Uploads
Product Code (SERVE- DUP) Platform(s) Assurance
Project Overview Assurance is an incident and risk management software, and a database typically associated with information associated with incident reporting, assigning compliance tasks and checklist, and risk management. This project is to support the integration of existing data which is currently stored outside of the Assurance platform to enable a single source of truth.
Project Scope This project will be scoped in accordance with the customers’ needs and quantity of data to be imported into Assurance. This project is fee for service support to customers seeking to outsource uploading pre-existing data into their Assurance site. Where required, your consultant will
• scope and build the required template
• map pre-existing data to the new template
• upload the data to the Sandbox site for testing and review
• transfer the data to Live site
Audience Individuals with roles that require the collection and analysis of incident and/or compliance data.
Project Timeframe (weeks)
To be determined in accordance with the project scope.
Approx. contact time (hours) Minimum of one hour and subject to Project Scope.
Price $AUD (ex GST) From $200.00 and determined in accordance with the project scope. Lead time
Approx. 2 weeks
PolicyConnect
Product Code (SERVE- POL UGC)
Platform(s) Policy
Project Overview PolicyConnect is your policy management software and acts as your organisations single source of policy truth. This project is to support the integration of existing policy documentation which is in addition to your CompliSpace content subscription.
Project Scope This project will be scoped in accordance with the customers’ needs and quantity of data to be built into PolicyConnect. This project is fee for service support to customers seeking to outsource developing pre-existing data into their PolicyConnect site. Where required, your consultant will seek information of
• Navigation and index structure
• Formatting requirements
Audience Policy Managers
Project Timeframe (weeks)
To be determined in accordance with the project scope.
Approx. contact time (hours)
Price $AUD (ex GST) From $180.00 and determined in accordance with the project scope. Lead time
Minimum of one hour and subject to Project Scope.
Approx. 2 weeks
CompliLearn User Generated Course (UGC) Creation
Product Code (SERVE- CL UGC)
Platform(s) Learning
Project Overview CompliLearn is a staff learning system and allows organisations to assign and track the completion of online compliance training which can easily be reported on and exported for various audiences. This project is to support the integration of existing courses or, development of organisation specific courses into the CompliLearn platform to enable a single source of truth.
Project Scope This project will be scoped in accordance with the customers’ needs and quantity of data to be built into PolicyConnect. This project is fee for service support to customers seeking to outsource developing bespoke courses into their CompliLearn site. Where required, your consultant will seek information on
• Desired course structure and end user experience
• Learning item requirements
• UAT testing prior to course publishing
Audience PLAR Platform administrators
Project Timeframe (weeks)
To be determined in accordance with the project scope.
Price $AUD (ex GST) From $300.00 per course and determined in accordance with the project scope.
Lead time
Approx. 2 weeks
Product Code (PROJECT- SRSP E)
Platform(s) Policy
Project Overview This project is designed to support schools with pre-existing registration to understand their relevant jurisdiction specific requirements for registration/accreditation including the duties and obligations of all staff.
Project Scope Your Ideagen Consultant will work with you to unpack and structure your evidence for registration/accreditation with your jurisdictional authority. This consultation will be defined by the scope of your subscribed content and demonstrating compliance with the minimum requirements for registration. The scope, as negotiated with your consultant, can include
• Consultant led support contextualising the module content in preparation for submission.
• Context specific consultation regarding jurisdiction specific registration/accreditation requirements and procedural application of said requirements
• Cross functional consultation in relation to key areas of compliance
• Support with creating a public-facing versions of required policies; evidence collation and identifying compliance and/or operational gaps
• Support with the Assurance compliance tool which can be provided to the regulator as part of your submission.
Note: Ideagen CompliSpace do not provide consultation on Governance Charters, your organisation Constitution or the development of Business Plans
Audience Executive/Senior members of staff involved in the school registration/accreditation process.
Project Timeframe (weeks) 10 Approx. contact time (hours) 8
Price $AUD (ex GST) From $2925.00 and determined in accordance with the project scope. Lead time 3 weeks
Product Code (PROJECT- SRSP N)
Platform(s) Policy
Project Overview This project is designed to support schools seeking registration to understand their relevant jurisdiction specific requirements for registration/accreditation including the duties and obligations of all staff.
Establish documentation and evidence to support the application to register a new school.
Project Scope Your Ideagen Consultant will work with you to unpack and structure your evidence for registration/accreditation with your jurisdictional authority. This consultation will be defined by the scope of your subscribed content and demonstrating compliance with the minimum requirements for registration. The scope, as negotiated with your consultant, can include
• Consultant led support contextualising the module content in preparation for submission.
• Context specific consultation regarding jurisdiction specific registration/accreditation requirements and procedural application of said requirements
• Cross functional consultation in relation to key areas of compliance
• Support with creating a public-facing versions of required policies; evidence collation and identifying compliance and/or operational gaps
• Support with the Assurance compliance tool which can be provided to the regulator as part of your submission.
Note: Ideagen CompliSpace do not provide consultation on Governance Charters, your organisation Constitution or the development of Business Plans
Audience Representatives of a school seeking school registration/accreditation for the first time.
Project Timeframe (weeks) 14
Approx. contact time (hours) 15
Price $AUD (ex GST) From $5,350.00 and determined in accordance with the project scope. Lead time 4 weeks
Online
The Project Fees (‘Price’) outlined above are based on an online delivery methodology. Project meetings will be
• Organised with the Customer Project lead in accordance with the lead times indicative within this document
• Delivered online via Microsoft Teams. You will be invited to a meeting which will include the session agenda, and preparatory work to be completed prior to the meeting, as well as the online meeting link details.
• All sessions can be recorded and used as reference
On Site
The Project Fees (‘Price’) outlined above excludes expenses and disbursements, including related travel for the Project delivery. If the project is to be delivered in person, reimbursement of travel expenses will be an additional cost. This includes (where applicable)
• Flights
• Accommodation
• Ground costs
• Meal allowances
• TOIL for travel
Further to the above, all on site work does not include any costs associated with venue hire, catering, or any other event related costs.
Customer Obligations and Assumptions
Timely and successful performance of the Professional Services pursuant to this catalogue of fixed fee for service packages requires ongoing collaboration between Ideagen and Customer. The customer is responsible for certain key tasks, contributions, and timely reviews of Ideagen work to maintain the estimated schedule and estimated Professional Services fees.
The customer will
• make available appropriately skilled and knowledgeable Customer resources, including the following resources, to provide active and continuous participation, including timely review, feedback and approvals
• allocate time among the customer project team, subject matter experts, and executive staff as needed for participation in meetings, timely review of documentation, and decision-making.
• define and maintain the list of the business objectives and requirements that will guide the provision of the Professional Services.
• coordinate attendees for meetings to be held during the term of this SOW.
• provide assistance, cooperation, information, equipment, data, a suitable work environment, and resources reasonably necessary to enable Ideagen to perform the Professional Services.
• identify Ideagen personnel as system administrators or users of the customer's product(s) instances as reasonably necessary for the provision of Professional Services.
• be responsible for executing on overall program management responsibilities.
• It is the customers’ responsibility to ensure that all timelines are adhered to
Anything not covered in these above points, it’s out of scope a change order.
• All services and training are delivered in English.
