Donnelley Financial Solutions

SOXHUB is a Donnelley Financial Solutions Partner Company.   Learn more ➝


Customer Success Kickoffs

Upon signing up for SOXHUB, our Customer Success Team will reach out with a welcome email in the first week and look to schedule a kick-off call with your team. During the kick-off call, we will go over your environment and outline the implementation process.


Basic Setup

During this initial stage, your Customer Success Lead will provide your team a tailored implementation plan based on your environment and needs. An outline of items required for your data implementation will be provided and the following steps completed:

  • Client Provides SOX Documents for load
  • Determine Customizations
  • Determine Structure of the Environment
  • Designate User Roles and Permissions
  • Schedule Pre-Implementation Call



Once the data provided has been reviewed and finalized for upload, our Implementation Specialists will migrate the Risk and Controls data into your instance along with all related process documents. Test templates can also be setup during this stage. Users can complete the following steps:

  • Determine Go-Live Date
  • Provide list of User Names and Roles
  • Schedule the Initial Training Session



Upon completion of the Basic Setup and Implementation, your team is now ready for Onboarding. User Access is granted and the SOXHUB Customer Success Lead will provide an on-site or off-site training depending on your needs and stay with you with any follow up training sessions.


Customer Success Support

At the end of Onboarding, your Customer Success Lead will schedule regular check-ins to ensure your success on SOXHUB. Going forward, your team can reach out to your Customer Success Lead via email and phone for questions or guidance on best practices.