Proactively Sharing My Assessment with Customers

Leveraging your completed assessment by sharing it in response to more customer questionnaire requests is a great way to save hundreds of hours of time and frustration at no cost.

Benefits of sharing:

• Sharing is available to both customers within AND outside of the exchange
• It is free to share AND free to receive 
• We offer a Framework Mapper tool that allows the recipient to translate the ProcessUnity GRX assessment shared with them into 50+ industry standards to suit their preferences (NIST, CAIQ Lite...) 
• We offer a session to the recipient to be walked through the process to save you time 

Steps to share:

1. Communicate:
   1. We've found better acceptance when our members provide their recipients communication that they will be getting an invitation email from ProcessUnity GRX to view, that they'll be able to view within 50+ industry standard frameworks, and that it is free for them to receive.
   2. Communicate the expected timeframe of up to 4 business days for the deliver of the report share. This will help level set recipients' expectations and let them know when they will receive the report. 
2. Share:
   1. Log in at https://portal.cybergrx.com/login
   2. Go to your Results tab
   3. Select Customer Share and fill in the Company Information (all fields required) and select the assessment tier you would like to share

4. Receive:

1. Recipient will receive an email inviting them to view the assessment. They will need to accept a legal agreement to view. 

5. Track:

1. You can track the status of your shares as well: 

For tips on how to increase the acceptance rate of your share, check out THIS blog post.