Frequently Asked Questions
Need help? Be sure to visit our support forums for answers to your questions!
As an ibd member, you automatically have an account. If you have lost the details, drop an email to firstname.lastname@example.org
The initial log in details are:
Your ibd email address in full and PW is K3yc0de!
The cost to members is free for the demo version.
- Micro version for companies 1-9 emp £5 per month. Suggested price to client start at £10 a month
- SME version for companies 10-250 emp £20 per month. Suggested price to client start at £40 a month
Contract is for 24 months and costs are plus VAT - Payable direct to ibd by BACS or Credit Card
Yes you can set your client up with either the SME or Micro versions. The demo version is not for commercial use.
Contact ibd HO to arrange invoice and once payment has been received by card or BACS then you will get the PW for the client
Please do not attempt to run a full audit with the client on your demo version. This is not for commercial use & misuse will be picked up and your demo version may be blocked
Yes, you can add in new topics and questions and you should submit these to the ibd Marketing Manager.
The questions and topics do need to be risk related and questions need to be closed with Yes or No answers
Yes it works well with most browsers
The demo version is only for members use and it is not for commercial use with clients.
- Get familiar with the tool, run dummy audits using various scenarios
- Limited range of questions and modules
- No print facility, no reporting, no audit trail
- You can show the client the outline of the full tool at the initial meeting. We recommend you do not run client reports on the Demo version
Yes - The company has GDPR compliance and the relevant ISO accreditation. Its servers are on Microsoft based in the UK. The companies parent company has handled data for companies in many of the high critical risk business sectors for several years
Yes you can. Each time the client adds in new information or changes a report is generated
At all times the client is yours. That never changes no matter how long the specialist spends with the client. It may be that you spend no time at all working with the client and the whole contract is worked by a specialist(s). It still remains your client, you invoice the client, you collect the money due, you pay the specialist against invoice. This never changes it will always be your client.
You will stay in touch with that client for future work. The specialist will not contact the client once the work has been done. If the client requires the specialist to go back in for something, then that deal is brokered through you, and you get the normal percentage payment as before.
So, what is different with Risk Management? Exactly same rules apply. You conduct the Risk Management electronic health check and there are various areas that need implementing or changing. The ones you can do yourself you do. Following that you appoint a specialist to implement solutions to the other problems. You get 25% of the fee and the specialist etc 75% of the fee. As above etc.etc.
If the lead comes via Risk Dashboard because someone has pressed a ‘Help’ button, that lead will come to either me or Nigel Blight. There will be no delay, as soon as the request is received it will be passed to us. Nigel and /or I will check to see who the adviser is that conducted the original test. Easily done as your name will be on the test result and logged on the Dashboard . (It will be logged on the Dashboard when you buy a licence. We will be able to see who has sold the licence and the company it has been sold to.)
If it is not on our Dashboard it is impossible that one of our advisers has done the health check. Remember to be able to work with the client he must purchase a licence. However, let us assume that the system has somehow failed to register the adviser. We will send out an email asking which adviser has dealt with this client. We will contact the client and discuss his/her needs. Of course we will discover at this point who the adviser is who did the original health check. We will then pass that lead back to the guy who did the original health check. If no-one claims the lead after 5 working days we will pass that lead to an adviser taking into account skill, availability and geography. We will have been in contact almost immediately with the company and explain what the process is. These leads will almost certainly have come from another company, (probably an accountant because that is who Risk Dashboard are targeting) but will still be passed to us as we can cover all of the needs outlined in the health check whereas an accountant probably cannot.
For the areas that you need a specialist, you look in your regional group for that specialist. If there isn’t one in your group, then a mass email would uncover the specialist you require. You pay 75% of the daily rate to the specialist and keep 25% for yourself.