Enterprise Evaluation
Evaluating communication infrastructure shouldn’t require committing to it first.
A delivery receipt tells you the message went out. Conforma tells you how your audience engaged with it — in real time, across every format.
Most enterprise software evaluations ask you to do one of two things: take a vendor’s word for it, or deploy something organization-wide to find out. The Guided Pilot is built for organizations that find both of those options inadequate. It runs in your environment, with your content, against your actual audiences. The milestones are defined with you. The outcomes are measurable. At the end of it, you have evidence — not a sales pitch.
We’ll confirm what a Guided Pilot looks like for your organization specifically. Most scoping conversations run 30–45 minutes.
Not a trial. Not a demo. A structured evaluation.
Most organizations can prove a message was distributed. Almost none can prove it was understood. That gap is where accountability lives — and where it gets lost.
What It Is
- Scoped to your organization, not configured from a template.
- Run with your content, against your actual audiences.
- Milestones defined together, before the evaluation begins.
- Ends with a formal outcomes review — evidence you can act on.
What It Isn’t
- Not a generic onboarding sequence built for a different kind of organization.
- Not a sandbox where you demo features without real stakes.
- Not a timeline we control while you wait for updates.
- Not a sales process dressed up as an evaluation.
What the evaluation actually looks like
Five stages. Scoped to your timeline. Defined with you before the first stage begins.
1
Scoping Conversation
We configure a Conforma environment around your approved content and governance structure — not a generic demonstration instance. Your brand, your approval routing, your audience roles. This is the stage where integration requirements surface and are mapped. Nothing deploys to your audiences until this stage is complete.
Who is involved: Conforma implementation team. Your communications and IT leads.
Produces: Configured environment. Integration map. Approval routing setup.
2
Environment Configuration
Before the Guided Pilot begins, we meet to understand your organization’s communication environment, governance requirements, and what a successful evaluation looks like for you. This conversation defines the scope — content areas, audience segments, integration considerations, and the milestones we’ll review at the end.
Who is involved: Your communications lead and key stakeholders. Conforma team.
Produces: Agreed scope document. Defined milestones. Pilot timeline.
3
Live Deployment
Approved content is deployed to real audiences through Conforma — in the formats defined during scoping. Every distribution event is captured as it happens. The record exists before anyone asks for it. This is the substantive phase of the evaluation — the 30 to 60 days where the platform operates in your environment against your actual communication needs.
Who is involved: Your communications team. Defined audience segments. Conforma support.
Produces: Complete distribution log captured as it happens. Conforma organizes this into a governance summary.
4
Outcomes Review
At the end of the deployment period, we review what the evaluation produced — together. Engagement data, governance documentation, integration findings, and any operational observations from the deployment. This review is structured around the milestones agreed in Stage 1. It is not a sales conversation. It is an evidence review.
Who is involved: Your communications leadership. Compliance and legal stakeholders as relevant. Conforma team.
Produces: Outcomes summary. Engagement data report. Governance documentation package.
5
Annual License Decision
The outcomes review produces a clear basis for the Annual License conversation — or for an honest conclusion that the timing or fit isn’t right. Either outcome is legitimate. We’d rather lose a pilot that wasn’t the right fit than sell an Annual License to an organization that wasn’t ready for it.
Who is involved: Your decision-making stakeholders. Conforma account team.
Produces: Scoped Annual License proposal — or a clear record of what would need to change.
What every pilot produces —
regardless of what you decide
The Guided Pilot isn’t just an evaluation of Conforma. It produces documentation, data, and organizational evidence that has value independent of the licensing decision.
1
Format Access Data
Total Multimedia Bar access counts across the pilot — captured as they happen, visible in the platform. Dwell time per format is coming within weeks. Conforma surfaces this data as part of the outcomes summary. What your audiences accessed, and how often. That tells you something about how your communication landed that a distribution receipt never could.
2
Governance Summary
Conforma organizes the captured distribution log into a governance summary — every message distributed during the pilot, in what format, to which audience, under whose approval, and when. The format reflects what the platform captured, not a custom-built reviewer specification. The record is complete. The reconstruction work is done.
3
Integration Map
A clear picture of how Conforma connects — or would connect — to your existing content, approval, and distribution infrastructure. This map is produced during the configuration stage and refined during deployment. It gives your IT and compliance teams a concrete basis for the Annual License integration conversation.
4
Outcomes Summary
A structured review of what the pilot produced against the milestones defined at the scoping stage. Written in language your leadership and compliance teams can use. Not a vendor-produced sales document — a joint record of what happened and what it means for your organization’s communication infrastructure decision.
Built for the organizations that can’t afford to get this wrong
Two situations. One consistent requirement: communication that has to be accurate, accessible and documented.
The person responsible for clinical or institutional communication.
Manages policy updates, compliance notes, and patient-facing or staff-facing communication across a complex, multi-audience organization. Has probably reconstructed a distribution record manually for an accreditation or regulatory review. Knows that the current approach to multi-format communication is fragile and undocumented — and that the next review will ask the same questions.
The person who owns regulated disclosures and answers to legal when something goes wrong.
Responsible for material disclosures, earnings communications, and internal regulatory notices. Operates under close oversight from legal and compliance. Has seen what happens when approved language drifts between formats. Is looking for infrastructure that makes that impossible, not policy that makes it unlikely.
Three things. First, the scope is defined with you — not handed to you. Second, it runs with your actual content against your real audiences, not in a demonstration environment. Third, the outcomes review is structured around milestones you agreed to at the beginning, not metrics we selected because they favor a positive result. Most enterprise POCs optimize for a sale. The Guided Pilot optimizes for a decision — whatever that decision turns out to be.
Yes. The scoping conversation is not a procurement event. It’s a diagnostic — we’re understanding your organization’s communication environment and telling you honestly whether a Guided Pilot makes sense for you right now. Some of those conversations result in pilots starting immediately. Some result in a calendar entry for six months from now. Both are legitimate outcomes.
Your content remains yours. Access is controlled to the Conforma team members working on your pilot configuration — defined and documented before the pilot begins. Data handling, security architecture, and access controls are part of the standard scoping conversation. Your InfoSec team will want to review our documentation before the pilot starts, and we provide it as part of the configuration stage.
The milestones for the outcomes review are agreed before the pilot begins — not selected after the fact to tell a good story. The outcomes review is a joint review, not a vendor presentation. And we’re explicit that a decision not to proceed is a valid outcome. We can say that because we’re building a platform for organizations that genuinely need governance infrastructure — not for organizations that can be persuaded they do.
Scoped per organization. The Guided Pilot is not free — it is a structured, resourced engagement with direct Conforma team support. The investment reflects that. What it costs depends on the scope, the integration complexity, and the size of the deployment environment. The scoping conversation is where that gets defined. We won’t give you a number that doesn’t reflect what your specific pilot actually requires.
Access to a communications lead who can speak to your current governance environment, a rough sense of which content area you’d want to deploy in the pilot, and the authority — or access to the authority — to initiate a 30–60 day structured evaluation. We don’t need a signed statement of work to have the scoping conversation. We do need it before the pilot begins.
That’s a legitimate result and we design for it. The outcomes review doesn’t presuppose that the answer is yes. If the data is ambiguous, if the timing isn’t right, or if the integration requirements are more complex than anticipated, the outcomes review surfaces that — with documentation you can use to revisit the decision later. We’d rather give you an honest outcomes review than a polished case for buying something you’re not ready for.
The outcomes review produces a scoped Annual License proposal — built around the integration map and governance configuration developed during the pilot. It’s not a generic pricing sheet. It reflects what a full organizational deployment would look like for your specific environment, based on what we learned together. The scoping conversation for the Annual License starts at the outcomes review, not after it.
THE NEXT STEP
If this is the right evaluation for your organization, the next step is a conversation.
Choose a time that works for you. The scoping conversation runs 30–45 minutes — no demo, no pitch deck. Just a conversation about whether the Guided Pilot is the right fit for your organization right now.