Implementation Roadmap

Introduction

In this phase, you will customize the forms and filters for each module relevant to your use case

To get started, click on the 'Use Case' you previously selected in the left panel. Review the documentation, and then proceed to complete the tasks

Data Privacy

Required Learning:

• Customization course
• Filters course
• Policy Management course

Implementation Tasks:

• Identify which modules are in the scope of your Use Cases (BU, Assets, etc)
• For each module, create a "Test" item to examine the creation form fields.
• Once you are familiarized with the form, we strongly advise you to hide all fields that are not mandatory. 
• You can optionally re-order, rename and add fields as needed.
• Define what views you would like to see when loading a module and pin them so they are shown by default.
• Adjust the filters on your views so they display the information you need, make sure to remove as many columns as possible so they load quicker.
• Define what default Views (and their filters) will be shown by default to all users of eramba accessing these modules.
• Enable or Disable the Policy Portal
• Optionally, define which role will perform Asset, Risk and Policy reviews. You might want to create a custom role (such as approver, etc) and assign this custom role the task of reviewer.

Compliance

Required Learning:

• Customization course
• Filters course
• Policy Management course

Implementation Tasks:

• Identify which modules are in the scope of your Use Cases (Policies, Internal Controls, etc)
• For each module, create a "Test" item to examine the creation form fields.
• Once you are familiarized with the form, we strongly advise you to hide all fields that are not mandatory. 
• You can optionally re-order, rename and add fields as needed.
• Define what views you would like to see when loading a module and pin them so they are shown by default.
• Adjust the filters on your views so they display the information you need, make sure to remove as many columns as possible so they load quicker.
• Define what default Views (and their filters) will be shown by default to all users of eramba accessing these modules.
• Enable or Disable the Policy Portal
• Optionally, define which role will perform Asset, Risk and Policy reviews. You might want to create a custom role (such as approver, etc) and assign this custom role the task of reviewer.

Risk Management

Required Learning:

• Customization course
• Filters course
• Policy Management course
• Risk Management course
• Asset Management course

Implementation Tasks:

• Identify which modules are in the scope of your Use Cases (BU, Third Parties, Liabilities, Assets, Risks, etc)
• For each module, create a "Test" item to examine the creation form fields.
• Once you are familiarized with the form, we strongly advise you to hide all fields that are not mandatory. 
• You can optionally re-order, rename and add fields as needed.
• Define what views you would like to see when loading a module and pin them so they are shown by default.
• Adjust the filters on your views so they display the information you need, make sure to remove as many columns as possible so they load quicker.
• Define what default Views (and their filters) will be shown by default to all users of eramba accessing these modules.
• Choose which Risk Module you will use (Asset, Third Party or Business)
• Define a Risk Classification schema
• Configure Risk Classifications
• Configure Risk Calculations
• Configure Risk Matrix
• Configure Risk Treatment
• Enable or Disable the Policy Portal
• Optionally, define which role will perform Asset, Risk and Policy reviews. You might want to create a custom role (such as approver, etc) and assign this custom role the task of reviewer.

Online Assessments

Required Learning:

• Customization course
• Filters course
• Online Assessment course

Implementation Tasks:

• Identify which modules are in the scope of your Use Cases (Online Assessments, thier Questionaires, Findindings, Etc)
• Upload a questionaire (you can download one from eramba website under GRC templates to simplify this step)
• For each module, create a "Test" item to examine the creation form fields, we strongly advice you to focus on Online Assessments and Findings for the time being.
• Once you are familiarized with the form, we strongly advise you to hide all fields that are not mandatory. 
• You can optionally re-order, rename and add fields as needed.
• Define what views you would like to see when loading a module and pin them so they are shown by default.
• Adjust the filters on your views so they display the information you need, make sure to remove as many columns as possible so they load quicker.
• Define what default Views (and their filters) will be shown by default to all users of eramba accessing these modules.

Specific OA Implementation Tasks:

• Define your OA strategy, in this phase in particular you will need to know the "Evaluation" aspect of your OAs.
• Optionally, create Custom fields on the OA module so you can track the "Evaluation" aspect of your OAs. You might have more than one "Evaluation" method and for each one of them, you might need a custom field.

Incident Management

Required Learning:

• Customization course
• Filters course
• Incident Management course

Implementation Tasks:

• Identify which modules are in the scope of your Use Cases (Incident Management)
• For each module, please create a "Test" item (such as Risk, Control, Policy, etc.) to examine the creation form fields. To streamline the process, we recommend the following steps:
  • Click "Save" immediately after the form loads. This will allow you to focus solely on the mandatory fields.
  • Once you have identified the mandatory fields, consider hiding the non-mandatory fields to simplify your experience in Eramba
• For each one of these modules, hide, create and re-organize all fields you don't need.
• For each one of these modules, adjust the "All Item" filter by hiding and adding columns.
• Configure Incident Stages

Account Reviews

Required Learning:

• Account Review course

Implementation Tasks:

• For the system you plan to review account, identify what type of feed you will need (LDAP, AWS or Custom)
• If you plan to use Custom connectors, build a script that can pull accounts and can push those accounts to eramba (using REST or File System)
• Create a feed for the system you plan to test