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Implementation Roadmap

Learn the process you need to follow to learn how eramba is used and implementated

  • Episodes10
  • Duration27m 24s
  • LanguagesEN
Episode 6

Customization

In this phase, we will customize every module in the scope of your use cases.

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:

Implementation Tasks:

  • Identify which modules are in the scope of your Use Cases (Business Units, Assets, Data Asset Flows, Third Parties, Liabilities, Risks, Internal Controls, Policies, Exceptions and Projects)
  • 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.
  • Enable or Disable the Policy Portal
  • Define which role will perform reviews by creating custom roles and necessary and configuring review inheritance on Policies, Assets and Risks

Compliance

Required Learning:

Implementation Tasks:

  • Identify which modules are in the scope of your Use Cases (Policies, Internal Controls and Compliance Analysis, Exceptions and Projects)
  • 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.
  • Enable or Disable the Policy Portal
  • Define which role will perform reviews by creating custom roles and necessary and configuring review inheritance on Policies, Assets and Risks

Risk Management

Required Learning:

Implementation Tasks:

Online Assessments

  • Required Learning:
  • Implementation Tasks:
    • Identify which modules are in the scope of your Use Cases (Online Assessments, Third Parties)
    • 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
    • Note: you will need to import a questionnaire to the OA module to create an Online Assessment, we recommend you use one of our templates.
    • 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.
    • 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.
    • Create a custom filter on the User Management section to display user accounts that belong to your "Audience". This filter could use conditions such as "Portal = Online Assessment". This will help you to quickly differentiate OA accounts from normal ones.
    • Adjust OA Filters to show your evaluation strategy created in the step before. Also, remove all columns on the default "All Item" filter to keep things simple.

Incident Management

Account Reviews

  • Required Learning:
  • 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