Implementation Roadmap

Introduction

In this phase, you will identify data (Policies, Risks, etc) and upload it to eramba. Is CRUCIAL that you input real data, a system with non-accurate data produces non-accurate information.

Phase Instructions:

• On the left panel, click on the "Use Case" you previously selected. Read the documentation and then complete tasks.

Risk Management

Required Learning:

• Asset Management course
• Risk Management course
• Policy Management course
• Internal Controls course
• Project Management course
• Exception Management course
• Online Assessments are optional if you would like to use online questionnaires for Risk identification

Implementation Tasks:

• Identify Risks
• Identify Risk Solutions
• Create Risk Inputs (BUs, Assets, Third Parties, etc.)
• Create Risk Solutions (Policies, Controls, Exceptions & Projects)
• Create Risks

Optionally:

• Use CSV Imports to create Solutions, Inputs and Risks quicker

Compliance

Required Learning:

• Compliance Management course
• Policy Management course
• Internal Controls course
• Project Management course
• Exception Management. course

Implementation Tasks:

• Identify Compliance Requirements
• Create or Use our existing Packages
• Import Compliance Packages
• Optionally, Configure Mappings in between packages
• Identify Compliance Solutions (Policies, Controls, Exceptions & Projects)
• Create Compliance Solutions (Policies, Controls, Exceptions & Projects) 
• Associate Solutions with Compliance Requirements

Optionally:

• Use CSV Imports to create Solutions and map them to Compliance Requirements

Incident Management

Required Learning:

• Incident Management course

Implementation Tasks:

• Define a Process to Identify Incidents
• Create Incidents
• Analyse Incidents

Online Assessments

Required Learning:

• Online Assessment course

Implementation Tasks:

• Define your OA questionnaire strategy, this is particularly important as you now need to work on the questionnaires you will send to each audience.
• Create OA questionnaires using Spreadsheets, you can use our templates as inspiration
• Upload them to the OA module in the Questionnaires tab
• Create a test OA, without authentication to test how the questionnaire formatting and logic work out.
• Review how responses are logged (using the OA or the Main portal) and review, and adjust customisations as needed.
• Test your evaluation and scoring strategy to make sure you have the custom fields you need.
• Repeat the previous steps until your questionnaires work as intended
• Delete all OAs you created to test.

Optionally:

• Use CSV Imports to create OAs

Awareness Programs

Required Learning: 

• Awareness Programs course

Implementation Tasks:

• Define and create the Awareness Program content
• Define Awareness Program Frequency
• Define the number of Awareness Programs needed
• Create Awareness Programs, make sure the audience groups have the dummy account inside we will need that to test them
• Enable Demo mode on your programs to test them
• You can now start the program, the day after you will receive emails to your dummy account inviting you to complete the training
• Complete the training following the email instructions, this is a great time to check if the email also looks ok
• If there is any modification needed on the awareness program (email, settings, content, etc.), pause the awareness program and update it. When modifications are completed, reset counters
• Once all is tested and all seems good, leave the program in pause mode