Presentation to help project sponsors ( CISO, security manager etc..) Prep for an IDM implementation .

1. Getting Ready for Your Courion Implementation Eddie Lorenzana Courion Solutions Delivery Consultant

2. Presentation Outline Typical Courion implementation lifecycle Plans and Planning for the implementation Planning – Preparing for the unexpected along the way Striking the right balance of value/return Cost (Efficiency), Security, Service (Accessibility) Getting your teams ready Core team Extended team Executive stakeholders Getting your end users appraised Individuals Managers System/Application administrators Common pitfalls

4. Roles, responsibilities, and timeline

5. Detail design, document, validate design

6. Identity Mapping

7. Laying down the production environment

8. Deploying to a subset of users

9. Production

10. Functional AND User Acceptance testing

12. Striking the Right Balance of Value/Return Security Auditable processes Managed requesters Controlled Lifecycle Management Service (Accessibility) Single Source for requesting Automated Routing Cost (Efficiency) Manual Request Process Manual Validation and Approvals Manual Routing High Volume of Requests Dispersed Across Enterprise

13. Getting Your Teams Ready Core Team Application Support Help Desk Subject Matter Expert Business Process Owners Extended Team Target System Owners Target System Support Teams Infrastructure Team Executive Stakeholders Executive HR Executive IT ( CISO ) Communication Plan Executive Updates Line Manager Updates Technical Updates on tasks

14. Getting Your End Users Appraised Individuals Identify end user communities ( Doctor’s and Finance have different needs) Identify end user pain points for access management Identify training needs Managers Review current responsibilities Identify changes to process Identify training needs Identify the managers understanding of the required legal compliance System/Application administrators Capture current manual process Identify and communicate business and compliance drivers Establish ownership per system Understanding the infrastructure requirements and future plans of the system

15. Common Pitfalls Approach Buy-in from Leadership and Implementation team Define clearly how business needs will be addressed by each phase in the project Ensure appropriate checkpoints are in place to ensure that business needs/goals can be met with existing policies, procedures, and data Discovery Identify end user communities ( Doctors and Finance have different needs) Identify end user pain points for access management Identify training needs Communication Clearly identify benefits and goals Team communication Develop Responsibility, Accountability, Communication, and Information (RACI) Chart Early Total Cost of Ownership Clear cost of internal and external costs Hardware & licensing cost Define a success ROI plan

16. Questions & Answers

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20. The next slides are for reference

21. Plans and Planning for the implementation Planning – Preparing for the unexpected along the way Knowing that you don’t know it all Creating a list of all things you don’t know Accept that you will miss some requirements (statement of work will have gaps) Resources – do they exist and how do you get them We need to plan for missed workflows and missed targets Ensure that you collect the details of the target and the business procedures Looking for target applications that are scalable Ensuring that we meet the business need Start with a manageable scope – that allows for a quick win and is acceptable to the end user Ensure that the first phase helps to sell the IDM program to the business end user and stakeholders Don’t boil the ocean Get buy in from business partner and location owner as you design and implement