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Monday, October 13 • 8:00am - 12:00pm
Architecting your CRM System Security Workshop

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Class Summary: It is not all about CRUD! Learn about all the tools available to you to design and implement your CRM Security Architecture. If you think defining Create, Read, Update, Delete privileges sums it up then you will be enlightened by attending this training.

Class Detailed Description: This will be part instructional part small group workshop. You will be exposed to a new approach to use Personas to help define your system and organize your security roles. Your takeaway will be a fresh perspective on security architecture, action items to inspect and audit in your system and possibly a new initiative to redesign your CRM security environment.
The instructional and small group working session of the workshop will cover:
• Security Architecture Tool Kit
• How to Avoid Human Induced Catastrophe
• Security Best Practices, Better Practices
• Using User Personas to Architect your Security System
• Using a custom CRM Managed Solution to document and manage your CRM Security Roles
• Small team workshop that lets you apply the principals learned in the instructional part to solve your architecture challenges
Learning Objectives: Learn the tools that are available to you to plan, design, implement, and support a best practices designed CRM System Architecture

Instructor: Jerry Weinstock

Audience: Business Analysts, CRM Program Managers, Developers or anyone responsible for implementing a CRM system

Level: Intermediate

Prerequisites: A basic understanding of CRM Security. You will be provided with a Security Inventory Questionnaire to complete prior to the workshop.

Preparation: Attendees will need Windows based PC’s

Delivery Method: Live Group

avatar for Jerry Weinstock

Jerry Weinstock

CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced... Read More →

Monday October 13, 2014 8:00am - 12:00pm CDT
Room 125
  • Duration Half Day
  • CPE Eligible Yes
  • Preperation WIFI access will be provided to Academy students while attending Academy classes. This WIFI access is intended for classroom participation only. Out of fairness to your fellow Academy student it is requested that you only connect your PC used for your Academy class to this private network. There will be other open WIFI networks at the location
  • Duration 1/2 Day
  • CPE Eligible? Yes

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