Ticket Triage for Plex ERP: How Small BA Teams Decide What Gets Fixed First

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It is 7:40 am on a Monday morning and your inbox already has four Plex problems in it. A supervisor at one plant cannot print labels. An accountant at another company cannot close last month's books. Somebody - you are not sure who - reports that "Plex is slow." And a text message from a plant manager says a workcenter stopped recording production two hours ago. Four tickets. One of you. Which one do you touch first? If your answer is "whichever one I saw first" or "whoever is loudest," you do not have a support process - you have a reaction process. The fix is an old idea borrowed from emergency medicine: triage . This article covers what ticket triage is, why it pays for itself in a Plex ERP environment, the five-step pass I recommend for every incoming ticket, and the specific challenges that hit small Plex business analysts who support more than one company, in more than one location, at the same time. Listen to the podcast version of this post:...

IAM Superpowers: Safeguarding ERP Systems through Identity Governance


Uncover the supercharged capabilities of IAM in maintaining robust user governance within ERP environments. Lets learn about how IAM acts as the guardian of access rights.

The Crucial Role of Identity and Access Management (IAM) in Onboarding and Offboarding users/

In today’s interconnected digital landscape, managing user identities and their access to critical systems is paramount. Identity and Access Management (IAM) serves as the gatekeeper, ensuring that the right individuals have the right permissions at the right time. Let’s explore how IAM plays a pivotal role in secure and efficient onboarding and offboarding processes within organizations.

1. Onboarding: Setting the Foundation

What Is Onboarding?

Onboarding refers to the process of integrating new employees into an organization. It involves creating their digital identities, granting access to necessary resources, and ensuring a smooth transition into their roles.

IAM’s Contribution:

Automated Provisioning: IAM solutions automate the provisioning of user accounts, ensuring that new employees receive timely access to essential systems this included access to ERP systems 

Role-Based Access Control (RBAC): IAM defines roles and permissions based on job responsibilities. During onboarding, IAM assigns the appropriate roles to users, granting access only to relevant resources.

Single Sign-On (SSO): IAM enables SSO, allowing new employees to access multiple applications with a single set of credentials. This streamlines the onboarding experience and enhances security.

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2. Offboarding: Graceful Exit

What Is Offboarding?

Offboarding involves terminating an employee’s access to organizational resources when they leave the company.

IAM’s Contribution:

Deprovisioning: IAM ensures that access is promptly revoked when an employee resigns or is terminated. This prevents unauthorized access post-employment.

Audit Trails: IAM maintains detailed logs of access changes during offboarding. These audit trails are crucial for compliance and security reviews.

Automated Workflows: IAM workflows trigger offboarding processes, including disabling accounts, revoking permissions.

ERP system like Plex ERP support Plex idP (Identity Provider)  out of the box and currently support two identity federation providers. Azure AD (or Office 365) and Okta.

IAM operates behind the scenes, orchestrating user identities and access rights. Its impact on onboarding, identity management, offboarding, governance, and auditing cannot be overstated. As organizations evolve, investing in a robust IAM strategy ensures security and efficiency.

Remember, IAM isn’t just about technology—it’s about safeguarding your organization’s ecosystem. 


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