DAX: CRM

Responsibilities

100

The team(s) responsible for Dashboard Administration & Maintenance.

DAX Audit Team

200

The team(s) responsible for documenting their regular review of CRM Dashboards in Auditboard.

FinOps/Tech Auditors

300

The team(s) responsible for obtaining relevant data and identifying key risk indicators within.

Both the FinOps/Tech auditors and the DAX Audit Team

Time/Timing

100

Generally, the DAX Audit Team will refresh CRM dashboards on this cadence.

Monthly

200

Generally, the FinOps/Tech audit team should review the refreshed dashboard by this day of the month following refresh.

15th

300

FinOps/Tech teams should charge their time reviewing CRM dashboards to this AuditBoard task.

Non-Core/Strategic Initiatives

Note: Clarity Task is '2024 – DAX Initiative – Continuous Risk Monitoring'

Misc.

100

True/False: the CAE must review CRM dashboards before publication.

False

200

You can find the CRM Process Guide at this location.

IA Collaboration site > DAX Page

300

You can find published CRM Dashboards at this location.

On the Internal Audit DAX Tableau site.