Processes for Perfection
Who is responsible for sending the kickoff email?
The client's Client Advisor
What platform module shows clients their peer comparison (and forecasting)?
Analytics
Where in Salesforce can you find the service offerings the client is engaged for?
Program Entitlements
(I will also accept open cases, but the source of truth should be program entitlements)
What is Molly's government name?
Margaret
How tall is Will Lenore?
6'2
(but according to him, closer to 6'3)
Where do we tell clients to view the results to their DDQ?
Analytics > Benchmarks > Risk Details
What platform module shows clients their deliverable status (upcoming, past due, etc)?
Track
What button do you select when updating multiple cases "Latest Status/Next Steps" at one time?
Quick Update
*this allows you to update the following at once:
Contact Name
Status
Next Action Date
Latest Status/Next Steps
Case Owner
What is Simon Eyre's title?
Chief Information Security Officer
What year was Drawbridge founded?
2018
What is the template name for the current CRA questionnaire launched to clients? (most common)
2022 CRA Regular
Approximately how many clients have completed a Regular CRA (the sample size for analytics)
~1400
How do you remove a contact in Salesforce that is no longer employed at the client company?
Edit the contact's "Service Type", remove Service Contact and replace with No longer at company
What three teams make up Grillo's org?
Client Advisory, Tech Team, Production Team
What is Brian's dog's name?
Talo!!!!!!!!
What is the last step, when creating a Parent/Child link?
Emailing it out to the team.
What is the Drawbridge demo organization name?
Oak River
When editing a VRA Case, what fields are required prior to saving?
Contact
Status
Start Date
Next Action Date
Latest Status/Next Steps
# of Vendors
What members of the Client Advisory team are in the FL office?
Elizabeth, Sarah, Rich, Jason
What is Bernstein's favorite lunch food?
NY Style Pizza!
What documents may we email to clients?
NONE
(unless you have written approval from Jason)
What can we do if a client wants to remove assets from vulnerability scanning that have not been seen in a period of time?
Set auto removal after 30, 60, or 90 days (in Admin)
What are the status options (in order) for a Cyber Risk Assessment case?
New
Launch Questionnaire
Complete Questionnaire
Review Analytics
Update Forecasting
Complete
Who is the founder of Drawbridge?
Jason Elmer
What Drawbridge services are required to be compliant with Reg S-P?
Vendor Risk Assessment
Incident Response Plan
Incident Response Tabletop Exercise