Smartsheet Identity and Access Management (IAM)

Automating and accelerating the quarterly access review process

About this project

The current quarterly access review process at Smartsheet comes with a myriad of challenges. To start, Smartsheet’s access reviews are time-consuming and draws upon a lot of resources. There is also a large company wide communication effort that goes into place to track changes in employee structure.

Our Identity and Access Management Dashboard presents the Smartsheet Compliance team with:

Employee change metrics tracked with custom automations
Report containing daily employee changes with changed data attributes highlighted
Visualizations used to present historical timeline of changes in employee structure

With our Dashboard, Smartsheet’s Compliance team will be able to save time and resources with the addition of having key actionable insights to employee changes.

Note: Quarterly access reviews are done by a company’s compliance team to ensure that employees have the correct access permissions to applications.

The Dashboard

Data Flow

Feature 1: Metrics

Based on changes in job title, department, and direct manager on a Quarterly level.

Feature 2: Quarterly Changes Report

Displays employees that have had some part of their job related information change, filtered for the last 90 days. Updated daily. Yellow highlighting for changed data attributes. Red highlighting for termed employees (highest risk).