Planning a move from
GRC Cloud to CORE

Hello!
I am Pretesh Mistry
Solution Manager at Resolver
pretesh.mistry@resolver.com

WHAT TO CONSIDER

FUNCTIONALITY
An insight into what
has improved, what
is the same and what
is new
DATA IMPORT
A discussion on how
your data will be
migrated over to
CORE
TRAINING
Considerations for
training users on a
new platform
TIMING
When should I begin
my transition?
TRANSITION
OPTIONS
Options for
transitioning over?

FUNCTIONALITY OVERVIEW

USER INTERFACE
A much improved
user interface
including a task
menu requiring a
user’s attention along
with a navigation bar
to toggle between
applications and
activities.
FORMS
View and enter
data intuitively
with step by
step guidance
built into each
form.
ADMINISTRATION
Manage object
types, forms,
reports, roles,
users, applications
and assessments
all in one place.
ROLES
Manage workflow
permissions all in
one place.
REPORTING
View data
through charts,
tables and
heatmaps for
more informed
decision making.
Improved

Relatively Equivalent
DATA MODEL
Similar in terms
of object types
and fields, but no
strict hierarchy
required.
WORKFLOW
Setup and functioning
of workflow is
relatively similar but
with added
functionality such as
being able to add
workflow buttons
anywhere on a form.

New Concepts
ASSESSMENTS
Collect, review and assess
data at a particular point
through the context of
location, time, etc. Also
replaces period end.
ASSESSMENT TABLES
View previous
assessment data in a
table on a form.
NAVIGATION VIEW
Whether forms, reports or
both, toggle between
objects to view and interact
with data without leaving
the screen.

Getting Close
AUDIT TRAIL
Downloadable spreadsheet
listing all changes made to
objects within a specified
timeframe

Doesn’t exist… yet
AUTO-CREATE OBJECTS
Automatic creation of objects such as issues when a control fails for
example.
UPDATE / PROPAGATE
Mass update or propagate.
EMBEDDED TABLEAU / CRYSTAL DASHBOARDS
Data export file available to view data in BI tool of your choice but
not embedded within CORE.
WEBDAV / FILE VERSIONING
Open documents, edit and then save directly back into the system
with a new version created.

RELEVANT SCREENSHOTS

Navigation View
Similar to the “tree” view

Tables
Similar to matrix style reports

Admin
Manage all administrative
activities in one screen

Data Model

Workflow

Forms

Reporting

Activities & Views
Similar to GRC programs

Task Menu

Assessments
Collect, review and assess
data at a particular point
through the context of
location, time, etc.

Assessments explained (basic)
Assessments
Framework
Library
Location
Hierarchy

ProcessTesting
2018 Accounts Payable - London Time: 2018
BU: London
Assessments explained (detailed)
FRAMEWORK LIBRARY ASSESSMENTS LOCATION HIERARCHY

DATA IMPORT

TRAINING, TIMING, OPTIONS

TRANSITION
OPTIONS
Option 1 – Single Standard App
Option 2 – Replicate
Option 3 – Custom Implementation or Redesign
Option 4 – Standard App and Blueprint
Option 5 – Multiple Standard Apps

Thanks!
Any questions?
pretesh.mistry@resolver.com