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Proactive Audit Prep in NetSuite

If you’re a publicly traded company running NetSuite, or are in the early stages of planning for your IPO, this webinar will help you lay the groundwork for an easier path to compliance. In this webinar, we begin by looking at what’s in scope — what, in our experience, auditors are looking for when they look at your NetSuite account. Then we cover some of the key challenges companies in your position face when prepping for an audit. Finally, you’ll learn about two publicly traded companies who are using Strongpoint to keep compliant and sail through audits every quarter.

The agenda:
- What’s in scope for SOX?
- How long should it take to prepare for audit?
Key challenges:
- Understanding the customizations in your account
- Tracking changes and assessing their impact (Scripts, Workflows, Managed Bundles, etc.)
- Establishing policies for compliant change management
- Automatically linking change logs to approved change requests
- Proving to auditors that policies were followed and you have a complete and accurate view of system changes
- Showing auditors where things slipped through the cracks
- Managing segregation of duties and access control issues
- Building compensating controls
SOX audit success stories:
- Smartsheet
- ZoomInfo

We hope to see you on May 13th!
Recorded May 18 2021 33 mins
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Presented by
Paul Staz, VP of Sales and Marketing at Strongpoint
Presentation preview: Proactive Audit Prep in NetSuite

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  • Salesforce and SOX: Beyond the Audit Trail Jun 28 2021 6:00 pm UTC 38 mins
    Paul Staz, VP of Sales and Marketing at Strongpoint
    Salesforce is a famously versatile, highly customizable platform. Which is great if you’re a growing company looking for a platform that will grow alongside you. But if you’re an auditor looking to see tight controls over critical configuration changes and user access, the ease with which metadata and configuration data in the system can be changed is cause for concern.

    Salesforce’s Audit Trail and Field History Tracking tools offer a variety of solutions for this problem. Using them, and a considerable amount of manual work, you can get very close to producing change reports that will make your auditors happy.

    But audit requirements — primarily for SOX, but also for industry-specific compliance standards — are changing. Auditors are becoming more familiar with the platform and asking to see more detailed reporting.

    What's On the Agenda?
    In this webinar, we’ll show you how to start prepping for audit using the Salesforce Audit Trail and Field History Tracking. Then, we’ll cover the four main gaps they leave, and how third-party tools like Strongpoint help close them:

    - Access controls: Taking a deep dive into roles and permission sets
    - Scope: Keeping tabs on what’s in scope for SOX and ignoring what's not
    - Change logs: Tying completed changes back to an originating request
    - Configuration data: Controlling for changes to critical configuration data (such as CPQ)
  • Crash Course: NetSuite Roles and Permissions Recorded: May 28 2021 61 mins
    Paul Staz, VP of Sales and Marketing at Strongpoint
    NetSuite roles and permissions are powerful tools for maintaining safety and compliance. But, at first glance, they can seem complicated.

    This free crash course takes an in-depth look at best practices for understanding, establishing, maintaining and cleaning up roles, permissions and access in NetSuite.
    What's On the Agenda?
    1. Understanding User Roles
    - Permissions
    Permission levels
    - Required forms and list views
    - Role settings
    - Script dependencies
    - Cleaning up unused roles
    2. Understanding Permissions
    - What is a permission?
    - What are tasks?
    - How do permissions affect navigation?
    - Cleaning up unused permissions
    3. Managing Access
    - A real-world approach to segregation of duties
    - How to protect your data using NetSuite’s access controls
    - Implementing two-factor authentication and SSO
    - IP locking
  • Proactive Audit Prep in NetSuite Recorded: May 18 2021 33 mins
    Paul Staz, VP of Sales and Marketing at Strongpoint
    If you’re a publicly traded company running NetSuite, or are in the early stages of planning for your IPO, this webinar will help you lay the groundwork for an easier path to compliance. In this webinar, we begin by looking at what’s in scope — what, in our experience, auditors are looking for when they look at your NetSuite account. Then we cover some of the key challenges companies in your position face when prepping for an audit. Finally, you’ll learn about two publicly traded companies who are using Strongpoint to keep compliant and sail through audits every quarter.

    The agenda:
    - What’s in scope for SOX?
    - How long should it take to prepare for audit?
    Key challenges:
    - Understanding the customizations in your account
    - Tracking changes and assessing their impact (Scripts, Workflows, Managed Bundles, etc.)
    - Establishing policies for compliant change management
    - Automatically linking change logs to approved change requests
    - Proving to auditors that policies were followed and you have a complete and accurate view of system changes
    - Showing auditors where things slipped through the cracks
    - Managing segregation of duties and access control issues
    - Building compensating controls
    SOX audit success stories:
    - Smartsheet
    - ZoomInfo

    We hope to see you on May 13th!
  • Three Things You Need To Know About Salesforce and SOX Compliance Recorded: Apr 29 2021 27 mins
    Paul Staz, VP of Sales and Marketing at Strongpoint
    This webinar is ideal for IT, Finance or Audit leadership concerned about Salesforce and SOX compliance.

    In it, we look at the three areas of focus your auditors are most likely to be concerned about — access controls, metadata and configuration data. Then, we’ll show you how to automate key processes that will significantly reduce the work of getting ready for audit.

    We'll cover:
    Access
    - Who can see and do what on the platform?
    - Who has critical levels of access?
    - Controlling for changes to access and permissions
    Metadata
    - What’s in scope: revenue-related objects and business critical processes
    - Understanding, managing and controlling changes
    - Proving visibility to auditors
    Configuration Data
    - What’s in scope: CPQ and Billing applications; data related to pricing, discount, approva;
    - Managing and tracking changes to custom objects
    - Creating audit-ready reports

    Many of these requirements are now in scope for SOX, and Salesforce teams are getting caught off guard when they come up. Taking the time to get proactive now can save you a lot of work and expense in the future.
Strongpoint documentation is like a superpower for your team.
Strongpoint is the safest, fastest and most compliant way to do documentation, change management and compliance for NetSuite and Salesforce systems.

Strongpoint automatically documents everything and maintains the core documentation describing each customization. Without sacrificing speed or safety, Strongpoint lets you make better and faster decisions more quickly and keeps your systems clean and optimized.

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  • Title: Proactive Audit Prep in NetSuite
  • Live at: May 18 2021 6:00 pm
  • Presented by: Paul Staz, VP of Sales and Marketing at Strongpoint
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