portier leads the introduction of portierX in your organisation. Your organisation decides and signs off each stage. This page describes the stages, who does what on each side and how training runs. It is for everyone planning an introduction, and for the Organisation Admin.
Also called: implementation, project, rollout, go-live, training plan.
The introduction runs in six stages and in two lanes, at portier and at your end.
In workshops with the people who run your key management, information security and data protection, portier goes through today's processes with you, from request to review, and sets them up in portierX as rules. Which place carries which protection need, and who is responsible for it. Which keys need approval, and when access is reviewed. How long personal data is kept. For each system to be connected, portier sets up a starting configuration.
portier creates your organisation in portierX. Sign-in with the company account is set up with your IT, and the roles are assigned. Your HR department's IT receives the interface specification for the HR file. Your access control systems are connected, first to your test systems where you run them.
If your organisation works with portier Vision 5, portier produces the takeover files from it, in the order in which the data sets depend on one another. First the key plans and the people, with their staff number. Then depots and stock. Then who has held which copy since when, with issue date and return date, together with the movement history and the filed receipts. Your Organisation Admin checks each stage before it counts. Any stage can be repeated until the cut-over date, and whatever the check finds is cleaned up along the way, such as duplicate people or copies without a depot. On the cut-over date the final state comes across, and from then on keys are issued in portierX.
Without portier Vision 5, the data comes from the manufacturer's key plan, from spreadsheets of your people and from the connected systems, see Import your master key plan from an XML file and Import people from a spreadsheet.
One area goes first with the full target processes: requests and approvals, the connected systems of that area and an access review. What shows up there feeds into the rules before the next area follows.
The other areas follow in the order you set. For each area, the groupings of the connected systems are mapped to spaces and groups in portierX, the responsible people are named and the issuing desks are trained.
Once portierX is running, support answers your questions in German and English, see Get help, report a problem or suggest an improvement. Every delivery comes with release notes. Regular service meetings come on top.
Task | portier | Your organisation |
|---|---|---|
Steering | A person accountable for the introduction, and an account manager | Project lead and business ownership of key management |
Processes | Running the workshops, setting up the rules | Key management, issuing desks, information security, data protection |
Technology | Connections, data takeover, operation | IT for sign-in and network, the HR department's IT, administration of the access control systems |
Training | Administrators, issuing desks, approvers and reviewers | Naming the participants for each area |
portier trains remotely and per role, in German, English or French: the administrators, the issuing desks, and the approvers and reviewers. After the training, the training paths of this help centre stay behind as the manual, one per role.
Your Organisation Admin exports the people list, the audit log and the reports at any time, as an Excel or CSV file. Which role exports which list is on Export data from portierX.
portier leads every introduction. Your organisation decides and signs off each stage.
Your organisation sets the order of the areas.
The help centre and its training paths are in German, English and French.
