How I Guide Clients Through Their First 100 Days with DataBee CCRM
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How I Guide Clients Through Their First 100 Days with DataBee CCRM
A DataBee consulting expert's proven approach to seamless platform adoption
Author: Dave Gaik
As a DataBee consulting expert, I've had the privilege of guiding organizations through their security transformation journey. What I love most about my role is taking what seems like a complex platform implementation and making it feel effortless for our customers.
Making Security Transformation Simple
Let me share how I approach the first 100 days when working with a client that is onboarding the DataBee Continuous Controls and Risk Management (CCRM)platform. I'll walk you through the process that I recently used with a new client in the financial services industry to show you exactly how smooth this process can be when you have the right guidance.
DataBee's security data fabric platform transforms and modernizes security data management while delivering evidence-centric security content. What makes my job so rewarding is watching clients realize they can finally drive better, smarter decisions with analysis-ready datasets that have real business context layered in.
The beauty of DataBee lies in its simplicity. Our data transformation engine starts with effortless data onboarding across hybrid, multi-cloud, or on-premises environments. I handle the data normalization to our DataBee-extended version of the Open Cybersecurity Schema Framework (OCSF), which means multiple users across your organization can get seamless access to insights and reporting.
Here's what I always tell our clients upfront: throughout the entire data processing pipeline, your data remains completely yours. I help you store both raw and optimized datasets cost-effectively within your existing data lake, and we visualize everything in the business intelligence tools your analysts already know and love
100 Days to Amazing
Here’s how I recently helped the financial services company I mentioned earlier implement our vulnerability compliance dashboard using my proven phased approach across Day 1, 30, 60, and 100
Day 0: Leave the Heavy Lifting to Me
What I Do Behind the Scenes: I provision your DataBee tenant with admin role access and handle all the technical setup.
Customer Experience: You simply log in and confirm access - that's it! I make sure everything works perfectly before you even see it.
Day 1-5: Getting Started is Effortless
How I Set You Up for Success: I work closely with you to establish your project sponsor and help define clear, achievable goals and usage milestones. I've learned that sharing project objectives early with everyone involved is crucial for smooth adoption.
As an example, for our financial services customer, we focused on vulnerability and exposure management, which required integrating their Organizational Hierarchy (Workday), CMDB (ServiceNow), and Vulnerability Scanner data (Qualys).
I personally lead all initial onboarding training sessions where we set up user accounts, roles, and permissions together. I conduct multiple virtual sessions with your team to ensure everyone feels completely comfortable with the UI. My approach is hands-on because I believe we learn best by doing.
During our DataBee-guided workshop, I help you identify data feeds, compliance metrics, and relevant processes. This is where my experience really comes into play - I can spot potential challenges early and guide you around common pitfalls before they become problems.
I also help you identify data owners, typically within IT departments, but I always recommend checking with security, compliance, and risk management teams. I coach you on leveraging your project sponsor for introductions and leadership support.
Don't worry if your data seems scattered or mismanaged - I see this in most organizations, and it's actually a perfect opportunity for us to organize everything for better data-driven decisions.
Challenges I Can Navigate for You: Aligning stakeholders on priorities can be tricky, but I use milestone-focused approaches with sponsor support that make it completely manageable. I help you focus on one use case – in this example, vulnerability management -- while we document future phases.
I handle all the technical data issues:
- Schema challenges: When systems are used differently than designed, I collect samples and handle normalization seamlessly
- Internal coordination: I help plan timing when onboarding involves multiple departments
- System timing: I build smart buffers into project timelines
- Feed owner alignment: I facilitate all conversations to ensure smooth data collection agreements
My Success Formula: I keep you focused on one use case while I document your configurations for future reference. I provide you with direct access to our comprehensive documentation at https://docs.databee.buzz/.
Day 3-15: Data Integration Made Simple
How I Handle the Technical Complexity: I integrate your essential data feeds into DataBee, tapping into our 300+ out-of-the-box feeds, with new ones added regularly and full customization available when needed.
With feeds identified from our workshop, I start onboarding them systematically. For the financial services customer, I began with their Organizational Hierarchy feed from Workday first - I handle all the proper data normalization to ensure complete accuracy.
Then I moved to their additional CCRM feeds like Qualys and ServiceNow. I hosted guided workshops to gather dashboard requirements and create realistic timelines with clear dependencies.
I help you define meaningful KPIs to measure and track progress. I bring feeds online strategically based on your resources while maintaining focus on dependencies for your primary use case.
DataBee provides comprehensive onboarding support and guides you through our detailed feed onboarding documentation. When possible, I test with dev/staging data first to ensure everything works perfectly.
Here's a feature I love showing clients: DataBee's Entity Resolution is enabled by default, automatically linking related data across feeds for a completely unified view.
How I Keep Things Moving Smoothly: I work with your project sponsor to prioritize data onboarding across different departments and system owners. This leadership support makes everything flow seamlessly. I maintain constant communication with feed owners and provide regular status updates to avoid any delays.
My Proven Approach: I always start you with a single dashboard and one feed so you get comfortable with the process before we scale up. This builds confidence and expertise gradually.
Day 15-30: Build Real Momentum
Ensuring Strong User Adoption: This phase focuses on integrating your core processes into DataBee while ensuring users genuinely embrace the platform.
We'll map out and onboard existing data linked to policies, risks, and controls. The use cases we've captured get prioritized with expert guidance on requirements and priorities.
Together, we generate your first basic reports, like compliance status reports. You'll create and share screenshots of key dashboards (vulnerability compliance, EDR deployment, secure configuration, phishing training) and roll them out strategically to users and departments.
Comprehensive training sessions for end-users emphasize DataBee's value and how it simplifies their daily work. These sessions show teams how to quickly identify assets not in your CMDB and prioritize vulnerability management efforts. The hands-on approach builds real confidence across your organization.
Weekly feedback calls get established to gather requirements and address any concerns immediately.
Challenges We Navigate Together: Current KPI calculations get aligned perfectly with DataBee's setup. When employees resist switching from legacy systems with comments like "My old system did X differently," the focus shifts to demonstrating clear advantages and time savings.
Our Success Strategy: Data quality gets prioritized during migration to prevent future issues. Quick wins like faster reporting and unified dashboards get showcased to build enthusiasm and win over users
Day 30-60: Optimize and Scale
Expanding Your Success: This phase focuses on refining processes and expanding DataBee's usage while exploring exciting future use cases.
Repetitive tasks like compliance reminders and risk alerts get automated, with integrations to your third-party ticketing systems that streamline workflows.
DataBee connects with your other systems - Training, Phishing, User Access Review, Authentication, Active Directory, and MFA - to enrich data context significantly.
DataBee's usage expands to additional modules like Core Data Products and gets rolled out to new departments including management and leadership.
Report reviews help spot trends like recurring compliance gaps or high-risk areas, and these insights demonstrate clear ROI potential to stakeholders.
User feedback gets addressed through fine-tuned dashboards and additional training sessions as needed. "Train-the-trainer" approaches get implemented for new departments, providing system overviews, securing buy-in, and exploring new use cases.
Balancing Your Needs: This phase strikes the perfect balance between customization and leveraging DataBee's powerful out-of-the-box features through careful planning.
Our Collaborative Approach: Close collaboration with your IT team ensures all integrations are secure and reliable. Timely feedback on dashboards keeps them relevant and user-friendly. Stakeholder support gets maintained through weekly calls that clearly communicate DataBee's benefits.
Day 60-100: Measure Success and Plan Your Future
Demonstrating Your ROI Potential: This phase focuses on assessing DataBee's impact and creating a roadmap for sustained growth and maturity.
Formal reviews get facilitated to evaluate performance against your initial goals, involving both your internal project sponsors and our DataBee sponsors in productive discussions.
Key metrics like audit and compliance-related goals get measured and documented. Success stories -- streamlined audits, improved risk visibility -- get highlighted to present compellingly to leadership.
Opportunities for further optimization get identified, along with guidance toward additional DataBee modules that make sense for your organization. Together, we develop a clear roadmap for your next phase with well-defined priorities and future use cases.
Challenges We Navigate Together: Intangible benefits like improved collaboration and stronger risk culture get quantified through structured approaches. When budget approval becomes necessary for future enhancements, proven business justification frameworks get provided to support your case.
Our Results-Driven Approach: DataBee's powerful dashboards and visualizations get utilized to showcase results clearly and make compelling cases for continued investment. Ongoing insights on advanced features and best practices get shared to maximize your value from the platform.
Why This Approach Works
After guiding many implementations, I've learned that success comes from making complex technology feel simple and manageable. My clients succeed because I handle all the technical complexity while keeping them focused on their business outcomes.
The key is my structured, supportive approach combined with DataBee's powerful platform. I start with one focused use case, build momentum through quick wins, and gradually expand usage as confidence grows.
When you work with us, you're not just implementing software - you're transforming how your organization approaches security data management. And I'm with you every step of the way to make sure it's not just successful, but genuinely transformative for your business.
Ready to start your own 100-day journey? See DataBee in action by requesting a custom demo and I will be here to make it the smoothest technology implementation you've ever experienced.
How I Guide Clients Through Their First 100 Days with DataBee CCRM
A DataBee consulting expert's proven approach to seamless platform adoption
Author: Dave Gaik
As a DataBee consulting expert, I've had the privilege of guiding organizations through their security transformation journey. What I love most about my role is taking what seems like a complex platform implementation and making it feel effortless for our customers.
Making Security Transformation Simple
Let me share how I approach the first 100 days when working with a client that is onboarding the DataBee Continuous Controls and Risk Management (CCRM)platform. I'll walk you through the process that I recently used with a new client in the financial services industry to show you exactly how smooth this process can be when you have the right guidance.
DataBee's security data fabric platform transforms and modernizes security data management while delivering evidence-centric security content. What makes my job so rewarding is watching clients realize they can finally drive better, smarter decisions with analysis-ready datasets that have real business context layered in.
The beauty of DataBee lies in its simplicity. Our data transformation engine starts with effortless data onboarding across hybrid, multi-cloud, or on-premises environments. I handle the data normalization to our DataBee-extended version of the Open Cybersecurity Schema Framework (OCSF), which means multiple users across your organization can get seamless access to insights and reporting.
Here's what I always tell our clients upfront: throughout the entire data processing pipeline, your data remains completely yours. I help you store both raw and optimized datasets cost-effectively within your existing data lake, and we visualize everything in the business intelligence tools your analysts already know and love
100 Days to Amazing
Here’s how I recently helped the financial services company I mentioned earlier implement our vulnerability compliance dashboard using my proven phased approach across Day 1, 30, 60, and 100
Day 0: Leave the Heavy Lifting to Me
What I Do Behind the Scenes: I provision your DataBee tenant with admin role access and handle all the technical setup.
Customer Experience: You simply log in and confirm access - that's it! I make sure everything works perfectly before you even see it.
Day 1-5: Getting Started is Effortless
How I Set You Up for Success: I work closely with you to establish your project sponsor and help define clear, achievable goals and usage milestones. I've learned that sharing project objectives early with everyone involved is crucial for smooth adoption.
As an example, for our financial services customer, we focused on vulnerability and exposure management, which required integrating their Organizational Hierarchy (Workday), CMDB (ServiceNow), and Vulnerability Scanner data (Qualys).
I personally lead all initial onboarding training sessions where we set up user accounts, roles, and permissions together. I conduct multiple virtual sessions with your team to ensure everyone feels completely comfortable with the UI. My approach is hands-on because I believe we learn best by doing.
During our DataBee-guided workshop, I help you identify data feeds, compliance metrics, and relevant processes. This is where my experience really comes into play - I can spot potential challenges early and guide you around common pitfalls before they become problems.
I also help you identify data owners, typically within IT departments, but I always recommend checking with security, compliance, and risk management teams. I coach you on leveraging your project sponsor for introductions and leadership support.
Don't worry if your data seems scattered or mismanaged - I see this in most organizations, and it's actually a perfect opportunity for us to organize everything for better data-driven decisions.
Challenges I Can Navigate for You: Aligning stakeholders on priorities can be tricky, but I use milestone-focused approaches with sponsor support that make it completely manageable. I help you focus on one use case – in this example, vulnerability management -- while we document future phases.
I handle all the technical data issues:
- Schema challenges: When systems are used differently than designed, I collect samples and handle normalization seamlessly
- Internal coordination: I help plan timing when onboarding involves multiple departments
- System timing: I build smart buffers into project timelines
- Feed owner alignment: I facilitate all conversations to ensure smooth data collection agreements
My Success Formula: I keep you focused on one use case while I document your configurations for future reference. I provide you with direct access to our comprehensive documentation at https://docs.databee.buzz/.
Day 3-15: Data Integration Made Simple
How I Handle the Technical Complexity: I integrate your essential data feeds into DataBee, tapping into our 300+ out-of-the-box feeds, with new ones added regularly and full customization available when needed.
With feeds identified from our workshop, I start onboarding them systematically. For the financial services customer, I began with their Organizational Hierarchy feed from Workday first - I handle all the proper data normalization to ensure complete accuracy.
Then I moved to their additional CCRM feeds like Qualys and ServiceNow. I hosted guided workshops to gather dashboard requirements and create realistic timelines with clear dependencies.
I help you define meaningful KPIs to measure and track progress. I bring feeds online strategically based on your resources while maintaining focus on dependencies for your primary use case.
DataBee provides comprehensive onboarding support and guides you through our detailed feed onboarding documentation. When possible, I test with dev/staging data first to ensure everything works perfectly.
Here's a feature I love showing clients: DataBee's Entity Resolution is enabled by default, automatically linking related data across feeds for a completely unified view.
How I Keep Things Moving Smoothly: I work with your project sponsor to prioritize data onboarding across different departments and system owners. This leadership support makes everything flow seamlessly. I maintain constant communication with feed owners and provide regular status updates to avoid any delays.
My Proven Approach: I always start you with a single dashboard and one feed so you get comfortable with the process before we scale up. This builds confidence and expertise gradually.
Day 15-30: Build Real Momentum
Ensuring Strong User Adoption: This phase focuses on integrating your core processes into DataBee while ensuring users genuinely embrace the platform.
We'll map out and onboard existing data linked to policies, risks, and controls. The use cases we've captured get prioritized with expert guidance on requirements and priorities.
Together, we generate your first basic reports, like compliance status reports. You'll create and share screenshots of key dashboards (vulnerability compliance, EDR deployment, secure configuration, phishing training) and roll them out strategically to users and departments.
Comprehensive training sessions for end-users emphasize DataBee's value and how it simplifies their daily work. These sessions show teams how to quickly identify assets not in your CMDB and prioritize vulnerability management efforts. The hands-on approach builds real confidence across your organization.
Weekly feedback calls get established to gather requirements and address any concerns immediately.
Challenges We Navigate Together: Current KPI calculations get aligned perfectly with DataBee's setup. When employees resist switching from legacy systems with comments like "My old system did X differently," the focus shifts to demonstrating clear advantages and time savings.
Our Success Strategy: Data quality gets prioritized during migration to prevent future issues. Quick wins like faster reporting and unified dashboards get showcased to build enthusiasm and win over users
Day 30-60: Optimize and Scale
Expanding Your Success: This phase focuses on refining processes and expanding DataBee's usage while exploring exciting future use cases.
Repetitive tasks like compliance reminders and risk alerts get automated, with integrations to your third-party ticketing systems that streamline workflows.
DataBee connects with your other systems - Training, Phishing, User Access Review, Authentication, Active Directory, and MFA - to enrich data context significantly.
DataBee's usage expands to additional modules like Core Data Products and gets rolled out to new departments including management and leadership.
Report reviews help spot trends like recurring compliance gaps or high-risk areas, and these insights demonstrate clear ROI potential to stakeholders.
User feedback gets addressed through fine-tuned dashboards and additional training sessions as needed. "Train-the-trainer" approaches get implemented for new departments, providing system overviews, securing buy-in, and exploring new use cases.
Balancing Your Needs: This phase strikes the perfect balance between customization and leveraging DataBee's powerful out-of-the-box features through careful planning.
Our Collaborative Approach: Close collaboration with your IT team ensures all integrations are secure and reliable. Timely feedback on dashboards keeps them relevant and user-friendly. Stakeholder support gets maintained through weekly calls that clearly communicate DataBee's benefits.
Day 60-100: Measure Success and Plan Your Future
Demonstrating Your ROI Potential: This phase focuses on assessing DataBee's impact and creating a roadmap for sustained growth and maturity.
Formal reviews get facilitated to evaluate performance against your initial goals, involving both your internal project sponsors and our DataBee sponsors in productive discussions.
Key metrics like audit and compliance-related goals get measured and documented. Success stories -- streamlined audits, improved risk visibility -- get highlighted to present compellingly to leadership.
Opportunities for further optimization get identified, along with guidance toward additional DataBee modules that make sense for your organization. Together, we develop a clear roadmap for your next phase with well-defined priorities and future use cases.
Challenges We Navigate Together: Intangible benefits like improved collaboration and stronger risk culture get quantified through structured approaches. When budget approval becomes necessary for future enhancements, proven business justification frameworks get provided to support your case.
Our Results-Driven Approach: DataBee's powerful dashboards and visualizations get utilized to showcase results clearly and make compelling cases for continued investment. Ongoing insights on advanced features and best practices get shared to maximize your value from the platform.
Why This Approach Works
After guiding many implementations, I've learned that success comes from making complex technology feel simple and manageable. My clients succeed because I handle all the technical complexity while keeping them focused on their business outcomes.
The key is my structured, supportive approach combined with DataBee's powerful platform. I start with one focused use case, build momentum through quick wins, and gradually expand usage as confidence grows.
When you work with us, you're not just implementing software - you're transforming how your organization approaches security data management. And I'm with you every step of the way to make sure it's not just successful, but genuinely transformative for your business.
Ready to start your own 100-day journey? See DataBee in action by requesting a custom demo and I will be here to make it the smoothest technology implementation you've ever experienced.
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