[vc_row][vc_column][vc_column_text]
This course aims to help you in your global IDECSI training program. Here you will find all the necessary information and training tools to become the perfect IDECSI’s Client Success manager.
The main roles of the IDECSI client success manager can be summed up as follows :
- Deploy the solution on customers environments
- Make sure customers are autonomous and satisfied with the tools we deployed
- Keep the key documents, knowledge base and training tools up to date
This course is aimed at IDECSI employees only.[/vc_column_text][/vc_column][/vc_row]
Lessons
7.4.1 – Detox Process
7.4.1 – Detox Process – test nouveau format
Detox Offer Detox is an offer based on the Idecsi solution. It can only be carried out for new customers and has four major phases: Collection of the rights and permissions of the tenant’s user resources. Presentation of collection results via PowerBI dashboards, and launch of a user recertification campaign. Reporting and planning of the […]
7.4.2 – Advanced Process
Advanced Offer Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. 01. Kick-off Pre Kickoff Meeting This meeting involves the sale in charge of the client, the CSM, and sometimes other parties (partners, technicals, etc…) if needs be. The goal is to pre-fill the Kick-off template […]
7.x – Customer Follow Up [OLD]
[vc_row full_width=”stretch_row_content”][vc_column width=”3/4″][vc_column_text css=”.vc_custom_1620206813272{border-top-width: 2px !important;border-bottom-width: 2px !important;border-top-color: #1e73be !important;border-top-style: solid !important;border-bottom-color: #1e73be !important;border-bottom-style: solid !important;}”][do_widget id=sensei_course_progress-2][/vc_column_text][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1620284522047{padding-right: 15px !important;}”][vc_column_text css=”.vc_custom_1620291811767{border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;padding-top: 10px !important;padding-right: 12px !important;padding-left: 12px !important;border-left-color: #dd3333 !important;border-left-style: solid !important;border-right-color: #dd3333 !important;border-right-style: solid !important;border-top-color: #dd3333 !important;border-top-style: solid !important;border-bottom-color: #dd3333 !important;border-bottom-style: solid !important;}”] Welcome to this […]
7.x – Internal documents and processes [OLD]
[vc_row full_width=”stretch_row_content”][vc_column width=”3/4″][vc_column_text css=”.vc_custom_1620206813272{border-top-width: 2px !important;border-bottom-width: 2px !important;border-top-color: #1e73be !important;border-top-style: solid !important;border-bottom-color: #1e73be !important;border-bottom-style: solid !important;}”][do_widget id=sensei_course_progress-2][/vc_column_text][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1620284522047{padding-right: 15px !important;}”][vc_column_text css=”.vc_custom_1620291811767{border-top-width: 2px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;padding-top: 10px !important;padding-right: 12px !important;padding-left: 12px !important;border-left-color: #dd3333 !important;border-left-style: solid !important;border-right-color: #dd3333 !important;border-right-style: solid !important;border-top-color: #dd3333 !important;border-top-style: solid !important;border-bottom-color: #dd3333 !important;border-bottom-style: solid !important;}”] Welcome to this […]
7.x – Power Automate setup
How to setup the alerting system Go to “My flow” Delete any similar flows (if they exist) Click on “Import” then “importation package” Load the given .zip file File to upload – 04/02/2025 Update the “import options” and “related ressources” Chose “Create as new” Pick your name address Click […]
7.x Sharing the BI
7.1 – Idecsi General Overview
The Customer Success Playbook The role of Customer Success at IDECSI is to guide clients through the implementation of our solutions, ensure their proper functioning, provide ongoing support, and address any questions they may have. In addition to working directly with clients, the Customer Success team acts as the internal bridge between Product/Development and Sales. […]
7.4.3 Tenant creation
How to create a tenant Tenant can be created from the Monitoring platform as of february 2025. The process is as follow : Tenant setup Click on the “new tenant” button. Client code: it should ideally respect the tenant’s SHP root URL (No uppercase) Client Name: Only appears on the Monitoring platform Federated Domains: Don’t […]
7.x – Security Checkup on specific users
How to add Security Checkup on specific users Create a new OU on Expert in which the selected users will be added Set up an auto-import to add the users above into the newly created OU Go to myDataAdmin and create a new configuration : On the menu MyDataSecurity, click add configuration : Select the […]
7.2 – First Step as a CSM
Liens utiles IDECSI PROD Monitoring – Plateforme d’accès principale aux tenants de production I2A MONITORING MDS (MyDataSecurity) – https://dc01.i-2a.com/app/my-data-security/tenants MDM (MyDataManagement) – https://dc01.i-2a.com/app/my-data-management/tenants MDA (MyDataAdmin) https://dc01.i-2a.com/app/admin/ POC Monitoring – Plateforme d’accès principale aux tenants de POC et Démo I2A MONITORING MDS – https://fr01.idecsi.tech/app/my-data-security/tenants MDM – https://fr01.idecsi.tech/app/my-data-management/tenants MDA – https://fr01.idecsi.tech/app/admin/configuration/mds/tenant/myidecsi QA Monitoring – Plateforme […]