Small Steps, Big Impact: The Path to Smart GRC Automation

In this episode we unpack the often overlooked value of starting with manual routines in GRC and the strategic path to effective automation.

Key Takeaways:

1. The Value of Manual Work: Although manual work is often viewed with disdain, it holds significant value in understanding the nuances of GRC processes. Manual routines force a deeper engagement with the components of a process, leading to a more comprehensive understanding of what "better" truly looks like.
2. Understanding Before Automating: Jumping directly to automation solutions without a clear understanding of manual processes can lead to inefficiencies and a misalignment with organizational needs. A profound comprehension of manual components is crucial before deciding on the path to automation.
3. Incremental Automation as a Strategy: Transitioning from manual to automated processes doesn't have to be a leap. Incremental, lightweight automations, introduced step by step, can be more cost-effective and easier for teams to adapt to. This approach allows for continuous improvement and helps distinguish between mere inconveniences and actual pain points.
4. Case Study - The Evolution of Segment's Customer Trust Practices: We delve into Segment's strategic journey from entirely manual processes towards a comprehensive spectrum of automation, culminating in the implementation of a SaaS-based Customer Trust Center. Initially reliant on manual methods, Segment incrementally integrated various technologies and automated solutions into their workflow. This gradual evolution continued until reaching a pivotal moment where the decision to build in-house versus procuring a specialized tool was reassessed. Opting for a purpose-built solution marked a significant milestone, demonstrating the effectiveness of an iterative approach to automation that not only enhanced operational efficiency but also solidified the foundation for future scalability.
5. Practical Insights for GRC Professionals: The discussion provides practical insights for GRC professionals on balancing the desire for automation with the reality of manual processes. It emphasizes the importance of being intimately familiar with the processes before automating them and showcases the tangible benefits of incremental improvements.

For show notes, please visit The GRC Podcast website.

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