10 Tips and Tricks Every Archer Admin Should Know

Being an Archer Admin in the RSA Archer Governance, Risk, and Compliance (GRC) platform is a dynamic and rewarding role. This role requires a deep understanding of the platform and the ability to improve workflows, manage user permissions, and ensure compliance across your organization. To help you navigate this challenging position, we have compiled ten essential tips and tricks that will enhance your skills and efficiency as an Archer Admin.

1. Master the User Interface

Understanding the user interface (UI) is fundamental for any Archer Admin. Get comfortable with navigating different dashboards, pages, and reports. Prioritize learning about key components such as the Workspace Landing Page, Application Builder, and Advanced Search features. Familiarity with these components will save time and enhance productivity.

2. Optimize Workflows with DDEs

Data-Driven Events (DDEs) allow you to automate responses to certain conditions in your data. This is an invaluable tool for enhancing your workflows. By setting up DDEs, you can ensure faster processing and reduce the margin for human error. Dive deep into creating and managing DDEs to handle repetitive tasks efficiently.

3. Implement Robust User Permissions

User permissions form the backbone of any secure data platform. Establish a well-documented permissions strategy that includes roles and groups to control access based on users' needs. Regular audits and updates of user permissions prevent data breaches and ensure compliance with regulations.

4. Utilize Advanced Search Capabilities

Advanced Search in Archer allows you to filter and locate data quickly and accurately. Spend time mastering this tool. Use filters, and smart queries, and create custom views to access the necessary information rapidly. The ability to quickly retrieve important data will set you apart as an Archer Admin.

5. Leverage Data Publication Features

Data publication is crucial for sharing reports and information with stakeholders. Use built-in features like scheduled reports and email notifications to keep the relevant teams informed. Enable automated distribution where possible to make your processes both efficient and impactful.

6. Stay Updated with Archer Community

Participating in the RSA Archer community is a great way to stay updated. This community offers a wealth of knowledge, including best practices, troubleshooting tips, and software updates. Engaging with fellow Archer Admins can provide insights that you might not find elsewhere.

7. Monitor System Performance

Regular monitoring of the system’s performance helps identify potential issues before they escalate. Use system management tools available within the platform to track performance metrics and system health. Regular performance audits ensure your system remains efficient and reliable.

8. Keep Your Documentation Organized

Organized documentation is critical for maintaining a sustainable and efficient Archer environment. Ensure all processes, workflows, and configurations are documented thoroughly. This practice not only facilitates smoother transitions during staff changes but also aids in troubleshooting issues quickly.

9. Develop a Change Management Process

In dynamic environments, changes are constant. Develop a robust change management process to handle updates and modifications. Outline steps to assess, implement, and review changes, ensuring minimal disruption in services while maintaining compliance and security.

10. Invest in Continuous Learning and Development

The landscape of GRC is continuously evolving. Staying updated with ongoing training and certifications is essential. Engage in regular training sessions, webinars, and workshops to continuously hone your skills and ensure you are abreast of the latest features and best practices.

Conclusion

These tips and tricks are fundamental to enhancing your role as an Archer Admin. By mastering these skills, you can ensure smooth operations within the RSA Archer platform, which in turn supports your organization’s broader governance and compliance objectives. Remember, the more adept you become in using Archer’s capabilities, the more efficiently your team can maintain compliance, mitigate risks, and manage organizational policies. Start integrating these strategies today, and witness a transformation in your Archer Admin proficiencies.