🏦 NBE Phase 2 - Questionnaires Portal

SailPoint & SSO Integration for CRM, Fawry TMS & DWP, Avaya IVR

15 Documents Ready
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Quick Start - High-Level Discovery Questions

30 essential questions to send BEFORE the analysis meeting

πŸ“₯ Open Quick Questions
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Internal Preparation
Week 1
2
Send Master Questionnaires
Week 1-2
3
Technical Deep-Dive
Week 2-3
4
Pre-Analysis Meetings
Week 3-4
1

πŸ“‹ General & Preparation Documents

Internal preparation before sending questionnaires to application teams

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QUICK START

High-Level Discovery Questions

30 essential questions to send 3-5 days before the meeting - covers app overview, auth, users, roles, integration

πŸ“ General πŸ‘₯ Application Owners
πŸ“₯ Open Document
πŸ“Š
General

Pre-Analysis Meeting Requirements

Stakeholder identification, meeting agenda, and success criteria checklist

πŸ“ General πŸ‘₯ Internal Team
πŸ“₯ Open Document
βœ…
Tracking

Phase 2 Information Checklist

Track information gathering status for all applications

πŸ“ Root πŸ‘₯ Internal Team
πŸ“₯ Open Document
πŸ—ΊοΈ
Roadmap

Questionnaires Roadmap

Usage guide and workflow for all documents

πŸ“ Root πŸ‘₯ Internal Team
πŸ“₯ Open Document
2

πŸ“ Master Questionnaires (Per Application)

Comprehensive questionnaires to send to each application owner

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Master

NBE Phase 2 Pre-Analysis Questionnaire

Complete master questionnaire covering all integration aspects

πŸ“ Root πŸ‘₯ All App Owners
πŸ“₯ Open Document
πŸ’Ό
CRM

CRM Complete Questionnaire

Full questionnaire for CRM application integration

πŸ“ Root πŸ‘₯ CRM Owner
πŸ“₯ Open Document
πŸ’³
Fawry

Fawry TMS & DWP Questionnaire

Full questionnaire for Fawry (Phone Cash) integration

πŸ“ Root πŸ‘₯ Fawry Owner
πŸ“₯ Open Document
πŸ“ž
Avaya

Avaya IVR Questionnaire

Full questionnaire for Avaya IVR applications integration

πŸ“ Root πŸ‘₯ Avaya Owner
πŸ“₯ Open Document
3

βš“ SailPoint Integration Questionnaires

Technical questionnaires for SailPoint IdentityIQ connector configuration

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Prerequisites

SailPoint Prerequisites

General SailPoint requirements, HRMS integration, connector types

πŸ“ SailPoint πŸ‘₯ DBA & Technical SPOCs
πŸ“₯ Open Document
πŸ’Ό
CRM

CRM SailPoint Questionnaire

CRM connector details, attribute mapping, provisioning operations

πŸ“ SailPoint πŸ‘₯ CRM Technical SPOC
πŸ“₯ Open Document
πŸ’³
Fawry

Fawry SailPoint Questionnaire

Fawry API integration, package management, user lifecycle

πŸ“ SailPoint πŸ‘₯ Fawry Technical SPOC
πŸ“₯ Open Document
πŸ“ž
Avaya

Avaya SailPoint Questionnaire

Avaya connector details, skills management, agent provisioning

πŸ“ SailPoint πŸ‘₯ Avaya Technical SPOC
πŸ“₯ Open Document
4

πŸ” SSO / PortalGuard Integration Questionnaires

Technical questionnaires for Bio-Key PortalGuard SSO configuration

πŸ”
Prerequisites

SSO PortalGuard Prerequisites

AD integration, SMTP, certificates, MFA configuration

πŸ“ SSO-PortalGuard πŸ‘₯ AD Admin & Security
πŸ“₯ Open Document
πŸ’Ό
CRM

CRM SSO Questionnaire

SAML configuration, Entity ID, ACS URL, required attributes

πŸ“ SSO-PortalGuard πŸ‘₯ CRM Technical SPOC
πŸ“₯ Open Document
πŸ’³
Fawry

Fawry SSO Questionnaire

Fawry SAML integration, authentication flow

πŸ“ SSO-PortalGuard πŸ‘₯ Fawry Technical SPOC
πŸ“₯ Open Document
πŸ“ž
Avaya

Avaya SSO Questionnaire

Avaya SSO capability, agent desktop authentication

πŸ“ SSO-PortalGuard πŸ‘₯ Avaya Technical SPOC
πŸ“₯ Open Document