Okta Attribute Mapping with Salesforce Case Study

VIP Mortgage worked with Iron Cove Solutions to integrate and adopt Okta Attribute Mappying for their cloud driven organization. The goal of the project was to introduce and leverage Salesforce.com for user lifecycle management and adopt multi-factor authentication. VIP Mortgage seaked a seamless as possible rollout of Okta through Iron Cove's consulting services.

Challenges

The existing user creation process required coordination of several teams approving sets of various apps needed for each specific user role. The local user directory environment kept them from continuing their total shift to Software as a Service (SaaS) apps and the mapping of user data to these systems. User application security for access was nonexistent and needed to be integrated for both company managed and personal devices with users working within various roles and locations.

Project Scope and Tasks

1. The project consisted of a full Okta onboarding and integration of business critical applications; including high-availability and people management services;
2. A move away from existing directory services to Okta owning user profiles and security accesss;
3. Development of a corporate sign-on policy structure;
4. Overview of Multi-factor Authentication relating to the various user roles within the organization;
5. Pre-configuration documentation on user and service impact before swithing on Okta services;

Project Delivery Team

Iron Cove provided a Project Manager to guide the implementation of Okta for internal users; Our project managers are Six Sigma certified. The Six Sigma methodology is driven by the implementation of a measurement-based strategy that focuses on process improvement and validation of service integration.

The project was delivered through a Okta Administrator Certified Cloud Engineer providing consulting guidance, implementation, training, and review of best practices.

Customer Profile

Aberdeen Broadcast Services is the leader in closed captioning, transcribing, and subtitles for the deaf and hard of hearing. Aberdeen is located in Mission Viejo, CA.

From their humble beginnings to over 50 team members strong, Aberdeen has branched out from being just a captioning company too much more—providing not only closed captioning services, but language services such as translation, multi-language subtitling, and voice-overs, as well as digital file delivery services.

Increased security of end users for cloud applications

With the introduction of two-factor authentication (2FA) and a centralized administrative platform the Aberdeen team could control the way users securely access their applications.

Improving user management and go-live

Utilizing Okta's enhanced lifecycle management Aberdeen's admins could deploy baseline applications through simple user creation and team assignment. Updates and edits were quicker to apply reducing the time it took for these changes to show across various apps. For each configured application the team leveraged Universal Directory and attribute mapping.

Multi-factor authentication and enhanced security.

Deployment of Okta's various supported factors was simple and easy to adopt. Users validation was simple to adopt through Okta Verify, Okta's own multi-factor supported app and enabling of push notifications for mobile devices.

Recap

After performing a discovery of the current user creation process and enablement; we understood how each process would benefit from a switch to Okta. Identity management had to be protected through multi-factor authentication and require user verification before gaining access to cloud enabled services.

The user onboarding process time was significantly reduced, and management required changes could be managed through a single portal on Okta.

Besides simplifying it’s SSO solution , the specific objectives of this project include:

• Review and readiness for user creation and application integration
• Administrative overview and best practicies for Okta as a Master
• Sandbox testing and validation of user profile mapping
• End user onboarding recommendations and assistance

Project Hours

Consulting	Time or Apps
Okta Readiness	8 Hours
Administrative Training	12 Hours
Authentication Policies	4 hours
Data verification	8 Hours
Cloud Application Integration	6 Hours
Project Management	5 Hours