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Solution Spotlight: Secure Send-offs: Harnessing Automation for Smarter Offboarding

Scott Adamson  (IT Manager, Oomnitza)

Location: Premier Ballroom - Solution Spotlight on EXPO Floor

Date: Tuesday, May 2

Time: 6:00 pm - 6:20 pm

Pass Type: 2-day Training + Standard Conference, 2-day Training + Standard Executive Connections Conference Pass, 3-day Training + Standard Conference, 3-day Training + Standard Executive Connections Conference Pass, Expo Hall Only Pass, Premium Conference Pass, Premium Executive Connections Conference Pass, Standard Conference Pass, Standard Executive Connections Conference Pass

Session Type: Solution Spotlight

Vault Recording: TBD

Audience Level: All

Separation to Recovery (S2R or offboarding) is a sensitive and critical step in all organizations requiring support from various groups and disciplines. Reliably offboarding an employee is the challenge. If there is a shift in a smaller department of 5 people or an entire office of 1000 plus, the results must be the same; Ensure appropriate data security, revoke access to company resources, seamless communication transitions, and asset recovery.

The shift to a remote workforce has led to countless challenges when employees leave a company. For instance, aily reliance on SaaS as a critical tool for communication and collaboration requires confirming that the departing employee can no longer access emails, Slack, or customer data.

By utilizing IT automation through workflows, we can ensure each company-specific process and procedures trigger and systematically revoke access, transfer content and facilitate the smooth return of company-owned assets.


· S2R (offboarding) is a critical function of any company

· Reliably processing the various aspects of securing the company and its data is imperative

· Streamlining and automating the process provides fewer issues and mistakes

· Flexibility and customization allow each company to meet an ever-changing technical landscape

· Systematic processes provide actionable opportunities to save costs company-wide