CyberLink Data FAQ

Cyberlink Data (CLD) is a consolidated solution providing project and workflow management, document exchange, and communication capabilities.   

CLD replaces the current mix of ConnectWise, CaseWare, and Microsoft Teams, providing a single platform to support projects for 360 Advanced’s clients. 

No, CLD better supports 360 Advanced’s unique approach…leveraging highly-trained staff that have better visibility and more context for the engagements. CLD was created to technology-enable our unique delivery methodology. 

We need to maintain independence from our clients’ compliance programs.  This includes operating controls and any systems that support those controls, including GRC platforms. 

We look forward to integrating with these systems where necessary to create further efficiencies in the delivery of client engagements. 

We expect CLD to evolve to further meet 360 Advanced’s and client needs.   

These future system modifications likely include: new features to support controls and testing in the system, CyberCompli, Pentesting, integrations (to GRC tools), usability enhancements, and bug-fixes.

We welcome feedback and ideas from all CLD users, however, all product-enhancements will be prioritized for implementation by a product steering committee tasked with investment in the product, given strategic, tactical, customer-satisfaction, and other concerns. 

CLD will help enhance and streamline our client engagements in multiple areas, as it will:

  • enable collaboration with clients,
  • improve quality by providing clear workplan steps for each engagement type,
  • improve timeliness, shortening project timelines, and
  • increase project-management visibility

To set up a new project in CLD:

  1. The Operations team will set up the project shell, giving access to the project’s manager. 
  2. The project manager will continue project setup, including setting up the workplan and inviting other internal team members to the project. 
  3. Additional team members will join to complete the project setup, including creating the DRL, inviting client team members, and beginning to execute project activities according to the work plan. 

This will happen in several phases/steps:

  1. 2023/2024 projects are being set up in CLD for all active entities (clients). (Completion expected by Monday, 1/29)
  2. Managers and Directors are being assigned to their projects. (Completion expected by Monday, 1/29)
  3. The QC team will be responsible for copying all documents within the CaseWare file for 2023 engagements to their CLD projects. (This will allow access to prior year audit files for reference in future engagements.)
  4. Managers and Directors will be responsible for ensuring the accuracy of the projects that have been set up.  (If there are any missing this must be communicated before the May 1st cutover date from CaseWare.)
  5. Managers are responsible for ensuring any relevant team members are added as project users for their engagements.
  6. For any engagements still in progress as of May 1st (final reports have not been issued), Managers and Directors are responsible for coordinating with QC directly on the plan to move data from CaseWare to CLD, ASAP.

CaseWare will be unavailable as of May 1st, 2024. 

ConnectWise will continue to be available for time entry and expenses, however, the project management portions of ConnectWise will no longer be utilized for 360 Advanced’s clients. 

MS Teams will continue to be utilized for internal communication, meetings, and non-project-related documentation. 

Eventually, there will be several types of training available to team members.

  • Short videos training videos of each main process, tailored to each project role
  • Live workshops
  • Workshop Recordings 
  • Written How-To guides

Training will also be created for clients roles.

Projects will be set up and accessed through CLD, which will become the primary tool used to manage daily audit activities, including but not limited to:

  • The project workplan and timeline will be managed in this central location.
  • Management will be able to assign tasks and deadlines to individual users.
  • Document Request List items will be uploaded and reviewing within the system, in addition to internal audit files and administrative documentation.
  • Status reporting will happen in real-time as workplan and DRL items are updated (based on dates, weights, and statuses).

 

 

 

Projects will be set up and accessed through CLD, which will become the primary tool used to manage daily audit activities, including but not limited to:

  • Client administrators can setup and assign their team members to perform relevant tasks in CLD, including setting up read-only users.
  • The project workplan and timeline will be managed in this central location.
  • Document Request List items will be communicated and uploaded for review by the audit team within CLD.
  • Status reporting will happen in real-time as workplan and DRL items are updated (based on dates, weights, and statuses).

 

To report bugs or make suggestions for enhancements to CLD, please complete this form:
https://www.cognitoforms.com/_360Advanced1/SupportRequest 

 Depending on the nature and severity of the submission, the support request will be routed appropriately. 

We’ve started the pre-audit process and will communicate when the SOC report is issued. 

Daniel Collins is the product visionary, leading the product roadmap priorities. 

Russ Smith is responsible for development and operations of CLD. 

The solution is physically segmented, multi-tenant SaaS solution, owned and operated by 360 Advanced.

The platform is hosted in Amazon Web Services, using serverless, scalable architecture.