Improvement of the Bulk Upload Process Experience

Risk management is not just about identifying threats, but also about efficiently handling large volumes of data. With the improvement in the bulk upload process, the experience in the import module is optimized, making the updating and uploading of records more agile and accurate.

What is the purpose of enhancing the bulk upload experience, and how does it serve its function?

The enhancement of the bulk data upload experience in Pirani is primarily aimed at optimizing the information import process, facilitating the creation and updating of records in the system. This improvement allows organizations to manage large volumes of data efficiently, reducing the time and effort required to keep the system up to date. Additionally, a more rigorous data validation process has been implemented, ensuring the integrity and accuracy of the imported information.

Benefits for Your Business

The improvement in bulk data upload offers multiple benefits for businesses:

• Operational Efficiency: The automation of the import process saves time and resources, enabling the management of large volumes of data without the need for manual intervention.
• Error Reduction: By using predefined templates and automatic validations, human errors are minimized, ensuring the quality and accuracy of the imported data.
• Scalability: The ability to import multiple records simultaneously allows organizations to scale their operations without compromising system performance.
• Improved Decision-Making: With up-to-date and accurate data, risk management professionals can make informed and timely decisions, enhancing the effectiveness of the strategies implemented.

Operational Advantages of This Improvement

The implementation of bulk data import brings various operational advantages:

• Data Integration: It facilitates the integration of information from different sources, centralizing it in the risk management system.

• Process Automation: It allows for the automation of repetitive tasks, freeing up resources for higher-value activities.

• Flexibility: It offers the possibility to import different types of data, such as risks, controls, events, among others, adapting to the specific needs of each organization.

• Monitoring and Control: The system provides tools to monitor the status of imports, facilitating the identification and resolution of potential issues.

What do we solve?

With bulk data import:

• We eliminate repetitive manual tasks prone to errors.
• We accelerate the migration and updating of historical information.
• We facilitate the relationship between entities such as risks, controls, and causes.
• We ensure data consistency and traceability throughout the upload process.
• This feature resolves one of the main bottlenecks in implementing risk management systems: the efficient and structured upload of data from multiple sources.

What does this improvement in bulk data import bring?

Bulk data import significantly contributes to the risk management strategy in the following ways:

• Continuous Updates: It allows the system to remain up-to-date with the most recent information, ensuring decisions are based on current and relevant data.

• Comprehensive Visibility: It facilitates the visualization of all entities and their relationships, providing a complete view of the organization's risk landscape.

• Regulatory Compliance: It helps ensure the organization complies with applicable regulations and standards by maintaining accurate and up-to-date records.

• Continuous Improvement: It facilitates the identification of areas for improvement in risk management, fostering a culture of continuous improvement within the organization.

How to visualize the improvement in the bulk upload experience?

To visualize and use the new bulk data import experience in Pirani, follow these steps:

1. Access the Configuration Module: Log into the system and select the gear icon to enter the configuration module.

2. Select the Management System: Choose the management system you are working with (ORM, ISMS, AML, COMPLIANCE, AUDIT).

3. Go to the Import Section: Within the selected system, navigate to the import section for bulk data upload.

4. View Import History: In this section, you can access the history of past bulk imports, applying date range filters to review previous imports.

5. Start a New Import: Click "New Import" and select the type of upload you want to perform (single entity or multiple related entities).

6. Prepare and Upload the File: Download the corresponding template, fill in the required information, and upload the file in .csv format. Ensure that the fields are filled correctly, especially the referenceCode field, which is the primary identifier for creating or editing records in the system.

7. Validate and Confirm the Upload: Check that the column names in the file match those in the system, validate the information, and click "Upload". The import status will be reflected in the history, allowing you to track the process.

Are you already using this improvement in the bulk upload experience?

Discover here how to upload risks in bulk with the improved experience in our Help Center modules.

Try it now!