Looking for Tips on Designing a B2B System Setup

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Asked By CuriousCat123 On

Hey everyone! I'm diving into the deep end with a task to design a complete B2B system setup, and I could really use some help. Here are the key areas I'm focusing on:

- Reviewal process
- Lifecycle handling
- Revocation workflows
- Grouping and categorization
- Conditional Access policies for external users
- Integration with ServiceNow for tasks like creation, revocation, extension, and reactivation

Since I'm pretty new to this, I'm gathering loads of info before locking down the workflow. If you have experience with similar projects or can share tips, best practices, or even valuable lessons learned—I'd greatly appreciate it! I'm particularly keen on how you've approached Conditional Access for external users and structured your ServiceNow flows. Thanks a ton for your help! 🙏

3 Answers

Answered By HelpMeDesign98 On

Your situation makes total sense. Even if you're new, you seem to have a solid grasp of what needs to be improved. It’s great that you have senior colleagues to rely on, but gathering insights from various places is smart. Just remember, the goal is to refine what you already have based on what works and what doesn't. Any specific features you’re interested in looking into?

CuriousCat123 -

Thanks for that! I’m really trying to focus on the Conditional Access policies, especially how to effectively implement them for external users. Any shared experiences you have would be super helpful!

Answered By TechieGuru99 On

It sounds like a huge undertaking! Designing a B2B system really requires attention to detail, especially since you're dealing with external users. One thing I'd suggest is reaching out to a specialist to help you navigate through the complexities. Starting with a clean design can save you headaches later. Don’t hesitate to ask precise questions; that might lead to better advice! Good luck!

Answered By BuildItWell43 On

I get what you're saying, but trying to gather advice from random sources—especially for something as significant as a B2B setup—can be tricky. It’s like asking for advice on building a house; you might end up with very generic suggestions. It might be better to consult someone who has actual experience in designing such systems. Getting that direct insight can really steer you in the right direction.

CuriousCat123 -

I appreciate the honesty! I'm just looking for some rough outlines or experiences to guide my thinking. I understand I have much to learn, and that’s why I’m here asking! If anyone knows of resources or detailed examples of existing B2B systems, I’d love to have a look.

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