A tailored course, built for your situation
Mastering ISO 27701 for Senior Project Managers in CRM and ERP Delivery
Own the privacy implementation track from requirements to sign-off
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Privacy requirements stall system implementations when ownership is diffuse
The situation this course is for
In CRM and ERP projects, privacy controls often get flagged late, requiring rework, legal review, or executive intervention because no single leader owns the end-to-end implementation. This slows delivery and dilutes accountability.
Who this is for
Senior project managers leading CRM and ERP implementations in regulated environments who need to own privacy outcomes without deferring to compliance or legal teams
Who this is not for
Individuals seeking high-level overviews of GDPR or introductory privacy concepts; teams not involved in system implementation or control deployment
What you walk away with
- Define and approve the data processing inventory for ISO 27701 scope validation
- Sign off on data mapping methodology without requiring DPO escalation
- Own final review of records of processing activities (ROPA) before audit submission
- Approve vendor data processing agreements within defined risk thresholds
- Lead internal certification readiness reviews with internal audit
The 12 modules (with all 144 chapters)
Module 1. Understanding ISO 27701 in System Implementation Contexts
Learn how ISO 27701 extends ISO 27001 for privacy controls in CRM and ERP systems, with emphasis on data lifecycle alignment and jurisdictional coverage.
12 chapters in this module
- Scope definition for privacy programs
- Relationship between ISMS and PIMS
- Key roles in privacy implementation
- Mapping data flows in Salesforce environments
- Aligning with GDPR and EU AI Act
- Privacy by design principles
- Jurisdictional data handling rules
- Consent management integration
- Third-party processing oversight
- Documentation standards for ROPAs
- Audit readiness markers
- Stakeholder alignment framework
Module 2. Privacy Control Mapping for CRM Systems
Apply ISO 27701 controls directly to Salesforce and similar platforms, focusing on access rights, field encryption, and user consent tracking.
12 chapters in this module
- Identifying personal data in CRM
- Field-level encryption decisions
- User role access reviews
- Consent tracking implementation
- Data retention rule setting
- Export and erasure workflows
- Audit trail configuration
- Integration point security
- API access governance
- Logging for Article 30 compliance
- Control ownership assignment
- Change management for privacy
Module 3. Privacy Control Mapping for ERP Systems
Deploy ISO 27701 controls in ERP environments like SAP or Oracle, covering HR, finance, and supply chain modules.
12 chapters in this module
- HR data processing registration
- Finance module data handling
- Supplier data governance
- ERP user provisioning rules
- Segregation of duties setup
- Data minimization in reporting
- Consent for employee data
- Cross-border data rules
- Retention schedule alignment
- Audit log configuration
- Change control integration
- Privacy impact documentation
Module 4. Building the Record of Processing Activities
Construct a complete and defensible ROPA that supports both internal compliance and external auditor review.
12 chapters in this module
- Purpose specification inventory
- Legal basis determination
- Data subject category mapping
- Processing activity documentation
- Controller vs processor status
- Cross-border transfer justification
- Data retention period setting
- Joint controller agreements
- Processor oversight requirements
- ROPA format standards
- Version control for updates
- ROPA audit trail maintenance
Module 5. Privacy by Design in Implementation Projects
Embed privacy requirements early in CRM and ERP delivery lifecycles to prevent rework and delays.
12 chapters in this module
- Privacy gate checklists
- Design phase data review
- Stakeholder privacy input
- Procurement clause integration
- Vendor pre-assessment
- Architecture review points
- Privacy functional requirements
- Testing for compliance
- UAT with privacy criteria
- Go-live sign-off workflow
- Post-deployment validation
- Lessons learned capture
Module 6. Data Processing Agreement Ownership
Review and approve DPAs with confidence, knowing what clauses meet ISO 27701 and GDPR Article 28 requirements.
12 chapters in this module
- Article 28 requirement checklist
- Processor security obligations
- Sub-processor approval rules
- Audit rights definition
- Data breach notification terms
- Insurance and liability clauses
- Territorial scope wording
- DPA lifecycle management
- Renewal review process
- Cross-border addenda
- Model clauses application
- Internal sign-off workflow
Module 7. Vendor Privacy Readiness Assessment
Evaluate third-party readiness against ISO 27701 and ensure controls are contractually enforced.
12 chapters in this module
- Vendor privacy risk tiers
- Security control verification
- Certification validation
- Onsite audit rights
- Remote assessment tools
- Questionnaire design
- Response validation process
- Escalation paths
- Corrective action tracking
- Scorecard development
- Ongoing monitoring
- Contractual enforcement
Module 8. Internal Audit Preparation
Lead readiness reviews and prepare documentation for internal audit teams with full control over scope and timing.
12 chapters in this module
- Audit scope finalization
- Document collection workflow
- Gap identification method
- Remediation tracking
- Evidence quality check
- Process owner interviews
- Non-conformance handling
- Audit timeline control
- Follow-up response drafting
- Management review input
- Corrective action planning
- Audit closure confirmation
Module 9. Cross-Functional Stakeholder Alignment
Secure alignment with legal, compliance, IT, and business units without ceding control of the privacy track.
12 chapters in this module
- Stakeholder identification
- Privacy governance model
- RACI for privacy tasks
- Meeting cadence design
- Escalation protocol
- Decision log maintenance
- Consensus building tactics
- Conflict resolution path
- Status reporting format
- Executive update content
- Feedback integration
- Change communication
Module 10. Certification Readiness and Timeline Control
Own the timeline and evidence submission for ISO 27701 certification without depending on external consultants.
12 chapters in this module
- Certification scope approval
- Gap assessment execution
- Action plan ownership
- Evidence collection workflow
- Internal review timing
- External auditor briefing
- On-site audit coordination
- Non-conformance response
- Certification timeline control
- Surveillance audit prep
- Recertification planning
- Continuous improvement tracking
Module 11. Managing Data Subject Rights in Production Systems
Ensure CRM and ERP systems support data subject access, correction, and erasure requests efficiently.
12 chapters in this module
- DSAR intake process
- Access request fulfillment
- Correction workflow
- Erasure validation
- System-wide search scope
- Third-party coordination
- Response timing compliance
- Audit logging for DSARs
- User identity verification
- Exemption documentation
- Manager escalation path
- Quarterly DSAR review
Module 12. Sustaining Privacy Compliance Post-Implementation
Maintain ISO 27701 compliance after go-live through structured reviews and change control.
12 chapters in this module
- Change request process
- Privacy impact re-evaluation
- New vendor onboarding
- System upgrade reviews
- User access reviews
- Data retention enforcement
- Annual ROPA update
- Training refresh cycle
- Audit readiness check
- Regulatory change monitoring
- Internal audit follow-up
- Continuous compliance roadmap
How this maps to your situation
- CRM implementation with Salesforce
- ERP rollout involving SAP modules
- GDPR compliance for EU-based operations
- ISO 27701 certification preparation
Before vs. after
Before
Privacy implementation depends on legal and compliance teams; decisions require approval; delays occur during audits and vendor reviews
After
Own end-to-end privacy controls in CRM and ERP projects, including sign-off on data flows, ROPAs, and vendor agreements, without escalation
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 4 hours per module, designed to be completed alongside active project delivery. Most learners finish in 6-8 weeks with consistent progress.
If nothing changes
Continuing to defer privacy decisions increases project timelines, creates bottlenecks during audits, and limits your influence on system design where data protection is now a core delivery requirement.
How this compares to the alternatives
Unlike generic GDPR courses or broad compliance overviews, this course is built specifically for project managers implementing CRM and ERP systems, focusing on decision ownership, actionable templates, and direct control over ISO 27701 deliverables , not theory.
Frequently asked
Is this course relevant if I'm not a privacy officer?
Yes. It’s designed for project managers like you who need to own privacy outcomes in system implementations without relying on specialists for every decision.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I get practical templates?
Yes. Every module includes downloadable templates , including ROPA, DPA, privacy gate, and audit prep checklists , tailored for CRM and ERP projects.
$199 one-time. Approximately 4 hours per module, designed to be completed alongside active project delivery. Most learners finish in 6-8 weeks with consistent progress..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours