Setting up Trelica for your organisation? Here are the main steps to get started.
An organisation is the shared space for managing SaaS at your business, institution or charity. To register your organisation for Trelica, go to app.trelica.com, click Sign up, and follow the steps provided.
The first step is to discover your apps and people that use them. Do this by connecting to your identity provider. You can also import any existing app inventory.
Steps to get started
Trelica works best when integrated with your identity provider (IdP). This automatically discovers and synchronises all people in your organisation, and identifies many of the apps that they are using. Some organizations use multiple IdPs; you can connect as many IdPs as you need.
Optionally, you can also import an existing inventory of apps from a wiki, spreadsheet, or other software tool. Paste the names of the apps in, and Trelica will match up the details.
Import your existing inventory
Once you've finished these steps, you'll be shown a summary of the results from each source.
Results and progress of discovery steps
Trelica then combines the information from your sources into a single inventory of apps and a directory of people. Click Finish to view the results of this on your dashboard.
From here, you have several options.
- Review your apps - Review your newly discovered app inventory and start curating the results. The first step is to assign a status to each app. Apps that are formally procured and managed by the business should given the Managed status. Accepted is for applications that are in-use but less formally.
- Enrich your data with direct integrations - While your IdP will identify apps that your organization's users are accessing via SSO, you can usually get more information about how a specific app is being used by setting up a direct integration. This is useful for apps that you're managing explicitly. Use the Integrations report to identify apps for which an integration is already available.
- Add spend and contract data - Setting up integrations to finance and/or contract management systems will help you to understand how your budget is being used, identify opportunities to reduce costs, and keep track of renewals.
- Engage with app owners - We believe that one of the strengths of Trelica is the way you can collaborate with app owners in the wider business. If they onboard their applications then they'll get tools to help them manage licensing and renewals, as well as understand costs and security risks better.