Our approach
During scoping, discuss access, retention, incident contacts, oversight, quality measures, and any specialized agreements. Certifications, staff training programs, and broader business compliance practices are not represented as established without verification.
Agree on useful measures such as turnaround, completeness, and escalation accuracy.
Give each person only the access needed for the approved workflow.
Keep sensitive documents within the approved client workspace.
Review exceptions through a defined point of contact.
Website controls and business operating procedures are separate responsibilities.