Know exactly who can see what, and prove it in a morning
Access controlled to the person and the record, every change recorded, and your answer ready the day an auditor, a client or a regulator asks for one.
- Typically costs
- £32k–£85k
- Live in
- 8–20 weeks
Access and audit
3 parts01Where this usually starts
Right now, the honest answer to who can see your customer records is that somebody would have to go and look. Permissions were set years ago by a person who has left, shared logins are still in use, and a client security questionnaire costs you a fortnight and three people.
02What changes
What you end up holding.
- 01Permissions set by role and by record, so people reach the accounts they work on and nothing else
- 02Every view, change and deletion recorded against a named person and readable without a translator
- 03Your people signing in with the account they already have, and losing access the hour they leave
- 04Client security questionnaires answered from the system instead of assembled by hand
- 05ISO 27001, Cyber Essentials and SOC 2 evidence that is a report rather than a project
The next security questionnaire takes an afternoon, and the answers come out of the system rather than out of memory.
03The pieces
What a system like this is usually made of.
You will not want all of it on day one, and you should not pay for all of it on day one. The estimator lets you choose, and shows what each one adds.
Who can see what
Permissions by role and by record, so people see the accounts they work on and nothing else.
A record of who did what
Every change kept and attributed, readable without a technical explanation.
The audit pack
Whatever period is asked for, produced in minutes rather than a fortnight.
04How it would run
8 to 20 weeks, in five phases you approve one at a time.
01
Getting to the truth
A written account of how your work really runs today, what the current way is costing you, and what your new system has to do about it.
02
Shaping it
Every screen and every decision your system will make, in front of you and signed off, with your live date fixed at the end of it.
03
Building it
Your system takes shape week by week in your own account, with something you can click on and try at the end of every fortnight.
04
Proving it
Your own people put it through real work with real records, and everything they find is fixed before anybody depends on it.
05
Going live
Your team moves across trained, with their history intact, on the date fixed months earlier.
05Asked most often
The questions that come up.
Is this the same as a penetration test?
No. This builds the controls: who reaches what, what gets recorded, how access is granted and removed. Attacking those controls to test them is a separate speciality, and you will get an introduction to a firm that does it properly rather than a claim that it is us.
We are going for ISO 27001. Does this get us there?
It hands you a large part of the evidence as a standing report instead of a scramble before each audit. The certification itself involves policy work beyond the software, and your system will be built to feed whoever is guiding you through it.
Can we see who looked at a record, not just who changed it?
Yes. Where records are sensitive enough to justify it, reading is recorded alongside writing, and you can pull every person who opened a given record and when.
06The rest of it
Most projects are two or three of these at once.
- 01Customer and salesEvery customer, conversation and deal in one place, arranged the way your business works rather than the way a software company guessed it might.£45k–£120k
- 02Invoicing and paymentsInvoicing that matches your contracts however awkward they are, takes payment the way your customers want to pay, and follows up on its own.£38k–£95k
- 03Planning and schedulingWork, people and equipment scheduled against real constraints, reshuffled in seconds when something changes, and visible to everyone who needs to know.£48k–£140k
- 04ReportingOne honest set of figures drawn from every system you run, assembled by nobody, argued over by nobody, and ready on the first of the month.£30k–£75k
- 05Quoting and proposalsYour pricing rules, however involved, applied correctly by anyone on the team, inside a document that looks like it came from you.£34k–£88k
- 06Client portalsA calm, private place your clients sign in to, see exactly where their work has got to, and get what they need without emailing anybody.£30k–£80k
- 07Documents and approvalsForms filled in once, routed to whoever has to agree, signed, filed where you will find them again, and chased the moment they stall.£30k–£70k
- 08Field work and jobsThe job tracked end to end, your engineer given what they need on their phone, and the paperwork finished before the van leaves site.£55k–£160k
- 09BookingsAvailability your customers book against themselves, with every one of your real rules applied, and far fewer people failing to turn up.£30k–£70k
- 10Stock and assetsStock, tools, vehicles and installed equipment tracked accurately enough that you stop buying things you already own.£35k–£90k
- 11Joining systems upThe systems you already pay for, talking to each other reliably, so a thing entered once appears everywhere it belongs within seconds.£30k–£65k
- 12Leaving a systemA planned, reversible move off the system that is holding you back, without losing a single record or a day of trading.£35k–£110k
- 13Reading documentsPaperwork arriving by email or on a phone camera, read accurately, checked against what you expected, and put in front of a person only when it needs one.£38k–£95k
- 14MembershipsMembers joining, paying, renewing and getting what they pay for, without anybody in your office administering a single one of them.£32k–£85k
- 15MarketplacesA platform where your suppliers and your buyers find each other, agree terms and pay, with your commission taken cleanly every time.£65k–£200k
- 16Compliance recordsThe records your regulator, your insurer or your biggest client requires, captured as the work happens and produced on demand in minutes.£32k–£80k
Put a date on it.
Half an hour with whoever would build it gets you the shape of the work, a figure you can take to your board, and the week it could start. No deck, no discovery fee, no follow-up sequence.
Or ring 01603 552024. A person answers it.