Process

How an engagement unfolds

Secure file-sharing process design works best when discovery is honest and the written path matches the people who move files every week.

Workshop table with process sketch sheets, sticky notes, and coffee cups in soft daylight

Discovery & mapping

We interview custodians, list every recurring file movement, and sketch the current path — including the informal shortcuts people actually use.

Risk walkthrough

Together we mark where copies linger, who can open what, and which transfers lack a clear owner or retention rule.

Process design

We draft a lean file-sharing path with named roles, approved channels, and checkpoints that fit how your team already works.

Handover & briefing

You receive a written process pack and a short staff briefing so the new path sticks beyond the engagement.