Engagement

File transfer risk assessment

A focused walkthrough that marks where copies linger, who can open what, and which hand-offs lack a clear owner.

Who it is for

Leadership teams preparing for audits, insurer questions, or an upcoming process redesign.

Result

A plain-language risk note with prioritised transfer weaknesses and suggested next actions.

Format & duration

Short assessment · One to three days

Delivery

Client offices in the Overberg or structured remote sessions

Price basis

Day rate or short fixed fee

Included

Documented walkthrough, prioritised findings, and a short debrief with the sponsor.

Excluded

Full process redesign, policy drafting, and staff training sessions.

When this engagement fits

Choose the assessment when you need clarity before committing to a full redesign. We observe recurring transfers, note unowned copies, and hand back a prioritised list you can act on internally or expand into process design work.