From scattered files to governed records
This overview gives you a quick look at how we'll work together, and, just as importantly, helps you share the information we need to organize your organization's records: the folders, the access, and the habits that keep your data safe and easy to find.
i
Your records live in spaces your organization owns, never in one person's personal drive.i
People get access because of the role or team they're in, not because someone added them individually. When a role changes, access updates automatically instead of relying on someone to remember to fix it.i
Everyone gets the smallest access that still lets them do their job.i
We agree the plan with you, build and test it safely, then roll it out.i
Structure and access drift as your organization changes. We build in a regular review so it stays accurate long after we're gone.Let's map how your organization's data is structured today.
Before we start your data governance engagement, we need a clear picture of how your organization is set up: who owns what, where your records live, and how access is managed. You'll answer everything in your own time, offline, then send it back to us in two quick steps below.
Who holds admin access, how your departments and permissions are structured, and where your records currently live.
It's the foundation for the access structure, migration plan, and safeguards we'll design for you.
Most organizations complete both tabs in 30 to 45 minutes. You can save and come back anytime.
Download and fill out the workbook
One Excel file, two tabs: your governance questions and your records inventory. Fill in the yellow cells; skip anything you're unsure of.
The preview above is just an illustration of what's inside. The real workbook has all the questions, laid out the same way.
Opens as an Excel file (.xlsx), works in Excel, Google Sheets, or Numbers.
Upload your completed workbook
Once both tabs are filled in, head to the upload form below and attach the file. That upload is your entire submission.
Ready to send it back?
Attach your completed workbook below and submit. That's your entire submission.