Many people in professional services businesses are familiar with document management systems, so adding end-to-end encryption to control access is primarily a technical consideration, which has minimal impact on authorised business users, except for the fact that authorised access permissions are much more difficult to bypass.

We strongly recommend using the new system to make business users more aware of the benefits of automatically maintained version history and access logs, with release management for controlled documents that includes managed comments and digital signatures from one or more approval authorities, and optional security classification of documents with explicit approvals for users to access documents at different classifications.

Adoption of these capabilities needs to be mandated by business owners and principal officers, because this will establish the security posture for the whole business, and encourage compliance.

However, it is also important to educate all members of the business team about the cyber security and wider business benefits of such adoption, to reduce friction and increase acceptance.

We recommend focussing such education on the responsibilities of the business and users to protect customers and other stakeholders, and also the ease of achieving this using the new system.

These capabilities also support other compliance requirements, such as ISO 9001 and ISO 27001 certification, including industry specific compliance requirements from the FCA and FDA.

Compliance with such standards can be challenging for many businesses, and the adoption of appropriate business systems and processes can be highly disruptive, so using the new system implementation to support the required digital transformations can be extremely cost effective.

In particular, it allows users to focus on the new system, which intrinsically supports the compliance standards, rather than getting bogged down in the compliance standards themselves.

This allows senior management, external compliance advisors and auditors to focus on how the system supports the compliance standards, whilst the rest of the team focusses on using the system to support day-to-day business operations, with appropriate escalations to management.

The system also supports secure information sharing with customers, suppliers and regulators, including supporting assurance to third-parties of data provenance and confidentiality.

These capabilities can be used for compliance, but can also be used to improve customer service, supply chain management, and overall business productivity.

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