Agree the controls before connecting the tools.
Every project starts with a data and access review. The implementation choices below form part of the project scope and acceptance criteria, rather than a blanket certification claim.
Data & hosting
Map the sources, processing locations, retention and external providers. Assess private or local hosting when the requirements call for it.
Access & permissions
Define who may use which information and actions. Limit system access to the agreed task.
Human approval
Set approval points for consequential actions such as sending quotes or changing customer records.
Logging & exceptions
Agree what gets recorded, who handles failures and how recovery is tested.
Testing & rollout
Use representative examples, document failure cases and agree acceptance criteria before rollout.
Ownership & operation
Define code, documentation, third-party licences, responsibilities and ongoing support in the contract.