Topic: Security

Found 16 entries.

• The Vendor Who “Helped” by Exporting Everything

  A helpful vendor sending a CSV via email is not a service; it is a breach waiting to happen. We discuss how to stop the proliferation of uncontrolled copies.

• ‘Just Share a Drive’: The Lie That Costs Us Sign-Off

  Shared drives feel easy until the client sees a file they weren't supposed to. Stop relying on luck and start managing access.

• The Night the Case Files Migrated to Virginia

  Default settings are policy decisions made by foreign corporations. How a simple 'sync' feature breached our digital border.

• Case: Offboarding Without a Checklist, Then Surprise Access Still Open

  When an employee leaves, your data is vulnerable. We replace the frantic 'Did we get his laptop?' panic with a structured Offboarding Runbook.

• I Am Not Manually Typing That IBAN: Why Payment Data Still Gets Re-Typed

  Typing an IBAN by hand is not work; it is a security risk. One typo sends your cash to a stranger. Here is why we ban manual entry.

• The 'One Password for Everyone' Room That Failed Compliance

  Shared credentials are not a productivity hack; they are an anonymity engine. When 'Admin' deletes a file, and five people use that login, your audit trail is dead.

• The Myth of Trust: 'We Know Our Team' Is Not a Control

  Relying on the 'good nature' of employees is not a security strategy. Why access logs and permissions protect your team as much as they protect the firm.

• The Client Portal That Became a Liability: A Hypothetical Horror Story

  Open permissions are a ticking time bomb. When a junior analyst sees the CEO's bonus scheme, you don't have a deal anymore; you have a lawsuit.

• The Fix: Tool Consolidation Scorecard (Keep, Merge, Kill)

  Your tech stack is bloated. You are paying for features you don't use and security risks you don't see. Here is the exact scorecard I use to cut the fat.

• The Rant: A Data Room Is Not a Luxury, It Is a Seat Belt

  Sending sensitive due diligence files via a standard share link is negligence. Why high-stakes deals require the rigidity of a Virtual Data Room.

• The Monday Morning Surprise Stakeholder Who ‘Needs Everything’

  A new advisor joins the project and demands 'Full Admin Access.' If you give it to them, you break the room. Give them the Advisor Package instead.

• Staged Disclosure: Interest Is Not Commitment

  Granting full access immediately is a strategic failure. We implement a Two-Gate Protocol: The Teaser for the curious, and The Vault for the committed.

• The Case of the “Quick” Google Form That Broke Client Trust

  Sending a high-net-worth client a Google Form is like serving champagne in a plastic cup. It is cheap, it is leaky, and it tells them you don't value their privacy.

• Google Forms for Sensitive Intake? Assolutamente No.

  Sending a purple Google Form to a Fortune 500 client is not 'agile.' It is amateur. Secure your intake or lose the contract.

• Stop Asking for Date of Birth: It’s Not Cute, It’s Dangerous

  Asking for a birthday seems harmless until you realize you are holding the master key to someone's identity. Stop the automated greetings; start the risk management.

• “Anyone With the URL” Is Not Access Control

  Sending a public share link is not collaboration; it is negligence. Without an audit trail, you cannot prove who viewed your IP, rendering your NDA worthless.