Data & access
Identify collected information, system access and account ownership.
Implementation review
Agree how your business information is handled.
Data handling depends on the selected tools, deployment and customer requirements. We review these as part of the project scope.
Before implementation
Define the requirements together.
Discuss the information your assistant needs and who should have access to it.
Storage & retention
Agree where records are stored and the retention and deletion requirements.
Sensitive workflows
Review supplier terms and required agreements before handling regulated or sensitive information.
Project-specific requirements
Discuss your requirements →
Ask about your intended deployment.
This website does not establish a certification or a regulated deployment’s suitability. Any required assurances and agreements must be confirmed for the specific implementation.