Professional Services
In a service firm the most valuable asset is the working files — and those are the least likely to have a backup anyone has ever tested.
Consultancies, notaries, accountants, and design firms work on documents. The files pile up on each person’s own machine, get copied on flash drives, and the latest version lives in the head of whoever edited it last.
The work is not forcing everyone to change how they work, but giving the genuinely shared files one place to live — with clear access rights, version history, and a backup that has actually been restore-tested.
What we do
- Inventory of working files scattered across individual machines.
- Access rights clean-up — accounts whose owners have left are closed.
- Document restore testing, because an untested copy may not be usable.
- Short training so the new way is actually adopted.
General scope
| Starting point | Inventory of working files and who uses them |
|---|---|
| Organisation | One place for shared files with clear access rights |
| Backup | Copy schedule and document restore testing |
| Deliverables | Access list and written recovery procedure |
| Not included | Purchase of office software licences |
Used for
- Service firms without permanent IT staff
- Working files scattered across individual machines
- The transition period after staff leave
- Preparation for an internal audit
Services this sector typically needs
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Tell us what you need
Tell us how many users, how many sites, and what holds work up most. We map out what is needed and send a quotation with the reasoning behind it — at no cost.