Compliance & Security

Permissions, deletion concepts and evidence are maintained in live operation instead of documented once, because an audit asks about the current state, not the state at go-live.

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What we look at

From a folder of rules to evidence on demand.

Permissions drift over time

New roles, stand-ins and exceptions accumulate. Regular reviews restore the need-to-know principle before an audit asks for it.

GDPR is an operating task

Deletion concepts run automatically, data subject requests have a defined process, and the records of processing stay current when processes change.

With AI agents the requirement grows

What an agent reads, writes and decides has to be logged and limitable. The guardrails from the Agentic Operating Model are enforced here in operation.

What you receive

Four things an audit will ask for.

Permission reviews

Roles and access reviewed and rolled back regularly, so need-to-know stays the state rather than the goal.

Deletion concepts & GDPR

Retention and deletion periods implemented automatically, with a defined process for data subject requests.

Audit trails & logging

Who changed what, traceable for people and agents alike, available when an audit asks.

Incident & access processes

Defined procedures for incidents, offboarding and emergency access, practised rather than only described.

FAQ

Frequently asked questions about Compliance & Security

Does this replace our data protection officer?

No, it makes them effective. The data protection officer defines the requirements, we implement them in the platform and keep them in operation: automated deletion, logging, evidence on demand.

What do the permission reviews check?

Whether access still matches the need-to-know principle: orphaned accounts, accumulated exceptions, over-broad roles. The result is a rollback, documented so the next audit can see it.

How do you handle AI agents and data protection?

Agents get their own identities with limited rights, their actions are logged, and sensitive operations require approval. The rules come from the Agentic Operating Model and are enforced here.

Does this help with certifications such as ISO 27001?

It supplies the evidence out of the platform: permission states, logs, deletion runs and process documentation. The certification itself is accompanied by your auditor, while we make sure the system side holds.

Is this a project or ongoing operation?

Both. It starts with an assessment and a rollback, then runs as a fixed part of operation, because compliance goes stale faster than it gets documented.

Case Studies

What comes after the plan.

See all Case Studies

Ricoh

+365 %

More conversions through CRM and content.

Dovista

68 %

Of all enquiries automated.

Other Operate services

Three more services in Operate

If Operate is not the right starting point for you, explore the other phases of the Agentic Growth Stack as well.

Explore Plan Services

Explore Build Services

Explore Automate Services

Managed HubSpot Platform

Ongoing operation of your HubSpot platform: further development, data maintenance, releases and a dedicated contact.

Managed Custom Software

Operation, maintenance and further development of your in-house software, including monitoring and security updates.

Optimization, Training & Adoption

So the system actually gets used: training, enablement and measured adoption instead of dead records in the CRM.

first step

The first step towards an agent-native company.

In the Enterprise Discovery Workshop we develop a clear target picture and a business case that holds up, in a matter of days. Fixed price, no open-ended day rates.

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