RESOURCES

Practical resources for secure growth

Business-readable guidance for SMEs handling sensitive data.

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The three pillars to prioritize first

Cybersecurity & Compliance

Strengthen your security baseline and align compliance requirements.

Access controls and identity hygiene
Law 25 / PIPEDA in business language
Practical risk review cadence

AI Governance & Automation

Automate with guardrails, without losing governance.

High-impact workflow mapping
Secure automation architecture
Tracking of adoption and agreed outcomes

Cloud Productivity (Microsoft 365 / Google Workspace)

Upgrade collaboration, sharing, and information structure.

Controlled permissions and external sharing
Operations-ready information architecture
Practical user adoption standards

RESOURCE LIBRARY IN DEVELOPMENT

Guide and template topics in development

Downloads are not yet available. This list presents planned topics.

Guide topics

Secure Foundation baseline guide for SMEs
Cyber risk prioritization guide
Microsoft 365 governance quick guide
AI automation readiness guide
Executive cadence guide for leadership

Checklist topics

MFA and privileged-account checklist
External sharing and guest access checklist
Email anti-fraud hygiene checklist
Retention and data classification checklist
Secure onboarding/offboarding checklist

Governance template topics

Risk register template
90-day action plan template
Access and sharing policy template
Monthly executive report template
Quarterly governance cadence template

Response and operations guide topics

Phishing incident response playbook
Account compromise playbook
Critical vendor validation playbook
Permission governance operations playbook
Operational continuity playbook

INDUSTRY TOPICS

Resource topics by industry context

Resource topics organized around six common industry contexts.

Professional Services

Email impersonation prevention checklist
Client file governance template
Executive reporting guide

Healthcare & Wellness

Secure record-sharing checklist
Clinical retention and access guide
Sensitive-data incident playbook

Financial & Insurance Services

Admin identity hardening guide
Vendor-risk register template
Leadership reporting cadence

Construction / Real Estate

Subcontractor external-sharing checklist
Project permission model template
Field access and onboarding/offboarding guide

Non-profits & Associations

Board governance and access template
Guest-access control checklist
Simplified executive reporting pack

Retail / eCommerce & Local Services

Front-line anti-phishing checklist
Customer-data incident playbook
Quick operational controls template

Recommended starting point

POTENTIAL DELIVERABLES

Types of artifacts that may be included in an engagement

Executive outputs

Risk register, priorities, and leadership-ready roadmap.

Technical baseline

Baseline hardening, documented controls, and practical operating standards.

Operational governance

Governance cadence, ownership, and agreed indicators.

Not sure where to start?

We will help determine the appropriate next step based on your industry, tools, and risk context.

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