Customer, operational, and financial records deserve a clear plan. We define access, hosting, retention, and integrations for each app, with additional isolation and data-use decisions where sensitive workflows or AI require them.
Start with the roles, the approved information sources, and the actions each person should be able to take.
Compare suitable local, U.S.-based, and customer-controlled options. Make provider relationships, the location of data processing, and responsibility for upkeep explicit before choosing the environment.
Treat storage, logs, backups, and removal as part of the solution design. The plan should distinguish business records from temporary processing data.
For medical, legal, or other sensitive workflows, assess the use case and whether an isolated AI environment is appropriate. Agree on permitted information, model-provider terms, and review steps before connecting real data.
Controls and availability depend on the use case, architecture, providers, and agreed scope. For projects involving patient information or confidential client records, the proposal also defines any required isolation, provider arrangements, and sector-specific commitments.
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