Topic: Security

Found 9 entries.

• The Client Portal That Became a Liability: A Hypothetical Horror Story

  Open permissions are a ticking time bomb. When a junior analyst sees the CEO's bonus scheme, you don't have a deal anymore; you have a lawsuit.

• The Fix: Tool Consolidation Scorecard (Keep, Merge, Kill)

  Your tech stack is bloated. You are paying for features you don't use and security risks you don't see. Here is the exact scorecard I use to cut the fat.

• The Rant: A Data Room Is Not a Luxury, It Is a Seat Belt

  Sending sensitive due diligence files via a standard share link is negligence. Why high-stakes deals require the rigidity of a Virtual Data Room.

• The Monday Morning Surprise Stakeholder Who ‘Needs Everything’

  A new advisor joins the project and demands 'Full Admin Access.' If you give it to them, you break the room. Give them the Advisor Package instead.

• Staged Disclosure: Interest Is Not Commitment

  Granting full access immediately is a strategic failure. We implement a Two-Gate Protocol: The Teaser for the curious, and The Vault for the committed.

• The Case of the “Quick” Google Form That Broke Client Trust

  Sending a high-net-worth client a Google Form is like serving champagne in a plastic cup. It is cheap, it is leaky, and it tells them you don't value their privacy.

• Google Forms for Sensitive Intake? Assolutamente No.

  Sending a purple Google Form to a Fortune 500 client is not 'agile.' It is amateur. Secure your intake or lose the contract.

• Stop Asking for Date of Birth: It’s Not Cute, It’s Dangerous

  Asking for a birthday seems harmless until you realize you are holding the master key to someone's identity. Stop the automated greetings; start the risk management.

• “Anyone With the URL” Is Not Access Control

  Sending a public share link is not collaboration; it is negligence. Without an audit trail, you cannot prove who viewed your IP, rendering your NDA worthless.