Access is too broad
Shared accounts or identical rights make ownership unclear and expose unnecessary information.
TECHNICAL TRUST · DATA
Security and reversibility keep a business tool under control.
A password is not a security model. The framing makes access, data flows, backups, traceability, operating responsibilities and exit conditions explicit and testable.
Protect what matters without turning every tool into an unusable fortress.
An internal application, a customer portal and a tool handling sensitive information do not call for identical measures. We identify the risk, the owner and the verification criteria instead of hiding behind a generic promise.
History cannot be trusted
When statuses or documents change, nobody can tell who acted, when or on what basis.
Data is duplicated
Local files, attachments and copies increase error, loss and uncontrolled retention risk.
Exit was never planned
The business discovers too late how to export data, change hosting or resume operation.
Design topics
Trust is built into architecture, rules and daily use.
Measures depend on context and are written into the scope instead of being assumed.
Roles and permissions
Views, changes, approvals and exports match each profile’s responsibility.
Useful history
Sensitive actions and important changes can be logged at a level proportionate to risk.
Hosting choice
Location, availability, administration and responsibilities are compared against the project.
Backup and restore
Frequency, retention, ownership and restore testing reflect data criticality.
Data minimisation
The tool collects what the process needs, with understandable retention and access.
Reversibility
Export formats, documentation, dependencies and handover conditions are written before the tool is critical.
A security decision
A customer portal that exposes cases and documents safely.
Documents are emailed, sometimes to the wrong contact. Versions are difficult to distinguish and access requests are handled manually.
The portal limits each customer to its scope, separates roles, records important events and provides controlled exports. Hosting and backup expectations are documented.
Customers see only what they are authorised to see, the company has useful traceability and knows how to restore or retrieve its data.
Related use cases
Concrete scenarios, not an abstract feature list.
Each example starts from an existing way of working, describes a possible tool and states the outcome to aim for.
B2B services · Customer serviceCustomer portal
Customer portal for cases and documents
Securely share status, documents, requests and next steps without multiplying emails.
View the related solutionInternal support · AIAI business copilot
Internal document assistant
Find procedures and relevant passages in an authorised corpus with source links and permissions.
View the related solutionHR · Internal operationsWorkflow automation
New-joiner onboarding
Tasks, approvals, equipment, access and documents tracked across HR, IT and management.
View the related solutionIT · Service DeskITSM / Service Desk
ITSM request and incident portal
Guided intake, routing, queues, priorities, SLAs, knowledge and a complete history.
View the related solutionBuild quickly, without building blind.
The prototype reduces risk. Framing data, access rights and exceptions protects the move into production.
Qualify the data
Nature, sensitivity, volume, owners, useful retention and flows are identified.
Define responsibilities
Profiles, rights, sensitive actions, approvals and administration become understandable rules.
Choose proportionate measures
Authentication, logging, backup, encryption, hosting and monitoring match the context.
Plan operation and exit
Incidents, restore, updates, export and reversibility are part of the operating model.
Value should be visible in the daily work.
01Access consistent with responsibility
02Less scattered and better-controlled data
03Incidents and restoration prepared
04Technical dependency made explicit instead of suffered
Before framing your project.
The answers stay general. Your data, risks and constraints determine the final scope.
Does GE2Smart guarantee GDPR compliance?+
Compliance depends on processing, purposes, legal bases, procedures and responsibilities. GE2Smart can integrate technical requirements and document project choices, but does not replace the legal analysis of the controller or its adviser.
Where will the data be hosted?+
Hosting is decided during framing according to data, location constraints, availability, budget and operating model.
Can we have several levels of access?+
Yes. Rights can be defined by role, entity, case or action when justified, while keeping the model understandable and testable.
Will we be able to retrieve our data?+
Export formats, documentation, dependencies and handover conditions should be specified in the proposal. The expected level depends on criticality and the contract.
Your real caseShow us the current process.
Show us the current process.
We will tell you what is worth building.
Describe the process and mention any files or screenshots you could share during a later, secure exchange.