Defined access
Access to client systems and information is based on what is required for the agreed work.
Security & Confidentiality
Your information deserves the same care as your business.
Deleglo works with financial, accounting, operational, and other sensitive business information. We build confidentiality and responsible information handling into the way we work from the beginning.
Our approach is simple:
Access only what is needed.
Handle information responsibly.
Keep accountability clear.
Our approach
Security starts with how the work is structured.
Security isn't something that should be added after an engagement begins. We consider confidentiality, access, responsibilities, and information handling as part of the delivery process itself.
For each engagement, we work to establish:
Clear responsibilities
Everyone involved understands their responsibilities around client information and the work they perform.
Controlled workflows
Client information is handled within the systems and processes agreed with the client.
Confidentiality
Client information is treated as confidential and is not used outside the scope of the engagement.
Accountability
Clear ownership and escalation channels help ensure issues are identified and addressed appropriately.
How we protect client information
Built into the way
we deliver.
We follow defined practices for handling client information throughout the engagement, from access and daily work to offboarding.
01
Confidentiality
Client information is treated as confidential and handled only for legitimate business purposes related to the engagement.
02
Access Control
Access is limited to the systems and information required to perform assigned responsibilities.
03
Secure Work Practices
Our teams follow defined practices for handling client information, documents, credentials, and business systems.
04
System Access
Where client systems are involved, access is established according to the client's requirements and the responsibilities of the engagement.
05
Communication
Client information is shared through agreed communication channels and handled according to the requirements of the engagement.
06
Offboarding
When an engagement or individual's responsibilities end, access and responsibilities are reviewed and appropriate offboarding procedures are followed.
Confidentiality
Your information stays
within the scope of the work.
Deleglo professionals may work with information such as:
- Financial records
- Accounting data
- Customer information
- Supplier information
- Payroll information
- Business reports
- Internal documents
- Operational data
- Business processes
That information is handled as part of the agreed engagement and is not treated as Deleglo's own information.
Client systems
We work within your environment.
Deleglo is designed to work with the systems and tools our clients already use. Depending on the engagement, this may include:
Accounting platforms
ERP systems
CRM platforms
Cloud storage
Project management tools
Communication platforms
Rather than requiring clients to move their operations into a Deleglo-specific system, our professionals work within the client's established workflows wherever appropriate.
People & responsibility
Security depends on people, too.
Technology alone doesn't protect information. The people handling client information need to understand their responsibilities.
Deleglo focuses on:
Appropriate access
People receive access relevant to the responsibilities they perform.
Confidentiality expectations
Professionals understand the importance of protecting client information.
Defined ownership
Responsibilities are clearly assigned so there is accountability for the work.
Escalation
Issues or situations requiring attention can be raised through defined channels.
Client engagement
A clear process, from start to finish.
Access
Client provides the appropriate system access.
Work
Deleglo performs the agreed responsibilities.
Review
Work is reviewed according to the agreed delivery process.
Report
Progress, exceptions, and relevant issues are communicated.
Escalate
Issues requiring client involvement are brought to the appropriate person.
When the engagement changes
Security continues through the entire relationship.
Security isn't only relevant when work begins. When responsibilities change, Deleglo can review:
- What information is required
- Who needs access
- Which systems are involved
- Whether existing access is still appropriate
- What responsibilities have changed
When an engagement ends, appropriate access and offboarding steps are taken according to the agreed process.
A transparent approach
Security is more than a checkbox.
Every client has different systems, information, requirements, and risk considerations.
Our approach is therefore built around understanding the specific engagement and establishing appropriate controls and responsibilities around the work.
For clients with additional security or confidentiality requirements, those requirements can be discussed and incorporated into the engagement where appropriate.
Let's talk
Have specific security requirements?
Tell us about the systems, information, and processes involved in your engagement.
We'll discuss the appropriate approach before work begins.