Total control doesn’t happen by accident. It’s the result of small decisions—where credentials live, how access is granted, what happens the moment someone leaves. This checklist walks you through 14 checkpoints across four key areas: credentials, onboarding and offboarding, offshore teams, and your SaaS stack. Go through each criterion and know exactly where your firm stands—and how to close the gaps.
Inside, you’ll find:
- 14 checkpoints covering credentials, access, offboarding, and your SaaS stack
- A scoring system that shows you whether you’re at total control, almost there, or time to take action
- A clear starting point, even if you’re not sure where to begin