Standard Operating Procedure (SOP)

To ensure consistent and efficient delivery of services while maintaining the confidentiality and security of client information.

1. Client Onboarding

Initial Consultation: Gather client requirements and explain service offerings.

Documentation: Collect necessary documents securely via an encrypted portal or in person. Verification: Confirm the accuracy of provided information and obtain consent for data handling.

2. Service Delivery

Follow the established workflow for each service type (e.g., consultations, reporting, audits). Maintain accurate records of all client interactions and deliverables. Securely share updates and results through approved communication channels.

3. Communication and Follow-Up

Respond to client inquiries within 24-48 hours. Provide clear and professional updates on service progress. Schedule regular follow-ups to ensure client satisfaction and address additional needs.

4. Data Management

Store all client data securely, adhering to the WISP guidelines. Limit data access to authorized personnel only. Regularly back up data to secure, encrypted storage solutions.

5. Quality Assurance

Review all deliverables for accuracy and compliance before submission to the client. Conduct periodic internal audits to ensure adherence to protocols.

6. Incident Handling

Report any issues or irregularities immediately to the management team. Document the incident and actions taken to resolve it. Notify affected clients and stakeholders if necessary.

7. Employee Responsibilities

Adhere to the WISP and confidentiality agreements at all times. Complete ongoing training on security, compliance, and service standards. Report any potential security risks or violations to the appropriate authority.

8. Review and Updates

This SOP will be reviewed annually or as needed to ensure alignment with industry best practices and organizational goals.