Company Data Security Guide for In-House Teams & Agencies

While this episode is mostly based on our experience a great resource and motivator to the idea for this episode came from Dennis Yu's post on LinkedIn so go check it out.

Team On-Boarding Management

For every team that you have internally (sales, marketing, product, IT, dev, email, freelancers, and so on) create and keep a list of what internal and external services they have access too. Each team should have an on-boarding process and list of tools/services that they use so that when someone moves on from the company or an engagement ends with an agency/freelancer that a de-boarding process is also followed.

Tips for Data Security

Have an on-boarding process and document what access someone is given.Keep track of all freelancers, contractors and agencies and what they are given access too.Create a de-boarding process for each team and the company overall.Keep track team by team of what tools, services and other data points they use and review/update the list each Quarter.Do mini audits of Social Media accounts, CRM, Google Analytics, GSC & the like and CMS (especially WordPress) each Quarter at least to see what 3rd party tools have access to data.

Full Transcript

[00:00:00] Matt Siltala: [00:00:00]

Welcome to another exciting episode of the business of digital podcast

featuring your host, Matt  and Dave roar.

Hey guys, Matt SoCal here alongside Dave. Roar. How's it going, bud?

Dave Rohrer: [00:00:15]

It is officially 2020 when we're recording this. So we all made it through the

new year.

Matt Siltala: [00:00:21]

Yes, we all survived. And you know, some of us are.

Or a little bit actually. you guys have had a fairly warm

weather from what I've seen in the Chicago land area.

Dave Rohrer: [00:00:31]

Yes. We've had more days above 50 than we've had a snow this winter and today

is about almost 50 degrees and it's early January, which will, I will not

complain about it this time cause we'll probably get five feet of snow between

now and the end of winter.

Matt Siltala: [00:00:50]

Yucky.

Yes. Well, let's go ahead and jump into it. We're excited

bringing another one of these, episodes, [00:01:00] guys. today we're going to

be talking a little bit about companies security. And this is always a fun

topic because, you know, the thing that got me, whenever we were talking about

this topic day, w was.

The, the churn rate in our industry of, you know, like what

we consider a person that's like a long time veteran in our, even in our, own

personal agencies. Like if a person works for you more than a year or two or,

you know, it's almost unheard of that they're with you five years or even seven

years and, and things like that, you know, you know, it got me thinking about,

about just because the amount of people that you go through and just a cycle

that is in.

This industry, you know, how you keep company assets secure?

How do you stay on top of that? How do you do the things that need to be done

to make sure that, you know, just 50 random people out there within a couple of

years don't have access to like. All your socials and really screwed you,

especially if they leave in circumstances, maybe that [00:02:00] they

themselves didn't find, you know, that, that, appealing, if that makes sense.

Dave Rohrer: [00:02:07]

You said socials, by the way. I find that amusing for some, I don't know why.

Matt Siltala: [00:02:12]

Well, you know, old school.

Dave Rohrer: [00:02:14]

Yeah. And this, this idea, I don't think we've talked about it and maybe we've

mentioned it before, but I know we've mentioned about like churn and stuff. The

usual, what is, I think it's an year and a half or so is for marketing.

Matt Siltala: [00:02:29]

I knew it was something like that

Dave Rohrer: [00:02:32]

every year or every two years. There's some stat that comes out and you know,

we've been doing it for three years, so I'm probab