For owners carrying the risk
You have been the last line of defense. That is not a system.
Compliance files, contracts, licensing, insurance, HR details, and sensitive records often sit in scattered folders and inboxes. The risk stays quiet until someone needs an answer quickly.
Review first
See Discovery DayThe profile is useful. The workflow map is what makes it actionable.
Use the Discovery Day to quantify the drag and decide what is worth implementing.