Handing work to a partner means sharing information. Strong partners treat that responsibility as part of the service, and should be happy to answer hard questions.
Ask about access
Who can see your data, and why? Look for role-based access, so people only see what their task requires, plus a clear process for adding and removing team members.
Ask about process and people
Confidentiality commitments for staff, documented procedures and regular reviews all matter. Ask how issues are reported and who you would hear from.
Be specific about your requirements
Healthcare and other regulated work may have specific rules. Share them during assessment so controls are designed around them from the start, rather than added later.
Key takeaways
- Limit access to what each task needs.
- Confirm confidentiality commitments and incident reporting.
- Share your compliance requirements early.
