Start with an inventory of the public-facing parts of the business. Include the website, customer portal, payment integrations, cloud storage, remote access tools and any mobile or web application. Record the owner of each system, the supplier responsible for it and the people who can administer it.
Then check access. Turn on multi-factor authentication wherever the service supports it. Remove former staff and unused supplier accounts. Replace shared administrator credentials with named accounts. Give each user only the access needed for their job, and review privileged access on a regular schedule.
Next, check whether important events are recorded. At minimum, the business should be able to investigate unusual sign-ins, changes to administrator settings, new API keys, bulk downloads and unexpected transfers of customer or financial data. Logs are useful only if someone knows where they are and who reviews them.
For a business running several disconnected tools, this review can expose a process problem. Paknology’s ERP and automation service brings CRM, sales, inventory, accounting reports and workflow automation into a connected system with shared roles and reporting. That can reduce scattered access, but it is not a replacement for endpoint protection, penetration testing or incident response.