Cloud Infrastructure and Security for Document Workflows
Assess the environment that supports your information and processes.
THE CHALLENGE
A cloud document process may depend on a repository, capture services, user access and connected applications. Security and continuity must be considered across the entire path. Docuworx can deliver solutions hosted in Microsoft Azure in Australia and defines the relevant services and responsibilities during design. The agreed deployment and service terms establish the access, residency, capacity and recovery arrangements.
Why Cloud Infrastructure Matters
Map the infrastructure to the work it supports
Identify where people and applications need information, then assess the requirements and dependencies.
- Departments using shared records
- Applications exchanging information
- Teams assigned to review tasks
- Operational sites
- Authorised remote users
- Capacity for records and processing
- Supported remote access
- Defined maintenance responsibilities
- Service continuity arrangements
- Backup and recovery planning
- Capacity suited to the workload
- Appropriate protection for information
- Continuity arrangements for the process
- Access for authorised people
Security & Compliance
Protect access and the record lifecycle
Infrastructure safeguards and application settings have different roles. Security and compliance controls must reflect how the records are used.
Authenticated access
Encryption for storage and transport
Available activity history
Assigned approval responsibilities
Document permissions
Managed infrastructure safeguards
Business Benefits
Use managed infrastructure with clear responsibilities
Microsoft Azure provides cloud services used by hosted applications. The selected services and configuration determine the deployment; cloud hosting does not remove every administration or continuity responsibility.
- Agreed service availability arrangements
- Capacity and processing requirements
- Backup and resilience design
- Application and data protection controls
- Monitoring and incident responsibilities
Document who manages each layer and which evidence supports the proposed design.
Role-Based Access Controls
Assess access, activity history, encryption, and continuity together across the services used by the process.
- Retrieve authorised documents
- Review assigned workflow tasks
- Manage permitted records
- Administer defined settings
- Limit access to the task required
- Support appropriate separation of roles
- Make responsibilities explicit
Audit Trails & Operational Visibility
- Recorded workflow actions
- Approval decisions
- Available document history
- Relevant user activity
- Explain recorded actions
- Retrieve evidence for review
- Support accountable handling
Encryption & Secure Data Protection
- Protection in transit
- Protection at rest
- Controlled access during authorised use
- Reduce exposure of protected data
- Support secure exchanges
- Complement authentication and permissions
Business Continuity & Operational Resilience
- A service outage
- A connection or access disruption
- An unexpected operational event
- Defined redundancy where provided
- Backup coverage and retention
- Relevant service availability commitments
- Recovery procedures and testing
- Understand failure dependencies
- Assign recovery responsibilities
- Plan how work continues
Scalability for Growing Organisations
- Additional users
- Further scoped workflows
- Increasing record volumes
- More operating locations
- Remote and hybrid access
- Plan capacity and licensing
- Assess workload dependencies
- Test the expanded design
Secure Remote Accessibility
- Offices
- Home work environments
- Other operational sites
- Supported mobile devices
- Authenticated staff access
- Role-based permissions
- Defined external recipient access
- Appropriate connectivity and device practices
- Make required tasks accessible
- Keep sensitive records appropriately restricted
- Confirm the actual user experience
Cloud Infrastructure Supporting Intelligent Automation
- Workflow automation
- Intelligent data capture
- AI processing services in scope
- Digital forms
- Integrations
- Capacity for the assessed workload
- Secure service connections
- Continuity across dependent services
Security + Governance + Automation
- Information protection
- Record governance
- Assigned responsibilities
- Process status visibility
- Structured document handling
- Configured automation
- Document management
- Agreed governance controls
- Defined hosting services
Supporting Compliance & Governance Requirements
- Process accountability
- Retrievable activity evidence
- Record handling and retention
- Identified organisational obligations
- Appropriate information access
- ISO/IEC 27001 certification for a named entity and scope
- SOC 2 assurance reports for specified systems and criteria
- Applicable privacy requirements, including GDPR where relevant
Review the evidence and responsibilities for the actual deployment. Provider assurance does not automatically extend to every connected service or customer configuration.
Industries
Apply requirements to the organisation and its records
Assess the information, access and continuity needs behind the sector-specific process.
Assign reviews and retain evidence behind public requests and internal decisions. Explore government and council workflows.
Coordinate administrative documents and tasks with appropriate access. Explore healthcare workflows.
Connect student and staff documents with administrative reviews. Explore education workflows.
Connect supplier, purchasing, finance and quality records with their owners. Explore manufacturing workflows.
Organise client evidence, reviews and repeatable outputs. Explore professional services workflows.
Use Cases
Understand the services behind each capability
The infrastructure design should cover the components involved in the selected process.
For a process spanning several services, consider the complete chain of access and dependencies.
Get started today
Discuss the infrastructure your document process needs
Tell us the information requirements, operating locations, and continuity expectations. We can identify the deployment questions and supporting evidence needed for assessment.
