Professional

Modern records,
fully operated. AI-ready.

For regional banks and insurers, healthcare groups, mid-market mining service companies, growing tech firms, large NGOs, smaller SOEs, district municipalities, JSE-listed small-caps. The full records function, run by specialists.

Talk to a Records Programme Lead →
What you get

The full programme. Built once, run continuously.

  1. i.

    Information Officer-as-a-Service (Premium tier).

    Named senior IO. Compliance platform deployed and operated. Full POPIA, PAIA, FICA programme. Continuous monitoring, not annual panic.

  2. ii.

    Unlimited DSAR & PAIA service.

    Fair-use unlimited. Up to four Personal Information Impact Assessments per year. 24/7 breach response. Annual independent compliance attestation.

  3. iii.

    Document management system rollout.

    Year 1 includes one DMS rollout — modern platform, locally hosted, properly architected. One major workflow automation. E-signature integration. Migration from up to three legacy sources.

  4. iv.

    Records management & destruction.

    Custom file plan and retention schedule. Records platform deployed. Quarterly disposition review. Records destruction with certificates. The lifecycle, run.

  5. v.

    AI records readiness.

    Year 1 or Year 2 includes a full AI records readiness assessment — ROT discovery, oversharing scan, classification readiness. So when your team starts using Copilot, the records are ready for it.

  6. vi.

    Vendor & operator risk management.

    Up to 25 of your operators and third-party processors assessed annually. Data processing addenda where missing. Vendor risk register maintained.

What it costs

Talk to us.

Professional is configured to your organisation — size, sector, regulatory exposure, system landscape. Pricing reflects scope. No public rate card.

  • Contract: 24- to 36-month initial term, 90-day notice
  • Support: Business hours plus extended; 24/7 for breach and critical
  • Response SLA: 1 business day standard, 4 hours critical, 1 hour active breach

Book a thirty-minute scoping call →

Service levels

Named Records Programme Lead. Named CSM.

You get a named Records Programme Lead, a named Customer Success Manager, and a technical pool with an assigned primary engineer. Escalation to the Records Programme Director for strategic matters. Monthly dashboards, quarterly business review, annual strategy planning session.

Common add-ons

Configured to fit.

  • Standing eDiscovery retainer (for clients with regular litigation or regulator volume)
  • Copilot governance enablement programme
  • Cross-system records governance (extending records lifecycle across collaboration, ERP, HRIS and custom apps)
  • Custom trainable classifiers for sector-specific record types
  • Long-term preservation setup
  • Second DMS rollout or major workflow expansion
  • Onsite records management option
When to size up

Two signs you need Enterprise.

  1. i.

    Your headcount has crossed 250 or turnover has crossed R220m. Enterprise complexity needs an Enterprise programme team.

  2. ii.

    You're listing on the JSE, raising capital, or expanding into multiple SADC jurisdictions. The compliance and records footprint outgrows Professional.

See Enterprise package →

Talk to a Records Programme Lead.

A thirty-minute scoping call. We'll tell you what a Professional engagement would look like for your organisation, what it would cost, and where the wins are.

Book a scoping call →
P.S. The Professional tier is where most of our mid-market clients live. It's also the tier most consultancies skip — too operational for advisory firms, too strategic for storage providers. We sit in the gap.
— T.