Practical risk review for Swiss SMEs using AI tools and automation

A practical review for organisations that want to use AI tools, workflow automation, and connected systems safely — without creating unnecessary data exposure, access risks, or unmanaged technical dependencies.

This is designed for Swiss SMEs that are already experimenting with AI or automation, or that want a clearer plan before expanding their use of these tools.

Book a free initial conversation

Who this is for

This review is a good fit if:

  • your team is using ChatGPT, Microsoft Copilot, Gemini, Claude, or similar AI tools,
  • you use no-code or low-code automation platforms such as Zapier, Make, Airtable, Notion, Google Workspace, Microsoft 365, or CRM integrations,
  • internal automations have grown informally and are now business-relevant,
  • scripts, API keys, shared accounts, or personal accounts support important workflows,
  • management wants to benefit from AI and automation without uncontrolled data or security risk,
  • you need practical rules and priorities rather than a heavy governance programme.

Typical triggers

SMEs often ask for help when AI or automation starts moving faster than the controls around it:

  • employees already use AI tools, but no clear usage guidance exists,
  • sensitive client, financial, HR, or operational data may be pasted into external tools,
  • automations depend on one person’s account, laptop, mailbox, or API key,
  • nobody is fully sure which systems exchange data or who can access them,
  • a workflow breaks and the team discovers that it is undocumented,
  • management wants to adopt AI but needs a realistic risk view first.

The goal is to turn informal tool usage into a safer, documented, and more resilient operating model.

What can be reviewed

The exact scope depends on your environment, but a practical review can cover:

AI tool usage and data handling

  • which AI tools are used and for what purpose
  • what data employees may enter into external tools
  • client confidentiality, personal data, and sensitive business information risks
  • human review points for AI-generated output

Workflow automation and integrations

  • no-code, low-code, SaaS, and script-based automations
  • data flows between email, cloud storage, CRM, spreadsheets, and internal tools
  • error handling, notifications, and failure visibility
  • fragile or undocumented dependencies

Access, credentials, and ownership

  • personal accounts used for business-critical automations
  • API keys, service accounts, shared mailboxes, and privileged access
  • account recovery and offboarding risks
  • clear ownership for workflows and connected tools

Documentation and continuity

  • what the automation does, who owns it, and how it can be changed safely
  • dependencies on specific people, devices, accounts, or vendors
  • backup, export, or rollback options for critical workflows
  • practical recovery steps if an automation or AI-assisted process fails

Lightweight governance

  • simple AI and automation usage rules
  • approval points for sensitive workflows
  • practical guardrails for client data, credentials, and confidential information
  • priorities that help the business move forward without unnecessary bureaucracy

What you receive

Depending on the agreed scope, the result can include:

  • a short summary of key risks and dependencies,
  • a prioritised action list,
  • quick wins for safer AI and automation usage,
  • recommendations for access, credentials, ownership, and documentation,
  • guidance that management and operational teams can both understand,
  • optional implementation support for improving workflows or controls.

The objective is practical: keep useful automation moving while reducing avoidable risk.

How the engagement can work

A typical starting path:

  1. Initial conversation Clarify which AI tools, automations, systems, and concerns matter most.

  2. Lightweight scoping Agree what should be reviewed and which workflows or tools are most business-critical.

  3. Review and mapping Examine usage patterns, data flows, access, ownership, and documentation.

  4. Prioritised recommendations Translate findings into practical next steps, quick wins, and medium-term improvements.

  5. Optional follow-up Support implementation, documentation, vendor coordination, or management communication.

Important: do not send secrets via forms

Please do not send passwords, API keys, customer data, confidential exports, logs, or sensitive screenshots through the booking form or standard email.

If sensitive information is needed for a review, we can agree on a safer way to handle it.

Start with a short conversation

If you are not sure whether this review fits your situation, start with a free initial conversation. We can identify the likely priority and decide whether a focused AI and automation security review would be useful.

Book a free initial conversation