Guides & Toolkits

Practical resources.

Practical Microsoft 365, governance and compliance guides for small organisations. Designed for charities, CICs, care providers and SMEs — written for practical implementation, not shelfware.

Available now

Data protection guides.

Data Protection · PDF Guide
Data Protection Complaints Process Guide — Basic Edition

A plain-English PDF guide covering what the Data (Use and Access) Act 2025 requires, how to recognise a data protection complaint, and what your organisation needs to put in place. Includes workflow overview, triage guidance and Microsoft 365 setup considerations.

Get this guide →
Data Protection · Practical Toolkit
Data Protection Complaints Process Toolkit — Practical Edition

Everything in the Basic Edition plus 13 editable Word templates — complaints policy, staff procedure, acknowledgement letters, investigation log, outcome letters, go-live checklist and monthly review report. Ready to adapt and deploy.

Get this toolkit →

Need help implementing this in Microsoft 365? The Guided Setup Session is available to organisations that have purchased the Practical Edition. It provides a 1-hour remote session to help plan and configure the Microsoft 365 setup around the toolkit, including the mailbox, Microsoft Lists complaint log, SharePoint evidence area and staff workflow. Enquire about guided setup →

Free Introductory Conversation

Have a question about your setup?

Book a free 30-minute conversation. No obligation, no hard sell — just practical advice on what we find and what it means for your organisation.

Get in touch
Question about a resource?