PROFESSIONAL SERVICES

Complete visibility and control across your practice

When systems, data, and delivery fall out of sync, risk builds quietly across your practice. Storata brings structure, visibility, and control back into place through Microsoft-native platforms, so you can trust your reporting, operations, and outcomes.
See where you stand

Governance that keeps pace

Compliance is built into how your environment operates. Controls run in the background, so your team moves quickly without creating risk or rework.

Client data, fully controlled

Every client and matter, clearly separated and governed. Your data stays organised, protected, and easy to trace, without slowing onboarding or delivery.

Built around your practice

No prepackaged models. Your processes and controls are structured around how your firm actually works, so everything scales and holds up under pressure.
ECOSYSTEM INTEGRATION

We know your systems

We don’t need to learn how your firm operates. We’ve worked across engagement management, client data, and IP protection, and we bring structure and control from day one.
Client delivery & knowledge
Engagement and project management
Knowledge and intellectual property management
Client collaboration and portals
Document management and version control
Practice operations
Time capture and utilisation
Resource planning and allocation
Billing and revenue recognition
Recruitment and onboarding
Governance & risk
Client data separation and access control
Conflict of interest management
Compliance obligations and tracking
Audit trails and defensible evidence
INDUSTRY CHALLENGES

Where pressure shows up

The regulatory pressure and risk you’re dealing with right now.

Data moves with people

Client data and IP follow staff and contractors across engagements. Without clear controls, access extends further than it should, and risk builds quietly.

Governance feels like friction

Governance is often seen as slowing delivery. In reality, when it’s missing or inconsistent, issues surface later, when they are harder and more expensive to fix.

Systems don’t connect

Work sits across multiple platforms that don’t align. Reporting becomes harder to trust, visibility drops, and gaps start to affect both delivery and revenue.

New hire starts Monday

Growth requires people to start quickly. Without structured onboarding and clear data separation, access is granted broadly, and control is lost from day one.
WHY CHOOSE STORATA

How we help you stay in control

Senior engineers build your environment based on deep experience under equivalent regulatory demands, and maintain full accountability post-delivery.

Governance built into work

Compliance runs inside your tools on Microsoft-native platforms. Your team works as usual, while controls and audit evidence run in the background.

Senior accountability

You work directly with experienced engineers who take ownership from start to finish. Decisions are clear, delivery is controlled, and outcomes hold up.

Designed around your practice

Your systems and processes are structured to match how your firm actually operates. Nothing forced, nothing misaligned, everything fits and scales.

Control from day one

New starters, clients, and engagements all follow clear structure from the start. Access is defined, data is separated, and risk does not build over time.
PRACTICE AREAS

Where clients need us most

Three practice areas firm leaders bring to us most often.
CYBER SECURITY
Protect your client data, IP, and reputation with security that is governed, monitored, and provable at any time.
Identity and access control with client-level data separation across engagements.
Data loss prevention for sensitive client information and intellectual property.
GRC assessments aligned to regulatory, client, and insurer expectations.
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WORKFORCE PRODUCTIVITY
Work moves faster, knowledge stays controlled, and your team collaborates without creating risk across clients, matters, and locations.
Microsoft Teams structured with engagement-level access and controlled collaboration.
SharePoint for governed knowledge, document control, and IP protection.
Power Automate for onboarding, approvals, and resource allocation workflows.
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PROFESSIONAL SERVICES
Get senior security leadership when it matters, so decisions are clear, risks are controlled, and outcomes hold up under scrutiny.
vCISO leadership for board reporting, security strategy, and programme oversight.
Policy development and compliance aligned to Essential Eight, ISO, and APRA requirements.
Incident response planning and support with clear remediation and evidence.
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MICROSOFT ECOSYSTEM

20+ years working inside Microsoft environments

We don’t resell Microsoft. We make it work for your firm, with governance, control, and compliance built in. Client data is separated, IP is protected, and nothing sits outside oversight.

Modern Work

Client and matter-based collaboration with controlled access, data separation, and document governance across every engagement.

Cloud

Secure, governed environments for client data and intellectual property, with clear visibility, access control, and audit readiness.

Business Applications

Client relationships, matters, resources, and financials aligned, so reporting is accurate, utilisation is clear, and billing holds up.

Business Continuity

Onboarding, access, and compliance workflows structured from day one, so new starters and engagements begin without gaps or risk.

Blogs

The executive guide to AI for Work

Talk to Us

A direct conversation with a senior engineer who has delivered for regulated organisations across ANZ.

Book Your Cyber Risk Assessment

A senior engineer reviews your security posture against Essential Eight and industry-specific requirements. Clear findings. No obligation.
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