2. Intro & About David
Professionally Supporting Small and Medium Businesses
Succeed for over 20 years!
Microsoft Certified Office 365 Specialist
Skilled to plan, migrate, deploy, and manage
Microsoft 365 services for the Enterprise
Skilled in Identity, Security & Compliance management and
supporting technologies.
>15 years working with financial clients
Office: 03 9005 4686 | david@solvebusiness.com.au
https://solvebusiness.com.au
3. Housekeeping
Thanks for attending, thanks Katrina and Pure Bookkeeping
Grab a drink, phones to silent and get something to take notes with
Content is IT, may be detailed, you don’t need take it all in
Webinar is recorded
Raise your hands, ask questions or put them in the chat
Deal with what we can, more time ? to the end
At the end I will give you a link where you can engage us for a health
check and a personal chat about IT and your business.
4. Security
Overview
Let’s take a 10 min high level look at
the Security Landscape
from your point of view
Targets
Threats
Actions
5. Targets
Bookkeepers, YOU ARE a Target
Your responsibility to yourself and your clients
You are gatekeeper of your Clients’ Data
6. Story: Marriot Hotel breach – 2018
Marriott knowledge September 8
monitoring system detected an anomaly a day earlier
In November they realised they were compromised
earlier
In JULY 2014 !
Approximate impacts:
5.25 million guests’ unencrypted passport numbers
20.3 million encrypted passport numbers
8.6 million encrypted credit or debit card numbers
7. Threats
The commercialisation of Threats…
Business Email Compromise
Phishing / Dodgy Emails
Banking Detail Change
Crypto or Ransomware
Bad Actor’s…
Target identity
you won’t know
sit in a system undetected
8. Today’s News – Aug 13, 2019
https://www.mybusiness.com.au/finance/6092-50-000-loss-as-hacker-takes-control-of-invoicing
“One business recently lost over $50,000 as a result of a
hacker taking control of the email of the person responsible
for invoicing who was on maternity leave. The hacker then
used this access to re-issue unpaid invoices with different
account payment details”
“By the time everyone realised what had happened, the new
account had been wiped clean and shut down.”
“Hackers are no longer the typical hooded criminal in a
basement with a binary code on the screen — we are now
under threat by large-scale criminal organisations located all
around the world.”
9. Action: Notifiable Data Breach
What is a Notifiable Data
Breach
Why you must do
Your Responsibilities
Identify
Protect
Manage
Report
Office 365 DLP
A data breach happens when personal
information is accessed or disclosed without
authorisation or is lost.
If the Privacy Act 1988 covers your
organisation or agency, you must notify
affected individuals and us when a data
breach involving personal information is
likely to result in serious harm.
https://www.oaic.gov.au/privacy/notifiable-data-breaches/
10. Security Dilemma
Security done right is a process, know there will
be impact
Some Impact is GOOD
means security is working
Secure
CheapUsable
11. Action: Being Secure, Where to Start
Our Systems & behaviour, it starts with us
Windows Editions – they matter!
Think Securely
Know our business processes
Normal
Process
Order
Photo by Oscar Sutton on Unsplash
12. Office 365 &
Productivity
Office 365 is about more than
desktop apps, it’s an integrated
platform with applications and
systems.
Let’s discuss the most commonly
known tools and how they can help
Bookkeepers
OneDrive
SharePoint
Teams
OneNote
Forms
Bookings
13. Office 365 File Storage
Traditional Concepts
OneDrive = My Stuff
Your personal files
Your Early Drafts before you share
Teams = My Teams Stuff
Smaller Groups of People
Files and Tabs in Teams
SharePoint = Everyone’s Stuff
Published work
Intranet Sites
14. Office 365 File Storage
- Common Features
Version History
Co-Authoring
External Sharing
Mobile Access
Drag and Drop
Sync (offline access)
Simply save your data to Office 365 to get all these benefits…
15. OneDrive
Your File Area
At least 1TB
Does everything Dropbox and others do
Files On Demand
Known Folder Move (backup for your PC)
19. Forms
Easily create Surveys and polls
collect customer feedback, measure employee
satisfaction, organize team events etc
Shareable internally and externally
Results collected in Excel
Supports Branding and Branching
GDPR Compliant Security
20. Bookings
Allow your customers to book appointments direct
Only shows available time (knows your calendar)
Advanced Rules to Keep Control
Automated Client follow-ups and reminders
21. Security Best
Practices
Let’s discuss SECURITY and what to
look out for and tools that can help
you.
Lets also look at how use of these
increases your value to your
customers
Encrypt
2FA
Password Tools
Strong Passwords
Get Trained
22. Encrypt Sensitive Data
Bitlocker
iPhone and Android devices
Use a PIN or Biometric
USB Sticks
limit use
Encrypt where possible
Be cautious
Lost n Found
23. Office 365 2FA
Office 365 2FA
Enable for ALL Users, no exceptions
TXT or Microsoft Authenticator App (Preferred)
Fraud Alert where license permits
25. Strong
Passwords
Must be unique across sites
Complexity
Not Social Related
Not your name
P@ssW0rd1 is not secure
Not your dog’s name
(save renaming your dog!)
Photo by Oscar Sutton on Unsplash
26. Get Trained
Greater Skills means
> Proficiency
>Professional, >Trustworthy
Save time, > profit
Better training lowers risks
UK Girl Guides do Cyber Security Badges
27. Q&A
Your questions answered
Next Step:
Offer the PureBookkeeping:
Professional Microsoft Office 365 Management bundle including:
• Email / User Management included:
• User adds/moves/redirect/rename
• Distribution Lists
• A Shared Mailbox for Security Monitoring
• Standardised Security Policies + DLP Monitoring Mailbox to enhance your protection
• Microsoft Teams (Basic Setup) with 2 Teams; a test Team & an internal Team
• Unlimited BACKUP for your critical Office365 Data
• TRAINING for Office365 via our dedicated Office365 Training Portal
• Professional Service Desk for support
• log & track your support tickets 24×7
• Remote Monitoring and Management for your Windows PC
Time limited pricing redacted, Pure Bookkeepers are welcome to contact us for a custome solution anytime.
Migration from other systems or upgrades to Licenses will be quoted case by case.
How can we help you ?
28. Q&A
Your questions answered
Next Step:
• FREE Security Check-up with Actionable
Plan to reduce your security risk (valued at
$99)
• For PureBookkeepers:
• book on this link for free sessions today
http://bit.ly/checkmysystems
How can we help you ?
