Operating Standards
1. The Operating Model
Workflow Advisors LLC is a New York–based operational risk and automation consultancy. We function as a venture studio, designing and running specialized technical practices for the e-commerce and compliance sectors.
We build distinct, focused practices—such as Sender Guardian—that solve specific revenue-critical infrastructure problems. This structure allows each practice to remain agile and specialized while being backed by the firm’s centralized financial controls, legal infrastructure, and risk management standards.
2. Governance & Change Control
We do not rely on ad-hoc consulting. All engagements across our portfolio are governed by strict operational protocols designed to ensure stability and reproducibility:
- Documented Playbooks: We execute against standardized SOPs and checklists, ensuring that technical implementations are consistent regardless of the operator.
- Change Management: All critical infrastructure changes (DNS, Authentication, Routing) follow a strict change-control process, including pre-change snapshots and documented rollback plans.
- Evidence Artifacts: We provide auditable confirmation of our work, including configuration exports, verification screenshots, and validation logs.
3. Risk Architecture
We treat technical operations as a financial control discipline. Our governance structure includes:
- Insurance Coverage: The firm maintains Professional Liability (Technology Errors & Omissions) insurance specifically covering digital infrastructure management and DNS operations.
- Financial Rigor: Our operations are overseen by leadership with deep backgrounds in corporate controllership and internal controls, ensuring a focus on asset protection rather than just "growth".
4. Privacy & Access Protocols
We enforce a "least-privilege" security posture to protect client data:
- Delegated Access Only: We strictly utilize delegated permissions (e.g., Shopify Collaborator accounts, Registrar Delegation) and do not request or store shared passwords.
- Data Minimization: We configure monitoring tools to process metadata only. We strictly disable forensic logging (e.g., DMARC RUF) by default to prevent the ingestion of customer PII or message bodies.
- AI Safety: We do not use client data to train public AI models. Any use of LLMs for reporting is sanitized and limited to non-sensitive technical summaries.