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The workflow

A simpler workflow for security readiness work.

Index8 helps small teams move from scattered security tasks to a clear readiness workflow.

Eight steps

From the first check to a quarterly cadence.

Most teams move through these in their first month and then return to steps four through seven each quarter.

  1. Answer readiness questions

    Eighteen guided readiness questions in the public security readiness check. Three minutes from start to score.

  2. Review your score

    One number, four pillar breakdown, the gaps named in plain language. No fear, no urgency theater.

  3. Follow the checklist

    Generated from your answers. Each item is small, ownable, and tied to a control. Owners can pick from the list.

  4. Create policies

    Start with the AI Usage Policy. Add the others from the eight-template library. Edit to your specifics.

  5. Organize evidence

    Upload screenshots, exports, policies, training records. Tie each one to the control it supports.

  6. Track training

    Send short modules to the team. Capture acknowledgments. Surface who is pending without spreadsheets.

  7. Prepare for renewal or review

    Insurance prep mode lays out the common questionnaire topics. The report assembles the one-page summary.

  8. Return quarterly

    Review-date reminders surface what is due. The score updates as items go from current to stale and back to current.

Why this cadence

Security readiness lives or dies on what you maintain.

One-time security work ages out. Quarterly readiness work survives.

Every Index8 control has a freshness window in months. Evidence that ages past its window moves from current to stale, and the score follows. The workflow above is designed so the items that move the score most are the items you touch most often. Quarterly review reminders surface what is due. The cadence keeps the score honest without requiring a dedicated security team.

Start here

Start the workflow today.

Create your workspace and we will guide you step by step. The security readiness check is free if you want to preview the workflow first.

Or tour the product first