Industries
Twenty-nine industries. We already know what your auditor will ask.
The services are the same. What changes is the rules you work under, the systems you depend on, and what a bad day looks like. Each industry page spells out the three, then shows the setup we put in place.
We are in Foley, Alabama. We work on site across Baldwin and Mobile counties and the Florida panhandle, and remotely anywhere.
Regulated and professional
Somebody outside your business sets rules for your data. Our job is to make the rules the default state of your systems, so compliance is something you can show, not something you scramble for.
Defense & Gov Contractors
What matters: NIST 800-171 and CMMC readiness, handling of controlled unclassified information, evidence for assessors.
Typical setup: Microsoft 365 GCC guidance, MFA and SSO, device encryption and management, logging you can hand over.
Healthcare Practices
What matters: HIPAA, EHR uptime, vendor access, a schedule that cannot stop for IT.
Typical setup: Encrypted devices, MFA, vendor access logging, backups with restore tests, staff training, EHR vendor coordination.
Financial Services & Tax Professionals
What matters: The FTC Safeguards Rule and a written security plan, client document exchange, a brutal seasonal peak.
Typical setup: Secure client portal, encrypted email, MFA everywhere, written information security plan, peak-season support cover.
Legal
What matters: Client confidentiality, document management, litigation holds, billing by the minute.
Typical setup: Document management with retention rules, secure client sharing, time capture, device encryption, email security.
Insurance Agencies
What matters: Carrier portals and their security requirements, client personal data, errors-and-omissions exposure.
Typical setup: SSO to carrier portals, agency management system support, MFA, phishing protection, client record hygiene.
Public Sector & Municipalities
What matters: Public records requests, procurement rules, ransomware resilience, services residents depend on.
Typical setup: Records retention, offline backups, incident response plan, network segmentation, staff training.
Political Campaigns & Organizations
What matters: A short lifespan, donor and volunteer data, fast setup and clean teardown, being a target.
Typical setup: Hardened accounts in days, a CRM-NG Cloud workspace for donors and volunteers, website monitoring, end-of-campaign archive.
Community Banks & Credit Unions
What matters: FFIEC and NCUA examinations, the Gramm-Leach-Bliley Act, core banking vendors, wire and account-takeover fraud.
Typical setup: Vendor risk reviews, MFA and privileged access control, logging examiners can read, phishing defense, an incident response plan tested every year.
Utilities & Cooperatives
What matters: Critical-infrastructure expectations, control systems kept apart from the office, member data and payments, storm response.
Typical setup: Segmentation between operations and office networks, hardened remote access, backups and a continuity plan, member portal and payment security.
Trades, field and production
Your people are in trucks, on sites or on a floor, not at desks. Systems have to work on a phone with one bar of signal, and downtime costs by the hour.
Construction & Contractors
What matters: Job-site connectivity, estimates and change orders, field devices that get dropped, lien and payment paperwork.
Typical setup: Rugged device management, estimating and project tools, document signing, CRM-NG for jobs, invoices and client portals.
Home & Garden / Trade Services
What matters: Scheduling and dispatch, invoicing from the truck, reviews and repeat business.
Typical setup: Online booking, CRM-NG Cloud with service desk and invoicing, card payments on site, a managed website that brings in calls.
Automotive & Vehicles
What matters: Shop management systems, parts suppliers, payments and point of sale, customer communication.
Typical setup: Shop system support and integrations, PCI-aware payments, Wi-Fi for the floor and the waiting room, text and email follow-up.
Manufacturing & Industrial
What matters: ERP and inventory accuracy, production floor uptime, keeping machine networks away from office networks.
Typical setup: ERP customization and integration, inventory and production automation, network segmentation, monitored backups, Power BI for the floor.
Marinas, Charter Fleets & Marine Services
What matters: Bookings and deposits, dock Wi-Fi and cameras, point of sale at the fuel dock, electronics that live in salt air.
Typical setup: Online booking and payments, outdoor-rated Wi-Fi and cameras, CRM-NG Cloud for charters, customers and maintenance logs, rugged devices.
Agriculture & Agribusiness
What matters: Farms, nurseries, sod and pecan operations with equipment data, seasonal labor, buyers and co-ops that want reports.
Typical setup: Connectivity for barns and fields, inventory and sales tracking, equipment and asset records, HR for seasonal crews, buyer reporting.
Aerospace & Shipbuilding Suppliers
What matters: Supplier requirements from the primes in Mobile, AS9100 and ITAR paperwork, traceability, on-time delivery.
Typical setup: Controlled-data handling, access control and logging, ERP and quality-system integration, production floor uptime.
Logistics, Trucking & Warehousing
What matters: Dispatch and electronic logging systems, warehouse scanners and Wi-Fi, customer tracking portals, round-the-clock operations.
Typical setup: Warehouse wireless surveys, rugged device management, integration between dispatch, accounting and customer systems, after-hours support.
Customer-facing
Your systems are part of the customer experience. Point of sale, ordering, booking and Wi-Fi have to just work, through turnover, peak hours and the holiday rush.
Retail
What matters: Point of sale, online store and inventory in sync, PCI scope, seasonal staff.
Typical setup: E-commerce consulting, inventory sync, PCI-aware network, fast staff onboarding and offboarding.
Food & Dining
What matters: Point of sale uptime, online ordering, guest Wi-Fi, high staff turnover.
Typical setup: Monitored POS network, ordering integrations, separated guest Wi-Fi, shared logins replaced with real ones.
Hospitality & Short-Term Rental
What matters: Booking engines and channel managers, guest Wi-Fi and smart locks, reviews, remote properties.
Typical setup: Booking and payment integration, per-property network monitoring, device management for locks and thermostats, guest communication automation.
Real Estate & Property Management
What matters: Listings and lead follow-up, tenant and owner portals, document signing, wire-fraud attempts.
Typical setup: CRM-NG Cloud for leads, tenants and documents, email security against wire fraud, portal with payments, website lead forms.
Condo Associations, HOAs & Vacation Rental Managers
What matters: Owner and guest communication, assessments and payments, board records, and hundreds of door locks and thermostats.
Typical setup: Owner portal with payments and documents, smart-lock and device management, board document retention, email security against assessment fraud.
Attractions, Venues & Events
What matters: Ticketing and point of sale on peak days, guest Wi-Fi for thousands, AV and livestream, seasonal staff.
Typical setup: High-density Wi-Fi, ticketing and POS network monitoring, AV and streaming support, fast seasonal onboarding and offboarding.
Veterinary & Animal Care
What matters: Practice management software, imaging, online booking and reminders, a front desk that cannot stop.
Typical setup: Practice software support and vendor coordination, backups, booking and reminder automation, Wi-Fi and devices across exam rooms.
Mission-driven
Every dollar on IT is a dollar not spent on the mission, so the plan has to be lean and the licensing has to use every discount you qualify for.
Nonprofits & 501(c)(3) Organizations
What matters: Donor data, grant reporting, volunteers who need access and then do not, nonprofit licensing discounts.
Typical setup: Nonprofit licensing for Microsoft and others, CRM-NG Cloud for donors and campaigns, volunteer access that expires, board reporting dashboards.
Churches & Faith Organizations
What matters: Online giving, member data, a livestream every week, volunteers running the technology.
Typical setup: Giving platform and member database security, livestream and AV support, volunteer accounts that expire, nonprofit licensing.
Schools, Childcare & Private Education
What matters: Student and family data, content filtering and safety, check-in and tuition payments, a network built for a lot of devices.
Typical setup: Filtering and safe Wi-Fi, device management, enrollment and tuition portal, backups and continuity for the office.
Fire Departments, EMS & First Responders
What matters: Dispatch and incident reporting systems, radios and mobile data, grant paperwork, volunteer members.
Typical setup: Station networks and mobile connectivity, reporting system support, grant-funded hardware planning, secure records.
Senior Living, Home Health & Recovery Programs
What matters: HIPAA for resident and client records, staff in the field on phones, round-the-clock operations, family communication.
Typical setup: Mobile device management, MFA on records systems, scheduling and documentation tools, backups and an incident plan.
What you will find on every industry page
The same six sections, so you can compare and so nothing important gets left out.
- What matters hereThe rules, systems and bad days specific to you.
- What we set upA checklist of the controls and tools, in plain words.
- Services for this industryWhich of the twenty-one apply, and in what order.
- Where CRM-NG fitsThe modules this industry uses, and what to keep out of it.
- Questions we getThree honest answers, including the ones that cost us a sale.
- First callWhat the assessment covers for your kind of business.
Not on the list? Tell us anyway.
The pages cover the industries we see most. The assessment works for any business that depends on its systems.