Start with a workflow inventory
List actions that move sensitive data: USB copies, AI prompts, webmail attachments and file uploads. Pick workflows that have a clear business owner and matter most to your organisation.
Choose representative devices
Select a small group of managed Windows PCs reflecting your environment. Include actual browsers, applications, USB media and access permissions.
Define observable outcomes
For each workflow, write down what should be allowed or restricted, the notice a user should see and the record an administrator should review. Use sample or appropriately authorised test data.
Validate, review and refine
Check policy delivery, endpoint behaviour and incident visibility. Record limitations and unexpected results. Refine configuration before planning the next rollout stage.
General planning material. Confirm supported capabilities and your environment-specific requirements with the IPKalix team.