Implementation BlueprintExecution layer

OrbityTrack Compliance Visibility Retainer (7-10 days)

A per-seat managed service that stands up OrbityTrack's DLP alerts and productivity dashboards for mid-market clients with distributed teams, billed as a monthly retainer on top of seat costs. Time: 7-10 days.

By InnovaAI ResearchPublished

Data Loss Prevention

How do you implement it?

Blueprint

OrbityTrack Compliance Visibility Retainer (7-10 days)

A per-seat managed service that stands up OrbityTrack's DLP alerts and productivity dashboards for mid-market clients with distributed teams, billed as a monthly retainer on top of seat costs.

Prerequisites
  • Signed client agreement covering employee monitoring disclosure and consent requirements
  • Client headcount roster with role assignments and department mapping
  • Inventory of sensitive data categories the client wants flagged (credentials, customer records, financial files)
  • OrbityTrack free trial workspace created and at least one admin seat provisioned
  • Named client-side point of contact authorized to approve alert thresholds and escalation paths
Execution Timeline
  • 1.Create the client workspace in OrbityTrack and confirm seat count against the signed roster
  • 2.Decide Pro ($8 per seat per month) versus Enterprise ($12.5 per seat per month) based on whether the client needs Smart Alert, Work Schedule and attendance, or 6 Month data retention
  • 3.Document the seat count in the retainer agreement so billing reconciles with headcount
  • 1.Configure role-based access so managers see team dashboards and admins retain configuration control
  • 2.Set idle time out rules per department, since idle thresholds differ between billable and internal roles
  • 3.Enable the multi platform timer app on Windows, Mac, and mobile devices for the pilot group
  • 1.Define sensitive data categories inside OrbityTrack so DLP alerts fire on the right file types
  • 2.Tune clipboard activity detection to the client's actual workflow, since default sensitivity produces noise on teams that copy customer records routinely
  • 3.Map each alert category to a named recipient on the client side
  • 1.Build timesheet templates aligned to the client's project codes and billing cycles
  • 2.Configure the productivity dashboard for the owner or operations lead, filtering to the metrics they will actually review weekly
  • 3.Test audio tracking settings and confirm they match the client's disclosure policy
  • 1.Run a live DLP test by copying a file containing sample credentials and confirming the alert reaches the right recipient
  • 2.Verify idle time out and activity capture behave correctly across at least two device types
  • 3.Adjust alert thresholds based on the test results before wider rollout
  • 1.Train the pilot group on timer app usage, timesheet submission, and what triggers a DLP alert
  • 2.Walk managers through the dashboard and the escalation path for sensitive file activity
  • 3.Distribute a plain-language summary of what OrbityTrack captures and what it does not
  • 1.Roll out to remaining seats and confirm each device reports activity
  • 2.Check screenshot volume against the Enterprise allowance of 5000 screenshots per seat per month if that plan was selected
  • 3.Confirm data retention window matches the client's compliance requirement (3 Months on Pro, 6 Month on Enterprise)
  • 1.Produce the first weekly productivity report and review it with the client contact
  • 2.Log any false-positive DLP alerts and retune the sensitive data categories
  • 3.Document the alert-to-response workflow as a one-page runbook for the client
  • 1.Reconcile the seat count against actual active users and flag any departures that affect billing
  • 2.Set up the monthly reporting cadence the retainer promises
  • 3.Confirm the client understands that dashboards carry OrbityTrack branding, since white-label capability is not documented
  • 1.Deliver the handover pack: runbook, dashboard walkthrough recording, and escalation contacts
  • 2.Agree the monthly review slot and the metrics the client wants tracked
  • 3.Close the setup phase and move the account into the ongoing retainer cadence
$8 per seat per month on Pro or $12.5 per seat per month on Enterprise, plus $399/mo for the SMB Starter managed service tier on smaller accounts7-10 days
ROI Logic

Seat cost is fixed and predictable: a 40-seat client on Enterprise runs $500 per month in tool spend, so a retainer priced at $1,500 to $2,500 per month leaves the agency 67 to 80 percent gross margin after the vendor bill. Margin holds only while headcount is stable, because every departure or new hire moves the per-seat cost directly against the retainer. The SMB Starter tier at $399/mo works for 5-15 seat accounts where the setup effort is 8 hours and the ongoing load is 2 hours per month.

Deliverables
  • Configured OrbityTrack workspace with role-based access, idle time out rules, and device coverage confirmed
  • DLP alert map linking each sensitive data category to a named client recipient and escalation path
  • Weekly productivity dashboard and timesheet templates aligned to the client's project codes
  • One-page alert response runbook and staff training summary covering timer app usage and monitoring disclosure
  • Monthly seat reconciliation and productivity report delivered on the retainer cadence
Definition of Done

The client's DLP alerts route to the correct recipients, every seat reports activity across Windows, Mac, and mobile, and the first monthly productivity report has been reviewed and accepted by the client contact.

Open the OrbityTrack courseOrbityTrack decision recordBrowse the Academy

More on OrbityTrack