Ways to use it
3 Steps Data is built for the places where information needs to move between people, organisations and systems without everyone being inside the same environment.
Start simple.
A customer updates their details.
A supplier returns a certificate.
An adviser sends completed work back.
Then build from there.
Let customers update what belongs to them.
Give a customer access to the information you choose, without giving them access to your internal systems.
They can review it.
Update it.
Contribute information back.
A simple example
A customer changes address.
Instead of emailing your team, completing another form or waiting for someone internally to update a system, they can update the information you allow through their Connection.
You decide what they can see and what they can change.
Work with lawyers, accountants and other advisers.
Give them the documents and information they need through a continuing Connection.
They can contribute completed work, supporting documents or updated information back through the same relationship.
No shared inbox.
No need to put an external adviser inside your internal systems.
And when a signed document is completed elsewhere, it can be returned through the Connection and placed where the right people can access it.
Use specialist tools for the job they were built for. Use the Connection to move the result where it belongs.
Suppliers
Provide the information a supplier needs and let them contribute information back.
Updated certificates.
Documents.
Product information.
Supporting material.
Changes to details.
Partners
Create a controlled Connection between organisations without requiring either side to enter the other's internal systems.
Exchange the information needed for the relationship.
Keep different relationships separate.
Give each Connection the permissions it needs.
Stop leaving important information in individual inboxes.
A signed contract arrives in someone's email.
An adviser sends completed work to one person.
A supplier certificate sits in a thread.
A customer update is buried in correspondence.
A Connection gives you a controlled place for that information to move into the Data Vault, where the people who need it can access it.
The information follows the relationship, not the inbox.
Work across organisations without forcing everyone into one system.
Your customers use their systems.
Your suppliers use theirs.
Your partners use theirs.
You use yours.
3 Steps Data provides a controlled Data Connection between the organisations.
People and systems can exchange the information they need without one organisation having to absorb everybody else into its internal environment.
Connect the relationship. Keep the organisations independent.
Build your own private ecosystem.
One Connection might be a customer updating their address.
Another might be a supplier providing compliance documents.
Another might connect an adviser.
Another might support a partner organisation.
As those Connections grow, they can form a private ecosystem around the people and organisations you already work with.
Each participant keeps control of their own data and Connections.
3 Steps Data does not advertise into that ecosystem, profile the people in it, harvest their data or monetise the relationships inside it.
Your network. Your relationships. Your Connections.
Connections aren't only for people.
Systems can participate too.
A Connection can support information moving between systems where you choose, using the same underlying idea:
the right information, through the right Connection, with the permissions you choose.
Start with one useful Connection.
Choose where your Data Vault lives.
Create the Connection you need.
Build from there.