Map the real encounters

Consider which colleagues regularly introduce the business, share resources or support external relationships. A corporate card and profile setup can serve different roles beyond leadership. Define the intended use before assigning physical cards or resources. Avoid equating the card’s premium appearance with organisational rank.

Prepare each recipient for the task

Give people accurate profiles and relevant material, then explain the supported sharing journey. Confirm who maintains the identity and how corrections are requested. The rollout succeeds when the tool supports actual work, not merely when a distribution list is complete. For example, an event coordinator may have more frequent sharing opportunities than a senior colleague who rarely meets external visitors. Allocation should follow that practical need.

Imagine this

Hypothetical scenario

A hypothetical company equips client-facing coordinators as well as executives because both regularly share approved project information. Each profile reflects the person’s actual responsibility and relevant resources.

Make it practical.

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