Security & oversight
Security, made clear.
Before a pilot, we review your data, permissions, and approval requirements together.
Data access & scope
Agree on what the workflow can access.
- Identify the data and systems needed
- Confirm who can authorize access
- Define access limits by role
Human review & approvals
Put your team’s decisions into the workflow.
- Choose which actions need approval
- Assign reviewers and decision owners
- Define how exceptions are handled
Processing & retention
Understand how information will be handled.
- Review processing locations and providers
- Agree on retention requirements
- Discuss deletion and data handling
Activity & accountability
Make review requirements clear from the start.
- Identify the activity your team needs to see
- Define evidence needed to review actions
- Agree on ownership and escalation
Your security review
Bring your technical and procurement questions.
- Share your security questionnaire
- Review controls for the proposed setup
- Confirm the documentation available