Prepare Enterprise Security Review

Use this workflow before enterprise procurement cycles to reduce back-and-forth and accelerate approvals.

Review Packet Components

• Data flow overview
• Data retention and deletion policy
• Encryption details (in transit and at rest)
• Identity and access controls
• Subprocessor list and contractual controls
• Compliance artifacts and review process

Steps

1. Collect latest security docs from the Security section in this docs site.
2. Confirm lastReviewed dates are current for all trust pages.
3. Prepare customer-specific answers for data residency and retention exceptions.
4. Route packet through internal security + legal review.
5. Provide packet in first buyer security call rather than waiting for the questionnaire cycle.

Approval Readiness Checklist

• All trust pages reviewed in last 90 days
• Ownership assigned for each domain (security, IT, legal)
• Exceptions log documented (if any controls are roadmap)
• Customer-facing statement language approved by legal

Escalation Triggers

• Customer requests custom retention/deletion SLA
• Customer requires unsupported data residency boundary
• Buyer requires additional audit evidence outside standard package

When escalation triggers occur, open a coordinated security/legal thread before sales commits dates.