Opening proof path
SIRJ is loading the workspace, connector, or public page with the same proof path intact: ad spend, lead, booked job, invoice, paid.
Plan SIRJ Enterprise rollout with SSO, security review, custom retention, private connector planning, procurement support, and executive reporting.
Buyer questions
Enterprise is the lane for buyers who need governance, source scope, reporting proof, and procurement clarity before the first workspace becomes operational.
Use Enterprise when the buying process depends on SSO, custom data retention, private connector planning, custom workspace volume, security review, or procurement approval before client revenue data can be connected.
The buyer gets a scoped rollout lane for governance and procurement instead of forcing enterprise requirements into a public self-serve plan.
Follow the proof pathSecurity review covers role-scoped access, tenant boundaries, credential handling, export behavior, stale-data visibility, and the source lineage controls that keep client reporting separated by account and workspace.
Security, finance, and operations teams can evaluate the controls that matter before the rollout team connects revenue sources.
Follow the proof pathPrivate connector work starts with source scope, record availability, authentication requirements, reporting surfaces, validation gates, and rollout order before any connector is treated as production reporting evidence.
A must-have source gets a clear path from scope to dashboard proof instead of becoming an undefined promise inside the sales process.
Follow the proof pathExecutive reporting focuses on portfolio-level proof: source readiness, client workspace volume, reporting cadence, export expectations, disputed-number handling, and the lineage behind revenue claims.
Leadership gets a repeatable evidence package for rollout status and revenue attribution confidence instead of one-off dashboard explanations.
Follow the proof pathRollout map
The rollout map separates security review, procurement path, private connector planning, and portfolio rollout so each team can inspect the evidence it needs.
Rollout lanes
Each lane translates an approval need into the SIRJ proof path a buyer can inspect before rollout.
| Lane | Buyer need | SIRJ proof |
|---|---|---|
| Security review | Security teams need role scope, tenant boundaries, credential handling, stale-data behavior, and export controls documented before production client data enters the workspace. | Security and lineage pages explain credential envelopes, role-aware access, source records, stale flags, export behavior, and the controls behind reported numbers. |
| Procurement path | Procurement needs plan scope, workspace volume, billing ownership, cancellation path, data responsibilities, and agreement timing settled before the rollout is scheduled. | Pricing, billing limits, disclosures, privacy, and terms explain plan boundaries, checkout behavior, subscription state, deletion, export, and policy commitments. |
| Private connector planning | Technical teams need to know which records are available, which fields support attribution, how authentication works, and when a private source becomes report-ready. | Connector pages and setup manifests show imported records, setup requirements, source fields, dashboard cards unlocked, validation gates, and unsupported-source behavior. |
| Portfolio rollout | Operations leaders need a rollout order for client workspaces, first dashboards, weekly reporting, exports, recipients, and review cadence across a larger account. | Client workspaces, onboarding, dashboards, reports, and sample report pages show the first setup path and the evidence expected at each reporting checkpoint. |
Procurement requirements
SSO, workspace volume, retention, private connectors, and executive reporting become easier to evaluate when the buyer can see the product surface or policy page behind each requirement.
| Requirement | User sees | Proof path |
|---|---|---|
| SSO and access model | Enterprise scope can include SSO planning, owner/admin/member/client roles, invitation boundaries, and permissioned access to account and workspace data. | Access controls and invitation behavior are tied to account, workspace, and role checks before users can see protected reporting data. |
| Custom workspace volume | The agreement can define workspace volume outside the public plan limits while preserving account-level billing and client workspace separation. | Workspace creation and limit behavior are documented through billing, client workspace, and selected setup paths. |
| Custom retention and export expectations | Retention, deletion, export, and report artifact expectations can be reviewed before the team relies on SIRJ for client-ready revenue evidence. | Privacy, disclosures, reports, and sample report pages explain data responsibilities, exports, deletion boundaries, and artifact structure. |
| Private connector scope | Private source planning names the records, fields, auth method, setup gates, validation path, and reporting surfaces required before launch. | The connector setup manifest and integration pages describe source requirements before a connector becomes a reporting dependency. |
| Executive reporting package | Leadership can review portfolio rollout state, source readiness, dashboard coverage, report output, and unresolved evidence gaps across the account. | Dashboards, reports, sample report, and data lineage pages show how revenue claims are surfaced and when unsupported states remain visible. |
Rollout workflow
The workflow keeps commercial scope, policy review, connector mapping, workspace rollout, and executive reporting in a clear sequence.
| Step | What happens | Visible proof |
|---|---|---|
| Confirm enterprise scope | Start by documenting the buying team, workspace volume, required sources, reporting cadence, SSO needs, retention expectations, and procurement timeline. | The buyer can see whether Enterprise is needed because scope, governance, and source requirements are explicit before account setup begins. |
| Review trust and policy boundaries | Security, disclosures, privacy, and terms are reviewed against the buyer's data responsibilities, export expectations, deletion needs, and acceptable attribution boundaries. | Teams can approve the rollout knowing which claims SIRJ supports, which conditions create unsupported states, and how data can leave the platform. |
| Map sources and private connectors | Public and private sources are mapped to required records, source fields, authentication, setup gates, dashboard cards, reports, and unsupported-source responses. | Connector planning produces a concrete source-to-report path before revenue attribution becomes part of the portfolio operating rhythm. |
| Sequence workspace rollout | The team chooses the first client workspaces, sets role boundaries, confirms first-dashboard requirements, and defines weekly report recipients before expanding account-wide. | The rollout begins with visible client workspace ownership, first connector requirements, dashboard readiness, and reporting handoff criteria. |
| Package executive evidence | After the first workspaces are live, reporting focuses on source readiness, dashboard coverage, report artifacts, disputed-number handling, and the next rollout decisions. | Leadership sees what is live, what is waiting on source access, and which revenue claims have enough evidence for client-facing reporting. |
Proof standards
Enterprise rollout should stay scoped, permissioned, policy-aware, and evidence-led from procurement through executive reporting.
SIRJ Enterprise planning starts with workspace volume, source map, auth needs, data responsibilities, and reporting cadence before the first source is treated as launch-ready.
Client workspace and security paths document role-scoped access, invitation boundaries, account scope, and client separation before reporting expands.
Public billing, disclosure, privacy, terms, reports, and sample artifact pages give procurement a stable review path before signature.
Dashboard, report, sample report, and data lineage pages require source paths and visible unsupported states before revenue claims are packaged for leadership.
FAQ
These are the practical questions that usually determine whether a governed buyer can move from evaluation to rollout.
Yes. SSO planning is handled through Enterprise because it affects account access, security review, rollout order, and the procurement path before client revenue data is connected.
Yes. Enterprise can define custom workspace volume while keeping account-level billing and client workspace separation clear for the rollout team.
Private connector work starts with scope. The team reviews available records, source fields, authentication, validation gates, reporting surfaces, and rollout timing before committing it to production reporting.
Start with security, billing and plan limits, disclosures, privacy, terms, reports, and the sample report so the buying team can review controls, policy boundaries, and artifact expectations.
Ready when the numbers need to hold up
Start with the governed rollout path, then confirm security, source scope, workspace volume, and executive reporting before launch.