Procurement review

Give security, finance, and operations a checklist before rollout.

Review the SIRJ procurement checklist for security, access, data scope, integrations, retention, exports, billing, legal review, and Enterprise rollout evidence.

Review Trust Center Design Enterprise rollout Security review Source coverage Export paths Retention and deletion Audit evidence

Buyer questions

Procurement review should be routed, not improvised.

Security, finance, legal, technical, operations, and executive reviewers each need a different proof path before approving SIRJ.

Review answer

What should procurement review before SIRJ rollout?

Procurement should review the security model, role and workspace boundaries, connected-source scope, data validation behavior, export and deletion paths, billing ownership, legal disclosures, and whether Enterprise scope is needed for SSO, retention, private connectors, or custom workspace volume.

The buying team gets a scannable approval path before setup starts, which prevents source access, billing, and legal questions from surfacing after implementation is already underway.

Open proof route

Review answer

How does SIRJ help security reviewers?

Security reviewers can inspect role-aware access, tenant and client scope, credential handling, connector health, stale-source behavior, data lineage, and export boundaries through dedicated public routes instead of relying on a broad security promise.

Security review stays tied to product surfaces and runtime boundaries, so reviewers can see how controls protect the reporting evidence buyers care about.

Open proof route

Review answer

Which data questions should be settled before connection?

Teams should confirm source coverage, required records, account ownership, selected resources, validation behavior, stale-source handling, private connector scope, and the proof surfaces each source is expected to support.

The checklist keeps integration approval connected to actual records and visible reporting output rather than treating source access as a simple technical task.

Open proof route

Review answer

What should finance and leadership approve?

Finance and leadership should approve plan fit, billing ownership, workspace volume, reporting cadence, export expectations, disputed-number handling, executive evidence, and the rollout sequence for client workspaces.

Commercial approval becomes easier when value, limits, billing state, reporting output, and rollout responsibilities are explicit before the first client workspace depends on SIRJ.

Open proof route

Checklist

Assign each review lane before production data is connected.

Each row names the reviewer, the approval question, and the route that contains the public evidence behind the answer.

Area	Owner	Reviewer question	Evidence needed
Security controls	Security reviewer	How are credentials, tenant scope, client workspace boundaries, stale sources, and access roles handled before client reporting uses connected data?	Security, Trust Center, client workspaces, connector health, and data lineage pages show the controls behind source-backed reporting.
Access model	Operations lead	Who can create workspaces, invite users, view client reporting data, manage billing, and approve rollout changes across the account?	Client workspace and account setup pages explain owner, admin, member, client, invitation, and account-level billing boundaries.
Source coverage	Technical reviewer	Which ad, call, form, messaging, CRM, operations, invoice, payment, or private-source records can support the dashboards and reports being promised?	Source coverage, integration category, and connector detail pages map imported records to visible proof surfaces and unsupported states.
Private connector scope	Technical reviewer	Does a must-have private source need Enterprise planning for authentication, record availability, selected resources, validation gates, or rollout ownership?	Custom connector planning and Enterprise rollout pages describe private-source qualification before production reporting depends on it.
Data validation	Data reviewer	What prevents stale, missing, unsupported, or cross-client data from becoming a dashboard card, Ask Data answer, client report, or export?	Data validation, data routing, metric definitions, and attribution methodology pages explain the blocking and unsupported-state behavior.
Exports and retention	Legal or privacy reviewer	How do report exports, data exports, deletion paths, retention expectations, and Enterprise destination planning work before data leaves SIRJ?	Exports, disclosures, privacy, reports, and sample report pages explain output boundaries, compliance packages, and report artifact behavior.
Billing and agreement scope	Finance reviewer	Which account owns billing, which workspace limits apply, what happens during trial or cancellation, and when is Enterprise scope needed?	Pricing, billing limits, plan comparison, ROI calculator, and Enterprise pages show plan fit, trial state, account billing, and custom scope.
Legal pages	Legal reviewer	Which disclosures, privacy commitments, terms, attribution boundaries, AI-assisted answer limits, and integration dependencies apply to the rollout?	Disclosures, privacy, terms, and Trust Center pages separate legal review from product persuasion and name product boundaries in public language.
Rollout approval	Executive sponsor	What is the first workspace path, which sources are connected first, who receives reports, and what evidence package leadership should expect?	Implementation timeline, onboarding, reporting architecture review, reports, and sample report pages explain the rollout sequence and expected evidence.

Evidence routes

Send reviewers to the page that can actually support the answer.

A checklist is useful only when each item points to a deeper page with product, policy, or data evidence.

Route	Buyer use	Proof path
Trust Center	Use as the hub for security, lineage, policy, export, and Enterprise rollout questions before routing reviewers to deeper pages.	Trust Center maps the review lanes and keeps security, data lineage, disclosures, privacy, terms, exports, and Enterprise rollout discoverable.
Security	Use for credential handling, role-aware access, tenant and client scope, stale-source visibility, and controls behind revenue evidence.	Security links the control model to reporting surfaces so reviewers can see how source evidence is protected before it reaches a client.
Source coverage	Use to confirm which source categories and imported records can support the buyer's dashboards, reports, answers, and exports.	Source coverage maps records, visible surfaces, readiness checks, and missing-evidence states before connector setup starts.
Enterprise rollout	Use when SSO, private connectors, custom retention, custom workspace volume, or executive reporting must be scoped before launch.	Enterprise rollout separates security review, procurement path, private connector planning, and portfolio rollout into reviewable lanes.
Exports and destinations	Use when reviewers need to understand report exports, compliance packages, data deletion, retention expectations, and destination boundaries.	Exports and destinations explains what leaves SIRJ and which Enterprise destination plans require additional scope.

Approval workflow

Move from review lanes to governed rollout.

Procurement work is easier when reviewer ownership, source scope, validation boundaries, commercial terms, and rollout handoff are handled in sequence.

Assign reviewer lanes Confirm source and access scope Review validation and output boundaries Approve commercial and legal path Move into governed rollout

Review standards

Approval should not outrun source scope or policy boundaries.

These standards keep the buying process grounded in owners, evidence, source scope, validation, and commercial boundaries.

Review standardNo approval without an owner

Procurement drags when security, finance, legal, operations, and executive reviewers each assume another team owns the unanswered question.

The checklist assigns reviewer lanes and sends each question to a public proof route so approval work is visible before setup starts.

Review standardNo source connection without scope

Client data becomes harder to govern when source ownership, workspace scope, access roles, selected resources, and expected reporting surfaces are unclear.

Source coverage, client workspace, integrations, custom connector, and security pages make scope visible before production sources become reporting dependencies.

Review standardNo report approval without validation

A buyer can approve a rollout too early if stale sources, unsupported metrics, no-match attribution, or missing invoice evidence are hidden until the client review.

Data validation, connector health, attribution methodology, metric definitions, and sample report pages keep unsupported states visible before rollout approval.

Review standardNo signature without commercial boundaries

Procurement creates later churn when billing ownership, workspace volume, cancellation behavior, retention expectations, and legal boundaries are not explicit.

Billing, pricing, Enterprise, disclosures, privacy, terms, and exports pages keep the commercial and legal path reviewable before the agreement is approved.

FAQ

Procurement questions reviewers ask before rollout.

These answers help teams decide which review path to open first and when Enterprise scope is needed.

FAQ

Is the procurement checklist only for Enterprise?

No. Self-serve buyers can use it too, but it is most useful when SSO, private connectors, custom retention, custom workspace volume, or executive reporting require Enterprise review.

FAQ

Where should security reviewers start?

Start with Security, then review Trust Center, data lineage, connector health, client workspaces, exports, privacy, and terms if production client data will be connected.

FAQ

What should technical reviewers check first?

Start with source coverage and integrations. Confirm which records are available, which proof surfaces they support, and whether any private connector needs Enterprise scope.

FAQ

What should finance review before approval?

Finance should review plan fit, billing ownership, workspace limits, ROI assumptions, trial or subscription state, export expectations, and whether custom Enterprise terms are required.

Ready when the numbers need to hold up

Route the review before rollout starts.

Use the Trust Center for the full review map, then move into Enterprise planning when SSO, retention, private connectors, or custom workspace scope are part of approval.

Review Trust Center Design Enterprise rollout

What should procurement review before SIRJ rollout?

The buying team gets a scannable approval path before setup starts, which prevents source access, billing, and legal questions from surfacing after implementation is already underway.

Open proof route

How does SIRJ help security reviewers?

Security review stays tied to product surfaces and runtime boundaries, so reviewers can see how controls protect the reporting evidence buyers care about.

Open proof route

Which data questions should be settled before connection?

The checklist keeps integration approval connected to actual records and visible reporting output rather than treating source access as a simple technical task.

Open proof route

What should finance and leadership approve?

Commercial approval becomes easier when value, limits, billing state, reporting output, and rollout responsibilities are explicit before the first client workspace depends on SIRJ.

Open proof route

Area

Owner

Reviewer question

Evidence needed

Security controls

Security reviewer

How are credentials, tenant scope, client workspace boundaries, stale sources, and access roles handled before client reporting uses connected data?

Security, Trust Center, client workspaces, connector health, and data lineage pages show the controls behind source-backed reporting.

Access model

Operations lead

Who can create workspaces, invite users, view client reporting data, manage billing, and approve rollout changes across the account?

Client workspace and account setup pages explain owner, admin, member, client, invitation, and account-level billing boundaries.

Source coverage

Technical reviewer

Which ad, call, form, messaging, CRM, operations, invoice, payment, or private-source records can support the dashboards and reports being promised?

Source coverage, integration category, and connector detail pages map imported records to visible proof surfaces and unsupported states.

Private connector scope

Technical reviewer

Does a must-have private source need Enterprise planning for authentication, record availability, selected resources, validation gates, or rollout ownership?

Custom connector planning and Enterprise rollout pages describe private-source qualification before production reporting depends on it.

Data validation

Data reviewer

What prevents stale, missing, unsupported, or cross-client data from becoming a dashboard card, Ask Data answer, client report, or export?

Data validation, data routing, metric definitions, and attribution methodology pages explain the blocking and unsupported-state behavior.

Exports and retention

Legal or privacy reviewer

How do report exports, data exports, deletion paths, retention expectations, and Enterprise destination planning work before data leaves SIRJ?

Exports, disclosures, privacy, reports, and sample report pages explain output boundaries, compliance packages, and report artifact behavior.

Billing and agreement scope

Finance reviewer

Which account owns billing, which workspace limits apply, what happens during trial or cancellation, and when is Enterprise scope needed?

Pricing, billing limits, plan comparison, ROI calculator, and Enterprise pages show plan fit, trial state, account billing, and custom scope.

Legal pages

Legal reviewer

Which disclosures, privacy commitments, terms, attribution boundaries, AI-assisted answer limits, and integration dependencies apply to the rollout?

Disclosures, privacy, terms, and Trust Center pages separate legal review from product persuasion and name product boundaries in public language.

Rollout approval

Executive sponsor

What is the first workspace path, which sources are connected first, who receives reports, and what evidence package leadership should expect?

Implementation timeline, onboarding, reporting architecture review, reports, and sample report pages explain the rollout sequence and expected evidence.

Route

Buyer use

Proof path

Trust Center

Use as the hub for security, lineage, policy, export, and Enterprise rollout questions before routing reviewers to deeper pages.

Trust Center maps the review lanes and keeps security, data lineage, disclosures, privacy, terms, exports, and Enterprise rollout discoverable.

Security

Use for credential handling, role-aware access, tenant and client scope, stale-source visibility, and controls behind revenue evidence.

Security links the control model to reporting surfaces so reviewers can see how source evidence is protected before it reaches a client.

Source coverage

Use to confirm which source categories and imported records can support the buyer's dashboards, reports, answers, and exports.

Source coverage maps records, visible surfaces, readiness checks, and missing-evidence states before connector setup starts.

Enterprise rollout

Use when SSO, private connectors, custom retention, custom workspace volume, or executive reporting must be scoped before launch.

Enterprise rollout separates security review, procurement path, private connector planning, and portfolio rollout into reviewable lanes.

Exports and destinations

Use when reviewers need to understand report exports, compliance packages, data deletion, retention expectations, and destination boundaries.

Exports and destinations explains what leaves SIRJ and which Enterprise destination plans require additional scope.

Give security, finance, and operations a checklist before rollout.

Procurement review should be routed, not improvised.

What should procurement review before SIRJ rollout?

How does SIRJ help security reviewers?

Which data questions should be settled before connection?

What should finance and leadership approve?

Assign each review lane before production data is connected.

Send reviewers to the page that can actually support the answer.

Move from review lanes to governed rollout.

Approval should not outrun source scope or policy boundaries.

Procurement drags when security, finance, legal, operations, and executive reviewers each assume another team owns the unanswered question.

Client data becomes harder to govern when source ownership, workspace scope, access roles, selected resources, and expected reporting surfaces are unclear.

A buyer can approve a rollout too early if stale sources, unsupported metrics, no-match attribution, or missing invoice evidence are hidden until the client review.

Procurement creates later churn when billing ownership, workspace volume, cancellation behavior, retention expectations, and legal boundaries are not explicit.

Procurement questions reviewers ask before rollout.

Is the procurement checklist only for Enterprise?

Where should security reviewers start?

What should technical reviewers check first?

What should finance review before approval?

Route the review before rollout starts.

Preparing the source route.

Give security, finance, and operations a checklist before rollout.

Procurement review should be routed, not improvised.

What should procurement review before SIRJ rollout?

How does SIRJ help security reviewers?

Which data questions should be settled before connection?

What should finance and leadership approve?

Assign each review lane before production data is connected.

Send reviewers to the page that can actually support the answer.

Move from review lanes to governed rollout.

Approval should not outrun source scope or policy boundaries.

Procurement drags when security, finance, legal, operations, and executive reviewers each assume another team owns the unanswered question.

Client data becomes harder to govern when source ownership, workspace scope, access roles, selected resources, and expected reporting surfaces are unclear.

A buyer can approve a rollout too early if stale sources, unsupported metrics, no-match attribution, or missing invoice evidence are hidden until the client review.

Procurement creates later churn when billing ownership, workspace volume, cancellation behavior, retention expectations, and legal boundaries are not explicit.

Procurement questions reviewers ask before rollout.

Is the procurement checklist only for Enterprise?

Where should security reviewers start?

What should technical reviewers check first?

What should finance review before approval?

Route the review before rollout starts.