Capital Planning & Project Delivery

Procurement and due diligence, in one place.

Security, commercial, technical and implementation material for evaluating Clarisync, organised so each part of the buying committee can get to what it needs.

Buying committee reviewing procurement documents around a table

What the procurement pack includes.

The pack is organised into four areas. Open material can be downloaded directly; sensitive or detailed documents are available on request or under NDA.

  1. 01

    Security & compliance

    Security and assurance material

    • Security controls, hosting and data handling
    • DPA, sub-processors and privacy material
    • Audit and testing evidence, including SOC 2 status: in progress and penetration-testing material
    View full assurance in the Trust Centre
  2. 02

    Commercial

    Commercial and contractual material

    • Pricing and commercial scope
    • SLA, support and success model
    • Contract terms and commercial governance (to confirm)
  3. 03

    Technical

    Architecture and integration

    • Deployment and security architecture
    • Integration and API documentation
    • Data model and interoperability
  4. 04

    Implementation

    Implementation and mobilisation

    • Mobilisation plan and milestones
    • Data migration, validation and governance
    • Roles, handover and route into business-as-usual

Security questionnaires, completed with evidence.

We support standard SIG/CAIQ-style questionnaires and customer-specific templates, with evidence references for review by your security team.

How it works

Completed with evidence references

Send us the questionnaire your security team uses – a standard SIG/CAIQ-style set or your own template. We complete it with evidence references and can review the responses with your team.

Questionnaire formats

Standard and customer-specific formats

SIG/CAIQ-style sets and customer-specific templates are formats we complete – not certifications we hold. Certification status is listed in the Trust Centre.

Download what you need.

Open summaries and templates can be downloaded directly. The full pack and sensitive material are available on request or under NDA.

  • SOC 2 Type II report

    Independent audit report – shared under NDA once available (status: in progress).

    Under NDA
    Request access

Request the full procurement pack.

The complete pack brings together the security, commercial, technical and implementation material required for evaluation.

Security detail lives in the Trust Centre.