Security questionnaire and evidence operations.
Northstar AI Ltd · Enterprise sales and security
Executive decision
The workflow repeats, delays live enterprise deals, and has enough reusable material to support a controlled answer bank. The first build should reduce retrieval and assembly time, not autonomously submit security claims.
- Current median turnaround
- 8.4 days
- Target after sprint
- ≤ 3 days
- Requests per quarter
- 11
- Estimated team hours
- 147 / quarter
Illustrative values chosen to demonstrate the decision format. They are not measured ThePlus Tech customer outcomes.
Current workflow map
Most delay sits between answer discovery and evidence collection.
Final approval already has a clear human owner and should remain there.
Opportunity register
Risk and evidence gaps
Answer ownership is implicit
Two critical privacy answers have no named approver.
Evidence can outlive the control
Screenshots are reused without collection or expiry dates.
Claims conflict across files
Encryption wording differs between the answer bank and current policy.
Customer data enters a shared sheet
Intake boundaries and retention are not documented.
Reusable audit checklist
These are the six evidence groups used to establish whether the workflow is valuable, repeatable, and controllable.
Questionnaire workflow
Owner, intake route, due date, reviewers, approval, and delivery format
Evidence sources
Cloud, identity, endpoint, code, HR, vendor, incident, and resilience records
Policies and answers
Current policies, control narratives, previous responses, and expiry dates
System access
Who can view, propose, approve, export, and change reusable answers
Turnaround baseline
Request volume, median completion time, interruptions, and sales delay
Exceptions
Missing controls, conflicting claims, stale evidence, and manual escalation paths
Proposed 30-day sprint
Establish authority
Name owners, classify sources, set answer and evidence expiry.
Create the controlled answer bank
Normalize approved claims and bind each one to evidence.
Implement retrieval and review
Suggest material, flag gaps, and route approvals without auto-submission.
Run a live shadow test
Process one questionnaire in parallel and compare time, quality, and exceptions.