CoDashSecurity planning
Your requirements.
A clear plan for the work.
Bring your security and platform teams into deployment planning. Agree access, data handling and release responsibilities before the first workflow.
- Your organizationPolicies and operating requirements
- Review togetherAccess, environment and responsibilities
- Agree before rolloutScope, owners and validation checks
The planning workflow
Start with the work. Review what it needs.
Use a representative reporting workflow to identify the access and operating requirements for your chosen deployment.
- DefineChoose the workflow
Identify assets, source systems and the people involved.
- ReviewAgree the boundaries
Review data handling, permissions and environment requirements.
- ValidateConfirm responsibilities
Name the owners and agree the checks before rollout.
What to agree
Turn requirements into decisions.
Specific control configurations and contractual requirements are confirmed in the enterprise review.
Scroll to compare all columns
| Review area | Your team brings | Agree together |
|---|---|---|
| Data and connectivity | Source systems, approved assets and data-handling policies | Which systems are accessed; residency, transfer and retention requirements |
| Identity and permissions | User groups, system owners and access policies | Who can connect, edit, review and publish within the supported configuration |
| Deployment and credentials | Preferred environment and credential-management requirements | Hosting responsibilities, approved connectivity and credential handling |
| Operations and release | Logging, change-management and acceptance requirements | Operational records, exception review, release owners and handoff checks |
Compare the hosted and client-cloud responsibilities as part of this review.
An example in practice
A reporting change, with clear ownership.
An illustrative review workflow. Your organization defines the acceptance and release process.
- Reporting ownerAgree the input
Approve the report or model and the access needed for the work.
- Delivery teamDevelop and validate
Review proposed changes and the available validation results.
- Release ownerAccept and hand over
Decide what is ready for download or supported publishing.
See this in the Power BI workflow, or explore how delivery responsibilities are shared.
Your next step
Review the fit with your team.
Bring your security questionnaire and deployment requirements. We will work through the scope together.