Due Diligence and Ongoing Monitoring

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  • 1.  Consultant for Salesforce Implementation

    This message was posted by a user wishing to remain anonymous
    Posted 07-22-2024 09:51 PM
    This message was posted by a user wishing to remain anonymous

    We have recently engaged with a consulting firm to help implement Salesforce. What type of due diligence documents should we request for? They have access to NPPI 



  • 2.  RE: Consultant for Salesforce Implementation

    This message was posted by a user wishing to remain anonymous
    Posted 07-25-2024 01:20 PM

    This message was posted by a user wishing to remain anonymous

    What you seek for documentation for your due diligence process is a great consideration approaching due diligence.  Here is a link to a good infographic produced by Venminder that breaks down a number of different documents by risk domain or area of review that you might be a good place to start:  https://www.thirdpartythinktank.com/viewdocument/ways-to-improve-vendor-document-col