Executive Brief
Customer trust operations summary for security, sales, and executive leadership.
Summary
TrustDesk processed 35 questions across 7 active customer questionnaires, supporting $4,980,000 in deal value. The engine auto-approved 51% of answers against current, approved evidence, with 69% draft-ready once suggested responses are included — an estimated 16.8 SME hours saved this period.
8 answers were routed to Privacy or Legal for mandatory sign-off, and 2 were escalated outright because they combined sensitive subject matter with expired or missing evidence. Customer concern continues to concentrate in Encryption & Data Protection, Privacy & Data Retention, Access Control & Identity.
On SLA: 1 overdue and 1 at risk. The most material constraint on automation this period is 5 controls with expiring or expired evidence — refreshing them would lift several answers back into the auto-approval band.
Customer concern themes
Where customer due-diligence questions concentrated this period.
- 8Encryption & Data Protection
- 5Privacy & Data Retention
- 4Access Control & Identity
- 4Vulnerability Management
- 3Compliance & Certifications
Decisions needed
- Prioritize at-risk SLAs. Sterling Government Solutions overdue; 1 other approaching their due date.
- Refresh stale evidence. SEC-KMS-004, SEC-IR-021, SEC-VM-031, PRIV-PII-041, AI-GOV-060 are expiring or expired and are actively capping answer confidence.
- Clear legal/privacy escalations. 2 questions require a Privacy or Legal decision before they can be answered — e.g. Meridian Health.
- Sustain automation. With current evidence refreshed, the deterministic engine keeps 51% of answers off the SME's desk while guaranteeing every sensitive answer still gets human sign-off.
This brief is generated deterministically from the synthetic questionnaire set — every figure traces to the confidence engine, not manual entry.