- Procurement requires publicly available, independently verifiable security and compliance documentation (e.g., SOC 2 Type II reports, ISO certificates, detailed subprocessor lists, or firm data residency guarantees) and the vendor cannot produce these artifacts during procurement.
- An organization already has a mature investigations team and an ER case management platform in place and only needs a separate intake tool.
- A buyer requires transparent self-serve pricing for SMB procurement; the vendor requires direct sales engagement for specific pricing.
- An organization requires a broad compliance suite that includes training libraries, policy management, third-party risk, and extensive governance workflows; larger GRC suites may be more appropriate.
- If an organization’s employee-relations strategy could be negatively affected by a policy that strictly requires use of an external reporting channel, careful legal and HR review is needed before adopting such an approach.