Plan your evaluation
Write down the workflow, systems, operating owner, and evidence needed to make your decision. Use the same scope for every supplier, and ask which parts of the demonstration are included in the proposed package.
Discovery and classification
Identify the repositories and data types that matter. Evaluate a representative sample, including mislabeled or unstructured information, before expanding a discovery policy.
Access and movement
Follow information through a realistic sharing workflow. Decide which actions should be allowed, blocked, logged, or sent to an owner for review.
Retention and accountability
Record who approves retention, deletion, and access exceptions. Keep evidence of how a policy is applied and how an affected user can raise a correction.
Questions to ask
- Which repositories, data types, and sharing channels are covered?
- Who reviews classification errors and policy exceptions?
- Can we show what happened to a specific piece of information?
Related buying guides
A security product pilot that answers the buying question ↗A documented feature is not the same as a licensed feature ↗