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· 4 min read
Surveys have shown that data security and compliance are the primary concerns for cloud adoption.
When selecting a cloud service, a firm needs to understand the data elements that will be stored in the cloud solution. Those will include an employee’s personal information as well as client and engagement names that must remain confidential, as any exposure or loss will cause ethical and reputational damage. Any use of confidential information must follow legal, contractual, and business requirements.

The first step in evaluating a cloud provider is to ensure that they provide the firm with legal protection against:
The next step is to ensure that the provider commits to employing modern security protections. With the ubiquity of cloud services, physical data center protections or encryption of data at rest and in transit have become table stakes for any cloud services. For example, your provider should provide extensive user authentication and role-based permissions. A well-documented and fully-featured API will allow you to integrate the solution with your other systems.

Another critical factor in selecting a provider is to gain confidence in the provider’s ability to consistently deliver using mature processes. Those processes should include a secure development, change management, and ongoing operating and monitoring of the service. Consider if the provider can support the customer during normal operations as well as during outages or regional disasters, and their ability to handle a security incident. Review the information a provider makes publicly available, specifically around data protection, security controls, the use of sub-processors, and current service status.
Finally, do you trust the provider to deliver on their promises? While evaluating a provider’s reputation and doing reference calls will give you some insight, certifications issued by a qualified third-party will confirm the security stance of a company. In particular, your cloud provider should provide you with the following evidence:

Each of these certifications requires external auditors to review internal policies and evidence of consistent processes executions. Engagements like this will span weeks and go into a lot more depth than a customer-driven audit or questionnaire process can achieve.
In summary, when selecting a cloud provider, check for publicly available trust and status information, mature legal commitments, as well as a wide variety of third-party audited security certifications and reports.

We’re proud to say we’ve taken great care to ensure the security of our solutions and are the first professional services industry cloud vendor to be CSA Star certified. Intapp’s CSA STAR certification can be downloaded from the CSA Registry and you can also access our other cloud compliance certifications on this page.