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How to Evaluate Security in Estimating Software

“Secure” estimating software provides independent SOC 2 Type 2 assurance, encrypted backups, redundant data centers, and transparent uptime reporting. Look for SSO, role‑based access, audit logs, and tested incident response. Use the definitions and evaluation rubric below to compare vendors objectively and reduce risk—without slowing your preconstruction team.

Non‑Negotiables

  1. SOC 2 Type 2 report (current period).
  2. Encrypted backups and redundant data centers.
  3. Public status/uptime with incident history.
  4. SSO, RBAC, audit logs.

Security Features & Definitions

Feature
Why it matters
What “good” looks like
Evidence to request
SOC 2 Type 2
Third‑party assurance over controls
Auditor name + period
Current report, full scope
Encryption & Backups
Protect data at rest/in transit
Documented key mgmt & rotation
Policy + architecture
Redundancy & DR
Availability during failures
Geo‑redundant DCs, tested DR plans
DR test summary
SSO & RBAC
Control access at scale
SSO options; fine‑grained roles
Admin screenshots
Audit Logs
Forensics & compliance
Immutable logs; exportable
Log samples
Uptime Transparency
Trust & accountability
Public status site and history
URL + SLA

Evaluation Rubric (Weighting)

Compliance (30%), Data Protection (25%), Availability (20%), Identity & Access (15%), Observability (10%). Score each vendor 1–5 per category; require remediation plans for any <4.

RFP Questions

  1. Provide latest SOC 2 Type 2 report and scope.
  2. Describe backup cadence, retention, and encryption methods.
  3. Detail DC redundancy and RTO/RPO targets.
  4. Explain SSO options, roles, and audit log retention.

Why STACK?

STACK is committed to delivering a system with industry-leading security, availability, and reliability. Our infrastructure and operational best practices safeguard your data.

STACK is here to help you build. Come see what we can do for your business today! 

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