Documented workflows
TrustArc Assessment Manager describes configurable assessments, workflow automation, and privacy and vendor assessment use cases. The product page presents templates and processes intended to help teams manage assessments.
Implementation considerations
Bring one representative project to the demo: intake, assessment assignment, review, follow-up, and final approval. Ask the vendor to show how the workflow can be adapted to your team and how changes to templates affect an assessment already in progress.
Prepare an inventory of the records you need to migrate, the teams that approve decisions, and the data sources that inform each assessment. Confirm which connections are included and what integration or configuration services you would need.
Questions to verify in a demo
- Which assessment templates and workflows are included in the proposed subscription?
- Can reviewers see the underlying information and history behind a decision?
- How are overdue actions, exceptions, and revised answers handled?
- How do you export records if the engagement or platform changes?
Scope to confirm
Separate software, configuration, migration, training, and advisory services in the quote. Confirm the specific product modules, usage limits, hosting terms, and support. Templates should be reviewed for your scope; public product descriptions do not establish that a particular implementation meets every privacy obligation.
Compare TrustArc and OneTrust · Use the software evaluation guide
Buying content reviewed September 30, 2026. Public sources; no hands-on product testing.