Continuous Improvement

Revenue Engine is currently in beta.

This page explains the security and operational improvements Sales Triage intends to make as the platform matures.

The purpose of publishing this page is not to pretend everything is already complete. It is to show clients what exists today, what is planned next and why those improvements matter.

Priorities may change as the platform, client requirements and risk profile evolve.

Implemented During Beta

Outcome Control or Practice Status
Keep platform data in the UK UK hosting on Fasthosts virtual server Implemented
Protect data in transit HTTPS/TLS enforced Implemented
Protect stored credentials API keys and integration secrets encrypted at rest (AES-256-GCM) Implemented
Reduce password exposure Passwords stored as hashes Implemented
Limit privileged access Production access limited to founder Implemented
Support recovery Weekly full backups Implemented
Reduce data loss risk Daily incremental backups Implemented
Reduce local backup dependency Offsite backup copy held in UK-hosted Microsoft OneDrive Implemented
Provide legal privacy transparency Published Privacy Policy Implemented
Clarify controller and processor roles Privacy Policy explains data protection roles Implemented
Improve supplier transparency Published supplier and subprocessor page Implemented

High Priority Improvements

These are the highest priority items because they are likely to reduce real client risk and answer common supplier review questions.

Outcome Improvement Current Status
Protect stored client data Enable full-database encryption at rest for database storage Planned
Protect connected accounts Encrypt stored OAuth mailbox and calendar tokens at the field level Planned
Reduce attack surface Offer restriction of platform access to approved countries (for example UK-only) Planned
Protect future file uploads Ensure file and document storage is encrypted at rest before wider use Planned
Reduce account compromise risk Enforce multi-factor authentication for all users, including administrators Implemented
Reduce deployment risk Create a separate staging environment Planned
Improve recovery assurance Complete and document a backup restore test Planned
Improve recovery clarity Document backup retention, RPO and RTO Planned
Improve incident handling Create a written incident response process Planned
Improve breach detection Add a login/access audit trail and centralised security alerting Planned
Improve infrastructure resilience Separate database from application server Planned

Medium Priority Improvements

Outcome Improvement Current Status
Validate security posture Commission independent penetration testing Planned before larger enterprise use
Improve vulnerability management Introduce regular vulnerability scanning Under review
Improve supplier confidence Evaluate Cyber Essentials certification Under review
Improve governance maturity Review ISO 27001 suitability as the business scales Future consideration
Improve auditability Add clearer administrative and client audit logging Under review
Improve access governance Introduce documented access review process Planned as team grows
Support data portability Provide a self-serve export of a client's full platform data (a manual export is available on request today) Planned
Support clean offboarding Automate a time-bound account deletion process on termination (handled manually on request today) Planned

Not Currently Planned for Immediate Beta

Item Reason
ISO 27001 certification Not proportionate during beta, but may be reviewed as the platform and client base grows
SOC 2 Not currently required for the current UK-focused beta stage
Enterprise SSO To be reviewed if clients require it
Formal uptime SLA To be reviewed after production architecture matures

How This Page Should Be Maintained

When an item is completed:

  1. move it into the implemented section
  2. update the relevant security page
  3. add a changelog entry
  4. add or update any relevant question in Questions Clients Have Asked

When a client asks about a risk not covered here:

  1. answer the client directly
  2. add a question and answer if useful to future clients
  3. add an improvement item if the question exposes a gap

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