Vendor Management & Security Assessment
Assess vendor documentation against your security and compliance requirements, scoring risks and generating approval recommendations.
65-80% reduction in vendor assessment time
Consistent evaluation methodology
Compliance & Regulatory
The Problem
- ✗Volume of vendor documentation to review
- ✗Inconsistent assessment methodology
- ✗Time pressure from business to approve vendors
- ✗Difficulty comparing vendors against standards
- ✗Ongoing monitoring of existing vendors
How Claude Helps
Reviews vendor security documentation, analyzes against your assessment criteria, identifies gaps and risks, compares across multiple vendors, and generates assessment reports.
Step-by-Step Workflow
Collect vendor documentation
Gather the security questionnaire, SOC report, policies, and data processing addendum.
Run /vendor-check command
Submit vendor documentation to Claude for automated assessment.
Review risk assessment
Examine the overall risk rating and scores by category.
Identify gaps and questions
Review specific gaps identified and formulate follow-up questions.
Request additional information if needed
Follow up with the vendor on any gaps or missing documentation.
Make approval/rejection decision
Approve, approve with conditions, or reject based on assessment results.
Example Prompt
/vendor-check Assess this vendor for our procurement standards: VENDOR DOCUMENTATION PROVIDED: - Completed security questionnaire - SOC 2 Type II report - Privacy policy - Data processing addendum OUR REQUIREMENTS: - SOC 2 Type II within last 12 months - Data encrypted at rest and in transit - Annual penetration testing - Breach notification within 24 hours - Data deletion upon termination - US or EU data residency ASSESSMENT CRITERIA: | Category | Weight | |----------|--------| | Security controls | 30% | | Privacy compliance | 25% | | Business continuity | 20% | | Contractual terms | 15% | | Financial stability | 10% | OUTPUT: 1. Overall risk rating (Low/Medium/High) 2. Score by category 3. Specific gaps identified 4. Recommendations (approve, approve with conditions, reject) 5. Required contract terms to address gaps
Frequently Asked Questions
Can Claude assess SOC 2 reports?
Yes. Upload the SOC 2 report and Claude will analyze control objectives, testing results, and exceptions.
How do I maintain consistency across assessments?
Use a standardized assessment template and scoring criteria. Claude applies your methodology consistently.
What about ongoing vendor monitoring?
Re-run assessments annually or when vendor provides updated documentation. Track assessment history over time.