Use case

    Security attestations with approvals and evidence

    Run attestations like operations: define what must be proven, gate exceptions with approvals, and capture evidence artifacts in a ledger—so compliance is continuous and audits are fast.

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    Security attestation evidence ledger

    Replace spreadsheets with a queryable ledger: control families, evidence completeness, and governed exceptions.

    Controls and cadence

    Control family

    Recertification cadence

    Ledger summary

    Audit-ready

    evidence + exceptions

    86%

    Exception signal

    Exceptions must have approvals, mitigation fields, and SLAs. Otherwise they become permanent risk.

    Estimated exception rate: 18%

    Evidence matrix

    Access reviews

    completeness, missing proof, and governed exceptions

    Completeness

    86%

    Missing

    14%

    Exceptions

    18%

    Change control

    completeness, missing proof, and governed exceptions

    Completeness

    74%

    Missing

    26%

    Exceptions

    22%

    Incident response

    completeness, missing proof, and governed exceptions

    Completeness

    80%

    Missing

    20%

    Exceptions

    14%

    Vendor oversight

    completeness, missing proof, and governed exceptions

    Completeness

    74%

    Missing

    26%

    Exceptions

    26%

    Data handling

    completeness, missing proof, and governed exceptions

    Completeness

    70%

    Missing

    30%

    Exceptions

    18%

    Definition

    Attestations fail when they are spreadsheets. Governed attestations succeed when exceptions are owned, approvals are recorded, and evidence artifacts are queryable by control, owner, and time.

    Impact

    Results teams are seeing

    ↑ 90%+

    Evidence completeness

    Ledger + gate requirements

    ↓ 30–60%

    Audit prep time

    Queries instead of archaeology

    ↓ 20–40%

    Exception aging

    Owned exceptions + SLAs

    Capabilities

    What you can do with Process Designer

    Evidence ledger as system of record

    Track attestation artifacts by control, owner, version, and time.

    Exceptions are governed

    Exceptions require approvals and mitigation evidence, not chat messages.

    Recertification is a workflow

    Renewal windows and drift triggers are built-in and measurable.

    HEIDI prompts proof

    Guidance ensures teams attach the right evidence at the right step.

    Use cases

    Where teams apply Process Designer

    Real workflows that benefit from visual design, automation, and governance.

    Control-to-evidence mapping

    A reusable pattern with clear ownership, approvals, and evidence artifacts—designed to scale across teams.

    Approval gates for exceptions

    A reusable pattern with clear ownership, approvals, and evidence artifacts—designed to scale across teams.

    Evidence ledger and completeness scorecards

    A reusable pattern with clear ownership, approvals, and evidence artifacts—designed to scale across teams.

    Recertification and drift loops

    A reusable pattern with clear ownership, approvals, and evidence artifacts—designed to scale across teams.

    How it works

    From chaos to clarity in 4 steps

    1

    Map controls to evidence

    Define what proof is required per control and where it is produced.

    2

    Run attestations as missions

    Owners receive tasks; exceptions route approvals and mitigation evidence.

    3

    Close with ledger artifacts

    Attestation records and evidence attachments are stored as queryable objects.

    4

    Recertify and detect drift

    Renewals trigger re-checks; drift signals route remediation to owners.

    Implementation

    Your path to process excellence

    A phased approach that delivers value at each step.

    1

    Week 1

    Backbone workflow + evidence map

    Pick one workflow, map decision points, and define the minimum evidence backbone.

    • Select two focus areas as your pilot: Control-to-evidence mapping + Approval gates for exceptions
    • Define decision points, owners, and approval gates
    • Create evidence artifacts for: attestation_record (control, owner, timestamp) + approval_record for exceptions
    2

    Month 1

    Operationalize and measure

    Run the workflow with teams, capture evidence, and publish dashboards for outcomes + drift.

    • Publish dashboards for: Completion rate by control family + Exception rate and aging
    • Standardize exception codes and escalation rules
    • Create remediation loop: red items → owner → SLA → closure evidence
    3

    Quarter 1

    Scale patterns across departments

    Reuse the patterns across adjacent workflows and reduce variance without adding bureaucracy.

    • Expand to remaining focus areas: Evidence ledger and completeness scorecards, Recertification and drift loops
    • Add automation where stable, but keep approvals and evidence as first-class steps
    • Review monthly: drift signals, exceptions, and evidence completeness

    Industries

    Tailored for your industry

    IT Ops / Security

    Challenge

    Fast change and frequent incidents create drift and evidence gaps.

    How we help

    Governed workflows with evidence trails keep reality and documentation aligned under change.

    Example: Incident response + change approvals

    Regulated services

    Challenge

    Evidence trails and approvals are non-negotiable, but teams need speed.

    How we help

    Evidence by design reduces audit burden while keeping teams fast with standard exception patterns.

    Example: Access requests + approvals

    Playbook

    Control → decision point → evidence artifact

    ControlDecision pointEvidence artifact
    Access reviewsexception approved?approval_record + exception_record
    Change controlchange validated?validation_evidence + version_log
    Incident responsepostmortem complete?postmortem_id + closure evidence

    Exception handling that auditors accept

    Define exception codes, require mitigation, capture approvals, and assign SLAs. Exceptions without owners become permanent risk.

    Scorecards that predict audit pain

    Track evidence completeness and exception aging. These two metrics predict audit prep effort better than “percent complete” checklists.

    Pilot

    Pilot checklist (60 minutes to first value)

    Start here

    • Define control-to-evidence mapping

    • Define exception codes and mitigation fields

    • Require approval_record for exceptions

    • Publish scorecards for completeness and aging

    • Add recertification triggers on version changes

    Q&A

    Frequently asked questions

    Learn more about how Process Designer works and how it can help your organization.