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Kielderside Growth Agency - Security Questionnaire

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Kielderside Growth Agency logo Kielderside Growth Agency · security questionnaire · final · 10 Apr 2026

Final version one security questionnaire for a prospect evaluating Enterprise in a public tender, completed 10 Apr 2026. It states no price and no contract is in place. It cites the nightly refresh by 07:00 and Enterprise freshness credits, with no figures for availability or P1 time.

What it says

What this says

As at Fri 9 Oct 2026

Final version one security questionnaire for a prospect evaluating Enterprise in a public tender, completed 10 Apr 2026. It states no price and no contract is in place. It cites the nightly refresh by 07:00 and Enterprise freshness credits, with no figures for availability or P1 time.

What it is: a BG-Demo answer sheet to the agency's security questions, prepared by Theo Gallagher with Tom Ashdown as commercial contact. The cover says "Prospect. No contract is in place, so no contracted recurring revenue is stated."

Commits: it describes design and sales terms, not a signed obligation. It says "A nightly refresh completes by 07:00 customer local time on business days, on every tier" and that Enterprise is credited for freshness breaches.

Unusual: nothing off the standard terms. Availability and P1 response are referred to the service level schedule without figures. EU or US residency is an add-on to be written into the order form.

Not settled: the platform team confirmation for AI processing (DATA-C) is still to be attached on request. The residency requirement, the exit plan wording, price and any order form are not settled. The document does not show whether the agency proceeded.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

As found in this document

As at Fri 9 Oct 2026
  • Nightly refreshA nightly refresh completes by 07:00 customer local time on business days, on every tier.Source: the AI read of this record
  • Enterprise service creditsEnterprise is also credited for data freshness breaches, not only availability.Source: the AI read of this record
  • AvailabilityThe Enterprise availability level, with service credits where it is missed.Source: the AI read of this record
  • P1 responseThe Enterprise first-response level for priority one issues, which is the fastest of our tiers.Source: the AI read of this record

Body

Kielderside Growth Agency - Security Questionnaire

Status: Final, version one Completed: 10 Apr 2026 Prepared by: Theo Gallagher, Solutions Engineer, BG-Demo Commercial contact: Tom Ashdown, BG-Demo Tier under evaluation: Enterprise

Sheet: Cover

ItemDetail
RespondentBG-Demo, a London data business
ProductB-Viz, one AI-queryable layer over a customer's CRM, calls, emails, tickets, usage, finance and HR data
BuyerKielderside Growth Agency, Newcastle upon Tyne
ContextPublic tender. The agency wants account managers, the enquiries line and the grants team to see each business in one view.
Contract positionProspect. No contract is in place, so no contracted recurring revenue is stated.

Answers below describe how B-Viz is designed and sold. Where a control needs a dated document, we say we can evidence that and name the item. Nothing here describes a control that is not in place.

Sheet: Hosting and data location

Read the whole document (4,979 characters)
RefQuestionAnswerEvidence offered
HOST-AWhere is our data stored and processed?B-Viz is built and run inside the customer's own Snowflake account. The agency's data stays in the agency's account and is not copied into a BG-Demo-owned data store.Architecture note in the security review pack
HOST-BCan data residency be fixed to a region?Yes. Dedicated EU or US data residency is available as an add-on. The agency should state its residency requirement in the tender response so it can be written into the order form.Add-on description
HOST-CWho controls the underlying platform?The customer controls its Snowflake account, its roles and its network settings. BG-Demo works inside the access the customer grants.Access model summary

Sheet: Access control

RefQuestionAnswerEvidence offered
ACC-AIs single sign-on supported?Yes. Enterprise includes SSO and SCIM, so joiners, movers and leavers can be driven from the agency's identity provider.Enterprise tier description
ACC-BHow is least privilege applied across teams?Account managers, the enquiries line and the grants team can be given separate views of the same business record. Access follows the roles the agency defines.Role design workshop output, produced during implementation
ACC-CHow are BG-Demo staff given access?Only through access the agency grants, and it can be withdrawn by the agency at any time.Access model summary

Sheet: Data handling

RefQuestionAnswerEvidence offered
DATA-AWhich source systems would connect?The agency chooses connectors from the supported systems, for example Salesforce, HubSpot, Zendesk, Microsoft 365 or SharePoint. Enterprise carries the largest connector allowance of any tier.Connector list
DATA-BHow fresh is the data?A nightly refresh completes by 07:00 customer local time on business days, on every tier. Enterprise is also credited for data freshness breaches, not only availability.Service level schedule
DATA-CIs AI querying done on data leaving our environment?We will not overstate this. The design keeps data in the customer's Snowflake account. The detail of model processing is confirmed with our platform team and set out in the review pack, not asserted here.Platform team written confirmation, supplied on request

Sheet: Service and support

RefQuestionAnswerEvidence offered
SVC-AWhat availability is committed?The Enterprise availability level, with service credits where it is missed.Service level schedule
SVC-BWhat is the incident response commitment?The Enterprise first-response level for priority one issues, which is the fastest of our tiers.Service level schedule
SVC-CIs there a test environment?The Sandbox and Premium support, with a named engineer, are available on Enterprise from price book version two.Price book entry

Sheet: Exit and continuity

RefQuestionAnswerEvidence offered
EXIT-AWhat happens to our data if we leave?Because the data sits in the agency's Snowflake account, it remains with the agency. BG-Demo access is removed and the connectors are switched off.Exit steps, written into the order form
EXIT-BIs there a documented exit plan?Yes. We will agree it with the agency during contracting, and it forms part of the security review support included in Enterprise implementation.Exit plan, issued at contract

Open findings and owners

No open findings remain on this questionnaire.

ItemOwnerNext step
Platform team confirmation for DATA-CTheo GallagherAttach to the review pack when the agency asks for it
Residency requirement from the tenderTom AshdownAgree wording for the order form if the agency proceeds

Thanks, Theo

Documentsmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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