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Quick answer
The Vendor Security Review template is a pre-built compliance & risk workflow used to assess a supplier's information security posture before they touch your data or systems. It runs across 6 stages, from assessment initiated to approved and monitored, captures 8 standard fields including vendor and questionnaire responses, and applies 4 automations so routing, checks and record-keeping happen without manual chasing.
This is a working compliance & risk workflow rather than a document to fill in. Each security review is raised through a structured form covering 8 fields, then moves through 6 defined stages with a named owner at every step. 4 automations handle the parts teams normally do by hand: routing, validation, reminders and record updates. Because the template is pre-configured, an IT security lead can adjust approval thresholds and field labels to match internal policy and start using it in roughly 20 minutes, then connect it to ServiceNow or SharePoint.
The problem it solves. Security review starts after the contract is signed, which makes findings expensive to act on. With the workflow running in Zapro, the status is the same wherever you look at it from.
Every security review follows the same 6 stages, so anyone can see where a record is without asking. Stages, owners and exit conditions are configurable if your policy differs.
The security review is triggered at onboarding, at renewal, or whenever the risk tier of the relationship changes.
The right questionnaire is issued based on category, data access and spend, so low-risk suppliers are not over-assessed.
Certificates, policies and responses are reviewed against the control set and stored against the vendor record.
Scores are calculated per domain and rolled into a single tier that everyone reads the same way.
Findings get owners, due dates and agreed controls rather than sitting in a closed report.
The compliance officer approves the residual risk and Zapro schedules the next review automatically.
These 8 fields are pre-configured on the intake form. Mandatory rules, picklists and validation are already applied, so a security review cannot progress with gaps in it.
This runs as a built-in rule, which removes the follow-up chasing that usually surrounds it.
Zapro applies this to every security review as it enters the workflow, so nobody has to remember to do it.
Configured once during setup, then enforced consistently on every record without further effort.
It triggers the moment the condition is met, so nothing waits on someone noticing it first.
| Aspect | Manual process | With the Zapro template |
|---|---|---|
| Security review handling | Security review starts after the contract is signed, which makes findings expensive to act on | One workflow that helps you assess a supplier's information security posture before they touch your data or systems |
| Cycle time | Depends on who is chasing this week | Predictable, with reminders and escalation built in |
| Status visibility | Chase people on email or Slack to find out where it is | Live status on every record, visible to requester and approver |
| Approvals | Forwarded emails with no record of who approved what | Rules-based routing with a time-stamped approval trail |
| Data quality | Re-keyed between spreadsheets and the ERP | Captured once, validated at entry, synced to the ERP |
The workflow syncs with the systems your team already uses, which keeps master data and transaction records aligned without re-keying.
The Zapro product page behind this template and everything it connects to.
Centralised vendor records, documents and compliance status.
Managing supplier risk as part of the vendor lifecycle.
It is a pre-built compliance & risk workflow in Zapro that lets IT teams assess a supplier's information security posture before they touch your data or systems. Each security review is captured on an 8-field form, moves through 6 stages with a named owner at each step, and is supported by 4 automations covering routing, validation and record updates.
Most teams have it running in about 20 minutes. The stages, fields and automations are already configured, so setup is mainly adjusting approval thresholds, field labels and owner assignments to match your own policy.
Primarily IT security leads, working with compliance officers and risk managers. It is most commonly used by IT teams in technology, though the workflow itself is not sector-specific.
Yes. Questionnaire length and evidence requirements are driven by risk tier, so low-risk suppliers are not put through an enterprise-grade assessment.
Yes. Zapro schedules the next assessment based on tier and last review date, and raises it without anyone tracking dates manually.
Zapro ships with this template plus the rest of the procurement and vendor management suite. Start with the security review process and expand into sourcing, contracts, invoices and spend when you are ready.
