Citation Management Buyer’s Guide: Security

So, you’re ready to make the switch to a SaaS citation management platform.

You’re ready to improve efficiency, increase revenue, and gain better insights into your operations.


The beginning stages of the buying process can be overwhelming – we get it. Making the transition from handwriting tickets or using non-hosted handheld devices to a mobile solution can feel like a big operational shift. But this doesn’t mean it needs to be stressful for you.


That’s why we’ve created the official Citation Management Buyer’s Guide. We’ve broken down everything you need to know in order to evaluate a potential partner. Whether you are issuing a formal proposal or not, the Citation Management Buyer’s Guide will provide you with the tools to make an informed decision so your new platform is successful. More importantly, you’ll recognize which partner’s goals are most closely aligned with your own.






It should be no surprise that security is the rest item on our list. Ensuring the security of your citation management solution is essential and these are the items you should be checking on your list for any potential partner.


PCI DSS Level 1 Security Certification


A PCI DSS Service Level 1 compliant provider has proven their ability to not only process credit cards in large volume, but also maintain the highest level of security while doing so. But keep in mind, this should be a requirement whether the partner processes credit card payments or not. Don’t take a chance on partners without the proper certification – you will be opening yourself up to a heightened exposure of risk.


Download the full Citation Management Buyer’s Guide here


SSAE 16 Compliant


SSAE 16 compliant partners have the necessary processes in place to remain compliant in day-to-day activities. This additional certification ensures that the provider has the proper gates and processes in place around human resources and business activities.


Cybersecurity Insurance Policy


This policy will protect you and the provider in one of the worst case scenarios – if there is a security breach of your platform. This one is extremely important.



Secure Socket Layer

SSL is the standard security technology for establishing an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and browsers remain private.


Bonus: Routine System Testing


If a partner conducts routine system testing, this is an added bonus for your operations. Certified analysts search for any and all security flaws in order to catch anything before it becomes a threat. If anything is found it can be addressed immediately.