Security at ORI

Updated June 2, 2021

of Experience

Our business process consultants have guided many of the world’s most successful implementations of Sales and Operations Planning (S&OP) and Integrated Business Planning (IBP) going back over 30 years.

Our experience spans every major industry including: automotive products, chemicals, consumer goods, cosmetics, electronics, food & beverage, frozen foods, glass manufacturing, health care, logistics & distribution and paper goods. Our consultants have delivered more Advanced S&OP implementations than any other consulting group.

Organizational Security

Informational Security Program

We have an Information Security Program in place that is communicated throughout the organization. Our Information Security Program follows the criteria set forth by the SOC 2 Framework. SOC 2 is a widely known information security auditing procedure created by the American Institute of Certified Public Accountants.

Third-Party Audits

Our organization undergoes independent third-party assessments to test our security and compliance controls.

Third-Party Penetration Testing

We perform an independent third-party penetration at least annually to ensure that the security posture of our services is uncompromised.

Roles and Responsabilities

Roles and responsibilities related to our Information Security Program and the protection of our customer’s data are well defined and documented. Our team members are required to review and accept all of the security policies.

Security Awareness Training

Our team members are required to go through employee security awareness training covering industry standard practices and information security topics such as phishing and password management.


All team members are required to sign and adhere to an industry standard confidentiality agreement prior to their first day of work.

Background Checks

We perform background checks on all new team members in accordance with local laws.

Cloud Security

Cloud Infrastructure Security

All of our services are hosted with Amazon Web Services (AWS). They employ a robust security program with multiple certifications. For more information on our provider’s security processes, please visit AWS Security at

Data Hosting Security

All of our data is hosted on Amazon Web Services (AWS) databases. These databases are all located in the United States. For more information on our provider’s security processes, please visit AWS Security at

Encryption at Rest

All databases are encrypted at rest.

Encryption in Transit

Our applications encrypt in transit with TLS/SSL only.

Vulnerability Scanning

We perform vulnerability scanning and actively monitor for threats.

Logging and Monitoring

We actively monitor and log various cloud services.

Business Continuity and Disaster Recovery

We use our data hosting provider’s backup services to reduce any risk of data loss in the event of a hardware failure. We utilize monitoring services to alert the team in the event of any failures affecting users.

Incident Response

We have a process for handling information security events which includes escalation procedures, rapid mitigation and communication.

Access Security

Permissions and Authentication

Access to cloud infrastructure and other sensitive tools are limited to authorized employees who require it for their role.
Where available we have Single Sign-on (SSO), 2-factor authentication (2FA) and strong password policies to ensure access to cloud services are protected.

Least Privilege Access Control

We follow the principle of least privilege with respect to identity and access management.

Quarterly Access Reviews

We perform quarterly access reviews of all team members with access to sensitive systems.

Passwords Requirements

All team members are required to adhere to a minimum set of password requirements and complexity for access.

Passwords Managers

All company issued laptops utilize a password manager for team members to manage passwords and maintain password complexity.

Vendor and Risk Management

Annual Risk Assessments

We undergo at least annual risk assessments to identify any potential threats, including considerations for fraud.

Vendor Risk Management

Vendor risk is determined and the appropriate vendor reviews are performed prior to authorizing a new vendor.


If you have any questions, comments or concerns or if you wish to report a potential security issue,
please contact us below
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SOC 2 Certification
ORI is pleased to announce that we have been awarded the System and Organization Controls 2 Type 2 (SOC 2) certification!

The SOC 2 is a set of security standards that set forth industry best practices around data security and privacy. The SOC 2, Type 2 is only awarded to companies who demonstrate strict adherence to those standards, not just once, but over an extended period of time.

The certification process is an intensive, months-long series of tests and evaluations conducted by an independent CPA who then offers a written opinion. In the opinion of our auditor, ORI meets these high standards without exception.

What does this mean for you? This certification should provide additional assurances that we are careful stewards of your data and we are doing our utmost to protect it.

A copy of the report can be obtained upon request.
Please reach out with any questions

James Barlow