This handbook explains how BI and FP&A platforms maintain strong data integrity through secure integration, governance, privacy controls and continuous testing. It highlights the need for reliable, encrypted, cloud-based systems as cyber risks rise. The guide details Phocas’ end-to-end approach, including SOC 2 compliance, AWS and CrowdStrike security, role-based permissions, segmented environments and rigorous monitoring. It outlines implementation steps, backup and disaster recovery standards, penetration testing, zero-trust principles and strict operational practices that safeguard customer data and ensure accuracy, availability and long-term resilience.

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