Data Room and Information Requests
What to request and how to efficiently review materials
Effective data room review is critical for efficient TDD. Knowing what to request and how to prioritize saves time and improves outcomes.
Standard Information Requests
Architecture & Design
- System architecture diagrams
- Data flow diagrams
- Integration architecture
- Technology stack documentation
Development & Code
- Source code repository access
- Development process documentation
- Release history and changelogs
- Technical debt backlog
Infrastructure & Operations
- Infrastructure diagrams
- Cloud provider details and costs
- Monitoring and alerting setup
- Incident history and postmortems
Security & Compliance
- Security policies and procedures
- Penetration test reports
- Compliance certifications
- Incident response plans
Team & Organization
- Technology org chart
- Key personnel profiles
- Vendor and contractor lists
- Training and certification records
Information Gaps
Common gaps and how to address:
- No architecture docs: Request whiteboard sessions with architects
- Limited security data: Request third-party assessment or conduct limited testing
- Incomplete cost data: Request cloud provider access or billing exports
Key Takeaway: Information gaps are findings themselves. Document what wasn't available and factor into risk assessment.