Director workspace
State model
Marketing, pilot, and production are different states.
This page keeps the implementation path visible so a polished product site still respects approval, legal, security, and operational gates.
Marketing site state
- Institutional product positioning
- Approved implementation conversations open
- Sample interface visuals
- Implementation approval path
- Direct buyer conversation
- No self-serve purchase path
- No public onboarding workflow
Controlled pilot state
- Real auth enabled
- Student roster import enabled
- Signed upload flow enabled
- Quarantine and scan workflow enabled
- Reviewer queue enabled
- Program status dashboard enabled
- Paubox generic notifications enabled
- Stripe sensitive records-free billing enabled
Production state
- Multi-program tenancy
- Monitoring and alerts
- Support operations
- Retention and deletion workflows
- Backup and restore evidence
- Security review
- Repeatable onboarding
- Contract templates
Gate table
Nothing moves to real uploads until these gates are explicit.
Pilot requirements identify the work that must be approved before a private rollout becomes an institution's records operating layer.
| Gate | Owner | Current status | Required before pilot |
|---|---|---|---|
| Google BAA | AnchorGrey owner | Not part of public site | Yes |
| Google Cloud project | Technical lead | Implementation planning | Yes |
| Covered services review | Counsel + technical lead | Implementation planning | Yes |
| FERPA/HIPAA counsel review | Counsel | Issue-spotted | Yes |
| Consent or authorization language | Counsel | Implementation planning | Yes |
| Access control matrix | Technical lead | Draft model | Yes |
| Retention policy | Counsel + operations | Planning only | Yes |
| Incident response SOP | Operations | Planning only | Yes |
| Secure notification policy | Operations | Planning only | Yes |
| Stripe metadata policy | Technical lead | Planning only | Yes |
| Malware scan workflow | Technical lead | Implementation planning | Yes |
| Backup and restore test | Technical lead | Implementation planning | Yes |
Buyer walkthrough
A buyer walkthrough for the implementation conversation.
Homepage
Start with the product category and institutional buyer problem.
Product overview
Explain guided compliance readiness and role-based navigation.
Director dashboard
Show status-only visibility, missing counts, and minimum-necessary reporting.
Learner dashboard
Show clearer next steps and correction loops.
Reviewer queue
Show the document-review nuance lane with sample records states.
Requirement builder
Show program-defined templates and status-only visibility defaults.
Pilot architecture
Show the Google-centered implementation architecture.
Billing
Frame pilot economics as a direct approval conversation.
Pilot readiness gates
Close with the gates required before real student workflows.