CFO Transformation Agent Procurement and Contracting Overview

This page is intended for procurement, legal, security, and risk review of the Alentra CFO Transformation Agent (CFO-TA).

If you are reviewing CFO-TA for vendor classification, data posture, contracting structure, or standard risk allocation, 

this page is designed to answer the most common questions quickly and clearly.

Who this page is for

Procurement teams
Legal and contracting reviewers
Security and risk reviewers
Executive sponsors evaluating the deployment and operating model

What CFO-TA is

The Alentra CFO Transformation Agent (CFO-TA) is a licensed Sponsor-Side decision governance system designed to help executive sponsors govern intent and align outcomes across large enterprise transformations.

CFO-TA operates entirely within the customer’s Microsoft 365 tenant via Copilot. It does not require new tools, hosting, engineering, or data transfer to Alentra systems.

CFO-TA is a system license, not SaaS and not delivery consulting.

What CFO-TA is not

CFO-TA is not:

• A hosted application

• A system of record

• A delivery or execution platform

• A compliance or regulatory control system

• A replacement for professional legal, tax, accounting, or regulatory judgment

CFO-TA supports governance and decision discipline. Execution, compliance, and outcomes remain under customer control.

Delivery and operating model

CFO-TA is used within the customer Microsoft 365 environment, where the customer controls identity, access, and tenant configuration.

Key points:

• CFO-TA runs inside the customer tenant via Copilot

• Customer permissions and policies govern access and usage

• Customer controls data classification, retention, and audit logging within Microsoft 365

• Availability and access depend on the customer Microsoft environment and controls

Data, security, and privacy posture

CFO-TA is designed to minimize data exposure and reduce operational dependency.

Key points:

• Customer data remains in the customer tenant

• Alentra does not host, store, or process customer data

• Alentra is not a data processor for customer content under the CFO-TA operating model

• Customer controls access, permissions, classification, retention, and audit logging within Microsoft 365

This posture is materially different from SaaS platforms where customer data is processed and stored in vendor-managed environments.

Intellectual property model

CFO-TA is licensed IP. Customer business content remains customer-owned.

Alentra retains ownership of:

• CFO-TA methodology, frameworks, and governance models

• Templates, structures, and prompt frameworks provided as part of CFO-TA

• Documentation and supporting materials

• Enhancements, refinements, and fixes to CFO-TA materials

Customers own:

• Customer data and content

• Populated governance artifacts and decisions created for their transformation

• Customer-specific wording, priorities, and contextual judgments

• Improvements to templates and structures

If a customer refines a template structure or suggests enhancements, those improvements may be incorporated into CFO-TA as product evolution. Customers retain ownership of their populated content while the underlying template structures remain part of the licensed system.

Services model (optional)

Customers may optionally engage Alentra for services to support adoption and effective use of CFO-TA.

Typical services include:

• Onboarding support

• Facilitation of Sponsor-Side governance sessions

• Guidance on artifact completion and decision discipline

• Advisory support where novel judgment is required

Services are advisory and governance-supporting in nature. Customers remain responsible for:

• Final decisions and approvals

• Execution plans and delivery partner management

• Compliance obligations and audit readiness

• Operational and business outcomes

Services do not create work-for-hire intellectual property unless explicitly agreed in writing.

Regulatory and industry compliance

Customers are responsible for determining whether and how their use of CFO-TA meets applicable laws, regulations, industry standards, and internal policies.

Important clarifications:

• CFO-TA is not designed or warranted to ensure regulatory compliance

• CFO-TA does not provide legal, tax, accounting, or regulatory advice

• CFO-TA is not a certified compliance system for any specific framework unless expressly stated in writing

• Customer remains responsible for required controls, evidence, approvals, and audit conclusions

Outputs generated through use of CFO-TA are governance-supporting and informational. Customers are responsible for evaluating outputs in light of their specific requirements and approving final decisions.

Contract structure and procurement classification

Most customers contract using a Master License and Services Agreement (or Master Agreement) with two components:

• System License - Defines the right to use CFO-TA licensed materials and system content inside the customer organization

• Optional Services SOW - Defines any advisory services, facilitation, or onboarding support, if requested

This structure enables customers to license CFO-TA with or without services, while keeping IP and responsibility boundaries clear.

Liability and risk allocation

Risk allocation reflects the scope of control of each party.

Key principles typically reflected in CFO-TA agreements:

• Alentra does not execute transformation programs or control delivery partners

• Alentra does not host systems or take custody of customer data

• Liability is limited and proportionate to fees paid

• Indirect, consequential, and speculative damages are excluded

This approach aligns risk with responsibility and reflects standard practice for licensed IP systems.

Summary for procurement

CFO-TA is:

• A licensed Sponsor-Side governance system

• Used inside the customer Microsoft 365 tenant via Copilot

• Designed for customer-controlled data residency and access
  Not SaaS and not delivery consulting

Contracts reflect this model intentionally to keep obligations aligned to what each party controls.