Data & security
A travel agency's booking, quotation, supplier and settlement data needs to move along one business chain — and to be managed carefully by role, scope and process record.
Discuss your requirementsThe actual deployment model, backup strategy, retention period and integration scope should be confirmed item by item against your own compliance requirements in the project plan.
The system controls menus and data visibility through five role types and fifteen permissions: sales see only their own bookings, local operators see only the groups assigned to them, and finance has read-only visibility across the business. Each agency works in an isolated data space.
Assignment, stage changes, quotations and approvals are each written to an immutable event record, traceable back to the specific booking, timestamp and person — reducing information lost in handovers.
Historical data import, export formats, integrations and field mapping need their source, scope and acceptance criteria defined before go-live.
If you need private deployment, backup and recovery, audit, data retention or third-party assessment, these should be added to the project checklist during pre-sales.