A global audit firm runs compliance and audit-prep services for its clients on TruOps.
A multinational tax, audit, and consulting firm used TruOps to run maturity assessments, compliance, and risk services for many clients from isolated tenants.
A multinational tax, audit, and consulting firm needed one platform to deliver compliance and risk services to many enterprise clients. It uses TruOps to run configurable maturity assessments, manage prebuilt and custom frameworks, and keep each client in its own tenant, with user provisioning through SCIM and support for several identity providers.
- Customer
- Multinational tax, audit, and consulting firm
- Services
- Maturity assessments, compliance management, risk management, audit preparation
- Region
- Multinational
- Key needs
- Tenant isolation, custom frameworks, SCIM provisioning, multiple identity providers
What the firm needed
- Maturity assessments with configurable parameters and scoring.
- Framework management that combined prebuilt frameworks with clients' own, and handled overlapping requirements.
- Isolated client tenants to keep client data confidential, with self-service onboarding.
- Automated user management through SCIM with Okta and other identity providers.
- Risk management to identify, assess, prioritize, and document risks, with heat maps and dashboards.
- Security and ease of use: role-based access, encryption, and a simple interface.
Results
- Better visibility through dashboards with custom key risk and performance indicators.
- Simpler workflows, with follow-ups automated.
- Clear reporting to support client decisions.
- Secure, scalable operations with separated client data and automated user management.
How this works in TruOps 2.0
TruOps 2.0 runs maturity assessments on a 0 to 5 scale, pre-filled from each client's documents with a source behind every answer. Clients' own standards can be uploaded as custom frameworks and mapped to SOC 2, ISO 27001, and NIST with exact and partial mappings. Each client gets an isolated environment. See how audit and advisory firms partner with TruOps.
About this story
This customer ran its program on the TruOps platform before TruOps 2.0. The results are as the customer reported them at the time.
Questions
Can clients bring their own frameworks?
Yes. The firm combined prebuilt frameworks with clients' own control standards.
Related
See it run on your own data.
Book 30 minutes with a GRC specialist. Bring a real document, like a SOC 2 report, risk register, or vendor list (redacted is fine), and we'll show TruOps 2.0 working on it.