A GRC service provider moved 100+ client programs off spreadsheets and onto one platform.
A professional services firm and its cybersecurity delivery partner moved 100+ client GRC programs from spreadsheets onto one multi-tenant TruOps platform.
A professional services firm that delivers risk, compliance, and third-party risk services through a network of delivery partners chose TruOps for its multi-tenant model. Its cybersecurity partner, serving healthcare, financial services, and manufacturing clients across North America, now manages more than 100 client programs on one platform with dashboards and reports for each client.
- Customer
- Professional services firm and its cybersecurity delivery partner
- Industries served
- Healthcare, financial services, manufacturing
- Region
- North America
- Results
- 100+ client programs on one platform. Faster compliance assessments.
The challenge
- Spreadsheets for every client. Each client's GRC program lived in Excel, which caused version conflicts and data errors and did not scale.
- No central tracking. Risk assessments, compliance results, and follow-up actions were spread across files, so monitoring was inconsistent.
- Slow responses. Without one system, it took too long to coordinate updates, combine risks, and report to each client.
What they did
- One platform with an isolated tenant for each client, configured to that client's needs.
- Services and access levels tailored to each client.
- Dashboards and KPIs aligned with frameworks like NIST and ISO for every client.
- Configurable reports with a consolidated view of each client's risk and compliance.
- One place for stakeholders to see updates and work together.
Results
- More than 100 client relationships managed on one platform, with far less manual work.
- Faster compliance assessments, so risks were found and fixed sooner.
- Better monitoring of compliance indicators across clients.
- Stronger client trust from consistent assessments and clear reporting.
How this works in TruOps 2.0
In TruOps 2.0, a provider can import each client's existing spreadsheets and documents, and agents rebuild the program from them for review. Each client gets an isolated environment, assessments are pre-filled with sources, and reports are built from live data in the provider's brand. See TruOps for MSSPs and moving off spreadsheets.
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
What did the provider use before TruOps?
Excel spreadsheets for each client, which led to version conflicts and data errors as the client base grew.
Related
Show each client how they compare to their industry on a 0 to 5 maturity scale, under your brand.
→CompareTruOps vs. spreadsheetsWhen your workbook stops scaling.
→PlatformReporting & dashboardsDescribe a chart in plain language and click into any number to see its source.
→Customer storyMSSP: 90% lower GRC costsAn MSSP onboarded 10 Fortune 500 clients in six months.
→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.