Coalesce

Coalesce revolutionizes data transformations to accelerate the delivery of data projects. Recognizing data transformation’s critical role in the analytics lifecycle, Coalesce has created an inclusive developer platform that automates most SQL coding without sacrificing flexibility.

Coalesce faced several challenges as they scaled their operations, including:

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1. Expanded Compliance

Coalesce was already SOC2 compliant, but wanted to obtain ISO 27001, HIPPA, and GDPR accreditation to further strengthen their security posture as their business continued to expand. 

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2. Constrained Cyber-Specific Resources

Coalesce’s valuable engineering resources were being diverted toward compliance and cybersecurity tasks, which could have been handled better by experienced engineers who specialized in security and compliance.

To address these challenges, Coalesce deployed an Agency forward deployed compliance team of experts to work seamlessly with Coalesces’ internal resources. The approach included the following key actions:

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1. Dedicated Team Integration
We embedded a team within Coalesce workflows, collaborating directly with the internal engineering team as well as their outsourced IT service provider. This was facilitated through Slack for continuous, real-time communication.
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2. Comprehensive Review of Compliance and Security Architecture
Agency conducted a thorough analysis of Coalesce' existing compliance and security framework. We took full ownership of understanding their current state, identifying areas for improvement, and developing a detailed roadmap for enhancement.
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3. Onboarding Compliance Program
We introduced a structured compliance program specifically designed for new employees. Our team worked alongside Coalesce HR and IT teams to ensure that every new hire completed the necessary security and compliance training as part of their onboarding process.
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4. Security Documentation and Ticketing System
Agency engineers worked closely with Coalesce internal engineering teams to document compliance procedures, collect necessary evidence, and generate specific security tickets. This process ensured that security compliance was consistently maintained and easily auditable.
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5. Sales Team Support and Client Security Inquiries

To improve responsiveness to prospects, we embedded our team directly within Coalesce sales department. Our experts became the single point of contact for answering all client security-related questions, ensuring quick and accurate responses that aligned with Coalesce compliance standards.

Thanks to our tailored approach, Coalesce was able to:

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1. Save $100,000+ in Annually

By streamlining compliance processes and reducing the need for engineers to manage compliance tasks, we helped Coalesce save hundreds of thousands of dollars in engineering time.

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2. Expand Compliance from 1 to 4 Frameworks

Our team worked alongside Coalesce to take them from one compliance framework to four, improving their security posture and helping them gain valuable accreditation.

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3. Become HIPAA Compliant in Under 30 Days

Through quick communication on both ends, our team was able to get Coalesce HIPPAA compliant in under 30 days, a turnaround time that would have never been previously possible.