Case Study: Evolve Security achieves long-term, recurring client relationships with Apptega

How Evolve Security Transformed One-off Projects to Long-term Client Relationships with Apptega

Evolve Security, a next‑generation offensive cybersecurity firm offering “pen testing as a service” and advisory programs, struggled to turn detailed but manually produced assessments (Word docs and spreadsheets) into ongoing client engagements. That manual, linear reporting often left projects as one‑offs and left revenue on the table — so Evolve adopted the Apptega platform to present a clearer, continuous compliance roadmap and demonstrate long‑term program value to prospects and clients.

Using Apptega, Evolve centralized assessments, prioritized risks, and gave clients access to upload evidence and track progress, turning passive report recipients into active program participants. Apptega became the “cornerstone” of Evolve’s workflow, enabling clearer client conversations, higher engagement, and dramatically more effective advisory outcomes — converting one‑time projects into long‑term relationships and helping Evolve secure the resources and recurring revenue needed to scale its practice.

Evolve Security

Victor Marchetto

Advisory Services Manager