Case Study: UP Real Estate Management Company achieves SOX compliance and scalable D365FO security with Fastpath

Start Up Real Estate Management Company Builds SOX Compliant and Scalable D365FO Security Framework in Expedited Timeframe

UP Real Estate Management Company, a rapidly growing national manager of independent, assisted living and memory care communities, implemented Dynamics 365 for Finance and Operations but relied on out‑of‑the‑box security roles that contained critical segregation-of‑duties (SoD) conflicts. Facing Sarbanes‑Oxley (SOX) and external audit requirements, the customer acquired Fastpath Assure and engaged Protiviti to redesign security, gain SoD visibility, and establish governance to scale securely.

Protiviti configured a customized SoD ruleset in Fastpath Assure and used it to build task‑based roles, streamline remediation, and train business, IT, and audit owners — all within a 15‑week engagement. The Fastpath solution delivered measurable results: all roles are now free of unmitigated SoD conflicts, user‑level conflicts dropped by over 97%, System Administrator assignments fell from 10 to 4 users, 56% more risks were considered (169 risks rated), and 69 custom objects were added to the ruleset to improve ongoing risk management.