Case Study: Protiviti (customer) achieves SOX‑compliant, scalable D365FO security and 97% fewer SoD conflicts with Fastpath Assure (Fastpath, solution provider)

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

Protiviti, acting as the implementation partner for a fast‑growing national manager of assisted living and memory care communities, was engaged to fix a rapid Dynamics 365 for Finance and Operations rollout that relied on out‑of‑the‑box security roles and contained critical segregation‑of‑duty (SoD) conflicts jeopardizing Sarbanes‑Oxley compliance. Protiviti selected vendor Fastpath and implemented Fastpath Assure to gain SoD visibility, detailed audit reporting, and a scalable task‑based role framework.

Using Fastpath Assure, Protiviti configured a customized SoD ruleset, rebuilt scalable task‑based D365FO roles, and established governance and training to sustain the security model. Over a 15‑week engagement they removed all unmitigated role‑level SoD conflicts, reduced user‑level conflicts by over 97% (the remaining 3% are accepted/mitigated), cut non‑system users with System Administrator access from 10 to 4, and incorporated 69 custom objects and 56% more risks into the ruleset — outcomes driven by Fastpath’s tooling and analysis.

Protiviti