Fieldguide
10 Case Studies
A Fieldguide Case Study
Aprio, a premier business advisory and accounting firm, faced challenges in its Information Assurance Services practice. The team struggled with manual processes and sub-optimal automation in their complex PCI and HITRUST engagements, which was further complicated by new standards like PCI DSS v4.0. These inefficiencies created a significant quality assurance burden and hindered their ability to meet rising client expectations for a streamlined, modern experience. To maintain its exceptional service, Aprio needed to replace its custom-built tools with a more robust platform.
By implementing Fieldguide, Aprio standardized its best practices and automated manual work. The Fieldguide platform provided the flexibility to streamline client communication, improve engagement quality, and gain economies of scale. The results included lower overall costs, a reduced QA burden freeing up senior staff for strategic work, and a transformed, five-star client experience. Aprio credits Fieldguide with being the cornerstone of their client-centric strategy, enabling them to completely redefine their service delivery.
Shane Peden
Managing Director of Information Assurance Services