Case Study: Warren Averett achieves 15-25% higher realization with Fieldguide

How Warren Averett Brings Real-Time Collaboration to Remote Engagements

Warren Averett, LLC is an 800+ employee firm that needed a better way to handle growing demand for risk and controls projects, including SOC 2 and NIST CSF compliance work. Its Security, Risk and Controls practice was relying on email, Microsoft Word and Excel, and a document manager to process client information and assemble reports, which created dozens of hours of manual work and made remote collaboration difficult.

Fieldguide provided Warren Averett with automated reporting and a digital workspace that kept reports synchronized and enabled real-time collaboration in a central source of truth. With Fieldguide, the firm increased engagement realization by 15-25% and improved efficiency in remote engagements, allowing the team to focus more on helping clients meet their compliance goals.

Warren Averett, LLC

Paul Perry

Practice Leader, Security, Risk and Controls Group