Case Study: ESTERA achieves streamlined compliance tracking with LogicManager

Estera - Customer Case Study

Estera, a financial services firm, needed a better way to keep up with its Compliance Calendar. They engaged LogicManager for guidance because their existing process—working out of an incident table—was not providing the visibility or structure required to manage recurring compliance tasks effectively.

LogicManager recommended moving compliance tracking and reporting into the Monitor tab within Plans. By shifting to this method, Estera gained clearer tracking, simpler reporting and stronger oversight of calendar-driven compliance activities, making it easier to stay on top of obligations.

ESTERA