Case Study: Global Investment Management Company achieves automated, streamlined, and proactive enterprise risk and internal audit management with MetricStream

Global Investment Management Major Enables an Automated, Streamlined, and Proactive Approach to Enterprise Risk Management and Internal Audits

A U.S.-headquartered global investment management firm faced slow, error-prone risk and audit processes driven by manual spreadsheets, inconsistent risk terminology, limited enterprise-level visibility into audits, and delayed issue remediation—challenges that made timely reporting and regulatory oversight difficult.

MetricStream deployed an integrated ERM and Internal Audit solution on the MetricStream GRC Cloud that centralized a common risk library, automated assessments, controls, audit workflows, timesheets and offline data capture, and delivered dashboards and heat maps for real-time visibility. The result was streamlined, standardized processes across 100+ risks and 250–300 annual audits, faster decision-making, improved transparency, quicker time-to-value and lower total cost of ownership.