Case Study: Leading Software-as-a-Service (SaaS) Solution Provider achieves streamlined GRC and vendor risk management with ProcessUnity

Health Check Empowers SaaS Provider to Better Leverage GRC Applications and Processes

Leading Software-as-a-Service (SaaS) Solution Provider, a global payments and cash-management software firm, needed to replace costly, inflexible GRC tools and better automate its vendor risk management function. After evaluating options, the company selected the ProcessUnity platform for Vendor Risk Management, Compliance Management, Incident Management, and Regulatory Compliance Management to gain greater configurability and avoid heavy professional services engagements.

ProcessUnity delivered a 30-day Health Check engagement that combined remote discovery, onsite workshops, targeted training, and a detailed roadmap. The ProcessUnity product expert helped automate manual Excel- and email-based workflows (introducing single-click actions, vendor profiles, a central risk-assessment questionnaire), improved reporting and vulnerability-data imports, and enabled the team to use more built-in functionality. The result was immediate efficiency gains, stronger vendor risk and GRC processes, and a prioritized plan for continued automation and maturity.