Schellman & Company, LLC
6 Case Studies
A Schellman & Company, LLC Case Study
Wrike, a leading project management software company, engaged their long-time compliance assessor, Schellman & Company, LLC, to perform their annual SOC 2 and SOC 3 examinations. The challenge was to successfully complete this complex audit, which now included additional Privacy and Availability categories, entirely remotely due to the global COVID-19 pandemic shutdowns that prevented any on-site collaboration.
The solution implemented by Schellman built upon a previous remote audit, this time leveraging Wrike's own platform to streamline evidence collection and communication. Schellman utilized a dedicated workflow within Wrike to auto-assign requests and centralize all evidence and discussions, which drastically reduced the number of necessary meetings and calls. The result was their most efficient and successful audit collaboration to date, characterized by fantastic speed, minimal disruption to Wrike's team, and a streamlined process that both parties consider a model for future engagements.
Dmitry Desyatkov
Director of Information Security