Case Studies

FGI Worldwide Achieves ISO 27001 Certification with Zero Nonconformities Through Strategic Partnership with BD Emerson

FGI Worldwide is a trusted global provider of financial services, known for its rigorous approach to security and operational resilience. As the organization continued to expand and engage with more security-conscious customers, the next natural step was to formalize its security and compliance approach by building an Information Security Management System (ISMS) aligned with ISO/IEC 27001.

DeepOpinion Secures SOC 2 Type 2 After Extensive BD Emerson CPA Audit

As an Enterprise-Level Agentic Process Automation Platform, DeepOpinion enables Customers to process vast amounts of unstructured data—transforming emails, tickets, documents, and scans into intelligent, automated business actions. Operating as a critical intelligence layer for business processes, the platform handles highly sensitive information daily.

LifeLenz Transforms Security and Infrastructure to Achieve SOC 2 and Drive Explosive Growth

Murtha Cullina & BD Emerson: Modernizing Legal IT and Security Through a Trusted Strategic Partnership

Murtha Cullina LLP is a prominent law firm with a multi-office footprint, serving clients across diverse regulatory and legal domains. With hundreds of staff across multiple sites, the firm needed to evolve its IT operations, digitize legacy workflows, and meet ever-increasing security and compliance demands—all while maintaining uninterrupted support for its attorneys and staff.

Even Experts Need Experts: How Tag1 Fast-Tracked SOC 2 & GDPR Compliance with BD Emerson

Tag1, a global consulting leader in Drupal, AI, and mission critical web solutions, provides enterprise-grade security services to fortune 500 companies. No stranger to SOC 2 compliance requirements, Tag1 already had a mature engineering organization with embedded security best practices. But formalizing that excellence into audit-ready controls and documentation, while continuing to serve clients, required a trusted partner.

Spare & BD Emerson: Achieving Flawless ISO 27001 Certification Through Embedded Security & Privacy Expertise

Spare is a leading provider of on-demand transit software, powering dynamic mobility solutions for public transit agencies across the globe. As the company expanded its reach and deepened its integration with public-sector systems, the expectations around security, privacy, and compliance grew exponentially.

How Dedupely Revolutionized its Infosec in 60 Days and Saved Over $40K in Internal Costs

ISO 27001 compliance doesn’t have to take forever. With BD Emerson’s compliance consulting and internal audit support, In 60 days, Dedupely was audit-ready and freed up 320+ hours their team would’ve spent on manual prep. “BD Emerson has ticked all the boxes we needed in a compliance partner. They’re always accessible and constantly working to create the best solution for us.” — Hampus Isaksson, Partner & COO, Dedupely

BD Emerson & Wendt Partners: SOC 2, HIPAA, and GDPR

Wendt Partners is a B2B growth consulting agency, focused on providing clients with customized growth solutions. Through their platform, Wendt Partners offers clients a B2B Growth Stack, which is a customized strategy centered on marketing, sales, and CRM solutions. In order to fortify their current platform and fulfill their commitments to clients from the technology, industrial services, and professional services industries, Wendt Partners turned to BD Emerson for a comprehensive overhaul of their cybersecurity infrastructure. In less than 90 days, BD Emerson had assisted Wendt Partners in building out controls that aligned with SOC 2 Type 1, HIPAA, ISO 27001, and GDPR standards.

BD Emerson & Titan Intake: HIPAA & SOC 2 Compliance Partners

Titan Intake is a digital health innovation company whose platform automates the processing of incoming patient records and referrals to expedite the time it takes to process new patient paperwork. With a platform that reads, sorts, and processes Personal Health Information (PHI) instantly, Titan Intake upholds stringent HIPAA standards and is dedicated to building an extra layer of data protection through SOC 2 Type I compliance. Titanic Intake, Inc. sought out BD Emerson’s consulting services to help the company navigate SOC 2 Type I compliance and harden its HIPAA controls to make certain the Titan Intake platform operates at the highest level of data security. BD Emerson guided Titan Intake through the building of SOC 2 Type I controls, the assessment of their existing HIPAA controls, and the implementation of Vanta, BD Emerson’s trusted partner for compliance automation services.

BD Emerson CPA & mdhub: HIPAA & SOC 2 Audit Partners

mdhub powers mental health clinicians with a clinical AI assistant that efficiently runs their practices. mdhub’s clinical AI assistant automates tasks that occur before, during, and after a patient visit, saving clinicians at least two hours per day on administrative tasks, therefore allowing them to see more patients. mdhub is a Y-Combinator backed company and is a part of the startup accelerator’s current summer 24 batch. With data privacy and security at the core of mdhub’s operating philosophy, mdhub turned to BD Emerson CPA to assess mdhub’s SOC 2 compliance readiness, reassess its HIPAA compliance, and advise on the design of its security controls in order to bolster the company’s security and compliance.

BD Emerson & Boxcore: Achieving SOC 2 Compliance

Boxcore, a leading construction safety software provider simplifies how construction companies manage their compliance documents, training records, and digital permits. In order to mature the Boxcore product and enhance security at the parent organization, they sought out BD Emerson’s expertise. The partnership between Boxcore and BD Emerson led Boxcore through the SOC 2 Type I and GDPR compliance processes.

BD Emerson & Gardiant: Achieving SOC 2 Type I Compliance

Gardiant, a modern Case Management software company, underwent an initiative to enhance its security and compliance posture in order to align its operations with the rigorous compliance standards of HIPAA and SOC 2. BD Emerson was selected to help Gardiant navigate the complex regulatory landscape and implement vital security and privacy controls. The goal was to enable the team to build more security and privacy features into the product, add additional governance controls at the organizational level, and elevate the protections Gardiant customers can count on while using the Gadirant Works platform.

BD Emerson & Meridian AI: Fast-Tracking to SOC 2 Compliance for Enhanced Enterprise Readiness

In the rapidly evolving tech landscape, startups like Meridian AI, a pioneering AI technology firm, confront the imperative of adhering to rigorous security, privacy, and compliance standards from the outset. Meridian AI, known for its innovative AI solutions, recognized early on the necessity of embedding robust security and compliance frameworks into its operations to serve enterprise-level customers effectively. BD Emerson, a leader in corporate IT consulting, was chosen to guide Meridian AI through this critical process, elevating the company's security posture and compliance readiness to new heights.

BD Emerson & HiredHelpr: Elevating Security Measures for Enhanced Business Growth and Trust

In the competitive landscape of digital services, HiredHelpr, a cutting-edge platform designed to connect clients with a wide range of professional services, realized the paramount importance of bolstering their security posture to safeguard client identities, secure devices, and protect cloud infrastructure. To achieve these goals, HiredHelpr enlisted the expertise of BD Emerson, a premier corporate IT consulting firm known for its comprehensive security assessments and solutions. This partnership was aimed at not just meeting but exceeding industry-standard security practices, thereby instilling confidence in HiredHelpr’s clients and partners.

BD Emerson & Civex: Pioneering GLBA-Compliant Application Architecture for Secure Civic Engagement

Civex, an innovative platform designed to enhance civic engagement through its native app, faced the challenge of ensuring that their product met the stringent requirements of the Gramm-Leach-Bliley Act (GLBA) at launch. Recognizing the critical need for a foundational approach to security and privacy, Civex partnered with BD Emerson. This collaboration focused on integrating GLBA compliance into the application's architecture from the ground up, ensuring that Civex's product was not only compliant but also trusted by early customers for its security and privacy measures.

BD Emerson & Supered: Elevating Digital Adoption with Compliance Excellence

Supered, a dynamic digital adoption platform tailored for the HubSpot ecosystem, is dedicated to empowering sales representatives, administrators, and marketers to become CRM superheroes. To achieve this mission while expanding their footprint among enterprise clients, Supered sought to ensure the highest standards of security and privacy compliance. Recognizing the importance of SOC 2 Type I and II compliance, along with GDPR adherence, Supered engaged BD Emerson for their unmatched expertise. Through an accelerated and comprehensive compliance journey, BD Emerson not only facilitated Supered's compliance achievements but also enhanced their marketability and trust within the enterprise sector.

BD Emerson & Rubrik: Fortifying Data Protection in the Cloud Era

Rubrik, a leader in cloud data management and security, faced the critical challenge of aligning its operations with stringent compliance standards, including HIPAA, SOC 2, ISO 27001, and GDPR. As the company sought to reinforce its commitment to privacy, security, and compliance, BD Emerson was chosen for its expertise in navigating complex regulatory landscapes. Through a collaborative effort, BD Emerson not only guided Rubrik in achieving and maintaining these vital compliance milestones but also solidified Rubrik's position as a trusted guardian of sensitive data in the cloud.

BD Emerson & Savant/GE Lighting: Steering Enterprise Security and Privacy in the IoT Era

In the rapidly evolving landscape of smart home technology, Savant/GE Lighting, a pioneer in the field, recognized the critical need to enhance their cybersecurity posture and privacy compliance to safeguard their reputation and customer trust. To navigate this complex terrain, they turned to BD Emerson for their expert Virtual Chief Information Security Officer (vCISO) service. BD Emerson's holistic approach to security leadership, endpoint management, application security, and privacy consulting has fortified Savant's defenses and compliance, setting a new benchmark in the smart home industry.

BD Emerson & LiveSchool: Navigating the Path to SOC 2 Compliance for Educational Excellence

LiveSchool, an innovative platform designed to enhance school environments through rewarding positive student behavior, faced a pivotal challenge in their expansion journey. As they partnered with larger school districts, they needed to demonstrate their security and privacy policies through a 3rd party SOC 2 audit, a critical trust and compliance benchmark for service providers. Recognizing the complexity of this requirement, LiveSchool enlisted BD Emerson’s expertise. Over just three months, BD Emerson transformed LiveSchool’s security and privacy posture, successfully prepared for their SOC 2, and raised the bar for practices in the ed tech industry.

BD Emerson & Incentiv: Accelerating Startup Success through Comprehensive Security and Compliance Solutions

In an era where startups face immense pressure to meet stringent security, privacy, and compliance requirements from the get-go, Incentiv Inc., an innovative data platform backed by leading venture firms, embarked on an ambitious journey. Incentiv arms investors and talent leaders with rich data and intuitive tools they can rely on to make confident comp decisions across their global portfolios. Aware of the challenges in serving enterprise customers, Incentiv recognized the need to design their product from Day 1 with rigorous attention to security, privacy, and compliance. This is where BD Emerson stepped in, providing end-to-end corporate IT consulting, propelling Incentiv to new heights.