BD Emerson & Wendt Partners: SOC 2, HIPAA, and GDPR
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Overview
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.
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Challenge
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Wendt Partners’ platform and B2B Growth Stack provides organizations with comprehensive marketing, sales, and CRM solutions that adapt as they scale. As an Elite HubSpot Partner, it is essential that Wendt Partners uphold a rigorous standard of security. Wendt Partners extended this commitment by achieving SOC 2 Type 1 compliance, and building out GDPR, HIPAA, and ISO 27001 controls, therefore exceeding its security commitments to its partners.
Solution
BD Emerson began our engagement with Wendt Partners by performing a meticulous gap assessment in order to identify control gaps for SOC 2, HIPAA, GDPR, and ISO 27001. Then BD Emerson identified the controls that needed to be strengthened and implemented to align with these various frameworks. In order to streamline such a comprehensive undertaking, BD Emerson assisted Wendt Partners in the integration of Vanta.
Once the Wendt Partners team had onboarded Vanta and the gap assessment was complete, BD Emerson was able to guide Wendt Partners through essential policy reviews, data access and sharing protocol analysis, and an in-depth review of their current system’s security guardrails to see how they aligned with HIPAA, ISO 27001, GDPR and SOC 2 requirements.
BD Emerson moved on to building out robust SOC 2 Type 1 safeguards including mobile device management (MDM), Endpoint Detection & Response (EDR), and an implementation of Enclave software in order to create secure containers in which to store and isolate sensitive information, leveling up the company’s sensitive data protection. Other controls that BD Emerson integrated include safeguards for intrusion detection, vulnerability scans and the implementation of notification procedures for potential breaches.
BD Emerson also helped Wendt Partners navigate the integration of encryption technologies and data retention/disposal procedures, ensuring that their partners’ data remains secure whether at rest or in transit.
In addition to these technical controls, BD Emerson collaborated with Wendt Partners to define key information security roles and responsibilities, establishing the team members responsible for maintaining compliance. Lastly, BD Emerson and Wendt Partners built a trust center where potential clients and current partners can learn how Wendt Partners will manage and protect their data.
By embarking on the journey toward HIPAA, ISO 27001, GDPR and SOC 2 compliance simultaneously, Wendt Partners has been able to leverage BD Emerson’s expertise and advice in order to maximize cost and time savings. Learn more about the benefits of pursuing SOC 2 and ISO 27001 certification simultaneously in this recent blog post.
Impact
BD Emerson’s engagement with Wendt Partners has not only allowed the consultancy to fulfill key cybersecurity commitments to its partners, it has also elevated Wendt Partners’ reputation as a B2B marketing consultancy, committed to the highest standards of cybersecurity.
Already a trusted member of the HubSpot ecosystem, Wendt Partners’ pursuit of compliance with rigorous standards like HIPAA, GDPR, ISO 27001, and SOC 2 has expanded the company’s potential to gain clients in a variety of industries, both nationally and internationally. By attaining key cybersecurity benchmarks, Wendt Partners will be the first choice for organizations seeking sustainable growth solutions.
Wendt Partners’ dedication to cybersecurity is ongoing, as they continue to monitor and improve the controls they’ve integrated in the Vanta platform, which is an essential tool in the era of ever-changing data security laws and regulations. As Wendt Partners continues to expand its reach and service offerings, Vanta will help their team stay up-to-date with key security insights so that they continue to make the most informed and strategic decisions possible.
Conclusion
BD Emerson’s partnership with Wendt Partners has transformed their cybersecurity landscape, aligning them with SOC 2, HIPAA, GDPR, and ISO 27001 standards. This comprehensive overhaul has not only emphasized Wendt Partners' commitment to data security but has also elevated their reputation as a trusted B2B marketing consultancy. By implementing robust controls and integrating advanced tools like Vanta, Wendt Partners is poised to meet evolving security challenges and expand their client base. Their dedication to maintaining high cybersecurity standards ensures they remain a top choice for organizations seeking reliable and secure growth solutions.
Related Services
Quote
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“I have worked with consultants in nearly every capacity, and I have never worked with a group so talented and easy to work with. I never had a thought that I would need to step in and change my day-to-day activities while the BD Emerson team made our company more secure and enabled me and the leadership team at Wendt to rapidly mature our security posture. Achieving SOC 2 Type 1 and navigating Stage 1 of ISO 27001 at the same time is an incredible accomplishment. If you are a HubSpot app or Solutions Provider, you need to work with BD Emerson to enhance your security and meet HubSpot's evolving objectives for partners."
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