Case studies

Patterns from real engagements.

Anonymized examples illustrating where Sertara is most useful. Company names and metrics are intentionally omitted out of discretion.

Case 01

B2B SaaS

Enterprise sales blocked by security questionnaires

Context. A B2B SaaS company began selling into larger enterprise accounts and found deals slowing once procurement sent detailed security questionnaires.

Problem. Answers were scattered, evidence was incomplete, and nobody owned the process.

Sertara approach

Reviewed security questionnaire patterns
Built canonical answer base
Mapped answers to evidence
Identified real control gaps
Assigned owners
Created ongoing review process

Outcome

The company gained a clearer and faster process for enterprise security reviews and a stronger trust posture for buyers.

Case 02

AI-heavy software

AI-assisted development without control structure

Context. A software company used AI-assisted coding tools across engineering but lacked clear rules around data handling, generated code review, and customer-facing AI questions.

Sertara approach

Mapped AI tool usage
Reviewed SDLC controls
Identified data exposure risks
Created AI development guardrails
Prepared buyer-facing AI security responses

Outcome

The company gained a more defensible AI development control model.

Case 03

Fintech

Fintech control maturity and investor diligence

Context. A fintech company preparing for investor and partner scrutiny needed a more credible view of its security and compliance posture.

Sertara approach

Reviewed cloud, identity, infrastructure, logging, evidence, and compliance gaps
Created prioritized roadmap
Clarified ownership
Prepared executive-level risk summary

Outcome

Leadership gained a clearer view of risk and a more credible control story for diligence.

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