Case study 05 · Creative agency

Bigger clients came with harder questions. We built the infrastructure to answer them.

A creative agency winning enterprise work, and finding out that enterprise clients send security questionnaires before they send briefs.

SectorCreative agency
The firm10+ people, seven-figure revenue
The taskIT and compliance infrastructure
The engagementL · Become the infrastructure

What we built

∞

procurement reviews, built to pass with flying colors

200%

increase in Fortune 500 clients

01The situation

The work was ready for big clients. The paperwork wasn't.

The agency's work was getting the attention of global brands. But winning the business meant getting through procurement first: security assessments, privacy reviews, vendor questionnaires, and insurance requirements. Each one arrived with a deadline, and nobody owned the answers. Almost nobody knew where to look.

02What was actually broken

Nobody owned the answers.

Security, privacy, and IT had grown up informally, the way they do at most agencies. Devices, accounts, and access were handled by whoever was closest. When a client asked how their data was protected, the answer was "Our SaaS platforms protect it?"

03What we built

Security infrastructure, built in sequence.

  1. An honest audit

    What was in place, what was missing, and what clients would ask for.

  2. IT foundations

    Endpoint device management, access controls, account security, and training.

  3. Policies

    A privacy policy and security policies, including escalation procedures, emergency cheat sheets, and scenario testing.

  4. Ownership

    A named security owner with a backup, so every question has a home.

  5. A procurement playbook

    Standard answers and documentation, ready before the questionnaire arrives.

04What changed

Procurement is focused on winning the work rather than plugging IT holes.

  • Security reviews went from fire drills to routine.
  • Questionnaires get answered from a library, not from memory.
  • The agency can say yes to clients that used to be out of reach.
  • Fortune 500 enterprise clients increased 200%.
More work

More problems, More systems.

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