
“The auditor had been doing this for more than 20 years and said he had never seen someone so well prepared.
What normally takes three days, Essendis got through in one day — the fastest audit and approval the bank had ever done.”
— Georgia Ouren, VP of Customer Success, AgilityHealth®
Dave Paul and Georgia Ouren of AgilityHealth® were burnt out. Security audits and reviews had worn them down. AgilityHealth® is an enterprise business agility enablement platform.
Then came the breaking point. Its first million-dollar deal was on the line. The buyer was one of the biggest banks in the world. They knew they needed help.
“This was a make or break deal,” said Dave, solutions architect at AgilityHealth®. “We needed someone who understood what was being asked of us and who could advise and consult so we could be compliant,” added Georgia, vice president of customer success.
That’s when they turned to the cybersecurity experts at Essendis.
You sell to enterprise prospects. A security review is a key part of that sales cycle. Think banks or healthcare providers.
You must finish security questionnaires and in-person audits on time. You must also show a mature operations and security program. That can decide whether you win the deal.
AgilityHealth® wanted a security partner to take audits and reviews off its plate. That would free the team to focus on the rest of the business.
“To pass security audits, it takes more than someone who knows security well,” Dave said. “It takes someone who builds relationships and can work with prospects. It's not just about smarts, it's about personality."
That’s exactly what the Cybersecurity Advisory team at Essendis offered.
Former auditors make up the Essendis cybersecurity team. That gives them a rare view of security audits and reviews. They know which questions come up and why. They know how to work with prospects to meet the rules.
Next came the on-site audit at the bank weighing the million-dollar deal. Essendis was ready.
"The auditor had been doing this for more than 20 years and said he had never seen someone so well prepared," Georgia said. "What normally takes three days, Essendis got through in one day — the fastest audit and approval the bank had ever done.” The client signed a three-year contract up-front.

“To pass security audits, it takes more than someone who knows security well; it takes someone who builds relationships and can work with prospects. It's not just about smarts, it's about personality."
— Dave Paul, Solutions Architect at AgilityHealth®
"When managing audits internally, AgilityHealth® did everything the auditors asked for", Dave recalls. Essendis showed them there is more than one way to meet compliance.
That grasp of the details was key. It saved the team time and money. It also cut their workload. They no longer added features and controls they did not need.
Audits ate up Georgia’s time and pulled her from other work. She had to look up questions, terms and rules. “I got that time back when we hired Essendis,” she said. “In addition to relief and confidence, Essendis helped move our company forward in a major way by ensuring we’re an enterprise-ready platform.”
Now Georgia and Dave can’t imagine audits without Essendis. The firm has stayed on as their virtual chief information security officer (vCISO.)
“Essendis strives to be more than a valued partner — we consider our team to be part of AgilityHealth’s leadership team and that level of buy-in produces results, ” said Jim Schraepfer, founding partner at Essendis. He works across AgilityHealth’s teams. That spans Human Resources, Operations and Account Management. “I’m privileged to help a team as innovative and talented as AgilityHealth® position themselves for growth and continued success.”
Launched in 2014, AgilityHealth® is an Enterprise Business Agility℠ (EBA) enablement company. It speeds up the business agility journey. It helps large enterprises in three ways.
First, it sets a transformation strategy with the EBA strategy model. Second, it measures and grows agility at every level. The AgilityHealth® platform does that work. Third, it grows your Agile talent for the future of work.

Essendis led the effort. AgilityHealth® now has a formal security program and clear policies. That work led to SOC 2 Type II certification. It also brought them in line with the European Union’s General Data Protection Regulation (GDPR). The company aligned with the EU-US Privacy Shield framework as well.
Essendis brings more than cybersecurity know-how. AgilityHealth® has also used the firm’s in-house cloud engineering skill. That helped them meet compliance rules.
“The Essendis team can anticipate the security concerns and controls our clients or potential clients will want to have in place,“ Dave said. “They can then help implement without disrupting the organization.”
Georgia has advice for companies that struggle with security rules and audits. “If you want to be taken seriously and pass security audits, work with Essendis so you don’t waste valuable time and money,” she said. “They have integrity, genuinely care and meet you where you’re at with the organization so you’re not overwhelmed. They’re a true partner.”