Customer Case Study

A global Digital Services, Document Management, and Financing Company tapped PrivacyCode to create a centralized System of Record to capture roles, responsibilities, decisions, actions, and insights so teams can build quickly and confidently.

Photo by Nathan Waters on Unsplash

This multibillion-dollar multinational operates in 160 countries and continues to retain a longstanding reputation for quality and service, delivered by its 25,000+ employees, and supported by a large partner ecosystem. 

The company serves the vast majority of the Fortune 500 and enjoys the confidence of approximately 250,000 customers worldwide. With nearly 15,000 patents owned and in use today, it is regarded as one of the world’s greatest innovation engines.

The Situation

Like most companies, this PrivacyCode customer continues to redefine its post-pandemic relationships with its stakeholders.  Given its recognition as one of the world’s most reputable companies and its ongoing Environmental, Social and Governance commitments, the company’s leadership wanted more certainty that its data and privacy controls were comprehensive enough to support its corporate strategy to grow market leadership, monetize innovation and optimize operations. 

PrivacyCode Delivers

This customer turned to the PrivacyCode Platform to establish new and relevant Data Privacy approaches and controls.

PrivacyCode’s cloud-native, AI-driven platform is purpose-built for actionable insights and results.  It curates, orchestrates and manages the avalanche of new and changing requirements across the complex and nuanced areas of Data Privacy, Data Governance, Data Quality, and the rapidly increasing need for Responsible AI Builds, Implementation and Governance.  

Leveraging PrivacyCode’s NLP and LLM AI capabilities, ingesting their information into a number of PrivacyCode’s Privacy Object Libraries (themselves based on globally-recognized standards and frameworks), allowed the customer to not only address Data Privacy Controls, it also created formal methodologies for remaining on top of and ahead of such challenges in the future.

Within 90 days, the PrivacyCode platform and focused advisory services for baseline analysis, alignment and implementation guidance addressed this core challenge, while positioning the broader and deeper use of PrivacyCode across this global entity. 

What’s Next

The pace of change in this space is unrelenting and the multitude of regulations and oversight demands further fueled by generative AI is growing at near-exponential rates.

When leaders invariably move or take on new responsibilities, the corporate knowledge that has been amassed goes with them. The PrivacyCode Platform not only ensures that this doesn’t happen, it also creates a System of Record where roles, responsibilities, decisions, actions, and insights are captured such that organizations can build on what they’ve learned & captured, as opposed to effectively starting over again.

PrivacyCode’s platform for Privacy Optimization and Integration goes far beyond serving the important needs of data practitioners while at the same time, it powerfully raises their own strategic value to the business.

This customer intends to use the PrivacyCode platform and its Privacy Object Libraries to create real, always-current privacy automation and controls, while building a deep and lasting System of Record which, crucially for this business, reinforces to their stakeholders that privacy is everyone’s job.

Customer Case Study

PrivacyCode curates, orchestrates, and manages the avalanche of new and changing requirements for a Global Relationship Intelligence Automation Provider.

Photo by Joshua Sortino on Unsplash.

A leader in Relationship Intelligence Automation leverages AI and an analytical understanding of the power of relationships, for deeper team collaboration and deal flow acceleration.  Business relationships today have been profoundly and forever affected by communications channels and technology such that there is great unrealized value and opportunity to be found in extracting new insights from how these relationships manifest and interconnect.

The company is privately funded, raising $100+ million through multiple funding rounds.  Its cloud-native platform has driven thousands of organizations to new levels of insights, collaboration, and an ability to standardize and accelerate deal flow processes.

While its focus is on deriving deep value from business relationships and networks of all kinds, it operates with customers in markets where trust and privacy are paramount for everything from regulatory reporting to competitive advantage.

The Situation

As a private and rapidly growing company serving data intense and data sensitive markets, this PrivacyCode customer had an ongoing and critical need to remain fully aware of data protection requirements for its global customer base.  

The need to address these requirements on the near-immediate timeline that is expected in the markets they serve was creating new growth for the company, while existing customers’ expectations continued to expand. If this company needed to proactively cover and address these requirements, and eliminate potential blind spots in their relationship intelligence platform.

The company’s leadership scanned the market and looked to their own legacy providers, only to realize that none of their vendors or others in the space had the depth and breadth of the requirements needed. At best, they were privacy-adjacent and could not offer centralized and accountable capabilities built on a highly responsive and flexible platform.

PrivacyCode Delivers

As a result of key gaps across the legacy offering landscape, this customer turned to the PrivacyCode Platform.  The customer realized that they could now pursue new opportunities, while supporting critical needs for proactively incorporating new regulations and privacy insights in a manner that met demanding customer expectations.  

They also came to realize that in order for them to maximize the promise and potential of Relationship Intelligence and given the tremendously high trust expectations, that they too needed a platform which would hold them to their own privacy accountabilities. 

PrivacyCode’s cloud-native, AI-driven platform is purpose-built for actionable insights and results.  It curates, orchestrates and manages the avalanche of new and changing requirements across the complex and nuanced areas of Data Privacy, Data Governance, Data Quality and the rapidly increasing need for Responsible AI Builds, Implementation, and Governance.

Within the first 45 days, leveraging PrivacyCode’s NLP and LLM AI capabilities, ingesting their data/regulatory specific requirements into a number of PrivacyCode’s Privacy Object Libraries (themselves based on globally-recognized standards and frameworks), the PrivacyCode implementation addressed the missing pieces, while establishing a centering capability for new levels of collaboration and accountability. 

What’s Next

The Relationship Intelligence Automation market, while specialized, is significant and can positively impact deal flow unlike any other type of relationship management platform or service.  Bringing together disparate data sources to uniquely maximize value demands a systematic/system-wide appreciation for the data being disseminated.  It also demands a clear understanding of the regulatory requirements having a direct and material effect on the value of that synthesized data.

The PrivacyCode Platform for Privacy Optimization and Integration creates a lasting System of Record where roles, responsibilities, decisions, actions and insights are captured such that organizations can build on what they’ve learned and captured.

With their immediate challenges addressed, this customer is now planning a larger PrivacyCode platform rollout as they now find themselves able to aggressively pursue even larger and more strategic opportunities as their rapid growth trajectory continues.

Customer Case Study

Global leader in digital experience and account-based marketing turns to PrivacyCode for a foundational platform where business, operations, and technology teams find shared understanding, actionable data insights, and connect the value of their work to the business overall.

Photo by Nick Fewings on Unsplash

This global leader in Digital Experience and Account-Based Marketing is focused on redefining and repositioning the go-to-market function for B2B companies across geographies, segments and verticals. 

The company, and its $1B+ valuation, depends on bringing disparate data sources and AI together to create highly personalized engagement across the increasingly complex B2B Buyer Journey.

Its platform supports thousands of customers around the world in nearly 150 languages, making it both globally-engaged and globally-sensitive to regional data and regulatory requirements.  

The Situation

As a private and rapidly growing company, this customer had expectations being placed on it by its investors, customers, and partners.  The range of data demands from different jurisdictions had created layers of unanticipated business challenges.  

The company’s leadership evaluated point offerings and could not derive either lasting value or resource efficiency.  These privacy-adjacent products did not and could not meet the company’s requirements for flexibility, responsiveness, cost-avoidance and risk mitigation.

So as not to hinder its growth aspirations or cause irreparable harm to the business, the company knew it had to address the challenge, particularly as their technology teams and business teams had neither clear accountability nor a comprehensive appreciation for the data requirements which quite literally underpin the company’s business.

PrivacyCode Delivers

After failed attempts with legacy offerings, this customer turned to the PrivacyCode Platform to support multiple needs. First, the customer needed to respect the cost-avoidance requirements for adding personnel to this function.  The time, training and multi-jurisdictional expertise required was rightly seen as untenable.  

Second and keeping with its own focus, the customer wanted to leverage something comprehensive and revolutionary but which was also based on proven experience, knowledge, and global awareness.

They also needed a foundational platform where the business, operations and technology teams could find a shared understanding of tasks and actionable data insights, where they could clearly connect the value of the work to the business overall.

PrivacyCode’s cloud-native, AI-driven platform is purpose-built for actionable insights and results.  It curates, orchestrates and manages the avalanche of new and changing requirements across the complex and nuanced areas of Data Privacy, Data Governance, Data Quality and the rapidly increasing need for Responsible AI Builds, Implementation and Governance.

Within the first 60 days, leveraging PrivacyCode’s NLP and LLM AI capabilities, ingesting their data/regulatory specific requirements into a number of PrivacyCode’s Privacy Object Libraries (themselves based on globally-recognized standards and frameworks), the PrivacyCode implementation addressed their range of core challenges, allowed them to remain judicious on resource utilization, while helping the company to maintain its focus on its customers, partners and strategy execution.

What’s Next

Particularly owing to its multilingual capabilities, the company’s leadership understands that the work needed to protect their business and “digital crown jewels’ has historically been bespoke.  As their digital leaders move or take on new responsibilities, the leadership is deeply committed to retaining such strategic corporate knowledge.

The PrivacyCode Platform for Privacy Optimization and Integration creates a lasting System of Record where roles, responsibilities, decisions, actions and insights are captured such that organizations can build on what they’ve learned and captured, as opposed to effectively starting over again.

This customer is planning a larger PrivacyCode platform rollout, serving more parts of their business, while enhancing stakeholder engagement and expectations.