
Customer Case Study
From Spreadsheets to Organizational Growth:
How an Investment Firm Improved Cyber Risk Management

Client
Industry
Employees
Primary Uses
Investment Firm
Financial Investments
~300 employees
Surveys and Gaps, controls & compliance
The Problem
When Linor, a Cybersecurity Manager at an investment firm, took on her role, she encountered a significant challenge: the company heavily relied on spreadsheets and shared folders to manage Cyber GRC. As the company grew, it became clear that its cyber processes were struggling to scale. Without a flexible tool to centralize departmental workflows, meeting regulatory requirements would be challenging.
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“There was a massive Excel sheet that documented everything. Each new team member inevitably got lost. Managing cybersecurity properly was impossible in that format.”
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What were they seeking?
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Structured cyber processes
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Organized documentation capabilities
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Minimizing human errors
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Presenting status reports and tailored dashboards for management
and the board
The Solution
Commugen was an immediate fit for the company. Commugen’s solution architects were attentive to Linor’s needs throughout the system's specification and implementation, regardless of how complex the organizational or regulatory requirements were.
“The training and support were so precise that, over time, I learned to independently develop new processes in the system and make modifications on my own.”
The Result
Thanks to the flexibility and user-friendliness of Commugen’s platform, the cybersecurity team was able to quickly transition to managing cyber risks more transparently and consistently. They now have full control over their tasks and the overall cyber risk landscape:
“We saved the team a lot of time that was previously wasted on managing an Excel spreadsheet full of regulatory controls. Now they can see exactly what needs to be done at any given moment. Documentation capabilities have also improved, helping with periodic audits and regulatory compliance.”
Linor adds that Commugen’s dashboards help her become a better cybersecurity risk manager. With all data centralized, she can identify workload bottlenecks and allocate tasks more effectively, something that wasn’t possible with Excel-based management.
“I see all tasks in one place, allowing me to make better-informed decisions.”
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Broad, Organization-Wide Impact
Commugen's impact extended beyond the cybersecurity team. The system has since been expanded to operational risk management across the organization.
“At the first board meeting after implementation, we presented a clear status report using data visualizations to show departmental progress. The reports provided my us with insights that we could not have achieved without Commugen. As a result, we were able to develop a plan to improve workflows and measure our improvement."
Their Favorite Features
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Management-Friendly Reports
Graphs presenting real-time status and cyber defense trends for executives and the board. -
Ease of Use & Customization
A friendly interface enabling independent system operation and changes without special requirements. -
Documentation
The ability to record, track, and view risks raised the organizational standard for cyber risk management. -
Complete Visibility
Custom dashboards and automated reports allow cyber risk managers to monitor processes, identify gaps, and respond instantly.