Impact Study

How Coalesce Went From One Framework to Four

Coalesce automates data transformations for enterprises on Snowflake. As enterprise deals scaled, SOC 2 alone stopped being enough. Agency acted as Coalesce’s security and compliance team — taking them from one audited framework to four (HIPAA in under 30 days) without adding a single hire, and handing engineering its time back.

SOC 2 ISO 27001 HIPAA GDPR

About the Company

Coalesce is a B2B data platform that accelerates data projects on Snowflake. Its developer platform automates most SQL coding for data transformations without sacrificing flexibility, helping enterprise data teams deliver faster.

Key Challenges

Coalesce was already SOC 2 compliant, but scaling into larger enterprise accounts meant adding ISO 27001, HIPAA, and GDPR. Each new framework pulled engineering talent into compliance and cybersecurity work — and away from the core product.

How Agency Helped

Agency’s U.S.-based forward-deployed engineers embedded in Coalesce’s workflows and operated the program directly — not as software Coalesce had to run, but as the team that did the work, alongside internal engineering in Slack and on top of the tools they already used. The team reviewed the existing compliance and security architecture, designed a structured compliance onboarding program for new employees, documented security procedures, and built ticketing for evidence collection and audit trails. Agency also became the single point of contact for client security inquiries, supporting the sales team directly.

Results

Coalesce expanded from one audited framework to four — SOC 2, ISO 27001, HIPAA, and GDPR. HIPAA compliance was achieved in under 30 days, and streamlined processes returned $100,000+ per year in engineering time and compliance spend.

Proof Points

Coalesce expanded from one audited framework to four: SOC 2, ISO 27001, HIPAA, and GDPR. HIPAA was completed in under 30 days, and the program returned more than $100,000 per year in engineering time and compliance spend.

Agency embedded in Coalesce workflows, documented procedures, built evidence and ticketing trails, and became the point of contact for client security inquiries. The goal was to remove compliance drag from product engineering.

Buyer Questions Answered

Why was SOC 2 not enough? As enterprise deals scaled, Coalesce needed ISO 27001, HIPAA, and GDPR in addition to its existing SOC 2 program.

What did Agency take off the internal team? Agency handled compliance operations, evidence processes, security documentation, onboarding structure, and security inquiry response work.

Custom Security To Protect Your Most Critical Threat Surface

Your security and compliance team, without the headcount. U.S.-based forward-deployed engineers, supercharged by proprietary AI, operate your program end-to-end — on top of the tools you already trust. Automation ends where judgment begins.

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