How Coalesce Went From One Framework to Four

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.

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.

Agency deployed a dedicated forward-deployed compliance team embedded in Coalesce’s workflows, collaborating with internal engineering and outsourced IT providers in Slack. 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.

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.