Pivotalogic

BACKGROUND

Introduce your business and what you do there.

I’m the CTO of Docupace Technologies, a cloud-based digital operations solutions company. We help wealth management firms streamline client onboarding, document management, and compliance workflows, enhancing efficiency and regulatory compliance.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Pivotalogic?

We hired Pivotalogic because they had a proven track record of success in our highly regulated industry, specifically regarding SEC/FINRA compliance, SOC2/GDPR compliance, and cybersecurity focus.

SOLUTION

What was the scope of their involvement?

Our engagement is still fairly early. Pivotalogic has completed a comprehensive risk assessment and is now focusing on a roadmap to improve in well-defined areas. Their role to date has weighed heavier on assessment and planning, but I have full confidence in their abilities as we now move to implementation.

What is the team composition?

We’ve worked with 2–5 teammates from Pivotalogic.

How did you come to work with Pivotalogic?

Pivotalogic was referred to me. I chose them over other options because they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We started working with Pivotalogic in March 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Pivotalogic has delivered an assessment that I can confidently take to my executive leadership team and board of directors. They’ve assessed the status of maturity across all key and relevant areas.

How did Pivotalogic perform from a project management standpoint?

We primarily communicate with Pivotalogic through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Pivotalogic’s down-to-earth, no-nonsense, and professional communication style is impressive.

Are there any areas they could improve?

I can’t think of anything for Pivotalogic to improve.

BACKGROUND

Please describe your company and position.

I am the General Manager

Describe what your company does in a single sentence.

3rd Party Freight & Logistics Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Pivotalogic to accomplish?

• Help determine shortfalls of current cybersecurity practices.
• Help determine where to focus effort to make impactful changes.
• Set an actions plan(s) to create a more secure infrastructure for our organization as a whole.

SOLUTION

How did you find Pivotalogic?

Referral

Why did you select Pivotalogic over others?

• Close to my geographic location
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Pivotalogic were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Pivotalogic helped our team to determine the shortcomings of our current practices and offered specific, step-by-step suggestions to help bring our organization up to speed with becoming a more aware, and more secure partner for our clients/vendors, and place to work for our staff.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our team has been able to recognize how far off the mark we currently are from meeting current industry standards, and we have been able to implement an action plan, with the help of Pivotalogic, that our organization will be able to continuously work to improve over the course of the next 6 to 12 months.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Deliverables were successfully delivered in a timely manner each and every time, and any deadlines were met with success, on time or in advance, every time.

What was your primary form of communication with Pivotalogic?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The culture and values help by all of the individuals over at Pivotalogic is something that impressed us from the start. They take pride in treating their clients with respect and going above and beyond to support their customer base with top-of-the-line customer service from day one through the completion of the project and beyond.

Are there any areas for improvement or something Pivotalogic could have done differently?

N/A

BACKGROUND

Please describe your company and position.

 I am the IT Manager of an education company 

Describe what your company does in a single sentence.

K-12 Education

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Pivotalogic to accomplish?

• Get a picture of where we currently stand on security

SOLUTION

How did you find Pivotalogic?

Referral

Why did you select Pivotalogic over others?

• Close to my geographic location
• Great culture fit
• Referred to me

Describe the scope of work in detail. Please include a summary of key deliverables.

We were provided with a Cybersecurity analysis report that gave us insight into an initial five security domains evaluating our readiness in those domains with tasks we can follow to increase/better our security position.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We now have a list of tasks we can work on, and a better understanding of where our weak points are.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We received exactly what we were told, and we chose the areas we wanted to cover. The response time and turn around were excellent.

What was your primary form of communication with Pivotalogic?

Virtual Meeting

What did you find most impressive or unique about this company?

They listened to where we were at as an organization and took that into consideration when proposing how to approach each domain and which ones were applicable to our situation.

Are there any areas for improvement or something Pivotalogic could have done differently?

N/A