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How Customer Success Adds Value to Third-Party Security
Security Best Practices & Advice

How Customer Success Adds Value to Third-Party Security

By Hila Yerushalmy Sep 15, 20213 min read

Panorays automates, accelerates and scales your third-party security process. But that’s not the only benefit you get from Panorays. Service is an integral component of the value you receive from the Panorays solution. In our mind, they are two sides of the same coin.

The Customer Success team at Panorays consists of a diverse group of service oriented, highly trained professionals who share a single goal—to ensure that you are gaining the maximum you can from our vendor security solution. Proactive service is our calling card and we work tirelessly to tailor our solution to your needs, rather than having you adjust to our tool.

At Panorays, there is no one-size-fits-all solution, as we recognize that every organization has its own unique needs and requires a solution that can adapt with an organization as it grows and evolves and its needs change. That is precisely why we spend a lot of time learning from our customers and understanding what is and isn’t working for them and what we can do to help them be more successful.

Your customer success manager (CSM) accompanies you every step of the way through the following milestones: 

  1. Designated CSM assigned

At the beginning of your relationship with Panorays, you will be assigned a dedicated customer success manager whose purpose is to ensure Panorays is successfully implemented within your organization and utilized to its fullest potential. This means less work for you and better vendor security for your organization.

  1. Kickoff call

During this introductory call, your CSM wants to understand your objectives and concerns and recommend customizations based on your particular needs. You will also review the flow of the onboarding process as well as a high level platform review. Lastly, your CSM will explain how our customer portal provides transparency as you progress through the onboarding timeline.

  1. Onboarding process

This pivotal stage is when the customization takes place so Panorays can accurately and efficiently help manage your third-party security process while saving you time. Your CSM will work with you on updating or building your third-party security risk policy. The following customizations will be covered during this stage: 

  • security questionnaires
  • security processes and best practices (determining risk level, inherent risk level, dashboard and reports)
  • building a communication of trust with your suppliers
  • integrations
  1. Ongoing phase

Quarterly business reviews (QBR) are scheduled to give stakeholders a forum to provide feedback on Panorays. It also enables us to look together at the future roadmap of your business’s security risk process for the upcoming quarter, as well as revisit your business objectives and make adjustments as necessary.

  1. Version release

Panorays takes a proactive approach by personally reaching out to customers who we think will benefit from a version release. We always appreciate feedback as it helps us adapt accordingly. Your CSM will gladly set up an additional conversation with you if you’d like training on the newest features.

  1. Ongoing support

We view ourselves as partners in your vendor risk security program which is why your CSM is always here to support you, your organization and your suppliers. As companies change and evolve, support for your supplier security risk program may need adjustments—and we are here to help.
Our Customer Success team supports organizations that use Panorays’ automated, comprehensive and easy-to-use third party security platform, which manages the whole process from inherent to residual risk, remediation and ongoing monitoring. To learn more about how we help organizations reduce their risk of breaches, ensure vendor compliance and improve your security posture across the board, click here.

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Hila Yerushalmy

Self-starter, proactive team player with innovative ideas to inspire customer loyalty and adoption

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