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QUADLOGY / CASE STUDIES

Programs that shipped.

Detailed case studies across AI implementation, cybersecurity, data protection, and risk management. Client details generalized to protect confidentiality.

CS-01

Enterprise AI Assistant — Pilot to Production

DomainAI Implementation
Duration7 mo
Teams5
OutcomeOn time
Challenge

A successful AI proof-of-concept had no path to production: unclear ownership, ungoverned data access, and no success metrics beyond the demo. Leadership needed confidence the tool could be deployed safely and deliver measurable value.

Approach

Stood up a program structure with stage gates from pilot to production. Coordinated data, platform, security, and business teams on one cadence; defined business success metrics; established governance checkpoints for privacy and model risk; and managed vendor and compute planning through deployment.

Outcome

The AI assistant deployed to production on schedule with monitoring and governance handed to a named internal owner. Adoption was tracked across departments against the agreed success metrics, and the program transitioned to a sustaining operating cadence.

CS-02

Security Screening Solution Rollout

DomainCybersecurity
Duration6 mo
Teams4
OutcomeFull coverage
Challenge

Inbound files and third-party content were reaching users through multiple channels without consistent security screening — creating malware exposure and data-integrity risk that varied by business unit.

Approach

Managed the evaluation and selection of an enterprise screening solution using a weighted scorecard and a structured proof of concept against real traffic. Coordinated a phased rollout across email, file transfer, and collaboration channels, and established policy tuning and exception processes with the security operations team.

Outcome

Screening coverage extended across all inbound channels with tuned policies and a measurable reduction in threats reaching end users. The security team took ownership with a documented operating runbook and tuning cadence.

CS-03

Data Loss Prevention Policy Management Program

DomainCybersecurity / Data Protection
Duration5 mo
Teams4
OutcomeGoverned
Challenge

Years of ad-hoc DLP rules had accumulated into an unmanageable policy set: high false-positive rates, inconsistent enforcement across channels, and no clear ownership for changes or retirement of stale rules.

Approach

Built a full policy lifecycle framework: inventory and rationalization of existing rules, alignment to the organization's data classification scheme, a change-control board with security, legal, and business representation, a recurring tuning cadence, and effectiveness metrics for every policy.

Outcome

The policy set was consolidated and mapped to data classifications, false positives dropped substantially, and a standing governance process now reviews and approves every DLP policy change with a documented audit trail.

CS-04

Microsoft Purview DLP Implementation

DomainCybersecurity / Microsoft 365
Duration8 mo
Teams5
OutcomeEnforced
Challenge

The organization needed consistent data-loss controls across Exchange, SharePoint, OneDrive, Teams, and endpoints — replacing a patchwork of legacy tools with different policies, consoles, and gaps.

Approach

Managed a phased Microsoft Purview DLP deployment: sensitivity labeling and data classification first, policies run in simulation mode to baseline impact, then staged enforcement by workload. Coordinated IT, security, compliance, and business stakeholders throughout, with user communications, training, and a formal exception process.

Outcome

DLP policies enforced across Microsoft 365 workloads and endpoints with minimal business disruption. Legacy point tools were retired, and monitoring and reporting were handed to the compliance team with defined KPIs.

CS-05

Enterprise Risk Assessment Scorecard

DomainRisk Management
Duration4 mo
Teams3
OutcomeAdopted
Challenge

Leadership had no consistent way to compare risk across initiatives and vendors — every assessment used a different format, scale, and level of rigor, making prioritization and sign-off subjective.

Approach

Designed a weighted risk assessment scorecard covering security, compliance, operational, and vendor dimensions. Piloted it on live assessments, calibrated scoring thresholds with stakeholders, then rolled it out with templates, assessor training, and an executive dashboard view.

Outcome

A single, repeatable risk scoring method is now used across initiative intake and vendor assessments — giving leadership comparable risk ratings, faster decisions, and a defensible audit trail.

CS-06

Third-Party Security Review Framework Implementation

DomainThird-Party Risk
Duration6 mo
Teams4
OutcomeCycle time cut
Challenge

Vendor security reviews were slow, inconsistent, and blocking procurement. With no risk tiering, a small SaaS tool received the same scrutiny as a critical data processor — and critical vendors received too little ongoing attention.

Approach

Implemented a tiered third-party security review framework: risk-based vendor tiering, standardized questionnaires and evidence requirements per tier, an SLA-backed review workflow integrated with procurement, and ongoing monitoring for the most critical vendors. Trained procurement and security teams on the new process.

Outcome

Review cycle times dropped sharply for low-risk vendors while scrutiny of critical vendors deepened. A living vendor inventory — with risk tiers and review status — now feeds recurring leadership reporting.

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