This is an illustrative composite: a pattern drawn from several engagements rather than a single booked client. It shows how we approach the problem. Details are anonymized where client confidentiality requires it.
The Challenge
A manufacturer with quarterly scrutiny stitched SOX-relevant evidence from exports, shared drives, and ticket comments. Each quarter-end, finance pulled the same reports differently; reviewers could not rely on prior-period folders because naming and versions drifted.
Our Approach
We defined a fixed evidence packet per control: data lineage from ERP/subledger, reviewer identity and timestamp, and variance thresholds that triggered human review. Automation prepared packets before management review meetings; exceptions surfaced as structured tasks instead of email chains. Where segregation-of-duties checks applied, we surfaced conflicts early rather than at filing week.
The Outcome
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