Case Studies
Real results from regulated industries. Compliance isn't an add-on — it's the foundation.
Healthcare — Dental Practice: Zero-Finding HIPAA Audit
Industry: Healthcare (Dental Practice, 45 employees, 3 locations)
Challenge: Near-miss with unsecured PHI, previous IT provider treated compliance as an afterthought. Lacked logging, access controls, BAAs, and incident response. OCR audit pending.
Solution: Deployed compliance-first MDR with PHI encryption, RBAC + MFA, automated audit logging (§164.312), NIST 800-66 risk assessment, tested IR plan, workforce training, and vendor BAAs.
Results: Passed OCR audit with zero findings on first submission. Estimated 85% risk reduction. 40% reduction in IT admin time. Real-time compliance dashboard implemented.
"Working with Anexio transformed compliance from a constant source of anxiety into a competitive advantage. Their team speaks our language and actually understands both the clinical workflow and the regulations."
— Dr. Elena Ramirez, Practice Owner
Finance — Regional Credit Union: Clean SOX Audit
Industry: Finance ($450M credit union)
Challenge: Recurring SOX 404 gaps, manual processes, limited executive visibility into controls.
Solution: Automated controls framework (SOX, NIST CSF 2.0, FFIEC CAT), SIEM with retention, vendor risk overhaul, executive dashboards, dedicated compliance advisor.
Results: No material weaknesses identified — first time in 4 years. 65% reduction in audit prep effort. Incident response reduced to under 4 hours. Stronger board reporting.
"Anexio didn't just check boxes. They helped us build a resilient control environment that protects our members and gives our auditors confidence."
— Michael Torres, CFO
Energy — Midstream Provider: Full NERC CIP Compliance
Industry: Energy (Midstream Oil & Gas, Critical Infrastructure)
Challenge: Multiple prior violations, OT/IT convergence issues, inadequate segmentation and documentation across CIP-002–CIP-011.
Solution: BES Cyber Asset classification, ESPs, OT monitoring + MDR, full policies/procedures/training, change/configuration management, mock audits, and program management.
Results: Zero violations in subsequent audit. 72% reduction in high-risk OT vulnerabilities within 90 days. Avoided fines >$2M. Sustainable program aligned with operations.
"The difference with Anexio is their deep understanding of both the 'cyber' and the 'physical' realities of energy infrastructure. They translated complex NERC requirements into operational processes that our engineers actually follow."
— Robert Kline, Director of Compliance & Security