How Vidyard streamlines SOC 2 security reviews with Digify

With Digify data rooms, Vidyard ensures their SOC 2 and other sensitive security reports are protected while being shared with customers online.

Vidyard - Security Reviews - SOC 2

About Vidyard

Vidyard is a Canadian-based company that helps businesses and professionals connect with their audiences in a whole new way through engaging, personalized, and measurable video experiences. Through its global video hosting and analytics platform, Vidyard empowers businesses to transform their approach to marketing, sales, and corporate communications. Through its free and pro tools, Vidyard helps any business professional create and share custom videos to deliver their message in a more personal and impactful way. Vidyard is used by thousands of businesses and millions of users around the world.

The problem

Protecting confidential information during security reviews

As information security has become increasingly important in the tech industry, security reviews became an essential component in the process of winning new customers for Vidyard. To facilitate this process, the team needed to share sensitive documents, such as SOC 2 reports and data breach plans, with customers for evaluation. These documents often contained proprietary information which are confidential and should not be made public.

It was critical that Vidyard could share these documents with customers easily while retaining document control in order to protect sensitive company information. This would enable Vidyard to close deals faster and easier.

The solution

A single tool to protect and track confidential reports

After developing “playbooks” containing their confidential security reports, Vidyard created data rooms in Digify to share these packages with customers for security reviews. With the ability to restrict copying and sharing, the team feels comfortable giving access to their complete set of documents, and in most instances, sharing more than what is being asked.

Here’s why they chose Digify:

Full control and protection from copying and sharing

Digify helps Vidyard retain control even after sending out documents. They are less concerned about unauthorized sharing as shared files can be set to restrict copying, printing or downloading.

Easy distribution and access

On top of document security, Digify makes it easy to share many documents at once by simply sharing a data room link. Since Digify is cloud-based, customers can access the files on any browser without needing to download another software to decrypt or view the file. The ease of use also helps Vidyard’s team members onboard onto Digify quickly.

Identifying the most useful documents for customers

Data room statistics are useful to track how customers are interacting with Vidyard’s security documents, for instance how long they spend reviewing each document and the sequence in which they review them. These insights help the team determine which documents are the most relevant for customers and hence should be updated more frequently.

The outcome

Establishing smooth internal processes

By making it simple to ensure the necessary security for confidential documents, Digify data rooms have given Vidyard’s team the confidence to share important information with their customers to close the deal. Customers can also quickly find the information they need with minimal hassle. This in turn helps Vidyard’s team save time and focus on more important tasks.

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