How Enlace saves 15 days per month on audits and compliance by using Ideals

Overview

Enlace is a flourishing Mexican auditor working across a wide range of sectors. The company was unhappy using email to exchange sensitive documents with its audit team, customers and suppliers, so decided to look for a secure virtual data room (VDR).

“Ideals stood out for its comprehensive security features, user-friendly interface, and robust customer support,” says Francisco Salgado, General Manager at Enlace. He estimates that the operational efficiencies from working with Ideals VDR has saved his team almost 15 working days per month.

The context

Founded in 2015 as a company committed to being the best, Enlace tried various file-sharing protocols, but none of them offered the levels of security or traceability that the company felt it needed.

Keen to streamline document delivery and improve efficiency for supplier evaluations, Enlace decided to look for a VDR with robust security features, clear audit trails, and efficient document management capabilities.

According to Francisco, “We chose Ideals because its security features, traceability, and user-friendly interface met the company’s specific needs.”

Key challenges

Enlace needed to manage large volumes of sensitive documents securely, but also wanted to ensure that its audits were conducted with maximum efficiency. Therefore it needed a VDR that offered: 

• Secure document storage and sharing
• Tools for efficient team collaboration
• Tracking of all user activity
• Excellent customer support 

Solutions

The team was quickly up and running thanks to Ideals’ market-leading user experience, which has been top-rated on G2 for four years in a row.

“Our users found Ideals VDR easy to use, especially features like document traceability and the secure communication tools,” says Francisco.

Specifically, his team was able to:

• Set controlled permission levels for all users
• Assign specific team members to different tasks
• Upload sensitive documents such as financial statements, contracts, and legal papers
• Share audit documents securely with external suppliers and other stakeholders
• Set up folders for clients to upload documents
• Monitor all activity and record who had accessed which documents

Francisco says that Ideals has delivered significant operational efficiencies by streamlining operational workflows across departments and reducing time spent on document management and supplier interactions.

He estimates that the platform saves each team member around 30 minutes per day. With around 15 colleagues using the VDR each month, this is a time saving of at least 30 hours per week.

The future

Enlace now uses Ideals for multiple projects in different departments, including supplier audits and financial, legal, and performance evaluations.

“Based on our positive experience with Ideals VDR, we recommend it to anyone needing a secure and efficient document management solution for supplier audits and compliance processes,” says Francisco.