Smart Role is an AI-driven platform revolutionizing customer service training by offering interactive, scenario-based modules that enhance agent performance and reduce onboarding time. Based in Paris, France, Smart Role serves businesses globally, providing solutions that streamline hiring, onboarding, and continuous development of customer support teams.

As Smart Role expanded with enterprise customers, meeting security and compliance expectations became crucial. To win deals with larger companies, the team needed to demonstrate a strong security posture and make progress toward SOC 2 certification. However, they faced typical early-stage startup hurdles:

• Limited internal resources to manage the complexity of compliance
• No existing security documentation or formal policies

“We understood that building a strong security program would take a tremendous amount of time and effort. With so many other priorities across our product and customer roadmap, it just didn’t make sense to take it all on ourselves”, said Sven, Smart Role's CTO.
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While a compliance automation tool was a clear starting point, it wasn’t enough. The team wanted dedicated security expertise as well as a one-stop-shop for their security needs.
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Although the Smart Role team had heard positive feedback about Bastion, they still evaluated other options to make sure they were making the right choice. One of the biggest deciding factors was how fast they could reach compliance: delays would mean losing customer opportunities.

Smart Role partnered with Bastion to implement a scalable compliance and security program from the ground up. Bastion’s platform offered:

• Automated asset and access management across their SaaS & Cloud providers.
• Tailored security policies and compliance workflows mapped to SOC 2
• MDM (Mobile Device Management) and employee onboarding tools

Bastion’s team provided hands-on guidance during implementation, working closely with Smart Role’s infrastructure team to ensure smooth deployment across services.

Within 3 weeks, Smart Role was able to complete its SOC2 preparation, including:

• Centralize policies & procedures, gaining full visibility and control over compliance artifacts
• Deploy Bastion’s MDM across employee devices
• Secure Cloud & SaaS environments, streamlining secure access to cloud resources and simplifying permission management by creating audit-friendly team structures and approval flows
• Reduce manual coordination time, thanks to Bastion's hands-on vCISO approach

This lead to:

• >50% reduction in compliance-related setup time
• Faster onboarding and role provisioning across services
• Audit-ready configurations with SOC 2-aligned GitHub and AWS practices
• Improved visibility over security posture and responsibilities

With Bastion, Smart Role transformed its approach to compliance—reducing manual effort, boosting security maturity, and accelerating SOC 2 readiness. As they continue to grow, Smart Role is now well-positioned to meet the demands of enterprise customers while staying agile and secure.