Case Studies & Insights

How Webb systems improve real business operations.

Published case studies and articles from the Webb team.

Article

Cybersecurity & Compliance Readiness: The Assessment Framework

The framework Webb uses to get SMEs audit-ready for SOC 2, ISO 27001, and GDPR — gap analysis, risk register, and a prioritized remediation roadmap.

Enterprise buyers, insurers, and regulators increasingly ask the same question: can you prove your security? For most SMEs the honest answer is "partly." This framework closes that gap and produces the evidence trail an audit needs. ── WHO THIS IS FOR ── Companies that need to pass security questionnaires to close deals, prepare for a SOC 2 or ISO 27001 audit, or demonstrate GDPR compliance — without hiring a full security team. ── THE FRAMEWORK ── 1. SCOPE & TARGET Confirm the framework(s) in scope (SOC 2 Type I/II, ISO 27001, GDPR) and the systems, data, and people boundary being assessed. 2. GAP ANALYSIS Assess current state against control domains: • Access control & identity (MFA, least privilege, joiner/mover/leaver). • Data protection (encryption at rest/in transit, retention, classification). • Application & infrastructure security (secure SDLC, patching, config). • Logging, monitoring & incident response. • Vendor & third-party risk. • Governance, policies & training. Each control is rated: met / partial / missing, with evidence noted. 3. RISK REGISTER Gaps become risks, scored by likelihood × impact, with an owner and a target date. This is the artifact auditors and boards actually want to see. 4. REMEDIATION ROADMAP Prioritized, sequenced, and costed: • Now (0–30 days) — MFA everywhere, backups tested, incident-response plan, access review, core policies. • Next (30–90 days) — logging/monitoring, vendor reviews, SDLC controls, staff training, evidence collection. • Later (90+ days) — audit engagement, penetration test, continuous monitoring. 5. POLICY & CONTROL SET A starter pack: information security policy, access policy, data protection & retention policy, incident response plan, acceptable use, and a vendor register — tailored to your business, not generic templates. ── SAMPLE OUTPUT (illustrative) ── A 25-person SaaS company, assessed for SOC 2 Type II readiness: • 62 controls assessed: 24 met, 21 partial, 17 missing. • 9 high risks, 14 medium, the rest low. • Highest risks: no centralized logging, inconsistent MFA, untested backups, no formal incident response. • Roadmap: audit-ready in ~4 months following the Now/Next/Later plan. ── WHAT YOU RECEIVE ── • Gap analysis against your target framework. • A scored risk register you maintain. • A tailored policy & control set. • A costed remediation roadmap and audit-readiness timeline. Engagements typically range $10,000–$50,000 depending on scope and framework. The readiness assessment is independent of any remediation work — you own the findings. Preparing for an audit or an enterprise security review? Book a scoping call.

Jul 2, 2026

Case study

AI Automation Opportunity Assessment: Our Methodology & Sample Report

How Webb identifies 20–30 automatable workflows, scores them by ROI, and turns them into a costed 12-month roadmap — with a worked example.

Most businesses know AI can help them, but not *where* to start. The AI Automation Opportunity Assessment answers that with evidence, not opinion. This is the exact methodology we use, and a sample of what you receive. ── WHY AN ASSESSMENT FIRST ── Automating the wrong workflow is expensive: you pay to build something that saves little, and you lose trust in AI internally. The assessment de-risks that. In 2–3 weeks we produce a prioritized, costed roadmap so your first automation pays for itself and builds momentum for the rest. ── THE FOUR PHASES ── 1. DISCOVERY (Week 1) • Stakeholder interviews across each function (sales, finance, support, ops). • Systems inventory: CRM, accounting, helpdesk, docs, spreadsheets, email/chat. • Time-and-motion capture: where do hours actually go? Output: a validated map of 40–60 candidate workflows. 2. SCORING (Week 1–2) Each candidate is scored on five axes: • Volume — how often it happens. • Time cost — loaded hours consumed per month. • Automatability — how much can be safely automated (rules vs. judgment). • Data readiness — is the input structured and accessible? • Risk — error and compliance sensitivity. We combine these into an ROI score and an effort estimate. 3. PRIORITIZATION (Week 2) Workflows are plotted on an impact-vs-effort matrix. The output is three tiers: • Quick wins — high impact, low effort. Build these first. • Strategic bets — high impact, higher effort. Sequence deliberately. • Park — low impact. Documented but not recommended now. 4. ROADMAP (Week 3) For the top 8–12 workflows we deliver: scope, integration list, expected monthly savings, build cost, monthly run cost, payback period, and a month-by-month implementation plan with owners. ── SAMPLE FINDINGS (illustrative) ── A 40-person professional-services firm, assessed across sales, finance, and support: • 47 candidate workflows identified; 11 recommended for automation. • Estimated 320 hours/month of recoverable labor across the top 11. • Top quick win — invoice + AP processing: ~55 hrs/mo recovered, ~$4,500 setup, ~$800/mo run, payback in ~2 months. • Strategic bet — support ticket triage + drafting: ~90 hrs/mo recovered, higher setup, payback in ~4 months, plus faster response times. • Year-one net value across the roadmap (illustrative): $180k–$240k. ── WHAT YOU RECEIVE ── • A written report (findings, scoring, matrix, roadmap). • A workflow register spreadsheet you keep. • An executive readout to align leadership. • Optional: a fixed quote to implement the quick wins. Engagements are typically $5,000–$20,000 depending on company size and scope. The assessment stands alone — you own the roadmap whether or not Webb builds it. Want your own assessment? Book a scoping call and we'll confirm scope and price.

Jul 2, 2026