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How Poka automates their way to SOC 2 compliance

“Zapier is the glue between all our internal tools.”

—Mathieu Marcotte, Information Security, Risks, and Compliance Analyst at Poka

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Poka customer story
Cuts 3-5 hours of work per week

Cuts 3-5 hours of work per week

For just one Poka employee, Zapier saves 3-5 hours of work per week—which frees up their schedules and leads to fewer human errors.

Flexibility to design their own workflows

Flexibility to design their own workflows

With Zapier, Poka can build processes that meet their unique needs and work with the tools they already use, like Jira, GitHub, and Intercom.

Seamless security workflows across the organization

Seamless security workflows across the organization

Whether it’s tracking security training or managing code reviews, the security team can implement processes that ensure painless experiences for all.

About Poka

  • Company size: 11-50
  • Industry: Poka is a web and mobile app that helps manufacturers drive performance by empowering workers to learn, solve problems, and share knowledge in real-time on the factory floor.
  • Location: Quebec, Canada

Zapier takes the hassle out of crucial company-wide training

Challenge

Managing and tracking security training for the entire company was a tedious task, especially when the security team needed to make sure everyone completed the training on time.

Solution

Every week, Schedule by Zapier automatically checks the status of everyone’s training in their learning management system, then sends reminders to those who have not completed it.

Results

Instead of manually tracking each employee’s training and individually following up, Zapier takes care of these tedious tasks, and people complete training in a timely manner.

Automation offers flexibility in code change monitoring

Challenge

Poka has a control in GitHub requiring a review of every code change before going into production. During the workday, this is simple to manage, but in emergency situations, it's a roadblock.

Solution

When Poka needs an emergency code change, employees on call can merge without review. A Zap alerts the security team to ensure the review is complete within working hours—leaving a paper trail for each change.

Results

With this workflow, Poka has flexibility in case of emergency code changes, while still allowing their security team to have monitoring controls in place.

Zapier makes managing SaaS app access simple

Challenge

Poka offers its employees many SaaS apps to help with their work, but each employee needs to request access. This was time-consuming and delayed employees from getting the resources they needed.

Solution

When an employee submits a request form, a Zap checks it against a Google Sheet that lists SaaS apps and access levels. The workflow then sends a Slack message to the security team with the request. They can react with a checkmark, which alerts the requester of the approval.

Results

The workflow simplifies the approval process and ensures everyone gets timely updates on access status.


“The process is really seamless because everything is happening in Slack,” said Mathieu.

"On a personal basis, I would say that Zapier saves me about 3-5 hours per week.”


Mathieu Marcotte,

Information Security, Risks, and Compliance Analyst at Poka

Learn more about how Poka uses Zapier to support SOC 2 and other security workflows.
How Zapier saves Poka time

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