HELIOS CONSEILS manages its clients’ GDPR compliance

HELIOS CONSEILS supports its clients on GDPR compliance challenges.

The firm initially relied solely on Excel and Word files to track clients’ regulatory efforts and obligations.

This manual and fragmented organization was ill-suited to managing multiple client accounts simultaneously.

The firm was seeking a solution to centralize all client projects, streamline collaboration with involved teams, and save time on documentation tracking.

Challenges Faced Before Witik

Without a specialized platform, several issues were slowing down the consultants’ work:

• Time-consuming creation and updates of documentation

• Multiple file formats leading to disorganized workflows

• Lack of global visibility on client progress

• Poor traceability in case of audits or requests for proof

• Very little process automation

• Difficult client onboarding without an intuitive tool

Why Witik

HELIOS CONSEILS discovered Witik during an online search.

Impressed by its modular approach, ease of use, and multi-account logic, the firm quickly adopted the solution to support its compliance missions.

Reasons for choosing Witik:

• Intuitive interface for both consultants and clients

• Centralization of all projects within a single platform

• Automated workflows, customizable action plans, and registers

• Public forms to collect field data quickly

• Features tailored for multi-client management

• Responsive customer support and a strong relationship with the vendor

• Excellent value for money, suited to consulting firms

The Witik Solution Implemented

HELIOS CONSEILS now uses three key modules:

• Privacy – Data Protection

• Third-Party Compliance

• Business Ethics

On a daily basis, consultants rely on:

• Personalized compliance audits

• Centralized documents and registers

• Automated workflows

• Public forms for client input

• KPIs and exports to manage each engagement

• Smooth collaboration between consultants and client contacts

Tangible and Measurable Results

Since implementing Witik, the firm has seen immediate benefits:

• Automation of tracking and reporting processes

• Significant reduction in time spent on documentation

• Enhanced traceability of actions taken for each client

• Improved accuracy of records and forms

• Global visibility on progress and risk areas

• Reduced operational costs linked to manual management

A Solution Designed for Consulting Firms

HELIOS CONSEILS highlights Witik’s ability to evolve based on field needs while maintaining a clear interface and easy onboarding.

The firm particularly values the responsiveness of the support team and the strong relationship with the vendor.