Customer Story • Retail & Beauty Products

Replacing Spreadsheets with a Single, Scalable TPRM Operating Model.

A lean global third-party risk team managing 500+ assessments a year moved from email and spreadsheets to a connected, automated platform — accelerating onboarding and freeing reviewers to focus on real risk.

6 min read

Global Retail & Beauty Products · Global

500+

Assessments / Year

Managed by a lean global team

57,000+

Employees Worldwide

Across 50+ affiliate offices

150

Countries Selling

Global brand portfolio

1

Source of Truth

Replacing spreadsheets + email

Industry

Retail & Beauty Products

Region

Global HQ New York .

Size

57,000+ employees · 50+ countries

Regulators

Global brand and consumer regulations

Assessment Framework

Proprietary questionnaires, modernized in platform

Products in Use

TPRM Platform
Evidence Evaluator (AI)
Assessment Autofill (AI)
1

The Challenge

Manual workflows, email-driven coordination, and a fast-growing global brand portfolio.

Proprietary questionnaires were managed by hand and stored in spreadsheets, slowing assessments and adding friction for both internal teams and vendors.

Key issues included:

01

Spreadsheet-based questionnaires

Updated manually, with no version of truth.

02

Workflows weren’t automated

Communication relied on email; assessments ran late.

03

A lean global team, scaling

Volume kept rising; staff did not.

04

Heavy administrative burden

Vendor outreach was hard to manage at scale.

05

Brand reputation exposure

A complex third-party ecosystem needed structured oversight.

The organization needed a more structured and scalable operating model to keep pace with business growth and protect brand reputation.

2

Why ProcessUnity

A configurable platform that could grow with the program — and the brand portfolio.

The team needed automation and a vendor experience as polished as the brands they protect.

The team gained:

  • A single source of truth for vendor data and risk information
  • Automated workflows to reduce manual effort and improve consistency
  • In-app notifications and streamlined vendor communication
  • A configurable platform that could evolve with the program globally
  • An intuitive vendor experience that was easy to manage
  • Path to AI for Evidence Evaluator and Assessment Autofill
3

Implementation

From manual execution to a connected, cross-functional platform.

The team replaced spreadsheets and email coordination with a structured, automated operating model — adopted across Legal, Procurement, Security, and architecture.

  • Centralized vendor data in a single repository
  • Automated workflows and in-platform notifications
  • Launched a vendor-friendly portal to simplify third-party engagement
  • Enabled cross-functional collaboration across Legal, Procurement, Security, and architecture
  • Began rollout of AI capabilities — Evidence Evaluator and Assessment Autofill

Implementation Timeline

01

Phase 1

Centralization & portal

02

Phase 2

Workflow automation

03

Phase 3

AI capabilities rollout

Operating model adopted across Legal, Procurement, Security, and architecture stakeholders.

4

Outcomes & Impact

Faster onboarding, less manual work, and reviewers focused on real risk.

Assessment turnaround times improved significantly, and the team spent more time on risk and less on box-checking.

Faster vendor onboarding

A more coordinated, automated process replaced sequential email handoffs.

Better internal & vendor comms

In-platform engagement and automated notifications reduced friction.

Reduced manual workload

Audit readiness improved through stronger communication logs.

More time on real risk

Reviewers spent less effort on box-checking and more on actual risk.

Net Result

ProcessUnity enabled a lean global team to replace manual, email-driven assessments with a faster, more scalable third-party risk program — improving collaboration, accelerating onboarding, and managing risk with greater consistency.

At a Glance

Customer profile and program scope.

Industry

Retail & Beauty Products

Region

Global HQ New York .

Size

57,000+ employees · 50+ countries

Regulators

Global brand and consumer regulations

Assessment Framework

Proprietary questionnaires, modernized in platform

Products in Use

TPRM Platform
Evidence Evaluator (AI)
Assessment Autofill (AI)

See the ProcessUnity Platform in Action.

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