Building a market leader from the ground up is never just about technical migration. It’s a massive strategic puzzle. When ComplyCloud, Risma Systems, and Wired Relations were fused into one brand-new company, Cerivo, they didn't just merge their portfolios. They inherited three different cultures and three separate ways of doing things.
To become the leading GRC (Governance, Risk, and Compliance) provider in Scandinavia, especially with the regulatory wave of NIS2, DORA, CSDR, and the AI Act hitting the market, they needed a high-speed centralised "operating system" to execute their ambition.
So, instead of trying to patch together old systems, Cerivo chose to build everything from scratch. In just four months, they turned operational complexity into a streamlined HubSpot Enterprise engine designed for the future of AI-driven revenue.
The Challenge: You can’t lead the AI era on fragmented data
Managing three separate portals meant three different ways of working, slow reporting, “double rent” on overlapping software, and the constant risk of a disjointed customer experience.
However, the real hurdle was long-term. Leadership knew they couldn’t build a modern, AI-driven engine on a fragmented foundation. And they also knew that their users' expectations for AI capabilities would only increase. So to eventually enable things like predictive insights and intelligent automation, they needed a unified, clean, and consent-based data layer.
Building that "one source of truth" in HubSpot was never just about operational clarity. It was the essential first step toward a predictive, AI-powered future. To turn these initial fragmentations into a competitive advantage, the team set some clear benchmarks for success:
- 3 portals merged into a single, unified HubSpot Enterprise environment
- 100% data alignment to build the necessary foundation for AI-driven workflows
- 4-month timeline from the initial discovery to a full portal go-live
The Solution: Engineering a future-proof revenue architecture from a clean slate
The team made a bold strategic call: skip the "quick fixes" and start with a clean slate. By building from the ground up, they designed a data revenue architecture that was perfectly aligned with Cerivo’s future objectives.
Leadership as ambassadors
A shift this big lives or dies by its adoption. Every ‘Head of’ across Sales, Solutions Engineering, BDR, Marketing, and Service was involved from day one. They didn't just receive a new tool; they helped design the system. Because of that, by the time the portal went live, every commercial leader at Cerivo was ready to hit the ground running. They knew exactly how to win in the new system and shared that confidence with their teams. All the processes were written down in a Go-To-Market playbook, which served as a living document, reviewed and calibrated weekly to ensure absolute operational alignment.
A dedicated internal engine
One of the smartest moves Cerivo made was dedicating a full-time employee to champion the project. Having a dedicated RevOps expert inside the building meant that questions were answered in real time and momentum never stalled. This internal focus, combined with a "Minimum Viable Product" (MVP) mindset, allowed them to go live with a rock-solid foundation in record time.
Building a new portal from scratch was a big decision, but it was the right one. Having our leadership team involved as ambassadors from the start meant that when we went live, everyone already knew how to win in the new system. It’s given us the clarity we needed to move forward as one team.
Mathias Bilgram
CCO, Cerivo
An AI-ready foundation
The core objective of building from scratch was never just to create a unified, clean, and consent-based data layer. It was the prerequisite for everything customers will expect from a modern GRC partner. The new architecture was designed specifically to unlock advanced capabilities that simply wouldn't function on legacy data.
The unified setup was built to enable:
- AI-assisted forecasting for more accurate board-level predictions.
- Agentic prospecting and account targeting via Ocean
- Conversational intelligence across customer interactions via Glyphic
- Predictive signals to identify opportunities and risk before they surface.
Results: Strategic momentum and better customer experience
Today, Cerivo operates as one cohesive engine. This strategic consolidation has not only eliminated internal operational friction but has also laid the groundwork for a more seamless customer experience.
Elevating the customer experience:
- One Cerivo, one relationship: Customers now have a single point of contact and a streamlined contract process. No more bouncing between different billing systems or support queues across legacy products.
- Faster, fully-informed responses: With a unified customer record, support and legal experts have instant access to the full context of every account. Specialists can ramp up on new projects in days rather than weeks.
- Proactive regulatory guidance: Predictive signals allow Cerivo to spot upcoming issues and opportunities early. This means they can surface critical conversations, like AI Act compliance, exactly when they are most useful to the customer.
Scaling the business:
- Significant reduction in tool spend: By consolidating the tech stack and eliminating redundant software licenses, Cerivo has significantly lowered their operational overhead.
- Instant board reporting: Leadership now has a single, reliable dashboard that provides 100% data transparency, replacing "gut feelings" with data-driven strategic decisions.
- Increased pipeline velocity: Unified sales processes have removed the friction between business units, allowing deals to move through the pipeline much faster.
- Future-ready architecture: The clean setup means Cerivo is perfectly positioned to onboard future acquisitions or new product lines in record time without accruing unnecessary tech debt.
About Cerivo
Cerivo is the leading Scandinavian provider of GRC (Governance, Risk, and Compliance) software solutions. Formed through the strategic fusion of three regional specialists, Cerivo helps organizations to navigate complex regulatory landscapes such as NIS2, DORA, and the AI Act with transparency and confidence on a single, integrated platform.
