Accelerated Security Access and Streamlined Trust Operations: How Okta Transformed Their Trust Center with SafeBase by Drata
Challenge
- Okta required a more seamless, robust and rapid way for customers and prospects to access security documentation.
- Maintaining and updating its internally built trust center was time-consuming and pulled the team away from value-add activities.
“Prior to implementing Trust Center with Drata, we faced a few challenges around sharing assets on our internal trust center. Content updates were taking too long, and some basic features or formatting options were difficult or missing.”
Solution
- Adopted SafeBase by Drata’s purpose-built Trust Center to more rapidly publish security documentation and deliver a seamless customer experience.
- Enabled Okta’s security team to update content in real time without relying on internal digital resources or competing with broader initiatives.
- Leveraged SafeBase’s access tracking and monitoring to understand which materials customers access most.
- Implemented a CRM integrated auto approval logic flow to simplify access, improve efficiency, and reduce manual review.
- Gained a responsive partner invested in supporting new use cases across industries, geographies, and customer segments.
“Drata's Trust Center is an established and complete ‘trust center in a box’ that enables us to deliver a step change in how Okta shares security information with customers. The experience felt seamless, and I could see how quickly we could make more information available, while also tracking which users were accessing what information.”
Impact Highlights
- Quicker Access to Security Documentation Customers now receive faster access to current compliance reports with a streamlined due diligence flow.
- Fewer Low Value Security Conversations More information is now self service, reducing the number of customers who need to speak with Okta’s security team.
- Higher Value Engagements When live conversations do occur, they are more strategic and focused on adding value, rather than focused on basic questionnaire fulfillment.
Background
Okta is a global leader in identity and access management, securing how people and organizations connect to technology. With security and trust foundational to its mission, Okta’s Security Trust & Culture organization is responsible for helping ensure customers understand the rigor, maturity, and transparency behind Okta’s security controls and operations.
Maintaining and scaling trust across thousands of customers requires continuous communication, fast access to documentation, and a platform that can surface accurate, up to date information without friction. As Okta sought to elevate the customer experience and reduce operational overhead, the team recognized the need for a modern trust center purpose built for speed, scale, and security.
“For any SaaS organization, both internally and externally, trust is a crucial asset to cultivate. Sharing this narrative and the lessons we've learned with our customer base is vital for uplifting the industry as a whole.”
Accelerate Buyer Confidence With Seamless, Self Service Access to Security Documentation
Okta’s goal was simple: give customers and prospects a frictionless way to complete due diligence while helping ensure they could access the latest and most accurate versions of security and compliance reports. SafeBase Trust Center helped enable that vision by delivering a polished, intuitive trust center that required minimal internal engineering overhead.
Previously, publishing new content was labor intensive. With SafeBase Trust Center, Okta can now quickly publish new content, maintain better consistency, and reduce the delays associated with their legacy trust center. The team can now make updates in minutes, not weeks, while monitoring the engagement patterns that inform what customers need most.
“The speed of publishing new material on Trust Center is a game changer for Okta. Our Trust Center allows us to monitor access trends and needs.”
Scaling Trust Operations With Automation
Automation played a critical role in modernizing Okta’s trust assurance workflow. Prior to adopting SafeBase Trust Center, approvals and related processes were highly manual and time consuming.
Auto approval logic flow integrated into Okta’s CRM software, simplified customer access to documentation, reducing manual review cycles and administration demands on the security team.
This automation not only improves internal efficiency but also enhances the customer experience by accelerating access to the right materials. For a security-focused organization like Okta, providing timely and accurate trust communication is a standard part of maintaining customer confidence.
“The Drata team has been responsive with new use cases, such as providing an auto approval logic flow linked to our CRM software, making the process easier for my team and our customers.”
Elevate Strategic Customer Conversations
With the SafeBase’s Trust Center, Okta has enjoyed a reduced volume of routine security inquiries, since more information is available on a self service basis.
“We’ve seen a reduction of customers needing to speak to Okta Security, as we strive to offer more and more self service information via our Trust Center. When we do have discussions directly, it is now at a higher, value-add level.”
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Chart Your Course
Navigate to new worlds of trust with Drata.
Chart Your Course
Navigate to new worlds of trust with Drata.