Customers

Industry: Job management system

WorkflowMax is a cloud-based job management platform designed to help service businesses manage leads, quotes, time tracking, job management, invoicing, and reporting - all in one place. Based in Melbourne, Australia, WorkflowMax supports teams across a range of industries to streamline their operations and improve productivity.

Challenge

After rebuilding the WorkflowMax product from the ground up in 2024, the team saw rapid growth - scaling from zero to over 80,000 users in just four months. While this momentum was a major success, it also introduced new complexities in managing security across their growing AWS environment.

With limited visibility into risks, the team had to rely on time-consuming manual monitoring. Turning raw security data into clear, actionable guidance for developers and operations was challenging. At the same time, the pressure to stay compliant and audit-ready made it clear that a smarter, more integrated approach to cloud security was needed.

Solution‍

WorkflowMax chose Plerion to strengthen cloud security while keeping pace with rapid growth. The team needed a solution that would fit into their existing workflows while providing real-time visibility and clear, actionable guidance across their AWS environment.

“We needed more than just alerts - we needed something that would help our developers and operations teams act quickly. Plerion’s recommendations are clear, and easy to implement,” said Chris Galt, Chief Product Officer, WorkflowMax.

With Plerion, the WorkflowMax team gained real-time visibility into security risks across services, along with centralized reporting to support compliance and audit readiness.

“One of the biggest wins for us has been how well Plerion fits into our workflow. It doesn’t slow us down - it gives us what we need, when we need it,” Chris added.

Plerion’s cloud-native platform now helps WorkflowMax stay secure at scale without disrupting how their teams work.

Key benefits

Cross-team alignment on security – Plerion helped make security a shared responsibility across WorkflowMax, embedding it into everyday workflows and improving collaboration between product, security, and engineering teams.

Clear remediation priorities – With visibility into what matters most, the product team can now address issues faster and reduce friction during incident response.

Actionable, developer-friendly insights – Security alerts are now delivered with context, so developers can act on them independently - without waiting on manual triage from security.

Built-in audit readiness – Centralized reporting has simplified compliance tracking, reducing the time and effort needed for security audits and ISO27001 preparation.

Results

Since implementing Plerion, WorkflowMax has seen a clear return on time and efficiency. Manual security alert reviews have dropped by approximately 40%, allowing teams to redirect their focus to more strategic work.

Automated notifications have led to faster response times for critical events, while centralized reporting has cut audit preparation time in half. Most importantly, the team now has greater confidence in their AWS security posture - thanks to improved visibility and the ability to surface unknown risks before they escalate.
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