Customer Advisory Group

What Customer Advisory Group does

Customer Advisory Group (CAG) is a privately held, boutique consulting firm specializing in SAP Governance, Risk, and Compliance (GRC) and security services. Founded by practitioners with executive tenure at F100 enterprises, SAP, and Virsa Systems, the firm operates a senior-consultant-only delivery model, deploying only experienced practitioners (averaging 20+ years) directly to client engagements across North America and EMEA. Its service portfolio spans SAP GRC Access Control and Process Control implementations, S/4HANA upgrade services, security role remediation and re-design, and compliance assessments. CAG monetizes through fixed-scope and time-and-materials professional services engagements priced per project, supplemented by a SmartSourcing managed support offering that provides ongoing access control monitoring, audit readiness, and security operations support.

The firm's core technology stack is SAP-native GRC: SAP GRC Access Control, SAP GRC Process Control, SAP Identity and Access Governance (IAG), and SAP S/4HANA Security, with integration capabilities extending to Pathlock Access Violation Management and Greenlight AVM via partnership connectors. CAG has codified its delivery approach into repeatable intellectual property, including the Fast-Track Implementation Methodology and Quick Start Programs, built across what the firm reports as more than 400 hands-on engagements. It holds SAP Services Partner status with formal recognition under SAP Project Rise for Resilient Access Governance and serves as a deployment partner for Pathlock AVM targeting enterprise-wide segregation-of-duties management.

The go-to-market is enterprise field sales, directly engaging large corporations at the Enterprise or Business Unit level through its website, toll-free number, and email, supplemented by thought-leadership content (blog, customer testimonials) and event participation such as Pathlock Innovation Days. Customer testimonials span Electronics, Food & Beverage Manufacturing, Utilities, and Publishing verticals, indicating a horizontal enterprise-segment approach. CAG has been operating since 2012 (with the founding team's GRC practice dating to 1995), reports 1-10 employees, and discloses no institutional investors, M&A activity, or external funding.

Name

Customer Advisory Group

Legal name

Customer Advisory Group

Website

https://customeradvisorygroup.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Customer Advisory Group is a boutique consulting firm that implements SAP GRC, security, and compliance solutions exclusively for large enterprise customers running SAP, deploying only senior consultants across North America and EMEA via project-based and managed services engagements.

Ownership category

akta.pro rank

Product category

SAP GRC Consulting Services

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Security Governance, Risk & Compliance (GRC) Advisory (BPAKADAG)

akta.pro secondary industries

Enterprise Application Security, GRC & Compliance Services (BPAEAGAL), Governance, Risk & Compliance (GRC) Advisory & Assessments (BPAKAHAH), Compliance Technology, GRC Platforms & Controls Automation Advisory (BPAHAFAO)

Keywords

• SAP GRC consulting
• Governance risk compliance
• SAP security implementation
• Access control services
• Segregation of duties

Headquarters

HQ city

Spring

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Implementation Services: Hands-on implementation and configuration of SAP GRC solutions including Access Control, Process Control, Security Role Design, and S/4 HANA upgrades. engagements result in shorter project durations, higher quality and accuracy, and immediate customer ROI.
2. Advisory Services: Independent, vendor-neutral consulting advisory services on GRC, Enterprise Security practices and Technology selection/adoption. Provides strategic guidance and roadmap development for customers seeking expert insight.
3. Training and Education Services: SAP GRC and Security educational services including CPE credits for professionals. Training provided by senior consultants to help organizations build internal capabilities.
4. SmartSourcing Support Services: Ongoing operational support services for GRC Access Control, GRC Process Control, Security operations, and annual audit readiness maintenance.

Go-to-market motion3 records

Distribution channels2 records

Marketing channels4 records

Core offering

Customer Advisory Group provides vendor-independent consulting, implementation, and managed support services for SAP GRC (Governance, Risk, and Compliance) solutions. Offerings span SAP Compliance Assessments and Roadmap Development, GRC Access Control, GRC Process Control, SAP Security Role Remediation and Re-design, SAP S/4 HANA Upgrades, and integrations with Pathlock and Greenlight Access Violation Management. Engagements are delivered exclusively by senior consultants using the proprietary Fast-Track Implementation methodology, targeting enterprise SAP customers seeking to remediate access risks, address segregation of duties conflicts, and meet SOX/SEC/PCAOB compliance obligations.

Product overview

Customer Advisory Group is a consulting services company offering a portfolio of advisory, implementation, and training services focused on SAP GRC (Governance, Risk, and Compliance) solutions. The company provides services across the SAP security and compliance ecosystem, including SAP Compliance Assessments and Roadmap Development, GRC Access Control Implementations, GRC Process Control Implementations, SAP Security Role Remediation and Re-design, and GRC & Security Support Services (SmartSourcing). The portfolio also includes SAP S/4 HANA Upgrade Services, Pathlock AVM Implementation Services, and SAP & CAG Project Rise partnership services. These services help customers implement, upgrade, and maintain SAP GRC solutions for segregation of duties management, access control, and compliance monitoring across enterprise SAP landscapes.

Differentiator

Problem solved

Functional benefit

Products and services

• SAP Compliance Assessments and Roadmap Development Consulting service that analyzes the customer's current SAP environment, requirements, and variables including landscapes, processes, and compliance goals, producing a tailored SAP GRC roadmap. Targeted at enterprise SAP customers seeking structured compliance planning.
• GRC - Access Control Implementations Hands-on service to configure and implement SAP GRC Access Control functionality and deliver a deployment package enabling rapid deployment by customers and connectivity for GRC to non-SAP systems. Targeted at enterprise SAP customers needing access risk and SoD remediation.
• GRC - Process Control Implementations Service to configure and implement SAP GRC Process Control, including basic testing and control monitoring functionality. Targeted at enterprise customers needing automated control testing and continuous monitoring within their SAP landscapes.
• SAP Security Role Remediation and Re-design Service ranging from an assessment and review to a complete re-design to improve SAP role utilization and address end role proliferation. Targeted at enterprise SAP customers experiencing role bloat, access risk exposure, or audit deficiencies.
• GRC & Security Support Services (SmartSourcing) Executive Advisory support services for GRC, Security, Audit, and Controls, providing ongoing operational support and annual audit readiness maintenance. Targeted at enterprise customers who need sustained GRC operational support after implementation.
• SAP S/4 HANA Upgrade Services Service to upgrade security configuration and compliance processes to SAP S/4 HANA, including assessments, roadmaps, GRC SoD Ruleset analysis, and security role design. Targeted at enterprise customers transitioning to S/4 HANA who need to preserve compliance posture through the upgrade.
• Pathlock AVM Implementation Services Assessment and quick start implementation service for SAP Access Violation Management by Pathlock for targeted financial risk areas, including rapid deployment of SAP AVM for critical risk areas. Targeted at enterprise customers needing cross-platform SoD monitoring via Pathlock's AVM connector technology.
• SAP & CAG Project Rise - Resilient Access Governance Resilient Access Governance partnership service with SAP for the transition to the cloud, implementing Identity and Access Governance (IAG) and S/4 HANA Access Control for the Virtual Workplace. Targeted at enterprise customers migrating to cloud-based SAP environments who need secure access governance.

Quantifiable outcome

• 44% reduction in access and 100% removal of access risks in role redesign engagement
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and supporting.

• SAPcoreImplementation/ SI/ Consulting PartnerSAP Services Partner collaborating on SAP Project Rise (Resilient Access Governance) initiative. CAG delivers Identity and Access Governance (IAG), Single Sign-On (SSO), Enterprise Threat Detection (ETD), and Greenlight Access Violation Management implementations. SAP COE Senior Management has recognized CAG as chief among partners with purpose-built implementation offerings for key capabilities.
• PathlockcoreTechnology or IntegrationProvides Access Violation Management (AVM) Implementation Services. CAG offers assessment and quick start implementation services for Pathlock AVM targeting financial risk areas. Partnership enables extending GRC to manage Segregation of Duties across the entire enterprise using Pathlock's AVM connector technology.
• GreenlightsupportingTechnology or IntegrationIntegration partnership for Greenlight Access Violation Management (AVM) connector technology. CAG implements and integrates Greenlight AVM for continuous monitoring and cross-platform SoD management.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Protiviti: Global risk and compliance consulting firm with a dedicated SAP GRC and security practice. Closely comparable to CAG in GRC advisory and implementation, but with a much larger bench and broader risk/cyber portfolio that often substitutes for boutique SAP GRC firms.
• Layer Seven Security: SAP-focused cybersecurity and GRC consultancy specializing in SAP access control, identity management, and security audits. Closely comparable to CAG as a boutique SAP GRC/security specialist serving enterprise SAP customers.
• Decision First Technologies: SAP-centric consulting firm with practices in SAP GRC, security, and access management. Comparable to CAG in scope of SAP GRC implementation services and enterprise customer focus.
• Slalom (SAP practice): Modern consulting firm with a strong SAP and security/GRC delivery practice in North America. Competes with CAG on enterprise SAP GRC implementations and S/4HANA upgrades with a regional, senior-consultant-led delivery model.

Broad incumbents

• PwC (SAP practice): Global professional services firm with a significant SAP security, GRC, and controls implementation practice. Targets the same enterprise SAP customer base as CAG, often as part of broader risk advisory engagements.
• Deloitte (SAP practice): Big-4 advisory with a large SAP GRC, security, and access-management implementation practice. Competes for the same enterprise SAP GRC mandate as CAG, typically bundled with broader risk and ERP transformation services.
• EY (SAP practice): Big-4 firm with a dedicated SAP risk, GRC, and controls practice. Competes with CAG on enterprise SAP GRC implementations, frequently combining them with audit and internal-controls advisory work.
• Accenture (SAP practice): Global systems integrator with a substantial SAP security and GRC delivery practice, particularly on S/4HANA programs. Overlaps with CAG on SAP access control, process control, and role remediation projects, but at significantly larger scale.

Emerging players

• Mindset Consulting: SAP security and GRC consultancy focused on identity, access, and controls implementations. Operates in the same SAP GRC niche as CAG, often as a smaller emerging peer competing for similar mid-market and enterprise engagements.

Others

• Pathlock: Application-access governance and SoD vendor whose Access Violation Management (AVM) product CAG implements and integrates with. Functions as a technology partner rather than direct competitor, but its product roadmap and partner economics materially shape CAG's service opportunity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CAG_GRC
• LinkedInlinkedin.com/company/customer-advisory-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Customer Advisory Group