Customer story

Out of the Dark: How Patelco Credit Union Turned Data Governance From Theory Into Action

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"Data protection maturity is not just about adding one more tool, it's about enabling execution of the governance."
Bhavani Palukuri
Vice President Enterprise Architecture & AI Innovation, Patelco Credit Union

Challenges

Patelco Credit Union had built strong data governance with clear policies and controls. The team next wanted visibility. The controls were still manual and lacked an automated view of where sensitive data lived or how concentrated the risk was. Before Cyera, it was all dark data across unstructured sources like documents, while structured data in systems such asSnowflake already had stronger controls.

Solution

Patelco made Cyera the foundational layer for finding andclassifying sensitive data across its Azure and on-prem environments, integrated natively into the existing architecture. Cyera surfaces the sensitive data and risk. Patelco's tools act on it, applying controls through Microsoft Purview and driving incident response through Jira playbooks.

Results

With sensitive data finally visible, Patelco moved from governance on paper to governance in practice. The team is more focused on reducing risk, "ready for many regulated audits," and able to report to leadership where concentrated risks sit and how its maturity is progressing. Governance became something the team could execute, not just define.