Case Study: Tandem Diabetes

How Tandem Diabetes Strengthened Equity Plan Governance Through SOS Outsourcing

Client Snapshot

Industry: Medical Technology
Company Type: Public
Key Platform: Shareworks
SOS Services: Outsourced Administration, Strategic Planning

Challenge

Tandem Diabetes lost key equity team members, leaving accounting staff to manage complex stock plan operations without specialized expertise. Compliance risks rose, reporting lagged, and leadership lacked visibility into program performance.

Solution

SOS implemented a full-service outsourcing model, assigning a dedicated account manager and conducting monthly strategic planning meetings with HR, Finance, and Legal. The team standardized processes, optimized Shareworks functionality, and introduced governance templates for ongoing consistency.

Results

Within six months, Tandem cut administrative turnaround time by 45%, improved reporting accuracy by 30%, and achieved zero audit discrepancies during their next review. Collaboration across departments improved dramatically, restoring confidence and control in the equity function.

Key Takeaways

• Reduced compliance risk and operational errors
• Improved cross-department coordination and visibility
• Rebuilt long-term process ownership through structured leadership

Strengthen your plan operations with proven equity administration expertise. Contact SOS to build a modern, scalable framework.