SOC 2 Readiness

Win enterprise deals sooner with a clear path to SOC 2 Type 1 or Type 2. We map the Trust Services Criteria to how your business really works, right-size controls, and automate evidence inside Microsoft 365 so audit feels lighter.

TSC mapping Risk & controls Monitoring & logs Evidence packs Type 1 / Type 2
SOC 2 visual

Why SOC 2 matters to your buyers

Shorter security reviews

Cuts questionnaire cycles and removes deal friction with a trusted, independent report.

Signals real control

Shows how you protect data across access, change, incidents and vendors — not just policy.

Less manual effort

Automations pull artefacts from Microsoft 365, Azure and your dev toolchain.

What are the Trust Services Criteria (TSC)?

SOC 2 is built on five categories called the Trust Services Criteria. Every report covers Security; you add the others if they matter to your customers. Here’s the plain-English view with quick examples.

Security (required)

Protect the service from unauthorised access.

  • MFA & SSO for admins and users
  • Role reviews & join/move/leave
  • Endpoint protection & vulnerability management

Availability

Uptime and capacity are managed and monitored.

  • SLAs & DR plans tested
  • Monitoring & paging on SLOs
  • Backup/restore drills

Confidentiality

Sensitive data is identified and restricted.

  • Data classification & access rules
  • Encryption in transit/at rest
  • Secure file sharing and retention

Processing Integrity

Data is processed completely, accurately and on time.

  • Validated inputs/outputs
  • Change control & approvals
  • Reconciliations and QA checks

Privacy

Personal information is handled per policy and law.

  • Collection notices & consent
  • Data rights & complaint handling
  • ROPA/DPIA where applicable

What we deliver

Gap & roadmap

Define the system boundary, map TSC (Security, Availability, Confidentiality — add Privacy/Processing Integrity as needed) and sequence a practical plan.

  • System description (SSAE 18-aligned)
  • Risk register & control matrix
  • Readiness score & timeline

Controls & monitoring

Make controls “real” with policy + process + proof. Wire telemetry where it helps (Entra ID, Defender, Intune, Purview, Azure, CI/CD).

  • Access, change & vendor management
  • Secure SDLC: PRs, scans, pipeline gates
  • Logging, alerting & ticket workflows

Audit-ready evidence

Repeatable exports and screenshots filed in SharePoint with retention & versions. Interview coaching and sample request (PBC) support.

  • Monthly evidence runs (automated where possible)
  • Type 1 “as-of” or Type 2 period packs
  • Walkthrough & sampling prep

Type 1 vs Type 2 — what’s the difference?

Type 1 (design)

A point-in-time opinion on whether your control design is suitable.

  • Fastest first report for buyers
  • Ideal for new products or platforms
  • Often step 1 before Type 2

Type 2 (design & operating)

Covers both design and operating effectiveness over a period (e.g., 3–12 months).

  • Stronger trust signal for enterprises
  • Needs consistent monthly evidence
  • We run the cadence with you

Automate evidence inside Microsoft 365

Keep artefacts where your team already works. Power Automate/Graph pull snapshots from Entra ID, Defender, Intune, Azure and GitHub/Azure DevOps. Files land in SharePoint with retention & versioning.

Access reviews

Privileged roles, MFA posture, SSO apps.

Change control

Pull requests, approvals, release notes.

Security events

EDR alerts & Sentinel queries.

Vendor evidence

SOC reports, SLAs & pen test summaries.

Typical timeline

Weeks 1–2: Scope, system description, TSC mapping, plan • Weeks 3–6: Control build, monitoring, evidence cadence • Weeks 7–8: Readiness review & Type 1 report (or start Type 2 period) • Ongoing: Monthly evidence runs & audit liaison

SOC 2 FAQs

How do we pick Type 1 vs Type 2?

If you need a fast buyer signal, start with Type 1. If you’re selling to enterprises or want the strongest assurance, plan for a Type 2 period next.

Do we need new tools?

No. We work with your stack and automate evidence in Microsoft 365 where possible.

Can you work with our auditor?

Yes — we coordinate requests, prep walkthroughs and support sampling to keep the audit efficient.

Ready for a smoother SOC 2?

We’ll map the shortest path and automate the heavy lifting.

Book a roadmap call
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