1. Understand the scope
Clarify services, systems, data flows, dependencies, stakeholders, and the Trust Services Criteria relevant to the engagement.
SAAS & COMMERCIAL · SOC 2 READINESS
Make SOC 2 readiness a structured business project—not a guessing game.
CyberStrat GRC helps growing SaaS teams understand their current security practices, identify readiness gaps, organize evidence, and prioritize practical remediation before engaging an independent CPA firm for an examination.
GOVERNANCE · RISK · ASSURANCE
THE READINESS PATH
Know what to work on—and why.
Readiness work is most effective when scope, ownership, evidence, and remediation are organized around your business and customer commitments.
2. Assess current practices
Review existing policies, access management, change management, vendor oversight, incident response, and other in-scope controls.
3. Map evidence and gaps
Connect controls to evidence sources, note gaps or inconsistencies, and identify owners and next actions.
4. Build a remediation roadmap
Prioritize improvements by risk, effort, and timing; track accountable owners and progress toward readiness.
POTENTIAL DELIVERABLES
Clear outputs your team can use.
Readiness snapshot
- In-scope system and process overview
- Control gap register
- Evidence request and tracking list
Actionable improvement plan
- Prioritized remediation backlog
- Suggested owners and target dates
- Progress and status reporting
Important distinction: CyberStrat GRC provides consulting and readiness support. A SOC 2 report is issued by an independent licensed CPA firm; readiness support does not guarantee a successful examination or a particular report outcome.
Start with the readiness checklist
Use this practical checklist to organize an initial conversation with your team.
NEXT STEP
Build a realistic path to SOC 2 readiness.
Share your goals, target timeline, and current challenges to discuss whether a readiness assessment is a fit.