B2B SaaS Achieves SOC 2 Type II in 6 Months
The Challenge
DataSync, an enterprise data integration platform, had product-market fit and strong SMB traction. But as they moved upmarket, they encountered an immovable obstacle: 100% of enterprise prospects required SOC 2 certification before procurement could proceed.
Their sales team tracked $3.2M in deals explicitly blocked by the lack of SOC 2. Competitors were winning head-to-head evaluations despite inferior products simply because they could check the compliance box. The CEO described it as 'bringing a knife to a gunfight.'
The company had attempted SOC 2 internally for 8 months with minimal progress. Their 85-person team included no security or compliance specialists, and the complexity of Type II certification-which requires 6+ months of operational evidence-seemed overwhelming.
Our Approach
Rapid Gap Assessment
Week 1-2Evaluated current controls against SOC 2 Trust Service Criteria. Identified 34 control gaps and created parallel workstreams to maximize velocity.
Control Implementation Sprint
Week 2-8Deployed security tools, established policies, implemented access controls, and configured monitoring. Focused on controls requiring longest observation period first.
Evidence Collection Automation
Week 4-12Implemented Vanta for continuous monitoring and automated evidence collection. Reduced manual evidence gathering from 40 hours/month to 4 hours.
Audit Preparation & Execution
Week 20-26Prepared audit artifacts, conducted readiness assessment, and managed auditor relationship. Achieved clean Type II report with zero exceptions.
Solution Overview
Fast-track SOC 2 Type II program including gap assessment, control implementation, evidence collection automation, and auditor coordination.
The Results
Business Impact
"SOC 2 was blocking our enterprise sales. PlatOps got us certified faster than we thought possible."
DDavid Park, CEOEnterprise B2B SaaS Company
"Our first enterprise customer said our SOC 2 report was the cleanest they'd reviewed. That's now a sales talking point."
LLisa Chang, VP of SalesEnterprise B2B SaaS Company
Key Takeaways
- Type II requires 6-month observation period-start controls early
- Automation is essential for sustainable compliance at scale
- SOC 2 unlocks enterprise market faster than any feature development
- Security questionnaire velocity is a competitive differentiator
Key Outcome
Technologies Used
Compliance Frameworks
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