B2B SaaS Company: SOC 2 Type II Attestation
Enterprise buyers increasingly require SOC 2 reports before procurement. This case study explains how Cybersigma helped a B2B SaaS company (client name withheld under NDA) mature controls, automate evidence, and pass SOC 2 Type II on the first attempt.
Client Overview
The client provides cloud software to mid-market and enterprise customers in India and abroad. Sales cycles stalled when security questionnaires exposed manual, inconsistent control operations.
- Industry: B2B SaaS
- Region: India & international customers
- Scope: SOC 2 Type II — Security & Availability
Challenge
Enterprise prospects required SOC 2, but ticketing, access reviews, and change evidence were manual and inconsistent—delaying deals and increasing audit fatigue.
- No prior SOC 2 report or control matrix
- Manual access reviews and change logs
- Monitoring and alerting gaps for production
- Engineering teams unclear on control expectations
- Security questionnaires slowing enterprise pipeline
Objectives
- Achieve SOC 2 Type II attestation
- Map trust services criteria to practical control tests
- Automate evidence for access, changes, and monitoring
- Prepare engineering and support for auditor interviews
- Reduce recurring compliance operational overhead
Our Approach
1. Readiness Assessment & TSC Mapping
We scoped in-scope systems, identified gaps against Security and Availability criteria, and built a remediation plan tied to sales deadlines.
2. Control Implementation
Access governance, change management, vendor reviews, and monitoring were standardized with named owners and evidence templates.
3. Evidence Automation
Integrations and scheduled exports reduced manual screenshot collection for quarterly and annual audit periods.
4. Auditor Coordination & Training
Readiness workshops prepared engineers and support staff for control walkthroughs and reduced last-minute audit friction.
Solution
- Designed trust services criteria mapping with pragmatic control tests.
- Automated evidence collection for access, changes, and monitoring.
- Delivered readiness workshops for engineering and support teams.
- Coordinated SOC 2 Type II audit with the attestation firm.
Results
- SOC 2 Type II attestation achieved on first attempt
- Cut evidence prep time by ~60% for quarterly reviews
- Accelerated enterprise pipeline with fewer security questionnaires
- Sustainable compliance operations for annual renewal
Client Testimonial
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