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SOC 2 Readiness Template
Assess your SOC 2 compliance level with this template covering all 5 Trust Service Criteria.
Presentation
Complete support for SOC 2 Type I and Type II certification - The trust standard for SaaS providers
Objectives
- Obtain SOC 2 Type I report (control design)
- Obtain SOC 2 Type II report (operational effectiveness over 6-12 months)
- Implement the 5 Trust Services Criteria (TSC)
- Establish a security program compliant with AICPA standards
- Gain enterprise customer trust and accelerate sales
Target Audience
- →B2B SaaS startups looking to gain customer trust
- →Cloud service providers and hosting companies
- →Fintech and companies handling sensitive data
- →Software vendors selling to enterprises
- →MSPs and managed service providers
Prerequisites
Organization with established IT systems. Management commitment. Budget for controls and external audit. Designated security or IT manager.
Our Methodology
- •Current state audit and system mapping
- •Gap analysis vs Trust Services Criteria
- •SOC 2 scope definition
- •Remediation roadmap and budget
Frequently Asked Questions
Prerequisites
Organization with established IT systems. Management commitment. Budget for controls and external audit. Designated security or IT manager.
Target Audience
- →B2B SaaS startups looking to gain customer trust
- →Cloud service providers and hosting companies
- →Fintech and companies handling sensitive data
- →Software vendors selling to enterprises
- →MSPs and managed service providers
Detailed Curriculum
Phase 1: Assessment and Gap Analysis
- →Current state audit and system mapping
- →Gap analysis vs Trust Services Criteria
- →SOC 2 scope definition
- →Remediation roadmap and budget
Phase 2: Control Implementation
- →Security: encryption, access controls, vulnerability management
- →Availability: monitoring, incident response, disaster recovery
- →Processing Integrity: quality assurance, error handling
- →Confidentiality: data classification, DLP, retention
- →Privacy (optional): GDPR alignment, consent management
Phase 3: Documentation and Evidence
- →Policy and procedure writing
- →Log systems and audit trail setup
- →Continuous monitoring configuration
- →Evidence preparation for auditor
Phase 4: Audit and Certification
- →CPA auditor selection and coordination
- →Type I audit: point-in-time assessment
- →Type II observation period (6-12 months)
- →Findings remediation and final report
Expected Outcomes
Obtain SOC 2 Type I report (control design)
Obtain SOC 2 Type II report (operational effectiveness over 6-12 months)
Implement the 5 Trust Services Criteria (TSC)
Establish a security program compliant with AICPA standards
Gain enterprise customer trust and accelerate sales
Companies in Singapore using this training
- DBS Bank - Awareness training for 500+ employees
- Singtel - Ongoing certification program
- Grab - Security audit and custom training
- JTC LaunchPad startups - Monthly group training sessions
Regulatory Compliance
PDPA (Personal Data Protection Act), MAS Technology Risk Management, CSA Cybersecurity Act, ISO 27001 mandatory for financial services
FAQs
Ready to get started?
Next session in Singapore
March 5, 2026