Congratulations on getting your SOC 2 report! Now what?
Unfortunately, after spending a lot of time, energy, and money becoming compliant with SOC 2, many companies find themselves unprepared for what comes next.
In this article, you will be guided through a few steps you can take to maximize your return on investment while also ensuring that your company is taking precautions that protect the confidential nature of your SOC 2 report.
Compliance documents like SOC 2 reports are intended to be confidential. Despite the fact that you may see a handful of these documents posted online, this is not the norm. Prospects will request to see your SOC 2 report as a normal part of the discovery phase, but it’s important to protect your organization by requesting a signed non-disclosure agreement (NDA) before sharing compliance documentation. Though some companies may already have agreements in place such as an NDA or a master service agreement (MSA), you should know that the report is not meant to be widely distributed within those companies.
Limiting the number of employees who can access the report internally is best practice. Just as you don’t want to publicly share your SOC2 report, you want to also treat it as confidential within your organization. Only provide access to those team members who require these documents to perform their job (e.g., sales executives may need access so they can efficiently navigate customers’ vendor onboarding processes).
Furthermore, it is recommended to watermark your SOC 2 report with the information of the company requesting it.
Pima can help you automate the process and track prospects who received your SOC 2 report. Once you receive your report, upload it on Pima with an NDA, configure sharing rules, and invite colleagues who will be sharing the report. Pima will automate delivery, watermarking, logging, lead generation and everything that your team currently does manually, so you can just rest easy knowing that your documents are in good hands.
Although it’s not wise to publicly share your SOC 2 report, this does not mean that you shouldn’t be excited to announce that you’ve received your new report!
Here are some of the steps you can take to let your prospects know about your recent achievements:
Your valuable time and effort were spent not only establishing (or refining) a cybersecurity practice but also navigating the audit process. Your SOC 2 report is not a trophy you dust off just before the auditors arrive. You want to maintain good compliance habits year-round.
A few tips for operationalizing your hard work: