SOC 2 Examination

Increasing concerns regarding information security have heightened the scrutiny of service organizations’ control infrastructure, and driven demand for attestation reports. As a result, the SOC 2 examination's popularity has increased dramatically since its inception in 2011.

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SOC 2 Jumpstart Guide

In this definitive guide to scoping a SOC 2 examination, we’ve divided the process into four sections that will progressively tailor all the options you have into just the ones you need.

Read this and not only will you have a greater knowledge base on the particulars of SOC 2 internally, but you’ll be able to save time in sales calls, knowing exactly what you want from your auditor, and thereby get started quicker.

Read the Guide

What to expect for your SOC Examination

We begin each project with your end goals in mind and to provide preparation for future key project activities. Effective communication and timely coordination of project planning activities are central to our methodology with our clients.

Planning

After the agreement is executed, the first phase of the engagement is planning. This is to ensure that Schellman and the Client are fully aware of the what, who, when, why, and how prior to the beginning of testing.

Proper planning is imperative to the success of a project. Schellman has standard processes to cover the important pieces of the engagement.

Understanding and Kickoff

The kickoff is considered the start of the engagement. If needed, Schellman will schedule a call at the beginning of, or just prior to, the kickoff to finalize any outstanding items. Schellman will be available to the client with any questions.

By including communication prior to starting, Schellman ensures that no last-minute changes to the project or team have occurred and the Client has the plan prior to the testing and on-site visit.

Testing and Gathering

Testing and gathering is the core of the compliance engagement. Due to the planning and understanding processes, this phase will be an accumulation of gathering the evidence needed for the objectives discussed.

Schellman has a no surprise policy and has daily contact with the stakeholders during the testing and gathering activities. Furthermore, Schellman will begin documentation of the draft deliverable to be able to provide it to the Client efficiently after this phase. The Client will have confidence the Schellman team has completed this phase timely and completely.

Reporting

Schellman’s testing methodology ends with reporting, but the entire assessment is focused on creating a deliverable that is clear, concise, and accurate.

Schellman’s report takes into account the entire process and customizes a report for each Client. The draft report will be provided within 2 weeks of the last day of testing and gathering phase, and a final report will be provided within 30 days. This timing is unsurpassed by the industry.

Case Studies

Discover how our process has helped leading organizations successfully achieve their objectives in compliance:

Sitrion Leveraged Schellman and their SOC 2 to improve their security posture

Keep Reading

Utilizing Schellman’s single assessor advantage, Iron Mountain implemented agile expansion of data center compliance

Keep Reading

Complete Discovery Source differentiates business with ISO 27001 Certification

Keep Reading

Your SOC 2 Specialist,
Gary Nelson

Gary Nelson is a Principal at Schellman. Gary currently leads Schellman’s SOC 2 practice and is one of the most experienced service auditors in the United States.

Meet Gary Contact Us

Fixed-Fee Using an outcome-based, fixed-fee pricing model based on our extensive experience
Scope Creep We see less than 5% of our clients that see amendments and are often the result of a scope expansion
Low Overhead Low overhead means a flexible financial structure

Learn more about our pricing process

How much will your SOC audit cost?

Whether it is an ISO 27001 certification, SOC 2 examination or a FedRAMP assessment, companies are often challenged by the need to address customer requirements while ensuring a return on compliance investment.

The most important factor in scoping a potential assessment is understanding what deliverable the recipient (i.e. your customer or partner) is expecting.

Once we have scoped your environment and needs, there are several factors that contribute to Schellman’s pricing:

Fixed-Fee Using an outcome-based, fixed-fee pricing model based on our extensive experience
Scope Creep We see less than 5% of our clients that see amendments and are often the result of a scope expansion
Low Overhead Low overhead means a flexible financial structure

Learn more about our pricing process

SOC 2 Examination

Increasing concerns regarding information security have heightened the scrutiny of service organizations’ control infrastructure, and driven demand for attestation reports. As a result, the SOC 2 examination's popularity has increased dramatically since its inception in 2011.

SOC 2 Jumpstart Guide

What to expect for your SOC Examination

Planning

Understanding and Kickoff

Testing and Gathering

Reporting

Case Studies

Sitrion Case Study

Iron Mountain Case Study

CDS Case Study

Your SOC 2 Specialist,
Gary Nelson

Gary Nelson is a Principal at Schellman. Gary currently leads Schellman’s SOC 2 practice and is one of the most experienced service auditors in the United States.

How much will your SOC audit cost?

Featured Learning Center Content

What are the SOC 2 Trust Services Categories?

SOC 1 vs SOC 2: Which is Better?

3 Benefits of SOC 2 Reporting for Your Organization

SOC 2 vs. ISO 27001: What are the Differences?

Contact Us

Fill out this form to talk with one of our specialists. We'll be in touch soon to continue the conversation and help you find what you're looking for.

Contact Us

Fill out this form to talk with one of our specialists. We'll be in touch soon to continue the conversation and help you find what you're looking for.

SOC 2 Examination

Increasing concerns regarding information security have heightened the scrutiny of service organizations’ control infrastructure, and driven demand for attestation reports. As a result, the SOC 2 examination's popularity has increased dramatically since its inception in 2011.

SOC 2 Jumpstart Guide

What to expect for your SOC Examination

Planning

Understanding and Kickoff

Testing and Gathering

Reporting

Case Studies

Sitrion Case Study

Iron Mountain Case Study

CDS Case Study

Your SOC 2 Specialist,Gary Nelson

Gary Nelson is a Principal at Schellman. Gary currently leads Schellman’s SOC 2 practice and is one of the most experienced service auditors in the United States.

How much will your SOC audit cost?

Featured Learning Center Content

What are the SOC 2 Trust Services Categories?

SOC 1 vs SOC 2: Which is Better?

3 Benefits of SOC 2 Reporting for Your Organization

SOC 2 vs. ISO 27001: What are the Differences?

Contact Us

Fill out this form to talk with one of our specialists. We'll be in touch soon to continue the conversation and help you find what you're looking for.

Contact Us

Fill out this form to talk with one of our specialists. We'll be in touch soon to continue the conversation and help you find what you're looking for.

Your SOC 2 Specialist,
Gary Nelson