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Case study

How Socurely Build SOC 2 Compliance Fast For Happly?

A case study of the SaaS B2B industry, Happly leveraging SOC 2 Compliance Fast and Effective with Socurely.

Summary:

  • Challenges: Happly faced the intricate challenge of navigating the complex SOC 2 framework swiftly and accurately. Manual processes were proving to be time-consuming, error-prone, and a hindrance to operational efficiency.
  • Solution: Socurely’s automated compliance solution proved the key to overcoming Happly’s challenges. With features such as automated compliance checks, real-time tracking, and customized workflows, Socurely provided a streamlined and efficient approach to SOC 2 compliance.
  • Result: The impact of Socurely’s intervention was immediate and significant. Time to compliance was reduced by 70%, leading to an 80% reduction in compliance-related costs. The solution not only ensured compliance but also enhanced team productivity, allowing a sharper focus on core business activities.

Introduction To Happly and What It Does?

Happly is a dynamic company that provides a solution that matches entrepreneurs with funding opportunities. This company is dedicated to delivering cutting-edge solutions to Businesses. Being a dynamic AI-driven platform, earning and maintaining the trust of clients and stakeholders is non-negotiable for this company. Happly bridges the gap between business owners and funds, setting new standards for the industry. Also, Happly deals with sensitive data, and its clients entrust the platform with valuable information.

Why SOC 2 Compliance Is Needed for the SaaS B2B Industry?

In the ever-evolving landscape of the SaaS B2B industry, where data security and privacy are paramount, SOC 2 compliance emerges as a crucial benchmark. Beyond regulatory adherence, it signifies a commitment to safeguarding client data, instilling trust, and positioning the platform as a secure partner. In an era of increasing data breaches, SOC 2 compliance ensures the integrity, confidentiality, and availability of sensitive information, which is crucial for client confidence. Moreover, it opens doors to new business opportunities, aligning you with industry standards and making it a preferred choice for clients who prioritize robust data security in their partnerships. SOC 2 compliance is, therefore, a strategic imperative investment in trust, security, and long-term success.

How Socurely Ensured SOC 2 Compliance for Happly?

  • Comprehensive Assessment: Socurely initiated the process with a meticulous evaluation of Happly’s existing systems and practices, identifying areas that needed alignment with SOC 2 standards. This comprehensive assessment served as the foundation for tailored compliance strategies.
  • Automated Compliance Tools: Socurely deployed cutting-edge automated compliance tools specifically designed for SOC 2 requirements. These tools streamlined complex processes, ensuring accurate documentation, and automating compliance checks to maintain adherence in real-time.
  • Customized Workflows: Recognizing the unique needs of Happly, Socurely offered customized workflows aligned with SOC 2 compliance. These tailored workflows are seamlessly integrated into Happly’s operations, minimizing disruption and ensuring a smoother compliance journey.
  • Real-Time Monitoring: Socurely introduced real-time monitoring capabilities, enabling continuous tracking of compliance status. Immediate alerts were configured to notify stakeholders of any deviations or potential issues, allowing swift corrective actions and maintaining ongoing compliance.
  • Building Trust:  Recognizing the critical nature of trust in compliance, Socurely focused on fostering a transparent and trusting relationship with Happly. Regular communication, transparency in processes, and consistent reliability contributed to building trust throughout the compliance journey.
  • Proactive Support: Socurely didn’t just provide tools; it offered proactive support throughout the SOC 2 compliance journey. The Socurely team was readily available to address queries, offer guidance, and ensure that Happly’s team felt supported and confident in their compliance efforts.

The Audit Preparation By Socurely For Happly

Socurely’s meticulous approach to preparing the SOC 2 audit involved a comprehensive assessment. The audit preparation phase began with an in-depth analysis of Happly’s current compliance landscape, identifying potential gaps and areas for improvement.

Socurely’s team worked collaboratively with Happly to understand the intricacies of its operations, ensuring that the SOC 2 compliance solution would seamlessly integrate.

The implementation of automated compliance checks and documentation processes significantly streamlined Happly’s approach to meeting SOC 2 standards. Real-time tracking and alerts were strategically integrated to provide a proactive monitoring mechanism, ensuring continuous adherence to compliance requirements.

As part of the audit preparation, Socurely provided Happly with a detailed roadmap, outlining the steps needed to achieve and maintain SOC 2 compliance. This roadmap served as a guide for Happly’s internal teams, fostering a clear understanding of the compliance journey ahead.

In anticipation of audits, Socurely provided robust preparation, guiding Happly through the intricacies of the SOC 2 audit process. This included creating a systematic audit trail. The aim was to meet compliance standards and enhance Happly’s overall operational efficiency.

What Were The Challenges That Needed Immediate Results?

Navigating the intricate SOC 2 framework swiftly and accurately was the primary challenge. Manual processes were time-consuming and posed a risk of errors, demanding a more efficient solution.

How Socurely Become The Solution?

In addressing Happly’s challenges, Socurely introduced a transformative solution, leveraging advanced compliance tools that redefined Happly’s approach to SOC 2 compliance.

  • Real-Time Tracking and Alerts:

Instant alerts were configured to notify stakeholders of any anomalies or deviations, empowering Happly with proactive insights and the ability to address issues promptly, contributing to a proactive compliance management strategy.

  • Immediate and Significant Impact:

The implementation of Socurely’s solution yielded immediate and substantial results for Happly:

  • Time to Compliance Reduced: Happly experienced a remarkable 70% reduction in the time required to achieve full SOC 2 compliance. This accelerated timeline not only demonstrated the efficiency of Socurely’s solution but also translated into tangible time savings for Happly’s team.
  • Cost Efficiency: Compliance-related costs were slashed by an impressive 80%. Socurely’s solution not only optimized processes but also contributed to significant cost savings, aligning with Happly’s goal of achieving compliance in a resource-efficient manner.
  • Enhanced Productivity and Focus: With streamlined compliance processes, Happly witnessed a boost in team productivity, allowing for a more focused approach to core business activities. The reduction in manual compliance efforts liberated valuable resources that could be redirected toward strategic initiatives and innovation.

Results Enjoyed by Our Client

Happly enjoyed groundbreaking outcomes with our SOC 2 Compliance service. The outcomes were transformative, leading to a 70% reduction in time to compliance, an 80% decrease in compliance-related costs, and an enhanced focus on core business activities. So, there is no denying that Happly enjoyed immediate and significant growth with our service.

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Notification Center

Our notification center keeps you informed with instant alerts on critical tasks, audit milestones, and policy changes. Customize alert preferences to respond swiftly to security events and compliance deadlines, maintaining team alignment and audit readiness.

Personnel Management

Streamline employee lifecycle processes, including onboarding, compliance tracking, and access control management. Keep your team aligned with compliance requirements, improving efficiency while ensuring security and compliance across your organization.

Pen-testing

Proactively defend against cyber threats with Socurely’s Pentesting Service. Our experts simulate real-world attacks on your systems to identify vulnerabilities before exploitation. Regular testing ensures compliance with standards like SOC 2 and ISO 27001, reinforcing your defense against evolving cyber threats.

Evidence Library

Centralize your compliance efforts with Socurely’s Evidence Library. This hub allows for streamlined storage, management, and mapping of audit evidence to relevant controls. Automated collection and updates reduce the audit preparation time, ensuring continuous compliance visibility and easy alignment with regulatory frameworks.

Compliance Report

Simplify audit preparation by showcasing your organization’s compliance posture and dedication to maintaining strong security measures. Compliance Report documents your implemented security controls, providing a concise summary for auditors and stakeholders.

Dynamic Policies

Utilizing our AI Co-pilot, effortlessly build and update policies tailored to your organizational needs. Stay ahead of evolving regulations with AI-driven insights, ensuring your policies remain current and aligned with industry standards while accelerating intervention and enhancing team coordination.

Security Awareness Training

Turn your team into a formidable risk defense line. With regular updates, real-world scenarios, and role-specific modules, you’ll equip your staff to recognize and apply best-practice responses to threats like phishing and malware, reducing human error and strengthening your security posture.

Employee Portal

Empower your workforce with a secure, self-service platform for accessing compliance records, security training, and policy acknowledgments. Manage onboarding and track individual compliance status with automated reminders. 

Streamline security awareness, reduce administrative overhead, and ensure an informed, engaged, and compliant workforce with Socurely’s Employee Portal.

Socurely Agent

Ensure continuous compliance with Socurely Agent, a read-only application that monitors workstation configurations such as encryption, antivirus, and updates to meet industry standards, including SOC 2. 

 

It runs silently across Windows, Mac, and Linux, providing real-time insights without disrupting workflows. Achieve 24/7 readiness with this simple and effective platform feature.

Access Review

Automate the review and validation of user permissions to ensure only authorized personnel access sensitive data. Quickly identify and mitigate security risks, comply with regulations, and maintain a robust security posture with an easy-to-manage way to control and monitor access to critical systems

Audit Readiness Scan

Continuously monitor compliance, identifies gaps, and assesses risks with AI Self-audit. It generates detailed audit reports and actionable insights, allowing your team to proactively address issues in real-time.

 

Save time and costs with an automated audit process, keeping your organization compliant and audit-ready year-round.

AI CoPilot

Co-pilot automates policy creation, vendor risk assessments, and risk mitigation strategies, while providing real-time recommendations to stay ahead of emerging risks. Manage complex compliance processes confidently, ensuring security and compliance in a dynamic regulatory landscape.

Risk Mitigation Plan

Protect your business proactively by identifying, assessing, and mitigating potential risks. Develop tailored action plans and monitor in real time to keep your organization resilient while remaining continuously secure and compliant by effectively managing security and operational threats.

Unified Dashboard

Gain real-time insights into your security and compliance activities with a single view across frameworks. Effortlessly track audits, policies, and security controls, keeping your business audit-ready and industry-aligned.

Trust Center

Foster transparency and trust a centralized hub that delivers real-time visibility into your compliance and security status. 

 

Easily access critical documents, audit reports, and certifications to reassure your customers and stakeholders of your data protection and compliance commitment. Keep your brand trustworthy with customizable, regularly updated insights.

Compliance Task tracking

Stay ahead of compliance with automated Task Tracking. Ensures timely attention to every regulatory need and security measure while minimizing missed deadlines, and maintaining an audit-ready, compliant business effortlessly.

Automated Evidence Collection

Get automated and remove the hassle of manually gathering audit evidence. 

 

This smart feature continuously monitors your systems to collect data and store it in one place for easier audits and policy updates. From security configurations and access logs to compliance documents, always have up-to-date, audit-ready evidence without lifting a finger. Simplify your audits, boost accuracy, and gain peace of mind effortlessly.

Audit Hub

Simplify your audits with a centralized platform for managing, tracking, and preparing for audits. Get real-time visibility into your audit progress, seamless collaboration with auditors, and reduced manual work. Maintain transparency and achieve faster, more successful audits with confidence.