Evidence drift
Screenshots and exports collected at the last minute rarely show a repeatable control.
Framework readiness · Open
Prepare for SOC 2 without building a one-time compliance sprint
Turn the Trust Services Criteria into owned controls and evidence your team can operate before an independent CPA examination.
Requirements and review pressureKnow what must be ready before review begins.
Unclear ownership
A control without a named operator can fail when a reviewer asks for its operating history.
Scope mismatch
An imprecise system description can create effort and questions that do not support the intended report.
What comes first
Start with the requirement and the decision it must support.
We identify what applies, which systems and teams it touches, and the evidence needed for the next review.
Start with scope
Define services, systems, boundaries, criteria, and review period before mapping work.
Design for operation
Favor controls that can be performed consistently by the people who own them.
Test before examination
Use targeted walkthroughs and evidence checks to find weak execution early.
Keep evidence usable
Maintain a clear trail from criterion to control, owner, artifact, and exception.
Evidence you can use
Prepare evidence for the next review.
Useful evidence has a clear source, owner, timing, and review status. That makes it easier to understand, reuse, and act on.
What you receive
- A defensible readiness view
- Stronger evidence operations
- A coordinated examination
How it stays useful
- Source
- Current source material
- Owner
- Named owner
- Timing
- Relevant period
- Status
- Review status and decision
Readiness path
Move from requirements to working readiness.
Each stage turns the standard into owned work, current evidence, and a clear next decision.
Frame
Confirm report objectives, scope, criteria, stakeholders, and milestones.
Assess
Map controls and evidence, then identify design and operating gaps.
Operate
Implement practical workflows, ownership, and evidence routines.
Prepare
Run readiness testing and coordinate a clean handoff to the examining firm.
Where Open can help
Choose the capability that resolves the immediate pressure.
Add related work only when it improves the result. Independent review remains separate when the decision requires it.
Business results
Know what becomes possible after the work.
Each result describes a practical change the team can operate, explain, or use in its next decision.
A defensible readiness view
Leaders can see priorities, dependencies, and unresolved risks before examination work begins.
Stronger evidence operations
Control owners have repeatable ways to produce and retain relevant artifacts.
A coordinated examination
Teams enter the external process with clearer roles, records, and escalation paths.
Common questions
Resolve fit, responsibility, and timing before work begins.
Straight answers on who does what, which formal path applies, and what a useful first engagement should produce.
Can Open issue a SOC 2 report?
No. A licensed independent CPA firm performs the examination and issues the SOC 2 report.
What does Open prepare?
System scope, control ownership, evidence routines, readiness testing, remediation priorities, and the handoff to the CPA firm.
Which Trust Services Criteria should we use?
Management and the independent CPA firm determine the examination scope. Open helps map the selected criteria to controls and evidence.
What evidence should control owners retain?
Records that show design and operation during the review period, such as approvals, access reviews, tickets, logs, and exception follow-up.
Does readiness guarantee a report outcome?
No. Management owns its assertions, and the independent CPA firm applies professional judgement to the examination and report.
