Nave is a company dedicated to process improvement and streamlining workflows for other businesses, and data security is paramount in this environment.

When we set out on our journey to achieve SOC 2 certification, we knew it was going to be a long-term endeavor.

For those of you who are not familiar, SOC 2 (Service Organization Control) is a framework developed by the American Institute for Certified Public Accountants (AICPA). It assesses an organization’s controls to protect client data, covering five Trust Service Criteria: Security, Confidentiality, Availability, Processing Integrity, and Privacy.

For Nave, achieving this certification was essential to demonstrate our commitment to data security and to meet the stringent demands of our clients.

We found a reliable partner in Soter Advisory, a cybersecurity and privacy compliance consulting firm founded by Taha Oualif. Specializing in helping small and medium-sized businesses navigate the complex landscape of security certifications, Soter Advisory was the perfect ally for Nave.

We had a chat with Taha to unpack the process behind our certification journey.

The Steps to SOC 2 Compliance

The path to SOC 2 certification is a meticulous one, involving several critical steps. Taha broke down the process, starting with an initial assessment of Nave’s security practices. This assessment helped identify gaps that needed to be addressed.

“We conduct a gap analysis to understand what changes and improvements are needed,” Taha explained. “Then comes the implementation and remediation phase, where we work across the organization to address these gaps.”

This phase was particularly collaborative, involving not just IT but every department within Nave, from HR to marketing to sales. It required designing new policies, implementing security measures, and sometimes even changing operational practices.

“We then conduct a readiness assessment, like a dry run, to catch any last-minute issues before the official audit,” Taha explained. “The audit itself is conducted by an independent third party, reviewing our policies, procedures, and controls to ensure they meet SOC 2 requirements.”

The Impact of Compliance Automation

One significant advantage in our journey was the use of Drata, a compliance automation platform. Taha highlighted how Drata streamlined the process by automatically connecting to all of Nave’s cloud service providers and pulling necessary information through their APIs.

“In the past, we spent weeks at the client’s office, reviewing each policy and configuration manually,” Taha recalled. “With Drata, we’ve saved at least six months of work in completing the Type 1 audit.”

Drata not only made the process more efficient but also provided continuous monitoring and updates, ensuring that Nave remained compliant with the latest security standards.

Our Commitment to Security with SOC 2

Nave’s commitment to data security, combined with Soter Advisory’s expertise and the efficiency of Drata, brought results.

As of May 2024, we are proud to announce that we are SOC 2 compliant!

This certification not only validated our security measures but also significantly boosted our credibility.

“Today, any SaaS-based company needs to demonstrate how they handle security to do business with serious clients,” Taha emphasized. “SOC 2 is the answer to the question, ‘How can you prove that my data is secure with you?'”

Achieving SOC 2 certification is just the first step in our journey. The real goal now is maintaining and continuously improving our security measures.

“At Nave, we have our teams trained, our automation platform in place, and periodic tasks automated to stay on top of things,” Taha noted. “There’s also an element of continual improvement. The controls we have can evolve as our application and environment scale.”

Taha shared some invaluable advice for other businesses considering SOC 2 certification. “Start as early as possible. It’s harder to implement security in a complex environment. Involve everyone in the organization because SOC 2 is not just an IT question—it touches every department.”

To review our certificate, please visit our Trust Center here

I hope our journey demonstrated the importance of collaboration, expertise, and the right tools in achieving and maintaining your goals. So, if you haven’t connected your management platform to Nave, now is the time. Start your free trial now—it’s free for 14 days, no strings attached

I wish you a productive day ahead and look forward to seeing you next week, same time and place, for more managerial insights! Bye for now.

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