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SOC 2 Compliance: Manual vs. Automation Vendor

SOC II Compliance Platforms

Manual vs VendorAspectManual ProcessVendor (Sprinto, Vanta, Drata, etc.)Policy CreationWrite poli...

Updated 1 month ago by Jay

Product Security Onboarding

Common

1. What is “Product Security” in SaaS?Protecting customer data from breaches, misuse, or accident...

Updated 1 month ago by Jay

User Access and Managemet Test Cases - ONB02US03

Automation ONB

Test Case 1: Display Users Table with Sortable ColumnsTest Case MetadataTest Case ID: ONB02US03_T...

Updated 1 month ago by Hetal Daimiwal

BYOD Compliance

SOC II Understanding

What It MeansIn our case, “Off Cloud Devices” are the laptops and workstations our employees use ...

Updated 1 month ago by Jay

Notes

SOC II Cost Implications

1. SOC 2’s RequirementSOC 2 doesn’t dictate how your DR architecture should be built — it evaluat...

Updated 1 month ago by Jay

Database DR and Replication Options

SOC II Cost Implications

RDS Disaster Recovery / Replication Optionsa) Multi-AZ Deployment (same region)What it does: AWS ...

Updated 1 month ago by Jay

Environment Scope : Environments which are part of audit

Common

1. Primary focus = “In-scope systems”Production environment (AWS in our case) will definitely be ...

Updated 1 month ago by Jay

Certification Process – Detailed Roadmap

SOC II Understanding

Stage 1 – Scoping & PlanningTimeframe: 2–3 weeksWork Involved:Define audit scope: services, syste...

Updated 1 month ago by Jay

Benefits of SOC 2 Compliance

SOC II Understanding

1. Builds Customer Trust and ConfidenceDirect Benefit: Demonstrates that you have strong data sec...

Updated 1 month ago by Jay

Masking Sensitive Information

Third Party Integrations Posthog

https://posthog.com/docs/privacy/data-collection You can safely capture session replays events wi...

Updated 1 month ago by Jay

User stories which we're picking for Phase 1

Automation Planning

ModuleUser StoryOnboardingv1-2 User Access and Management (ONB02US03)Onboardingv1-3 Utility Plans...

Updated 1 month ago by Hetal Daimiwal

Posthog DPA

Third Party Integrations Posthog

Why should I be signing a DPA from them (posthog)?This is like, Privacy regulations like GDPR, CC...

Updated 1 month ago by Jay

PostHog Security & Privacy Assessment

Third Party Integrations Posthog

Bottom Line Up FrontPostHog can be implemented safely for our B2B SaaS application, but requires ...

Updated 1 month ago by Jay

Sprinto Call Notes

SOC II Compliance Platforms

US and UK companies have tight rules for data security and privacy polices, the firms charge heav...

Updated 1 month ago by Jay

Technical Requirements in a RFP

Common

Technical Requirements (West Jordan Utah)Must be hosting in a U.S.-based data center Data encryp...

Updated 1 month ago by Jay

Certifications and Frameworks

Common

Understanding the Difference:Certifications → Issued by an accredited third party after an audit....

Updated 1 month ago by Jay

Townhall update - August 2025

Product Roadmap

1. Pre-Production Fixing and Analysis: In the pre-production phase, we are actively analyzing an...

Updated 1 month ago by Gaurav

Monday 11th August

Process Changes Disc

Process changesTimeline should include testing with frontend integrationTimeline should be given ...

Updated 1 month ago by Gaurav

SMARTCRM (Customer Relationship Management) - Management Plan

Product Roadmap August - Sept 2025

1. Management1.1 Project ProfilingProject Name: SMARTCRM Customer Relationship Management System ...

Updated 1 month ago by Gaurav

Asset Management (AX) Module Development - Management Plan

Product Roadmap August - Sept 2025

1. Management1.1 Project ProfilingProject Name: Asset Management (AX) Module DevelopmentProject D...

Updated 1 month ago by Gaurav