A tailored course, built for your situation
Mastering SOC 2 for Data and Analytics Practitioners
Build authoritative, auditor-ready compliance artefacts that elevate your role across engagements.
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Work you already do stays unseen by leadership despite its compliance impact
Who this is for
Data and analytics practitioner in a professional services or audit-adjacent environment who contributes to compliance workflows but isn't formally in charge of them
Who this is not for
CISOs, dedicated compliance managers, or auditors whose primary role is issuing reports
What you walk away with
- Produce complete, auditor-ready SOC 2 evidence packages for data systems
- Map controls directly to BI and analytics workflows with precision
- Anticipate assessor follow-ups using structured documentation patterns
- Position yourself as the go-to for control narratives in data environments
- Turn repetitive compliance asks into reusable, peer-referenced artefacts
The 12 modules (with all 144 chapters)
Module 1. Understanding SOC 2 in Data-Centric Environments
Ground your knowledge in how SOC 2 applies specifically to data pipelines, BI platforms, and analytics workflows , not generic IT systems.
12 chapters in this module
- What SOC 2 means for data teams
- Trust Services Criteria and data relevance
- Difference between SOC 1, 2, and 3
- Auditor expectations for analytics systems
- Internal vs external audit scope
- Common misalignments in data evidence
- How the firm teams classify data systems
- Control sufficiency thresholds
- Types of SOC 2 reports
- Reporting period considerations
- Service organization responsibilities
- User entity considerations
Module 2. Mapping Controls to Data Workflows
Learn to align SOC 2 control objectives with actual data and BI processes, not theoretical IT layers.
12 chapters in this module
- Identifying data-relevant controls
- Control mapping methodology
- Evidence requirements by control
- Data access control mapping
- Change management for BI tools
- Logging and monitoring coverage
- System availability tracking
- Data integrity validation points
- Vendor subsystems in scope
- Third-party data integrations
- Cloud platform boundary definition
- Ownership assignment per control
Module 3. Building the System Description
Craft a precise, defensible narrative of your data environment that auditors accept without pushback.
12 chapters in this module
- Structure of a SOC 2 system description
- Defining system boundaries
- Narrative tone and formality
- In-scope vs out-of-scope systems
- Data flow diagrams that pass review
- Documenting analytics platforms
- Handling multi-region deployments
- Describing access controls
- Change management process narrative
- Incident response integration
- Vendor management disclosures
- Version control for descriptions
Module 4. Designing Evidence Collection Workflows
Turn ongoing data operations into structured, reusable evidence trails that satisfy assessor requests.
12 chapters in this module
- Evidence types per control
- Sampling strategies for data logs
- Automated evidence capture
- Screenshot standards
- Timestamp verification
- Access review documentation
- Change log collection
- User provisioning records
- Role-based access evidence
- Data export validation
- Retention policy proof
- Exception handling logs
Module 5. Control Testing for Analytics Systems
Go beyond documentation to demonstrate operational effectiveness in ways assessors trust.
12 chapters in this module
- Testing frequency requirements
- Design vs operating effectiveness
- Sampling data controls
- Testing access reviews
- Change approval verification
- Monitoring alert validation
- Data accuracy checks
- System uptime evidence
- Penetration test integration
- Remediation tracking
- Documentation of test results
- Sign-off requirements
Module 6. Leveraging Automation in Compliance
Use scripting and platform features to reduce manual effort in evidence generation.
12 chapters in this module
- Identifying automatable controls
- Power BI audit log export
- Automated access reviews
- CloudTrail integration
- Scheduled evidence reports
- Scripting data validations
- Version control for artefacts
- Alerting on control drift
- Dashboarding compliance status
- API-based evidence collection
- Toolchain integration
- Validation of automated outputs
Module 7. Navigating Assessor Interactions
Prepare for review cycles with clarity, confidence, and authoritative references.
12 chapters in this module
- Assessor question patterns
- Response tone and structure
- Providing follow-up evidence
- Handling control gaps
- Justifying design choices
- Documenting compensating controls
- Managing timelines
- Escalation paths
- Review meeting prep
- Clarifying scope boundaries
- Handling misinterpretations
- Post-assessment feedback
Module 8. Integrating SOC 2 into Agile Workflows
Keep compliance continuous, not cyclical, within fast-moving analytics teams.
12 chapters in this module
- Sprint planning alignment
- Backlog grooming for controls
- Definition of done with compliance
- User story tagging
- QA and compliance sync
- Release gate requirements
- Documentation cadence
- Change advisory board role
- Incident response integration
- Training for team members
- Versioning compliance artefacts
- Audit readiness sprints
Module 9. Cross-Functional Influence Tactics
Position yourself as the internal expert others consult on data-related compliance.
12 chapters in this module
- Building credibility with IT
- Communicating with security teams
- Advising internal audit
- Supporting external auditors
- Presenting to leadership
- Creating reference materials
- Hosting knowledge shares
- Standardizing team practices
- Mentoring junior staff
- Documenting best practices
- Creating FAQs
- Maintaining a compliance playbook
Module 10. Managing Vendor Components in Scope
Account for third-party tools and cloud platforms used in analytics workflows.
12 chapters in this module
- Determining vendor responsibility
- Reviewing vendor SOC 2 reports
- Subservice organization mapping
- Gap analysis with vendor controls
- Compensating controls design
- Vendor due diligence evidence
- Contractual obligations
- Monitoring vendor changes
- Incident reporting from vendors
- Audit rights and access
- Transition planning
- Documentation of vendor interactions
Module 11. Maintaining Compliance Over Time
Keep your SOC 2 posture strong between audits with minimal rework.
12 chapters in this module
- Change tracking systems
- Quarterly control reviews
- Evidence retention schedule
- Personnel turnover planning
- System upgrade assessments
- Technology refresh impact
- Control ownership models
- Documentation versioning
- Lessons learned capture
- Trend analysis of findings
- Benchmarking against peers
- Continuous improvement cycle
Module 12. Creating Reusable Compliance Artefacts
Turn one-time efforts into assets that compound across engagements and teams.
12 chapters in this module
- Template design principles
- Modular documentation
- Standardizing control language
- Reusable evidence packages
- Cross-client applicability
- Playbook creation
- Internal certification paths
- Training material development
- Knowledge transfer plans
- Peer review processes
- Updating for new regulations
- Scaling best practices
How this maps to your situation
- Mid-cycle compliance reviews
- Pre-audit preparation
- Cross-functional team alignment
- Post-audit improvement
Before vs. after
Before
Compliance work is reactive, fragmented, and invisible to leadership
After
You own authoritative, repeatable SOC 2 outputs that get cited in reviews and raise your profile
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed to fit around client delivery cycles.
If nothing changes
Continuing to deliver strong technical work that remains unseen by leadership, missing opportunities to lead compliance-critical initiatives and differentiate your expertise.
How this compares to the alternatives
Unlike generic compliance courses, this program focuses specifically on data and analytics workflows, with examples from Power BI, Tableau, and cloud data platforms , not theoretical IT systems.
Frequently asked
Is this course relevant if I'm not in a formal compliance role?
Yes. It's designed for practitioners like you who contribute to SOC 2 deliverables but want to increase their impact and visibility.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me outside of the firm engagements?
Yes. The skills are transferable to any environment where data systems undergo compliance review.
$199 one-time. Approximately 3 hours per module, designed to fit around client delivery cycles..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours