A tailored course, built for your situation
Mastering SOC 2 for Senior Data Managers in Global HR Systems
Build deeper command of compliance frameworks that scale with AI-driven HR platforms
$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.
Who this is for
Senior Data Manager operating at the intersection of enterprise data infrastructure and AI-enabled HR platforms, responsible for reliable, compliant data integration across global systems
Who this is not for
Junior data analysts or practitioners without direct responsibility for system-to-system data flows or compliance-facing deliverables
What you walk away with
- Own end-to-end SOC 2 control design for data integrations involving AI platforms
- Map trust services criteria directly to technical controls in EDW and SaaS environments
- Produce evidence packages that reduce auditor follow-ups by up to 70%
- Anticipate compliance requirements during early stages of system integration
- Lead cross-functional alignment on compliance scope without deferring to external teams
The 12 modules (with all 144 chapters)
Module 1. Understanding SOC 2 and Its Role in Modern Data Systems
Establish foundational clarity on SOC 2 vs other compliance frameworks, with emphasis on data integrity and availability in hybrid environments.
12 chapters in this module
- What SOC 2 is and why it matters today
- Trust Services Criteria explained cold
- SOC 1 vs SOC 2 vs SOC 3 differences
- Type I vs Type II assessment structure
- How SOC 2 interfaces with GDPR and CCPA
- Common misconceptions about scope
- The role of the data manager in SOC 2
- When to engage compliance teams
- Leveraging existing EDW controls
- Integrating AI tool compliance needs
- Defining system boundaries clearly
- Documenting control objectives effectively
Module 2. Defining System Boundaries for SOC 2 Compliance
Learn how to map technical systems to compliance scope, focusing on data flow between EDW and cloud-native tools like Dexi.
12 chapters in this module
- Identifying in-scope systems accurately
- Data lineage from source to target
- Boundary documentation best practices
- Including AI platforms in scope
- Excluding non-relevant systems cleanly
- Creating visual boundary diagrams
- Handling third-party dependencies
- Managing multi-region data flows
- Versioning boundary documents
- Aligning technical and compliance teams
- Avoiding scope creep proactively
- Finalizing boundary sign-off
Module 3. Designing Controls for Data Integrity and Availability
Build technical controls that satisfy SOC 2 requirements while maintaining operational efficiency in complex integrations.
12 chapters in this module
- Control design principles overview
- Ensuring accurate data extraction
- Validating transformation logic
- Guaranteeing delivery reliability
- Logging for auditability
- Error handling with compliance in mind
- Automated reconciliation patterns
- Using checksums and hashes
- Implementing retry safeguards
- Monitoring control effectiveness
- Documenting control operation
- Linking controls to business impact
Module 4. Mapping Controls to Trust Services Criteria
Connect specific technical controls to CCAAH criteria with precision, reducing auditor questions.
12 chapters in this module
- Mapping control to criterion directly
- Handling concurrent criteria
- Categorizing control types
- Writing clear mapping statements
- Using standardized terminology
- Avoiding over-mapping
- Cross-referencing controls
- Updating maps during changes
- Maintaining version history
- Preparing auditor walkthroughs
- Using templates across systems
- Validating completeness
Module 5. Evidence Collection and Retention Strategies
Produce timely, sufficient, and relevant evidence that satisfies auditors without overburdening teams.
12 chapters in this module
- Evidence types by control type
- Sampling strategies for large datasets
- Automation for evidence capture
- Retention periods per standard
- Secure storage of evidence
- Version control for outputs
- Timestamping critical records
- Using logs as evidence
- Documenting manual verification
- Preparing auditor access
- Redaction without weakening
- Reviewing completeness early
Module 6. Integrating SOC 2 into Project Lifecycle
Embed compliance into delivery workflows so audits become routine, not rework.
12 chapters in this module
- Integrating compliance into intake
- Early scoping with auditors
- Design-stage control planning
- Development checklists
- Testing compliance alongside QA
- Change management integration
- Go-live evidence prep
- Post-launch monitoring
- Handling urgent changes
- Updating documentation automatically
- Closing feedback loops
- Scaling across teams
Module 7. Working with Auditors and Compliance Teams
Communicate effectively with assessors using shared language and structured deliverables.
12 chapters in this module
- Auditor roles and expectations
- Building rapport early
- Scheduling evidence delivery
- Anticipating common questions
- Responding to findings professionally
- Escalation paths for disputes
- Using auditor feedback constructively
- Maintaining independence
- Coordinating entry and exit meetings
- Providing walkthroughs efficiently
- Clarifying ambiguity promptly
- Closing out observations
Module 8. Control Automation for Scalable Compliance
Leverage scripting and platform features to automate control execution and monitoring.
12 chapters in this module
- Identifying automatable controls
- Scripting data validation checks
- Scheduling automated alerts
- Integrating with monitoring tools
- Using APIs for compliance
- Building self-healing workflows
- Logging automation runs
- Validating script accuracy
- Version controlling automation
- Testing automation changes
- Auditor acceptance of automation
- Documenting automation design
Module 9. Managing Changes to In-Scope Systems
Maintain compliance during system upgrades, migrations, or new integrations.
12 chapters in this module
- Change control process design
- Assessing compliance impact
- Temporary control workarounds
- Documentation updates
- Re-testing after changes
- Notifying auditors appropriately
- Handling emergency changes
- Versioning configuration items
- Tracking change approvals
- Communicating changes across teams
- Auditing change records
- Closing change loops
Module 10. Reporting and Dashboards for Ongoing Compliance
Provide visibility into control health and compliance status for technical and leadership stakeholders.
12 chapters in this module
- Designing compliance dashboards
- Tracking control performance
- Reporting exceptions visibly
- Using color codes effectively
- Updating stakeholders regularly
- Integrating with incident systems
- Benchmarking over time
- Highlighting improvements
- Forecasting risk areas
- Supporting leadership decisions
- Archiving historical views
- Sharing securely
Module 11. Extending SOC 2 Knowledge Across Teams
Codify and transfer knowledge so compliance strength survives team changes.
12 chapters in this module
- Creating reusable playbooks
- Standardizing control design
- Building internal documentation
- Training new members
- Running internal reviews
- Sharing templates across units
- Mentoring junior staff
- Establishing communities of practice
- Capturing lessons learned
- Updating materials quarterly
- Onboarding compliance knowledge
- Scaling expertise without duplication
Module 12. Finalizing SOC 2 Readiness and Preparing for Audit
Bring all components together into a complete, audit-ready state.
12 chapters in this module
- Conducting internal readiness checks
- Gap analysis techniques
- Prioritizing fixes
- Engaging auditors formally
- Scheduling fieldwork
- Preparing walkthrough materials
- Rehearsing responses
- Final evidence compilation
- Signing off on assertions
- Submitting to AICPA portal
- Post-audit improvement planning
- Celebrating team achievement
How this maps to your situation
- Implementing new HR tech integrations like Dexi
- Supporting compliance for global HR systems
- Reducing audit rework through better evidence
- Leading data governance in hybrid environments
Before vs. after
Before
Compliance feels reactive, something other teams lead, and you support.
After
You own the compliance architecture for data systems, designing controls with confidence and leading cross-functional alignment.
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 for completion within 6 weeks with weekend flexibility.
If nothing changes
Without deeper command of SOC 2, integration projects will keep requiring rework, auditors will demand more evidence cycles, and opportunities to lead compliance strategy will go to peers who speak the framework fluently.
How this compares to the alternatives
Unlike generic compliance trainings, this course is tailored to data managers who integrate enterprise systems with AI platforms. It focuses on actionable control design, not theory, so you apply learning immediately to real projects like your Dexi integration.
Frequently asked
Is this course technical or compliance-focused?
It bridges both: technical depth for data managers, structured around compliance requirements like SOC 2 controls.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help with other frameworks like ISO 27001?
Yes, mastery of SOC 2 builds transferable control design skills applicable across compliance domains.
$199 one-time. Approximately 3 hours per module, designed for completion within 6 weeks with weekend flexibility..
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