A tailored course, built for your situation
Mastering SOC 2 for Principal Solution Engineers
Build trusted automation frameworks with confidence and precision
$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.
SOC 2 reviews stall when evidence doesn’t match actual system behavior in automated environments
The situation this course is for
Teams waste weeks reworking control mappings because the initial scope didn’t account for dynamic orchestration workflows. Auditors push back on access logs from auto-scaled services. Evidence packages fail to reflect how automation actually enforces separation of duties.
Who this is for
Principal Solution Engineers leading automation modernization for regulated clients, where audit readiness and system trust are non-negotiable.
Who this is not for
Entry-level engineers, auditors, or consultants focused only on documentation without system integration.
What you walk away with
- Precise control mappings that reflect real-world automation behavior
- First-review approval of SOC 2 evidence packages
- Clear ownership of the SOC 2 boundary definition in complex environments
- Trusted escalation point for M&A due diligence teams
- Documented rationale for control design decisions that survives team changes
The 12 modules (with all 144 chapters)
Module 1. Defining the SOC 2 Scope in Automated Environments
Establish clear boundaries for systems under review when orchestration spans cloud, on-prem, and third-party services.
12 chapters in this module
- Mapping automation workflows to trust principles
- Identifying in-scope components
- Documenting system dependencies
- Excluding hosted services correctly
- Aligning with customer audit timelines
- Defining control ownership
- Versioning the scope document
- Common boundary errors to avoid
- Evidence requirements by component
- Handling multi-region deployments
- Working with CSPs on attestations
- Finalizing scope sign-off
Module 2. Control Design for Dynamic Infrastructure
Build controls that adapt to auto-scaling, CI/CD pipelines, and serverless execution.
12 chapters in this module
- Automated access provisioning
- Event-driven control triggers
- Logging immutable audit trails
- Monitoring configuration drift
- Enforcing least privilege dynamically
- Session management in containerized apps
- Secret rotation automation
- Change detection in infrastructure as code
- Validating control effectiveness
- Integrating with SIEM
- Scaling controls across environments
- Testing control resilience
Module 3. Evidence Collection for Continuous Systems
Gather defensible artifacts from systems that never stop changing.
12 chapters in this module
- Sampling strategies for high-frequency events
- Exporting logs without interruption
- Capturing snapshots of ephemeral resources
- Validating log integrity
- Proving retention periods are met
- Automating evidence packaging
- Time-stamping distributed events
- Handling cross-account logging
- Ensuring completeness of datasets
- Reducing auditor follow-ups
- Standardizing evidence formats
- Version-control for evidence artifacts
Module 4. Access Governance in Orchestration Platforms
Enforce strict access controls across automation tools and privileged workflows.
12 chapters in this module
- Role-based access for automation accounts
- Just-in-time elevations
- Segregation of duties in playbooks
- Approvals for high-risk actions
- Monitoring privileged sessions
- Detecting unauthorized changes
- Automated deprovisioning
- Access reviews for service identities
- Password vault integration
- Multi-factor enforcement
- Audit trail coverage
- Incident response access
Module 5. Change Management in CI/CD Pipelines
Ensure every code and config change is tracked, approved, and reversible.
12 chapters in this module
- Version control for automation scripts
- Code review requirements
- Automated testing gates
- Approval workflows for production changes
- Rollback procedures
- Change documentation standards
- Audit trail generation
- Emergency change protocols
- Peer review enforcement
- Environment promotion rules
- Integration with ticketing systems
- Tracking changes across branches
Module 6. Vendor Management for Automated Workflows
Extend SOC 2 controls across third-party services and managed components.
12 chapters in this module
- Assessing vendor compliance posture
- Obtaining SOC 2 reports from CSPs
- Evaluating subprocessor risks
- Contractual control commitments
- Monitoring vendor changes
- Incident notification requirements
- Right-to-audit clauses
- Shared responsibility modeling
- Vendor performance tracking
- Escalation paths for control gaps
- Updating vendor risk ratings
- Termination and migration plans
Module 7. Incident Response for Automated Systems
Define response protocols for security events in self-healing environments.
12 chapters in this module
- Detecting abnormal automation behavior
- Classifying incidents by impact
- Alerting on unauthorized changes
- Automated containment actions
- Human-in-the-loop requirements
- Logging incident response steps
- Post-mortem documentation
- Updating runbooks after events
- Testing response playbooks
- Coordination with security teams
- Reporting to external parties
- Preserving forensic data
Module 8. Data Integrity Across Distributed Workflows
Ensure data remains accurate and unaltered across automated processes.
12 chapters in this module
- Validating data inputs
- Hashing data payloads
- Detecting tampering attempts
- Audit trail correlation
- Immutable storage configuration
- Backup integrity checks
- Data lineage tracking
- Schema change controls
- Ensuring referential integrity
- Monitoring for data drift
- Reconciliation procedures
- Reporting data anomalies
Module 9. Availability Controls for Orchestration Services
Guarantee uptime and failover readiness for critical automation platforms.
12 chapters in this module
- Defining uptime SLAs
- Monitoring system health
- Automated failover triggers
- Disaster recovery testing
- Capacity planning for peaks
- Incident escalation procedures
- Maintenance window policies
- Backup execution environments
- Dependency uptime tracking
- Third-party service resilience
- Recovery time benchmarks
- Reporting availability metrics
Module 10. Privacy Considerations in Automation
Protect PII and sensitive data processed by workflows.
12 chapters in this module
- Identifying PII in automation scope
- Data minimization in logs
- Encryption in transit and at rest
- Access controls for sensitive data
- Retention period enforcement
- Anonymization techniques
- Data subject request handling
- Vendor privacy compliance
- Audit logging for access
- Breach detection mechanisms
- Privacy impact assessments
- Updating workflows for privacy
Module 11. Reporting and Audit Support
Deliver clean, complete, and timely responses during audits.
12 chapters in this module
- Preparing the SOC 2 narrative
- Organizing evidence packages
- Responding to auditor inquiries
- Clarifying control implementation
- Handling scope changes mid-audit
- Revising documentation efficiently
- Liaising with external auditors
- Presenting control effectiveness
- Managing deadlines
- Incorporating feedback
- Post-audit follow-up
- Updating internal playbooks
Module 12. Sustaining SOC 2 Readiness Over Time
Keep systems audit-ready through team changes, technology shifts, and growth.
12 chapters in this module
- Onboarding new team members
- Updating control designs
- Retiring legacy systems
- Scaling with organizational growth
- Integrating new tools
- Maintaining documentation
- Conducting internal reviews
- Updating risk assessments
- Training peer teams
- Preserving institutional knowledge
- Versioning the control framework
- Annual readiness checkups
How this maps to your situation
- Preparing for a client SOC 2 audit
- Supporting a pre-acquisition compliance review
- Modernizing automation with built-in compliance
- Responding to a regulator-facing request
Before vs. after
Before
SOC 2 readiness is reactive, evidence collection is inconsistent, and audit cycles take longer than needed.
After
You own the SOC 2 narrative end to end, deliver clean evidence packages on time, and become the trusted escalation point for high-stakes reviews.
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 integration into active projects.
If nothing changes
Without a clear, repeatable approach to SOC 2 in automated environments, teams continue to face repeated auditor follow-ups, delayed certifications, and increased exposure during M&A due diligence.
How this compares to the alternatives
Generic compliance courses cover broad principles but miss the nuances of automation. Internal training lacks structured playbooks. This course delivers targeted, field-tested methods for SOC 2 in dynamic systems.
Frequently asked
Is this course focused on auditing or engineering?
It’s designed for engineers and solution architects who need to build and maintain SOC 2-compliant systems, not auditors.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this to non-BMC clients?
Yes. The principles are platform-agnostic and apply to any organization modernizing automation under SOC 2.
$199 one-time. Approximately 3 hours per module, designed for integration into active projects..
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