Module 10: Master Level

ISO + SOC 2 Integration

18 min
+75 XP

ISO 27001 + SOC 2 Integration

Many organizations pursue both ISO 27001 and SOC 2. Learn how to integrate efficiently.

Understanding SOC 2

SOC 2 is an AICPA framework for service organizations handling customer data.

Trust Services Criteria: Security, Availability, Processing Integrity, Confidentiality, Privacy

ISO 27001 vs SOC 2

AspectISO 27001SOC 2
TypeInternational standardUS-based framework
CertificationCertificate issuedAudit report issued
ScopeOrganization-wide ISMSSpecific systems/services
AudienceGlobal, especially EUUS market, especially SaaS
Frequency3-year cycleAnnual Type II

Overlap: 70-80% of controls overlap

Integration Strategies

Strategy 1: ISO First, SOC 2 Second (Recommended)

  • ISO provides strong ISMS foundation
  • SOC 2 builds on solid base
  • Easier to maintain both

Strategy 2: Parallel Implementation

  • Faster time to both
  • Single design effort
  • Higher resource demand

Strategy 3: SOC 2 First, ISO Second

  • Meets immediate US needs
  • May need to retrofit ISMS

Unified Control Framework

Create single control framework addressing both.

Example: Access Control

  • ISO 27001: Controls 5.15-5.18
  • SOC 2: Criteria CC6.1-6.3
  • Unified Policy: Single access control policy referencing both

Success Formula

  1. Unified control framework
  2. Shared evidence repository
  3. Integrated tools
  4. Coordinated audits
  5. Single compliance team

Result: 1.5x work for 2x value

Next Lesson: Multi-site certification strategies.

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