If your organization handles sensitive customer data, SOC 2 compliance isn’t just a nice-to-have—it’s table stakes. It proves to your customers, partners, and stakeholders that you take security seriously and have the systems in place to back it up.
That’s where org chart tools like Organimi come in. While platforms like Drata, Vanta, and Secureframe help you track and document your controls, Organimi supports the structure behind those controls by helping you clearly map out responsibilities, reporting lines, and ownership in a way that auditors love.
Understanding SOC 2 Compliance Requirements
SOC 2 compliance is all about making sure organizations handle customer data safely and meet high security standards. For IT and security teams, that means keeping clear records and following set processes to reduce risk.
SOC 2 auditors look for proof that your organization is operating with appropriate segregation of duties, accountability, and oversight. This is where org charts come in.
An up-to-date org chart supports key parts of the SOC 2 criteria by:
- Showing who owns each function related to security, risk, compliance, and data governance.
- Demonstrating clear lines of reporting and escalation.
- Helping validate that no one individual has excessive control or access over critical systems without oversight.
- Having this visual representation on hand can significantly speed up your audit and reduce the need for back-and-forth clarification.
Stage: Readiness / Pre-Audit Preparation
Most SOC 2 journeys begin with a readiness assessment—a gap analysis to determine how close you are to meeting the required controls. This is where compliance automation platforms like Drata, Vanta, or Secureframe will start asking questions and requesting documentation.
During this stage, you’ll need to:
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Define ownership of controls – Who owns your access controls? Who’s responsible for monitoring system logs or managing third-party vendors?
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Assign responsibilities for security, risk, and compliance functions – This includes creating clarity around roles like security officer, data protection officer, and compliance lead.
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Map out your departments and reporting structure – Auditors want to see who reports to whom and ensure there’s proper separation between those who design controls and those who review or approve them.
An org chart plays a key role in this early-stage work. It helps you establish and visualize ownership across the organization, and it strengthens your audit package by providing a clear, easy-to-digest view of your internal structure. This makes it easier for auditors to validate role separation, oversight, and accountability—three foundational principles in any SOC 2 audit.
With Organimi, you can build this out quickly and keep it up to date as your team grows or shifts. And because the platform allows for role-specific details and controlled sharing, you can tailor views for internal use or for external audit teams.
Organimi’s Role in SOC 2 Compliance
Organimi simplifies the complex task of preparing for SOC 2 audits by providing secure and user-friendly org chart solutions. Here’s how Organimi supports SOC 2 compliance:
How Organimi Helps IT and Security Teams Achieve SOC 2 Compliance:
- Creating and Updating Charts: Streamlines process for creating and updating organizational charts by manual build, data import or integrations.
- Security and Privacy: Ensures data security through firm hosting measures and adherence to global data protection regulations.
- Collaboration and Access Control: Provides tools for controlled access, fostering collaboration while maintaining security protocols.
- Auditing and Reporting: Supports audit readiness through advanced features such as backups, auditing logs and reporting.
Security and Compliance Features:
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CASA Tier 2 Certification: Demonstrates adherence to industry-leading security practices.
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Built-in Backups and Auditing Logs: Ensures data integrity and provides comprehensive audit trails.
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Access Provisioning and Control: Offers powerful options like IP whitelisted embeds, password-protected links, and controlled sharing settings.
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Data Deletion and Extraction: Facilitates secure data handling with precise deletion procedures and export functionalities.
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AWS Hosting: Leverages Amazon Web Services (AWS) for secure hosting, meeting global compliance standards.
Conclusion
Organimi stands as a trusted ally in achieving SOC 2 compliance. We simplify org chart management and help organizations stay on track with data protection and compliance goals. For organizations committed to data security and regulatory compliance, Organimi provides the tools necessary to navigate SOC 2 requirements with confidence.
Sign-up today to create audit-ready org charts that help your team stay organized, secure, and one step ahead of SOC 2 requirements.