Understanding what a control actually means is the first "aha" moment. And it feels like you've cracked the code. Then you realize that's maybe 10% of the work. Each control needs sub-controls (because "Access Control" is actually 15 different things). Those sub-controls need evidence. That evidence needs to be versioned (auditors love asking "show me this policy as it existed 6 months ago"). Your policies need to map to controls. Your controls need to map to risks. Your risks need treatment plans.

Oh, and you'll need vendor assessments - because your auditor will ask about that AWS subprocessor you forgot you were using.

And business continuity plans. And an incident management process.

And then, right at the end, you discover the System Description — this dense narrative document that ties everything together and somehow needs to exist before your Type I audit.

I went through ISO 27001 in 2019 and thought "never again." Then I built a tool to make it survivable and got SOC 2 Type I using it (humadroid.io). Took way longer than I expected, and I already knew the domain.

Not trying to discourage — just a heads up that the iceberg goes deep. Happy to answer questions if you're heading down this path.

This framing resonates more than most SOC 2 discussions I’ve seen. The confusion isn’t really about controls — it’s about not knowing what order things are supposed to exist in. What you said about everything feeling reactive once tools and auditors enter the picture really hits. It feels like people are forced to “pick a lane” before they even understand what the lanes are, so every decision compounds uncertainty instead of reducing it. I’ve noticed that most early teams don’t lack effort or intent — they lack a clear mental model for readiness. Without that, it’s impossible to tell whether you’re preparing, over-preparing, or just creating artifacts that won’t survive contact with an audit anyway. The hardest part seems to be that none of this is obvious upfront. You only realize what you should’ve done earlier after you’ve already paid for tools, consultants, or rewrites. By then, everything feels heavier and more expensive than it needed to be. Genuinely curious — before SOC 2 became a deadline, what signals would have helped you realize you weren’t “ready” yet, instead of just “behind

Tone at the top is most important - if this is not valued at an organization level, it will be tough sledding. Next is knowledge - you don’t know what you don’t know. However, one you learn - usually through a gap assessment with an audit firm - you are now going to remedy and get into the audit. This is bad because you will miss point three. Automation is a must. Automated compliance monitoring, automated rituals (document reviews scheduled by a tool, etc), automated rituals whatever you can. Without this, you will create a ton of work for yourself.

This process is hard because there is tension between ticking boxes and being effective. The most well meaning people will get caught in a box ticking exercise if a critical contract depends on it.

It doesn’t have to be this way, but if you want it to be easy, start before clients start asking. Focus on being effective and automated so that you don’t feel pressured to tick boxes.