Productivity
Review a vendor's security
What their report actually says, and what to ask for.
Fill it in
The report, questionnaire and policies.
The data and systems in scope.
The qualifications are the document.
Your prompt
Review this vendor. What they get: [your what they get] Scope the review to what they can actually reach. A vendor with read-only access to a marketing list does not need the same scrutiny as one holding customer records, and treating every vendor identically means nobody reads any of it. Read the EXCEPTIONS. A SOC 2 report is not a pass or fail, and the qualifications are the document: which controls were tested, over what period, and what the auditor noted. A report with a clean opinion and a six-week observation window tells you very little. Check the scope covers the product you are buying. Vendors routinely certify one system and sell another. End with what to ask for, and what you would accept instead.
Continue and pick your folderOpens with everything above already filled in.
Why this works
A SOC 2 report is not a pass or a fail. The exceptions, the tested controls and the observation window are the document, and a clean opinion over six weeks tells you very little. This also checks that the certified system is the one being sold.