Assess the current SOC 2 compliance readiness of Set2Close’s systems, with a focus on HubSpot integration. Students will analyze the existing setup, identify gaps, and provide a detailed report and roadmap for achieving SOC 2 compliance.

Goal: Develop a comprehensive understanding of SOC 2 compliance requirements and provide actionable recommendations to help Set2Close achieve compliance, with emphasis on the HubSpot CRM platform.

Duration: 4 weeks

Team Size: 4-5 students, contributing 60 hours each (300 total project hours)

This will involve several different steps for the learners, including:

Key Project Components

Project Planning and Familiarization

• Deliverables:
• Kickoff meeting to understand Set2Close’s current setup and goals.
• Familiarization with SOC 2 requirements and trust principles.
• Review of existing documentation, processes, and HubSpot configurations.
• Detailed project plan outlining the scope of the assessment.
• Support Provided by Set2Close:
• Overview of current systems and policies.
• Access to relevant documentation and technical resources.
• Training on SOC 2 principles and the HubSpot CRM environment.

Gap Analysis

• Deliverables:
• Analysis of the current system’s alignment with SOC 2 requirements.
• Identification of gaps in security, availability, confidentiality, and privacy standards.
• Assessment of current HubSpot configurations and usage practices.
• Preliminary findings report outlining key issues.
• Support Provided by Set2Close:
• Access to team members for interviews and clarification of processes.
• Guidance on identifying compliance gaps and relevant best practices.

Recommendations Development

• Deliverables:
• Detailed recommendations to address identified gaps.
• Prioritized roadmap for implementing SOC 2 compliance measures.
• Specific action items related to HubSpot, including configurations, policies, and workflows.
• Draft report summarizing findings and proposed solutions.
• Support Provided by Set2Close:
• Feedback on preliminary recommendations.
• Access to examples of compliance measures and implementation strategies.
• Guidance on prioritizing and organizing the roadmap.

Final Report and Presentation

• Deliverables:
• Comprehensive report detailing the gap analysis, recommendations, and roadmap.
• Team presentation of findings to Set2Close stakeholders.
• Q&A session to address stakeholder questions and clarify recommendations.
• Support Provided by Set2Close:
• Feedback on the final report and presentation.
• Support in preparing for the Q&A session.
• Professional endorsements for successful completion.