An Austin medical technology company passes SOC 2 Type 2 on the first attempt and wins a major contract
A fast-growing medical technology company in Austin needed SOC 2 to close a contract with one of its largest customers. TSR led the readiness work from gap analysis to the final auditor request.
- Industry
- Medical technology
- Region
- Austin, Texas
- Services
- vCISO consulting, SOC 2 readiness, cybersecurity
- Outcome
- SOC 2 Type 2 examination completed on the first attempt
The challenge
The company had won a significant new contract, and the customer required SOC 2 as part of the agreement. Compliance would open the door to more enterprise customers, but it also demanded security, privacy, and process controls the company did not yet have.
The team was built for innovation and patient-centered products, not regulatory frameworks. It faced:
- Limited in-house knowledge of SOC 2 requirements
- A contractual deadline
- A complex IT environment that needed to meet security best practices
- Policies, procedures, and controls that had to be documented, tested, and audit ready
Missing the deadline would put the contract at risk and slow growth in healthcare, where data security matters most.
What TSR did
TSR completes its own SOC 2 Type 2 examination every year by an independent CPA firm, so the team knows what auditors expect from the inside.
- Readiness assessment and gap analysis. TSR reviewed access controls, incident response plans, change management, and encryption standards to find every gap.
- Compliance roadmap. TSR sequenced priorities, timelines, and owners for the fastest path to audit without disrupting daily operations, mapping each process to the SOC 2 Trust Services Criteria.
- Control implementation. Working with the company's IT and compliance teams, TSR put in place enhanced security monitoring and alerting, encryption for sensitive medical records, formal policies aligned to SOC 2, and employee security awareness training.
- Mock audit. TSR simulated auditor questions and evidence requests so the team walked in prepared.
- Auditor coordination. TSR served as liaison with the independent audit firm, keeping requests on time and evidence documented.
Results
Contract secured
leading to a projected 20% revenue increase for the year
A stronger security posture
with better incident detection and prevention built into daily operations
A compliance framework that scales
ready to support HIPAA alignment and future ISO 27001 certification