SOC 2 Compliant IT & Security for CertifyOS - Case Study

The Challenge

CertifyOS, a remote-first digital health startup, faced the high-stakes challenge of building a robust global IT and cybersecurity infrastructure from scratch—all while racing against the clock to achieve SOC 2 compliance.

“Our list of asks and the humanly impossible timeframes… were enough to drive anyone away. But IT GOAT stepped up to the plate.”
— Shannon Kern, Director of Quality & Compliance, CertifyOS

The company needed a fast, trusted partner to lead their tech operations—while delivering security and audit-readiness without slowing their rapid growth.

The cost and timeline for SOC 2 compliance can be substantial. EasyAudit.ai reports that SOC 2 Type 1 compliance typically costs between $10,000 and $25,000 and takes approximately 1.5 to 3.5 months, while SOC 2 Type 2 compliance can cost between $15,000 and $50,000+ and take 5.5 to 17.5 months, depending on various factors.

From Startup to Scalable: How IT GOAT Delivered Compliant IT

Client: CertifyOS
Industry: Healthcare
Location: Los Angeles, CA
Engagement Duration: Jan 2023 – Dec 2023
Key Services: Managed IT, Cybersecurity, Digital Asset Management
SOC 2 Reports: Type 1 achieved (Feb 2023); Type 2 in progress (expected Feb 2024)

Healthtech founder reviewing SOC 2 compliance dashboard with secure endpoints in use.

Why CertifyOS Chose IT GOAT

CertifyOS found IT GOAT through an online search, attracted by high ratings and strong value for cost. What they got was a hands-on, high-velocity team that fully aligned with their startup’s urgency and standards.

“Ben, Michael, and the team have been incredible from the beginning. These folks are the real deal.”

Trust-based vendor relationships result in faster onboarding and higher satisfaction rates. Bain research indicates that such relationships can lead to 35% faster onboarding and 20% higher satisfaction rates, accelerating ROI on outsourced IT services.

What IT GOAT Delivered

In less than 12 months, IT GOAT built and deployed an enterprise-grade IT and security foundation across a fully remote, globally distributed workforce.

Here’s what the scope included:

IT Infrastructure Buildout

  • Remote hardware logistics (storage and shipping)

  • VPN configuration

  • Help desk support

Cybersecurity Services

  • Antivirus & malware protection

  • Endpoint Detection & Response (EDR)

  • Security Information & Event Management (SIEM)

  • Network Operations Center (NOC) & Security Operations Center (SOC)

  • Intrusion Detection & endpoint monitoring

Compliance & Reporting

  • Asset management dashboards

  • Audit preparation support (SOC 2 Type 1 and 2)

“There is no way CertifyOS would’ve received our SOC 2 Type 1 in five months without IT GOAT moving with velocity to meet our business needs.”

Achieving SOC 2 compliance is a significant milestone for startups handling sensitive data. According to Bright Defense, SOC 2 compliance helps startups mitigate legal risks and avoid costly fines, making it a critical step toward securing operations and building trust with stakeholders.

Outcomes & Impact

  • SOC 2 Type 1 Final Report received by 2/28/23
  • Full IT & Security Infrastructure built from scratch
  • SOC 2 Type 2 well on track for February 2024
  • Fully Remote Global Workforce securely supported


Beyond technical results, IT GOAT was lauded for their agile execution, speed, and communication:

“They deliver with speed and quality. I highly recommend them for all things IT and Security!”

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