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Certification Roadmap

Document ID: ISO-004 Classification: Confidential Target: ISO/IEC 27001:2022 Certification by September 2026 SOC 2 Type I: Target Q4 2026


Phase Overview

April 2026        May 2026          July 2026         September 2026     Q4 2026
     |                 |                 |                   |               |
  Phase 1           Phase 2           Phase 3             🎯 ISO         SOC 2
ISMS Adopted    Stage 1 Audit     Stage 2 Audit        Certificate     Type I
IRP Complete    Gap Remediation   Evidence Pack         Issued          Report

ISO 27001 Roadmap

Phase Activity Output Timeline Status
1 Adopt ISMS documentation package v1.0 Signed & dated ISMS April 2026 🔄 In Progress
1 Complete & test Incident Response Plan IRP approved + tabletop done April 2026 📋 Planned
1 Formalise configuration management (Terraform IaC baseline) Config baseline doc May 2026 ✅ Done
1 Implement background check process for new hires HR process doc May 2026 📋 Planned
2 Book Stage 1 Audit with certifier Confirmed audit date April 2026 📋 Planned
2 Stage 1 Audit — document review Audit report + gap list May 2026 📋 Planned
2 Remediate Stage 1 findings Evidence pack updated June 2026 📋 Planned
2 Quarterly RBAC access review Access review record June 2026 📋 Planned
3 Stage 2 Audit — on-site/remote evidence audit Certification decision July-Aug 2026 📋 Planned
3 ISO 27001 Certificate issued Certificate + scope statement Sep 2026 🎯 Target
4 Surveillance Audit 1 Continued certification Sep 2027 📋 Planned

SOC 2 Roadmap

Phase Activity Output Timeline Status
1 Map existing controls to SOC 2 TSC Control Mapping March 2026 ✅ Done
1 Identify SOC 2 gaps beyond ISO 27001 Gap analysis Q2 2026 📋 Planned
2 Implement additional SOC 2 controls Updated policies and evidence Q3 2026 📋 Planned
2 Engage CPA firm for SOC 2 audit Engagement letter Q3 2026 📋 Planned
3 SOC 2 Type I audit (point-in-time) Type I report Q4 2026 📋 Planned
4 SOC 2 observation period (6-12 months) Continuous monitoring Q4 2026-Q2 2027 📋 Planned
5 SOC 2 Type II audit Type II report Q2-Q3 2027 📋 Planned

Post-Certification: Next Steps

After ISO 27001 and SOC 2, the recommended next certifications are:

  1. HIPAA (Q1 2027) — required for healthcare vertical
  2. eIDAS / QTSP (2027-2028) — for EU digital identity market expansion

ISO 27001 (Germany)

Certifier Website Notes
TUV Rheinland tuv.com Well-known; strong enterprise recognition
DQS GmbH dqs.de German-origin; ISMS specialists
BSI Group bsigroup.com Strong international recognition
Bureau Veritas bureauveritas.com Good for global market recognition

SOC 2 (CPA Firms)

Firm Notes
Coalfire Established SOC 2 auditor; works with SaaS companies
A-LIGN Strong SOC 2 focus; efficient for startups
Schellman Specialist in SOC 2 for technology companies
Local CPA with AICPA accreditation Consider for cost efficiency