SureStep delivers secure and reliable solutions for its customers. To maintain trust and meet SOC 2 standards, SureStep must collect and validate evidence across multiple teams on an ongoing basis. Ensuring this documentation is consistently submitted and audit-ready is critical to compliance success.
The Challenge
SureStep’s compliance team faced several pain points in preparing for SOC 2 audits:
Manual folder checks — auditors and compliance managers had to open SharePoint folders and verify screenshot evidence one by one.
Missed or late submissions — employees occasionally forgot to upload documentation within the required audit period.
Inefficient follow-ups — reminders were manually tracked and sent, consuming significant staff time.
Audit preparation bottlenecks — compliance reviews stretched out audit prep timelines and created stress near deadlines.
SureStep needed a way to streamline the process, reduce reliance on manual effort, and ensure teams were always audit-ready.
The Solution
SureStep partnered with CX Labs, who designed an automated compliance workflow using Microsoft Power Automate. The solution delivered:
Automated SharePoint Monitoring Power Automate flows checked specific SharePoint folders for required screenshot evidence tied to SOC 2 controls.
Automated Notifications & Escalations If evidence was missing, the system automatically sent email reminders to responsible users, with advanced warnings before deadlines to encourage proactive compliance.
Audit-Ready Tracking Compliance teams had real-time visibility into missing items, eliminating the scramble at the end of audit cycles.
Seamless Integration Because the solution was built natively with Power Automate and SharePoint, SureStep avoided the cost and disruption of custom applications.
Results
The Power Automate–driven solution delivered measurable benefits
60% reduction in audit preparation time thanks to automated monitoring and notifications.
Proactive compliance culture — stakeholders consistently acted ahead of deadlines instead of waiting for escalations.
Improved audit reliability by ensuring documentation was complete and timely.
Operational efficiency — compliance teams were freed from repetitive folder checks and manual follow-ups.
Scalable framework — the Power Automate approach can be adapted to other compliance requirements beyond SOC 2
Conclusion
Through CX Labs’ expertise and the power of Microsoft Power Automate, SureStep transformed its SOC 2 compliance process. The automation cut audit preparation time by 60%, empowered users to stay proactive, and gave the organization greater confidence in passing audits with ease. By leveraging existing Microsoft tools, SureStep gained a cost-effective and scalable solution that strengthened its overall compliance posture.