Getting security and compliance documents was the easy part. Keeping them organized has been the real headache.
SOC 2 reports expire. Insurance renews. Policies get updated. A new customer asks for proof and suddenly we are hunting through email threads to find the latest version.
At one point we had three different copies of the same security overview saved in different folders, all slightly different. Sales would send one version, legal another, and customers would notice.
It became obvious that the problem was not compliance itself. The problem was document management and renewal tracking.
We moved everything into a single workflow using Velocibid mainly for expiry reminders and sharing a clean trust profile with prospects.
For founders running lean teams, how are you keeping this stuff organized without turning it into a full time job?