Strategy and Solutions
Our client was a rapidly growing healthcare SaaS provider headquartered in the U.S. The company delivered a cloud-based platform that enabled hospitals, specialty clinics, and diagnostic labs to manage electronic health records (EHR), streamline patient billing, and provide secure engagement portals for patients and providers.
By early 2024, the business had scaled significantly. They had grown from a handful of early adopters to over 400 mid-sized healthcare customers across three states. The platform gained momentum due to its intuitive UI, integrations with standard EHR systems, and quick deployment model.
The client approached Zymr because their internal teams lacked both the expertise and capacity to drive SOC 2 readiness. The leadership team recognized that growth was beginning to plateau. Large healthcare networks, Fortune 500 hospital systems, and strategic channel partners showed interest but raised one consistent objection: the absence of SOC 2 Type II compliance. This certification has become a prerequisite for enterprise contracts in the healthcare SaaS market, where data security and trust are paramount.
The client faced a pivotal moment: without SOC 2, they risked losing enterprise opportunities worth millions of dollars. With it, they could unlock an entirely new tier of customers and position themselves as a credible partner for large healthcare systems.
Several large healthcare groups had already pulled out of negotiations due to the lack of SOC 2. Security questionnaires revealed the absence of formalized controls in critical areas like access management and incident response. This delayed sales and created reputational risk when procurement teams flagged security gaps.
SOC 2 Type II compliance spans five Trust Service Categories (TSCs): Security, Availability, Processing Integrity, Confidentiality, and Privacy. The client had implemented some basic security controls, but there was no evidence of systematic monitoring, no standardized documentation, and no internal culture of compliance. For instance:
The company had lean engineering and operations teams focused on product growth. Diverting their attention to compliance would have slowed delivery, but ignoring compliance risked continued revenue loss. The board insisted on completing SOC 2 certification within six months to align with a critical enterprise deal pipeline.
Zymr’s preliminary discovery revealed 47 distinct gaps across the TSCs. Some examples:
The challenge wasn’t just closing the gaps but building a sustainable compliance framework that the client could manage going forward.
This engagement demonstrated that compliance is not an obstacle but a growth enabler. By treating SOC 2 not as a one-off audit but as an opportunity to transform culture, operations, and systems, Zymr helped the client unlock millions in revenue, gain investor trust, and secure a long-term competitive edge in the healthcare SaaS market.
For Zymr, this success reinforced our position as a technology partner and a strategic enabler of compliance-driven growth.
The outcome was more than just a certificate; it fundamentally shifted the company’s trajectory from a promising startup to an enterprise-ready SaaS vendor.
Zymr took ownership of the compliance transformation, acting as an embedded partner rather than just a consultant.
We began with structured stakeholder interviews across engineering, IT, legal, and sales. This allowed us to map current practices against SOC 2 control requirements. The output was a detailed readiness report highlighting each of the 47 gaps, risk levels, and recommended remediations. We also created a timeline-based roadmap, aligning quick wins with longer-term fixes, ensuring certification could be achieved within six months without overwhelming the team.
Zymr worked hand-in-hand with client teams to design and deploy controls across the five TSCs:
Beyond technical fixes, Zymr focused on building a compliance-first culture:
Zymr set up a compliance evidence repository, automating the collection of logs, access records, and change history. We conducted mock audits, training employees on responding to auditor interviews, and ensuring documentation matched SOC 2 expectations. During the official audit, Zymr liaised directly with the auditors, clarifying technical control implementations and reducing friction.
We didn’t just deliver compliance for the audit—we created a system for ongoing compliance management. This included quarterly internal audits, automated reminders for control reviews, and dashboards for leadership to track compliance status in real time.
The healthcare SaaS provider completed its SOC 2 Type II audit within six months, hitting the board’s aggressive timeline.
The outcome was more than just a certificate; it fundamentally shifted the company’s trajectory from a promising startup to an enterprise-ready SaaS vendor.
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)