Industry playbook
SMB Playbook
Practical compliance for growing operators
A right-sized operating rhythm — enough process and proof to satisfy customers and insurers without enterprise overhead.
Biweekly ops review · Quarterly management review · Always questionnaire-ready
Typical frameworks
- SOC 2
- CIS Controls
- ISO 27001 (as needed)
Minimum process
- Baseline on CIS or SOC 2 common criteria
- Document who owns identity, change, and backup controls
- Collect evidence as work happens — not at audit season
- Quarterly management review of open gaps
- Reuse the same pack for customer security questionnaires
Evidence baseline
- MFA and privileged access evidence
- Backup / restore test records
- Patch and vulnerability summaries
- Acceptable-use and security policy attestations
- Third-party / SaaS inventory
How it fits
Playbook → Compliance program
Use this playbook as the starting path inside Opticini Compliance: enable the right frameworks, operate controls, collect evidence on cadence, and stay ready — without inventing the program from a blank catalog.
See ComplianceRun the SMB playbook
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