Assessment Management

Streamlined Compliance Assessment Workflows

Manage formal assessment processes from planning to completion with structured workflows, comprehensive evidence tracking, and automated reporting for SOC 2® and ISO 27001 compliance.

Core Assessment Capabilities

Formal assessment workflows (planning → in progress → review → completed)

Assessment results tracking with compliance status

Sub-control assessment with automatic parent rollup

Assessment focus areas with control filtering

Evidence linking to assessment results

Excel export of assessment results

See It In Action

Experience structured assessment workflows designed for compliance professionals and auditors

Assessment Workflows

Structured four-stage assessment process with automated status tracking and evidence collection

Compliance Reporting

Comprehensive assessment reports with Excel export and finding documentation for auditor review

Built for small teams running SOC 2® and ISO 27001 assessments in one place

Auditor Ready

Evidence Tracking

Hierarchical Controls

Key Benefits

Structured assessment processes with clear workflow stages

Improved audit readiness and documentation quality

Comprehensive finding documentation and evidence linking

Automated compliance tracking and status reporting

Hierarchical control assessment with automatic rollup

Common Assessment Types

Annual SOC 2® Type II assessments

ISO 27001 certification audit preparation

Internal compliance reviews and gap assessments

Control effectiveness testing and validation

Vendor security assessments

Why Compliance Teams Choose AuditBadger

Our assessment management works seamlessly with AuditBadger's compliance framework, providing structured workflows and comprehensive documentation for audit success.

Structured

Assessment workflows, start to sign-off

Reusable

Answers and evidence across assessments

Traceable

Every response linked to its source

Compliant

Partially Compliant

Non-Compliant

Not Assessed

Ready to Get Started?

Streamline your compliance assessments with structured workflows and comprehensive documentation

Plan

Create assessment scope and define focus areas with control filtering for targeted evaluation

Execute

Conduct assessments with structured workflows and automatic evidence linking

Report

Generate comprehensive reports with Excel export and finding documentation for auditors

Assessment Management vs. Traditional Methods

See why compliance teams are moving away from manual processes and spreadsheets

Feature	AuditBadger	Spreadsheets	Manual Process
Workflow Management	✅ Automated	❌ None	❌ Manual
Evidence Tracking	✅ Automated Linking	❌ Manual Files	❌ Paper/Email
Status Tracking	✅ Always current	⚠️ Manual Update	❌ No Tracking
Audit Reporting	✅ Automated	⚠️ Manual Export	❌ Manual Creation
Hierarchical Controls	✅ Auto Rollup	❌ Manual Calc	❌ No Structure

Transform Your Assessment Process

Streamline compliance assessments with structured workflows, comprehensive evidence tracking, and audit-ready documentation that auditors love.