Look for repeated failures in coordination, not just team size. Warning signs include broken evidence links, unclear ownership, conflicting versions, missed reviews, and excessive time reconciling records. Measure where the work is going before buying a replacement. Some problems can be fixed with a better index or ticket workflow; others justify a platform with reliable integrations and review history. Pilot the proposed solution using a real control and a real evidence request. Move when the benefit is clear, and retain the old records.
Related: SOC 2 audit and compliance hub; SOC 2 cost considerations.
Further reading: NIST automated control-assessment guidance.
