Intellinum: SOC 2 Type 2 and SOC 1 on an Annual Rhythm

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The Project

Overview

Intellinum builds mobile supply chain software for Oracle environments, with its FlexiPro products running warehouse and logistics operations for enterprises in aerospace, consumer goods, manufacturing, and life sciences. Customers of that size ask for two kinds of assurance: SOC 2 for security and SOC 1 for the controls that touch financial reporting. Intellinum has run both with BD Emerson for years, on an annual cycle that treats compliance as an operating habit, with the most recent SOC 2 Type 2 and SOC 1 reports issued together in May 2025.
Partnership

BD Emerson x 

Intellinum

Challenge

Intellinum's software sits inside the warehouse and logistics operations of large enterprises, which means procurement teams, security reviewers, and its customers' own auditors all want proof. Two frameworks apply at once. SOC 2 Type 2 covers security controls operating over an observation window. SOC 1 covers the controls relevant to customers' financial reporting, because inventory movement feeds the numbers their auditors sign. Producing both reports every year, from one set of underlying controls, takes coordination that a product-focused engineering organization does not want to own alone.

Solution

BD Emerson runs the cycle. Controls are maintained and evidenced year round rather than rebuilt each audit season, the observation windows for both examinations run on one calendar, and one evidence base feeds both. When the independent audit firm begins fieldwork, requests route through BD Emerson, populations and samples are ready, and Intellinum's team answers the questions only they can answer instead of managing the audit itself. The relationship has run since 2022, long enough that each year's cycle starts from a known-good baseline instead of a discovery exercise.

Conclusion

The May 2025 cycle closed with the SOC 2 Type 2 and SOC 1 final reports issued together. Intellinum's customers get current assurance on both fronts every year, and Intellinum's engineers spend audit season building product.

Industry
Supply Chain Software
Location
Dallas, Texas, USA
Company size
51-200
Founded
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