Conduct of an engagement
The process is straightforward: define the question, examine the evidence, document the result, and close the access used for the assessment.
Scope
Objectives, systems, exclusions, access requirements, and expected delivery are agreed in writing before assessment work begins.
Access
Temporary read-only access is established for the agreed assessment window and limited to what the scope requires.
Assessment
Configuration, identity, relevant documentation, and other agreed evidence are reviewed. Potential findings are validated and analyzed for practical impact.
Report
Findings are documented with evidence, impact analysis, remediation guidance, and an executive summary that identifies the material conclusions.
Delivery & closeout
The material findings and priorities are reviewed with the client. The report is issued, and assessment access is removed.
Data handling
An assessment produces evidence about weaknesses. How that evidence is held is part of the engagement, not an afterthought.
- Agreement
- A mutual non-disclosure agreement is executed before scoping details are exchanged.
- Access
- Provisioned by the client, read-only, scoped to the assessment, and time-boxed to the agreed window.
- Evidence
- Collected read-only and held encrypted. Used for the assessment and for nothing else.
- Identifiers
- Principal, tenant, and account identifiers are truncated in the report wherever the full value is not required to act on the finding.
- Retention
- Working evidence is destroyed at closeout. The client retains the report and the evidence within it.
- Closeout
- Assessment access is removed at delivery, and the removal is confirmed in writing.
- Disclosure
- Findings are not published, reused, or referenced as marketing. No client is named without written permission.