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Our Methodology

A proven, adaptable approach to securing privileged accounts at scale

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Our Process

Three-Phase Framework

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Discovery

In this initial phase, we conduct a deep dive to identify exactly what needs to be secured or automated. This includes discovering privileged accounts, mapping existing access controls, and understanding application or workflow requirements. We engage key stakeholders early to gather insights, align on goals, and define success. This phase lays the foundation for everything that follows.

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Design

With clear objectives in place, we shift into a collaborative design phase where we build out the tactical plan. This includes developing workflow models, determining integration points, identifying potential blockers, developing custom solutions and running early tests. We conduct weekly checkpoints with each team to ensure alignment, track progress, and validate that the solution we're building fits both the environment and the business need.

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Deploy

Once validated, we take the design into production. This phase is highly coordinated and executed with care to ensure that implementation is seamless, and disruption is minimal. Throughout deployment, we stay in constant communication with each team, making adjustments as needed. We also conduct post-implementation validations to ensure everything works as expected—and just as importantly, that your team is confident in managing the changes moving forward.

Framework

Proven PAM Security Model

Over time, we've refined a proven PAM security model that is adaptable across industries, technologies, and maturity levels. Whether you're starting from scratch or optimizing an existing solution, our methodology enables us to deliver measurable results with any PAM tool, in any environment.

We begin by analyzing your security model, naming conventions, and access patterns. Then we apply the principle of least privilege, removing standing access where feasible and limiting it where removal isn't yet possible.

Program Maturity Evolution

As your program matures, our focus evolves:

1

Initial Focus

High-risk, low-effort accounts ("low-hanging fruit") with highest privileges to the most assets

2

Expanding Coverage

Accounts with high privileges and high connectivity or use rate

3

Comprehensive Protection

High-risk service accounts, application accounts, and local OS accounts

4

Advanced Automation

Custom password changers, onboard/offboard automation, RBAC automation, and account vaulting

Our Process

Strategic Onboarding Priorities

1

High-Risk, Low-Effort Accounts

We start with onboarding high-risk, low-effort accounts (the "low-hanging fruit"), targeting accounts with the highest privileges to the most assets

2

High Privilege + High Connectivity

Then we look for accounts with high privileges and a high connectivity or use rate

3

Service & Application Accounts

Followed by high-risk service, and application accounts, and local OS accounts

4

Custom Solutions & Automation

Finally, we target service accounts, building custom password changers for complex or high-priority apps (including web platforms), and building custom automation such as onboard/offboard automation, RBAC automation within your IAM program, and account vaulting

This strategy allows us to help you secure high-value accounts, regardless of whether you're just beginning your PAM journey or are years into a mature program.

Ready to Implement a Proven PAM Strategy?

Let's discuss how our methodology can be tailored to your environment.