Assessment & Planning

You can't protect what you don't understand. Assessment establishes the context for all security decisions—what you have, what matters, and where the risks lie.

Before You Can Protect, You Must Understand

Most security failures happen because organizations don't know:

  • • What assets they have (servers, data, applications, AI systems)
  • • Where sensitive data lives and flows
  • • Which systems are critical to business operations
  • • What happens if a system fails or is compromised
  • • What their actual risk exposure looks like

Assessment is the process of mapping your environment, understanding dependencies, and identifying risks before they become incidents.

What a Complete Assessment Includes

Asset Discovery & Inventory

You can't protect what you don't know exists. We create a comprehensive inventory of your technology assets.

  • • Hardware (servers, workstations, mobile devices, IoT)
  • • Software and applications (including SaaS)
  • • Data assets and classification
  • • Network infrastructure and connectivity
  • • Cloud resources and accounts
  • • AI systems and integrations

Business Impact Analysis

Not all systems are equally important. We identify what's critical and what downtime actually costs.

  • • Critical business processes and dependencies
  • • Revenue-impacting systems
  • • Maximum tolerable downtime
  • • Compliance-sensitive functions
  • • Customer-facing services

Risk Assessment

Identify threats, vulnerabilities, and actual business risk—not just theoretical issues.

  • • Threat landscape relevant to your business
  • • Vulnerability identification and prioritization
  • • Likelihood and impact analysis
  • • Risk rating (high/medium/low)
  • • Gaps against compliance requirements

Improvement Planning

Assessment isn't valuable unless it leads to action. We create prioritized, realistic remediation plans.

  • • Prioritized gap remediation roadmap
  • • Quick wins vs. long-term initiatives
  • • Budget and resource estimates
  • • Compliance milestone planning
  • • Continuous improvement approach

Mapping AI Systems & Risks

Context Establishment

Understanding where, how, and why AI is used in your business:

  • • AI system inventory (internal and third-party)
  • • Intended purposes and deployment settings
  • • Data inputs and decision outputs
  • • Human oversight and controls
  • • Stakeholder impact analysis

Impact Characterization

Identifying what could go wrong and what it would mean:

  • • Data privacy and security risks
  • • Accuracy and reliability concerns
  • • Bias and fairness implications
  • • Regulatory and legal exposure
  • • Reputational and business impact

When You Need an Assessment

Cyber Insurance Application

Carriers want proof of security controls. We assess your current state, document what exists, and identify gaps that could block approval.

Compliance Requirements

PCI DSS, HIPAA, NYDFS, SOC 2—we assess against specific requirements and provide a gap analysis with remediation priorities.

M&A Due Diligence

Acquiring or being acquired? Security assessments identify technical debt, risk exposure, and integration challenges.

Incident Post-Mortem

After a breach or near-miss, we assess how it happened, what else is vulnerable, and what controls would prevent recurrence.

Annual Security Review

Your environment changes constantly. Regular assessments ensure you're not falling behind on patching, access control, or emerging risks.

AI Implementation Planning

Before deploying AI, assess current AI usage, data readiness, risk tolerance, and oversight capabilities.

Start with a Clear Picture

A 30-minute call to discuss your current environment, immediate concerns, and assessment options. No charge.

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