ADVISORY ENGAGEMENT

Zero Trust starts here.

Identity Foundations for mid-market and PE-backed companies.

Modern security posture, AI adoption, and every serious modernization program share the same substrate: identity that works. Fragmented directories, unclear privileged access, joiner-mover-leaver gaps, and shadow admins do not just make Zero Trust harder. They make everything after it harder. Our three to five week engagement produces the findings, the maturity view, and a sequenced 12-month roadmap the CTO and the CISO can execute against together.

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Identity Foundations

HOW THE ENGAGEMENT WORKS

01

SCOPE

A 30-minute scoping call. We confirm environment size, timeline, and identity platforms in scope.

02

DATA

We work from your directory exports, identity provider configuration, privileged access inventory, and joiner-mover-leaver procedures.

03

ASSESSMENT

Practitioner-led assessment across six domains: identity infrastructure, authentication, authorization and privileged access, identity lifecycle, governance and compliance, and application coverage. Every finding tied to a maturity level.

04

REPORT

You receive findings by domain, an honest maturity view, prioritized recommendations with security and business impact modeled, and a sequenced 12-month roadmap the CTO and CISO can co-own.

ALSO RIGHT FOR

Zero Trust program readiness

A Zero Trust initiative is on the roadmap, and leadership already suspects identity is the honest starting point.

Identity as the foundation for AI

The board demanded an AI strategy. The internal team knows the identity, data, and access controls are not ready.

Post-M&A identity consolidation

Two acquired entities need their identity stacks unified.

Team Meeting Young Professionals

Practitioner-led. Platform-honest.

Our Identity Foundations engagements are led by architects and security practitioners who have built, migrated, and run modern identity programs at scale. We are honest about the tradeoffs vendors will not name: which identity platform actually fits your environment, when consolidating identity providers is worth the disruption, and where privileged access debt is quietly the biggest risk in the estate.

When the assessment ends, we can execute what we recommended. We work equally deeply across Microsoft Entra, Okta, Ping, and the broader identity ecosystem. The recommendation follows your business, not the vendor logo.

 

Meet the practice

Investment and outcomes

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Private Equity

Transactions supported

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Years serving

Mid-market technology, security, and cloud

$ 0 K-$100K

Investment

3 to 5 weeks

Customer stories

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Depth across the platforms your business runs on

Most mid-market Zero Trust programs run through Microsoft Entra, Microsoft Purview, and Microsoft Defender. We are a Microsoft co-sell partner with certified identity and security engineers across the platform. 

Three Coworkers Computer Code
We work equally deeply with Okta, Ping, and the broader identity ecosystem when the environment calls for it.
The recommendation follows your business, not the vendor logo.

Frequently Asked Questions

Ready to make identity the foundation, not the blocker?

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