Sherlocked Security – Cloud Access Security Broker (CASB) Advisory
Gain full visibility and control over SaaS usage, access, and data exposure. Sherlocked Security’s CASB advisory empowers organizations to secure cloud access, detect Shadow IT, and implement DLP controls effectively.
📄 1. Statement of Work (SOW)
- Service Name: Cloud Access Security Broker (CASB) Advisory
- Client Type: Mid-Large Enterprises, SaaS-Heavy Teams, Regulated Industries (Finance, Healthcare, Legal)
- Service Model: Advisory + Security Review + Implementation Support
- Compliance Coverage: ISO 27001, SOC 2, GDPR, HIPAA, NIST 800-53, CCPA
🔍 Focus Areas
- Shadow IT Discovery
- SaaS Usage Monitoring
- Access & Data Control Policies
- DLP & Threat Protection
🧠 2. Our Approach
- 🔹 Policy-Led Visibility and Governance
- 🔹 Business-Aligned SaaS Risk Controls
- 🔹 Support for API & Proxy-based CASB Models
Visual Workflow:
[Discovery of SaaS Usage] → [Risk Categorization] →
[Policy Definition] → [Access Control Review] → [DLP & Threat Checks] →
[Remediation Plan] → [Ongoing Monitoring Strategy]
🧪 3. Methodology
Phase-by-Phase Flow:
[Kickoff] → [User Activity & SaaS Mapping] → [Shadow IT Identification] →
[Data Flow Analysis] → [CASB Policy Review] → [Risk-Based Recommendations] →
[Policy Drafting] → [Stakeholder Workshop] → [Governance Implementation]
📦 4. Deliverables to the Client
- ✅ Shadow IT Discovery Report
- 🧾 Statement of Work (SOW)
- 📘 Technical Advisory Document:
- SaaS Usage Map & Risk Score
- High-Risk Access and Activity Logs
- CASB Policy Effectiveness Review
- DLP Configuration Audit
- Access Control Gaps
- Recommendations for Controls & Monitoring
- References & Best Practices
- 📊 Visuals: SaaS Access Graphs, Risk Heatmaps
- 📽️ Walkthrough Call & Policy Workshop
- 🔁 Post-Implementation Check-in
- 🛡️ CASB Strategy Certificate
🤝 5. What We Need from You
- ✅ List of Authorized SaaS Applications
- ✅ Logs from Proxy/Gateway (optional)
- ✅ Access to Existing CASB Platform (if any)
- ✅ Primary contact from IT or Security team
- ✅ User count, license tiers, and geographic distribution
- ✅ DLP and identity provider architecture (SAML, OAuth, etc.)
🧰 6. Tools & Technology Stack
- 🌐 Netskope / McAfee MVISION / Microsoft Defender for Cloud Apps
- 📊 SIEM Integration (Splunk, ELK)
- 🔐 Google Workspace / Microsoft 365 API connectors
- 📡 Zscaler / Forcepoint for traffic-level CASB
- 📁 Cloud DLP: AWS Macie, Google DLP
- 📦 Proprietary SaaS Risk Database
🚀 7. Engagement Lifecycle
- Discovery Call
- Requirements Gathering
- NDA + Proposal + SOW
- Shadow IT & SaaS Mapping
- Risk Categorization & CASB Policy Review
- Final Advisory Report + Policy Framework
- Stakeholder Workshop
- Revalidation (Optional)
- Strategic Certificate & Roadmap
🌟 8. Why Sherlocked Security?
| Feature | Sherlocked Advantage |
|---|---|
| 📊 Deep SaaS Visibility | Shadow IT discovery and sanctioned usage insights |
| 🔐 Access Control Audit | OAuth, SSO, identity-based policy mapping |
| 📘 Policy Framework Advisory | Prebuilt templates & governance models |
| 🔁 Ongoing Support | Optional revalidation and policy tuning |
| 🤝 Board-Ready Reports | Visualized data for CISO & compliance teams |
| 🏆 CASB Strategy Certificate | Post implementation advisory wrap-up |
📚 9. Real-World Case Studies
🛑 Shadow IT Exposure in Legal Tech Firm
- Issue: Employees were using unapproved cloud storage apps to share sensitive legal docs.
- Impact: Potential GDPR breach; no central visibility.
🛠️ SaaS-Heavy EdTech Platform
- Client: Remote-first EdTech platform with 200+ SaaS apps
- Findings: High-risk apps with no DLP, excessive OAuth permissions on Google Workspace
- Our Role: SaaS usage mapping, tailored CASB policy matrix
- Outcome: Full policy adoption across 100% users, integrated DLP controls via Microsoft Defender
🛡️ 10. SOP – Standard Operating Procedure
- Client Onboarding + Scope
- SaaS Inventory + Data Flow Mapping
- Access Control & DLP Audit
- Policy Review & Effectiveness Gap
- Advisory Report Draft
- Review Call + Stakeholder Workshop
- Final Policy Pack Delivery
- Optional Implementation Support
- Strategic Certificate Issued
📋 11. Sample CASB Advisory Checklist
- ✅ Identify sanctioned vs. unsanctioned (shadow IT) applications
- ✅ Assess data loss prevention (DLP) capabilities
- ✅ Monitor and restrict risky user behaviors across SaaS
- ✅ Configure encryption and tokenization for sensitive data
- ✅ Integrate with SSO and identity providers for visibility
- ✅ Enable policy enforcement across multiple cloud services
- ✅ Review sharing permissions and third-party access
- ✅ Monitor API usage and data flows
- ✅ Provide remediation options or inline blocking
- ✅ Customize reporting for compliance (GDPR, HIPAA, etc.)