🛰️ Sherlocked Security – Cloud Access Security Broker (CASB) Advisory

Gain Full Visibility and Control Over SaaS Usage, Access, and Data Exposure

📄 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 (with Visual)

🔹 Policy-Led Visibility and Governance
🔹 Business-Aligned SaaS Risk Controls
🔹 Support for API & Proxy-based CASB Models

Generate one Picture with AI using the following flow and color code:

[Discovery of SaaS Usage] → [Risk Categorization] → [Policy Definition] → [Access Control Review] → [DLP & Threat Checks] → [Remediation Plan] → [Ongoing Monitoring Strategy]

Color Code:

Discovery: #064d52
Testing/Attack: #8b0505
Closure: #0f5c5a

🧪 3. Methodology (with Visual)

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[Kickoff] → [User Activity & SaaS Mapping] → [Shadow IT Identification] → [Data Flow Analysis] → [CASB Policy Review] → [Risk-Based Recommendations] → [Policy Drafting] → [Stakeholder Workshop] → [Governance Implementation]

Visual Color Flow:

🔹 Blue (Planning: #064d52)
🔸 Red (Exploitation: #8b0505)
✅ Green (Closure: #0f5c5a)

📦 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 (Client Requirements)

✅ 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 (Lead → Closure)

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1. Discovery Call 2. Requirements Gathering 3. NDA + Proposal + SOW 4. Shadow IT & SaaS Mapping 5. Risk Categorization & CASB Policy Review 6. Final Advisory Report + Policy Framework 7. Stakeholder Workshop 8. Revalidation (Optional) 9. Strategic Certificate & Roadmap

🌟 8. Why Sherlocked Security? (Our USP)

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.

🛠️ Our Fix Journey: SaaS-Heavy EdTech

Client: Remote-first EdTech platform with 200+ SaaS apps
Findings:

High-risk apps with no DLP in place
Excessive OAuth permissions on Google Workspace
Our Role:
Mapped SaaS usage and categorized risk
Created a 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 (Preview)

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 requirements (GDPR, HIPAA, etc.).

Would you like this exported as a downloadable .md file as well?

sherlocked_security_cloud_access_security_broker_casb_advisory