Sherlocked Security – IAM Strategy & Roadmap
Design scalable Identity & Access Management programs that drive secure digital transformation. Sherlocked Security’s IAM Strategy & Roadmap services align business goals, compliance mandates, and zero-trust principles into an actionable plan with clear milestones.
📄 1. Statement of Work (SOW)
Our advisory engagement begins with a detailed SOW covering scope, deliverables, and timelines:
- Service Name: IAM Strategy & Roadmap
- Client Type: Enterprises, FinTech, SaaS, BFSI, Healthcare, Government
- Service Model: Strategic Consulting + Technical Advisory
- Compliance Coverage: ISO 27001, NIST 800-53, GDPR, HIPAA, SOX
🔐 Scope Areas
- Identity Governance & Administration (IGA)
- Access Management (SSO, MFA, PAM)
- Directory Services Integration
- Zero Trust Architecture
- Privileged Access Strategy
🧠 2. Our Approach
We combine business alignment with best-practice frameworks to build your IAM vision:
- 🔹 Business-Aligned Vision: Tie IAM to strategic objectives
- 🔹 Gap & Maturity Assessment: Benchmark current state vs. industry models
- 🔹 Zero Trust Enablement: Embed least-privilege, micro-segmentation, risk analytics
- 🔹 Actionable Roadmap: Prioritized milestones across short, mid, and long term
Workflow (color-coded):
[Discovery Workshops] → [Current State Analysis] → [Maturity Assessment] →
[Target State Design] → [Gap Identification] → [Roadmap Definition] → [Tooling Strategy] →
[Implementation Planning]
🧪 3. Methodology
Our phased framework drives clarity from kickoff to handover:
Phase Flow:
[Kickoff & Discovery] → [Stakeholder Interviews] → [Existing IAM Review] → [Risk & Compliance Mapping] →
[Target Architecture Design] → [Tooling Recommendations] → [Roadmap & Milestones] →
[Presentation & Handover]
📦 4. Deliverables to the Client
- 🧾 IAM Strategy Report
- 📘 Current vs. Target State Gap Analysis
- 🗺️ Strategic Roadmap (Short/Mid/Long-Term Milestones)
- 🔐 Tooling Stack Recommendations
- 🧭 Zero Trust Alignment Plan
- 📊 IAM Maturity Heatmap
- 📽️ Executive Presentation & Walkthrough
- 🧑💻 Optional RFP Support for Vendor Selection
🤝 5. What We Need from You
- ✅ IAM policy docs & standards
- ✅ Existing IAM tools & architecture overview
- ✅ Stakeholder access for interviews
- ✅ User directory & access model details
- ✅ Compliance mandates & audit findings
- ✅ Enterprise application inventory
🧰 6. Tools & Technology Stack
- 🧱 Active Directory / Azure AD
- 🔐 Okta / Ping Identity / ForgeRock
- 🔁 SailPoint / Saviynt
- 🛠️ CyberArk / HashiCorp Vault
- 🧠 IAM Maturity Models (Gartner, NIST)
- 📊 Lucidchart / Draw.io
- 📘 Risk Frameworks: NIST RMF, ISO 27005
🚀 7. Engagement Lifecycle
- Initial Consultation
- Discovery Workshops
- NDA & SoW Signing
- Current State & Risk Review
- Target Design & Roadmap Draft
- Client Review Sessions
- Final Strategy Delivery
- Optional Implementation Advisory
🌟 8. Why Sherlocked Security?
| Feature | Sherlocked Advantage |
|---|---|
| 📘 Business-Aligned Strategy | Bridges security with IT & business objectives |
| 🧠 Standards-Driven Design | Built on NIST, ISO & Zero Trust principles |
| 📊 Milestone-Based Roadmaps | Visual plans for budget & execution prioritization |
| 🧭 Vendor-Agnostic Consulting | Objective recommendations, not sales pitches |
| 🔁 Execution Support | Optional PMO & implementation handholding |
📚 9. Real-World Case Studies
🏢 BFSI Enterprise IAM Strategy
- Client: Large Private Sector Bank
- Challenge: Fragmented identity stack & compliance gaps
- Our Work:
- Five-unit IAM maturity assessment
- Central IGA & SSO roadmap design
- Tooling: SailPoint + Okta recommendation
- Impact: RBI compliance, 30% faster provisioning SLAs
🧑⚕️ Healthcare SaaS IAM Redesign
- Client: U.S. MedTech Startup
- Issues: Legacy IAM, no MFA, audit findings
- Solution: Zero Trust IAM blueprint, Azure AD & Conditional Access
- Outcome: Passed HIPAA audit, secure remote DevOps access
🛡️ 10. SOP – Standard Operating Procedure
- Kickoff & Scope Finalization
- Gather IAM docs & tool data
- Schedule stakeholder interviews
- Current-state analysis & risk mapping
- Gap & maturity assessment
- Target state & Zero Trust alignment
- Roadmap & milestone definition
- Executive presentation & handover
- Optional RFP/vendor support
- Final report & signoff
📋 11. Sample IAM Maturity Checklist
- ✅ Assess current IAM maturity & gaps
- ✅ Define IAM vision aligned with goals
- ✅ Develop governance framework & policies
- ✅ Identify stakeholders & responsibilities
- ✅ Create phased implementation plan
- ✅ Align IAM with compliance needs
- ✅ Prioritize identity lifecycle initiatives
- ✅ Embed zero-trust & least-privilege principles
- ✅ Include change management & adoption plans
- ✅ Review & update roadmap annually