For the engagement owner. Map the platforms separately, then identify the identity, evidence and decision dependencies between them. A shared login does not create a shared service owner.
Describe business services alongside platforms
An organisation may use Microsoft 365 for collaboration, AWS for customer applications and another supplier for device management. A platform list tells only part of the story. Describe which business services depend on those systems and who owns them. Approximate scale, operating regions and current support arrangements are enough for an initial enquiry. The proposal should turn this context into explicit workstreams with boundaries. Do not treat every connected application as automatically included just because it uses the same identity provider or appears in the same administrative dashboard.
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- Business
- Critical services and accountable owners
- Platform
- Workplace, cloud and device environments
- Support
- Current administrators and security providers
Keep collaboration and cloud infrastructure distinct
Google Workspace and Google Cloud are different environments; Microsoft 365 and Azure also require explicit scope decisions. An engagement focused on collaboration settings may not inspect cloud workloads, deployment pipelines or application identities. Ask the provider to state what it will review and what remains outside the workstream. Then identify shared dependencies such as privileged administration or federated access. This lets a buyer combine complementary activities without assuming that the purchase of one platform review silently covers every service sold by the same technology vendor.

Make identity ownership visible across the boundary
Identity decisions can affect email, endpoints, cloud consoles and important business applications. Identify who owns the identity provider, who approves privileged access and which team understands the operational effect of a change. Describe emergency access and administrative recovery as requirements to confirm through a secure process. A security recommendation should name the team that can implement it and the owner who can accept exceptions. Where multiple suppliers participate, require a handoff that preserves the business context rather than reducing the issue to separate disconnected tickets.
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- Collaboration
- Tenant administration and sharing
- Infrastructure
- Accounts, workloads and deployments
- Identity
- The access dependencies between them
Connect evidence to a specific operating service
A product may make security events available without someone being responsible for investigating them. For each proposed source, ask where the evidence goes, who notices a collection failure and who receives an escalation. Check edition, licence and retention dependencies against the environment actually in use. State whether an existing SOC should continue receiving the information. A useful proposal may focus on improving integrations and responsibilities instead of replacing monitoring. Coverage hours and incident authority remain contractual questions even when the platform already contains capable security features.
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- Availability
- Confirm editions, sources and retention
- Investigation
- Define who reviews and during which hours
- Authority
- Name the person permitted to act
Use a joined-up acceptance example
Choose a benign scenario that crosses one important boundary, such as an identity concern affecting a cloud administrator. Walk through evidence availability, initial review, escalation and an authorised decision. This tests whether the service design connects the relevant teams without making a claim about attack detection effectiveness. Record missing context, access and contact arrangements before acceptance. Commission technical validation separately when you need evidence about a particular control or exploit path. The resulting service plan should show both the individual workstreams and the responsibilities that join them together.
For the next procurement discussion, read our related guides on Workspace scoping questions and cloud and deployment security assessment. These cover complementary decisions; technical testing still needs its own scope and authorisation.
Prepare your requirements
Use the managed security services RFP builder to select your platforms, describe existing support and review suggested workstreams. You can edit your requirements before sending them through the contact form with an NDA or RFP. Approximate counts and business context are enough initially. Do not include credentials, personal records or live incident evidence. Service hours, delivery capacity and commercial commitments must be agreed in the proposal; submitting a form does not activate a service.
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- Scenario
- Choose a benign cross-platform example
- Handoff
- Check evidence, context and contacts
- Acceptance
- Resolve the open ownership decisions
Primary sources
- Atlant Security service catalogue
- Atlant Security cloud security consulting
- Atlant Security incident response
General information, not a compliance opinion. Confirm legal applicability and security service requirements for your entity and jurisdiction.
This guide and the related sector publications linked above are published by Atlant Security. Technical examples are planning examples, not claims about completed client tests.
Published by Atlant Security. Sources, editorial policy and corrections.

