Initial Consult & Assessment

Initial consult is done between an Organization's contact and a DSX team member. The goal of the initial consult is to gather additional information about an organization's current security practices, the tools they use, their makeup and demographics, organizational goals, desired timeframe for assistance and other concerns. The goal of the initial consult is to better determine an organization's case needs, in an effort to better match them with a provider.

To do:

• Organization's needs assessment
• See Organization assessment (pdf template)
• Onboard Case into Zammad (as a New Case)
• Let Organization know DSX will send a writeup of the assessment including an initial strategic plan* for moving forward

*strategic plan sent to organization within a week of the initial assessment call

{% file src=".gitbook/assets/organizational-initial-assessment.pdf" caption="Organization assessment" %}