Records
Findings, severities and remediation
Each finding carries client, asset, severity, discovery date, recommendation, owner, commitment date, state and verification.
Why it matters here The finding is the product and its state is what the client is paying to have managed.
In practice Two hundred and eighteen findings past their commitment date.
Workflows
Triage, assessment and verification
Alerts and candidate issues move through triage, assessment, reporting and verification with time recorded at each stage.
Why it matters here The ratio between triage and assessment is the practice’s cost structure.
In practice Sixty-one per cent of analyst hours on triage.
Work
Engagements, assessments and monitoring
Each engagement carries scope, hours, deliverables, schedule and the findings it produced.
Why it matters here Scope and delivery have to be compared to protect fixed-fee margin.
In practice Nine engagements delivered above scoped hours.
Relationships
Clients, environments and assets
Clients carry their environments, assets, findings history, commitments and contacts.
Why it matters here Escalation needs a named person on the client side, not an address.
In practice Open findings by client with named owners.
Control
Evidence, reports and attestations
One permission model and one audit trail, with reports, evidence and verification retained per client and finding.
Why it matters here Clients pass their own audits using what their security provider can produce.
In practice Evidence assembled for a client audit from one record.
People
Analysts, testers and consultants
Staff carry skills, certifications, engagement assignments, hours by activity and findings produced.
Why it matters here Certification currency and utilisation are both operational facts.
In practice Analyst hours by activity and engagement.
Reports and analytics
Findings, remediation and utilisation reporting
Finding volumes by severity, remediation ageing and closure, triage ratios, recurrence and engagement margin come from the records.
Why it matters here The practice is measured on what happens to findings and on analyst utilisation.
In practice Remediation closure rate by client and severity.
Verity AI
Ask the practice a question
Verity AI answers from your own finding, engagement, client and time records, respects permissions, and can create assigned follow-ups.
Why it matters here The useful questions are about what is overdue and what keeps recurring.
In practice "Which findings are past commitment?" returns them by client and severity.
Communication
Client escalation and reporting
Escalations, status updates and report delivery attach to the finding and client.
Why it matters here An escalation that is not recorded did not happen as far as an audit is concerned.
In practice Escalation history against an overdue finding.
Orders
Scope, hours and commercial terms
Engagements carry scoped hours, delivered hours, retainers and out-of-scope work with a billing state.
Why it matters here Additional testing performed inside a fixed fee is unpriced work.
In practice Delivered against scoped hours by engagement.
Schedule
Engagement scheduling and capacity
Engagements are planned against analyst availability, certifications and client windows.
Why it matters here Testing windows are client-constrained and capacity is skill-specific.
In practice Engagements scheduled against certified analyst availability.
Locations
Environments and in-scope systems
Client environments and in-scope systems are recorded with their boundaries.
Why it matters here Scope boundaries are what separate authorised work from unauthorised work.
In practice In-scope systems recorded per engagement.