Free SD-WAN Readiness Assessment

Sites are the sd-wan readiness assessment control area that defines expected configuration, ownership, supporting evidence, and review cadence. A reviewer should be able to confirm the current state from system exports, admin-console settings, monitoring records, tickets, and maintained documentation. For sites, the relevant evidence usually includes review tenant security defaults, sharing policies, mailbox rules, DNS records, retention policies, audit logs, and privileged app permissions. Review the related SPF, DKIM, DMARC, anti-phishing, mailbox audit logging, external sharing, retention labels, sensitivity labels, Purview, Copilot data exposure, then confirm which systems or users are affected, which logs prove the control is operating, and how exceptions are approved, tracked, and revisited. Common review sources include Microsoft 365 admin center, Exchange admin center, Defender portal, Purview, SharePoint admin center, message trace.

Circuits are the operating area where policy, configuration, monitoring, and support records need to agree with the actual environment. A reviewer should be able to confirm the current state from system exports, admin-console settings, monitoring records, tickets, and maintained documentation. For circuits, the relevant evidence usually includes review running configuration, rule hit counts, stale objects, topology diagrams, firmware levels, remote-access groups, and change tickets. Review the related ACLs, NAT, zone policy, VLAN tagging, trunk ports, route tables, VPN profiles, split tunneling, 802.1X, WPA3, guest isolation, then confirm which systems or users are affected, which logs prove the control is operating, and how exceptions are approved, tracked, and revisited. Common review sources include firewall manager, switch/router CLI exports, wireless controller, NetFlow/syslog, VPN gateway logs, network monitoring platform.

Application paths are the technical and administrative control set used to prove this part of the environment is configured, maintained, and reviewed. A reviewer should be able to confirm the current state from system exports, admin-console settings, monitoring records, tickets, and maintained documentation. For application paths, the relevant evidence usually includes collect current-state screenshots or exports for application paths, plus ownership, exception, and change records. Review the related control objective, evidence trail, exception handling, review cadence, owner accountability, validation record, then confirm which systems or users are affected, which logs prove the control is operating, and how exceptions are approved, tracked, and revisited. Common review sources include admin console, ticketing system, monitoring platform, configuration export, documentation repository.

Security is the sd-wan readiness assessment control area that defines expected configuration, ownership, supporting evidence, and review cadence. A reviewer should be able to confirm the current state from system exports, admin-console settings, monitoring records, tickets, and maintained documentation. For security, the relevant evidence usually includes collect current-state screenshots or exports for security, plus ownership, exception, and change records. Review the related control objective, evidence trail, exception handling, review cadence, owner accountability, validation record, then confirm which systems or users are affected, which logs prove the control is operating, and how exceptions are approved, tracked, and revisited. Common review sources include admin console, ticketing system, monitoring platform, configuration export, documentation repository.

Documentation is the operating area where policy, configuration, monitoring, and support records need to agree with the actual environment. A reviewer should be able to confirm the current state from system exports, admin-console settings, monitoring records, tickets, and maintained documentation. For documentation, the relevant evidence usually includes sample recent tickets and changes, verify approval and rollback records, compare documentation against production, and confirm named owners. Review the related SLA, RACI, change advisory review, rollback plan, runbook accuracy, configuration management, evidence repository, operational KPIs, then confirm which systems or users are affected, which logs prove the control is operating, and how exceptions are approved, tracked, and revisited. Common review sources include ticketing system, documentation portal, change calendar, asset inventory, monitoring alerts, configuration exports.

Monitoring is the technical and administrative control set used to prove this part of the environment is configured, maintained, and reviewed. A reviewer should be able to confirm the current state from system exports, admin-console settings, monitoring records, tickets, and maintained documentation. For monitoring, the relevant evidence usually includes inspect zone changes, resolver paths, DHCP scope utilization, alert thresholds, log retention, NTP synchronization, and monitoring coverage gaps. Review the related forwarders, secure dynamic updates, DHCP failover, reservations, lease scope utilization, syslog, SNMP, NetFlow, SIEM correlation, then confirm which systems or users are affected, which logs prove the control is operating, and how exceptions are approved, tracked, and revisited. Common review sources include DNS/DHCP consoles, SIEM, syslog server, network monitoring dashboards, packet captures, availability reports.

Ownership is the sd-wan readiness assessment control area that defines expected configuration, ownership, supporting evidence, and review cadence. A reviewer should be able to confirm the current state from system exports, admin-console settings, monitoring records, tickets, and maintained documentation. For ownership, the relevant evidence usually includes sample recent tickets and changes, verify approval and rollback records, compare documentation against production, and confirm named owners. Review the related SLA, RACI, change advisory review, rollback plan, runbook accuracy, configuration management, evidence repository, operational KPIs, then confirm which systems or users are affected, which logs prove the control is operating, and how exceptions are approved, tracked, and revisited. Common review sources include ticketing system, documentation portal, change calendar, asset inventory, monitoring alerts, configuration exports.

Testing is the operating area where policy, configuration, monitoring, and support records need to agree with the actual environment. A reviewer should be able to confirm the current state from system exports, admin-console settings, monitoring records, tickets, and maintained documentation. For testing, the relevant evidence usually includes sample recent tickets and changes, verify approval and rollback records, compare documentation against production, and confirm named owners. Review the related SLA, RACI, change advisory review, rollback plan, runbook accuracy, configuration management, evidence repository, operational KPIs, then confirm which systems or users are affected, which logs prove the control is operating, and how exceptions are approved, tracked, and revisited. Common review sources include ticketing system, documentation portal, change calendar, asset inventory, monitoring alerts, configuration exports.