CYBERSECURITY · ACCESS WITH PURPOSE

Identity & Access Management

Connect people and applications through Microsoft Entra ID, Okta, or JumpCloud—with clear approvals, stronger sign-in controls, and access that changes with each person’s role.

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SECURITY & CONFIDENCE

Protection is a connected discipline.

Controls, visibility and response decisions need to work together around your business.

Understand

Identify the systems, people and requirements in scope.

Protect

Coordinate access, endpoint and information controls.

Respond

Agree who investigates, authorizes action and follows through.

Your starting point · scope and responsibilities

MAKE THE NEXT DECISION CLEARER

Make account ownership part of the next review.

Useful access decisions connect roles, administrative privileges and the lifecycle of each account.

Administrative ownership

Identify who can approve elevated access and how business control is retained.

Staff and guests

Connect onboarding, external collaboration and departures with agreed access rules.

Evidence for change

Record the current state and the business reason before changing policies or assignments.

START WITH THE BUSINESS NEED

Make the technology work for your people.

Access often grows faster than it is reviewed. Employees inherit permissions, administrators use broad roles for routine work, and former users or integrations retain accounts. Identity management connects each entitlement to a business purpose, an owner, and a lifecycle.

Access that follows the role

Use reviewed roles and approval paths to make onboarding, transfers, and departures more consistent.

Stronger sign-in decisions

Introduce appropriate authentication and access controls while planning enrollment, recovery, and legitimate exceptions.

More accountable administration

Separate routine work from privileged activity and make administrative ownership and review visible.

WHAT WE CAN HELP WITH

Practical capabilities. Defined responsibilities.

01

Identity and application inventory

Map directories, applications, account sources, privileged identities, and integration accounts. Identify where access is granted and who can approve or revoke it.

02

Authentication and access policies

Plan multifactor authentication and supported access conditions around user roles and applications. Pilot changes and prepare enrollment, recovery, and exception procedures.

03

Okta, Entra ID, and application access

Plan single sign-on and supported provisioning with Okta, Microsoft Entra ID, or JumpCloud. Coordinate multifactor authentication, group-based access, and joiner, mover, and leaver workflows. Confirm each application’s integration and licensing requirements and retain a process for apps with separate accounts.

04

Privileged and emergency access

Review administrative roles, dedicated accounts, access duration, and recovery arrangements. Document and test emergency access without relying on the same failure point as normal administration.

05

Access reviews and workforce changes

Coordinate periodic permission reviews, joiner and departure workflows, contractor expiry, and service-account ownership. Track changes and unresolved access decisions.

FROM DISCOVERY TO DELIVERY

A considered path forward.

Map identities and access

Identify identity sources, account types, applications, entitlement owners, and current authentication methods.

Design the controls

Agree roles, approvals, sign-in requirements, privileged access, exceptions, and recovery arrangements.

Pilot the user journeys

Test enrollment, everyday sign-in, role changes, lost authentication methods, and emergency administration.

Review and reconcile

Compare accounts and permissions with current people, roles, sponsors, and business requirements.

Know what success means.

Before work begins, agree on the scope, responsible owners, acceptance criteria, and handover requirements. We’ll discuss the evidence and documentation relevant to your project during discovery.

TECHNOLOGY IN CONTEXT

Fit the platform to the work.

OktaMicrosoft Entra IDJumpCloudDuoMicrosoft 365Google Workspace

Platform selection depends on your existing environment, licensing, device and application compatibility, and the agreed scope.

Explore our technology ecosystem

A FEW USEFUL ANSWERS

Before we get started.

Can you implement Okta alongside Microsoft 365 or Google Workspace?

Yes, through a scoped identity design that checks supported federation, provisioning, and license requirements for each service. We document which directory owns identity information, test sign-in and account changes, and retain emergency access. Existing credentials and sessions need an explicit migration and offboarding plan.

How do you introduce multifactor authentication without locking people out?

Plan enrollment, user instructions, support, and recovery before enforcement. Pilot representative roles and applications, review service accounts and exceptions, and validate emergency administration. Policies should be introduced through approved stages with a clear owner.

How are administrator accounts treated differently?

Administrative access should be tied to a defined task and accountable owner. The design can separate privileged work from routine accounts, limit broad permissions, and establish review and recovery procedures appropriate to the platform and license.

How do you handle accounts used by applications rather than people?

Service and integration identities need an owner, documented purpose, appropriate permissions, and a managed credential or authentication lifecycle. They should not disappear from review merely because they are not associated with an employee.

Does removing the main account end access to every application?

Not always. Some applications keep separate credentials, sessions, or local permissions. Offboarding must identify those dependencies and verify the required actions in each system rather than treating one directory change as complete removal.

LET’S TALK ABOUT YOUR BUSINESS

Bring your next step into focus.

Tell us what needs to work better. We’ll start with your business priorities.

Request a ConsultationOr call 310.275.1911
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