Pilot Checklist

Executive Summary

Make every pilot prerequisite, owner and exit condition explicit.

Use this public planning checklist to scope one controlled workflow before any customer data, provider connection or production-readiness decision is introduced.

One bounded consequential workflow.
Named customer and Cyber Sentinels owners.
Approved data, provider and security boundaries.
Observable success criteria and a rehearsed rollback path.

Request Demo Book Pilot

Before kickoff

Evidence before activation.

01Name the customer sponsor, pilot owner, security reviewer, operational reviewer and Cyber Sentinels pilot owner.
02Select one consequential workflow and document its authority boundary.
03Approve sample data, retention, provider egress and restricted-data controls.
04Agree measurable success criteria, escalation ownership and rollback triggers.

Success metrics

Acceptance is observable.

Every reviewed decision links rationale, authority, evidence, Replay and an accountable owner.
Every escalation has a named reviewer, disposition and timestamp.
Approved cases can produce JSON, PDF and Enterprise Summary Trust Evidence Packs.
Customer reviewers can locate posture, evidence, next action and limitations without assistance.
No unresolved critical-path failure remains at closeout.

Deployment timeline

Four bounded phases with explicit outcomes.

Week 0
Approve scope, owners, security boundaries and rollback triggers.
Week 1
Review workspace configuration, data mapping and provider readiness.
Week 2
Exercise allow, review and block paths with retained evidence.
Week 3
Review outcomes and record the production-readiness decision.

Responsibilities and support

Named ownership from kickoff to closeout.

Customer

Supply accountable owners, approved data, access boundaries, reviewers and outcome adjudication.

Cyber Sentinels

Configure the bounded workflow, preserve evidence boundaries and document limitations.

Shared

Approve success criteria, review incidents, rehearse rollback and sign the closeout record.

Support contacts are named roles agreed at kickoff. An unassigned mailbox is not operational ownership.

Rollback

Fail closed and preserve evidence.

1. Pause new submissions and preserve existing audit records.
2. Disable the affected integration without weakening authorization controls.
3. Restore the documented pre-pilot decision path.
4. Notify the named customer and Cyber Sentinels owners.
5. Export retained evidence and require approval before restart.

Ready to scope the workflow?

Request a controlled pilot only after the evidence boundary is accepted.

Need to revisit the buying case and evidence boundary? Return to the Buyer Documentation.

Cyber Sentinels

Loading operational evidence…

Preparing the authorized workflow view. No trust state is inferred while data is loading.

Make every pilot prerequisite, owner and exit condition explicit.

Use this public planning checklist to scope one controlled workflow before any customer data, provider connection or production-readiness decision is introduced.

One bounded consequential workflow.

Named customer and Cyber Sentinels owners.

Approved data, provider and security boundaries.

Observable success criteria and a rehearsed rollback path.

Evidence before activation.

01Name the customer sponsor, pilot owner, security reviewer, operational reviewer and Cyber Sentinels pilot owner.

02Select one consequential workflow and document its authority boundary.

03Approve sample data, retention, provider egress and restricted-data controls.

04Agree measurable success criteria, escalation ownership and rollback triggers.

Acceptance is observable.

Every reviewed decision links rationale, authority, evidence, Replay and an accountable owner.

Every escalation has a named reviewer, disposition and timestamp.

Approved cases can produce JSON, PDF and Enterprise Summary Trust Evidence Packs.

Customer reviewers can locate posture, evidence, next action and limitations without assistance.

No unresolved critical-path failure remains at closeout.

Named ownership from kickoff to closeout.

Customer

Supply accountable owners, approved data, access boundaries, reviewers and outcome adjudication.

Cyber Sentinels

Configure the bounded workflow, preserve evidence boundaries and document limitations.

Shared

Approve success criteria, review incidents, rehearse rollback and sign the closeout record.

Support contacts are named roles agreed at kickoff. An unassigned mailbox is not operational ownership.

Fail closed and preserve evidence.

1. Pause new submissions and preserve existing audit records.

2. Disable the affected integration without weakening authorization controls.

3. Restore the documented pre-pilot decision path.

4. Notify the named customer and Cyber Sentinels owners.

5. Export retained evidence and require approval before restart.