How to Effectively
Implement and
Operationalize SASE


With this SASE Field Guide – the next in the SASE series – we provide detailed guidance about where and how to start your SASE journey.



Take a Look Inside


Dig deeper into how to prepare, plan, design, implement, operate and optimize your custom program. Remember, SASE is not something that most organizations will deploy all at once. Instead, it is more of an “as-needed” approach — with one component rolled out at a time. The reason? SASE is not a single technology but a collection of them. And your SASE program will mature over time based on how required components are deployed to satisfy business needs and address risks.


SASE Areas Covered

SASE Preparation


In the preparation phase, an organization defines the problems they are trying to solve or the benefits they seek to gain by adopting new technology. It’s critical to focus on business, security and technical outcomes in this phase rather than tools or methods. You may be looking for a drill – remember that what you want is a hole.


  • Define goals
  • Assess your current environment


SASE Planning


SASE will increasingly unite a significant number of networking and security functions into a single cloud-delivered ecosystem. We believe five functions currently represent the core capabilities organizations should evaluate. A thorough understanding of your desired outcomes can help you avoid unwanted gaps or redundancies in security controls as you begin to architect your SASE roadmap.


  • Map goals to solutions
  • Evaluate your tech stack
  • Define requirements


SASE Design


Protecting valuable data, adhering to stringent regulations and maintaining healthy business operations have made threat prevention a higher priority. So what are the best practices for minimizing the risk of prevalent threats?


  • Good hygiene, protecting against ransomware, mobile device security how-tos, VPNs
  • Vacant facility considerations
  • Securing WFH (and Zoom!)


Implement, Operate and Optimize


WFH may have saved your organization some money, space and time. What does all this really look like, and post-COVID-19, is it a good or bad idea to stay the WFH course or go back to the office – and why?


September 15, 2021

In Optiv’s first SASE Field Guide (#3.0), we provided a high-level explanation for the Secure Access Service Edge (SASE) concept and critical considerations. With this SASE Field Guide (#3.5), – the next in the SASE series – we provide detailed guidance about where and how to start your SASE journey.

Optiv Field Guide Library


Designed with you in mind – with easily searchable content – these field guides will become a “go-to” reference for all your cybersecurity strategies and tactics. Each one is topic-specific and based on years of “been-there-done-that” research. Like what? From change management to getting ahead of ransomware to surviving an attack, implementing SASE or Zero Trust, it’s all here – with more to come!