Policy Consultant

The Illumio Policy Consultant package provides a dedicated Illumio Professional Services consultant assigned to the customer for a twelve-month engagement, focused specifically on policy development.

Customers who have completed foundational deployment, labeling, discovery, and initial policy work frequently find that the limiting factor in extending segmentation across the remaining application portfolio is sustained policy authoring capacity. The Illumio Policy Consultant addresses that constraint directly, providing a consistent resource dedicated to analyzing application communications, authoring policy, and preparing that policy for customer review and provisioning.

The consultant works within the policy framework, labeling schema, and segmentation methodology the customer has already established, extending policy coverage at a sustained pace.

The engagement is available at full-time, half-time, or quarter-time allocation, allowing customers to match policy authoring capacity to the pace of their segmentation program.

Package Dependencies

• Segmentation Bundle, or equivalent completion of Segmentation Strategy & Roadmap, Platform Foundation Deployment, Labeling, Discovery, Basic Policy – Core Services + Ransomware

Strongly Recommended Packages

• Application Ringfencing  

Optional Supporting Package

• Health check
• Exposure Report  

An established policy framework, labeling schema, and segmentation methodology are required. The consultant extends existing policy coverage rather than establishing foundational structures.  

Technical Readiness

• Operational Illumio platform with workloads paired and reporting
• Established labeling schema with labels applied to in-scope applications
• Established core-services and containment policy framework
• Required policy objects created, including IP Lists and Unmanaged Workloads
• Required physical and logical access provisioned for the consultant
• Available workload metadata for in-scope servers, including hostname, IP addressing, and where available server role, application, environment, and location  

Customer Readiness

• Project manager or primary point of contact assigned
• Internal resources identified to coordinate with the consultant
• Application owners identified and available for validation
• Prioritized application queue for policy development
• Agreed engagement allocation (full-time, half-time, or quarter-time)
• Agreed start date and continuous engagement block
• Change-management process documented

Application Analysis and Validation

• Analyze observed inbound and outbound communications for applications in the agreed queue.
• Identify application dependencies and supporting infrastructure relationships.
• Validate application boundaries and workload membership.
• Prepare communication findings for application-owner review.
• Support application-owner attestation of required communications.
• Document approved communication requirements used to guide policy authoring.

Customer Outcome

Customer receives documented, stakeholder-validated communication requirements for each application in the queue, providing an approved basis for policy development.

Policy Authoring  

• Author Illumio policy based on the customer-defined framework and attested communication requirements.
• Develop policy covering application segmentation, administrative access, egress traffic, IP lists, and multi-tenant workloads as applicable.
• Apply the customer's established labeling schema and policy conventions.
• Organize policy hierarchy, rule structure, and associated policy objects.
• Document policy-design decisions and approved exceptions.
• Prepare authored policy for customer review prior to provisioning.

Customer Outcome

Customer receives authored policy aligned to its established framework and validated application requirements, prepared for customer review and provisioning.

Policy Quality and Maintainability

• Provide guidance on policy structure, quality, and maintainability.
• Review authored policy against Illumio best practices.
• Identify opportunities to consolidate or simplify existing policy.
• Assist with technical reviews and provide guidance on change preparation.
• Provide reports and metrics on policy development progress.
• Prepare and maintain policy documentation.

Customer Outcome

Customer's policy estate grows in a consistent, documented, and maintainable manner, with visibility into development progress throughout the engagement.

The Illumio Policy Consultant engagement runs for a term of up to twelve months from an agreed start date, scheduled as one continuous block.

The delivery schedule and application queue prioritization will be agreed between the customer's project manager and the consultant at engagement initiation. Information, application context, and stakeholder validation are expected to be made available in a timely manner to allow progress.

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