Segmentation Strategy & Roadmap

The Segmentation Strategy & Roadmap package establishes a customer-specific Zero Trust Segmentation strategy before technical deployment and policy activities begin.

The engagement aligns business objectives, security requirements, infrastructure realities, compliance obligations, and operational ownership into a documented segmentation roadmap that guides subsequent Illumio implementation activities. Illumio Professional Services collects information directly from customer stakeholders and from pre-sales intake materials, then develops a high-level view of the customer's environment, desired outcomes, deployment priorities, and recommended order of operations.

The engagement documents the customer's current network and security posture, identifies strategic considerations such as legacy operating systems or compliance requirements, establishes responsibility and governance models, and defines the value milestones expected throughout the customer's segmentation journey.

The engagement produces a single customer-specific High-Level Design and Roadmap Document that serves as the foundational reference throughout the customer's visibility, containment, and segmentation program.

Package Dependencies

• None  

Technical Readiness

• Existing infrastructure information available
• Security architecture information available
• Network architecture information available
• Available application inventory if known
• Existing security controls documented where possible  
• Customer Readiness Executive sponsor identified
• Project lead assigned Security stakeholders identified
• Infrastructure stakeholders identified
• Customer outcome objectives identified
• Stakeholder availability for discovery sessions

Project Kickoff and Objective Alignment

• Conduct project kickoff with customer stakeholders.
• Review customer business objectives and desired security outcomes.
• Confirm whether the customer's target outcome is visibility, containment, or segmentation.
• Review the problem the customer intends to solve.
• Confirm project stakeholders, project lead, and organizational structure.
• Review the purchased package bundle and expected engagement sequence.

Customer Outcome

Customer and Illumio share a documented understanding of program objectives, stakeholders, and the intended engagement path.

Strategic Data Collection

• Collect environment and program information directly from customer stakeholders.
• Incorporate information gathered during pre-sales intake and outcome-alignment activities.
• Review in-scope deployment environments and planned Illumio footprint.
• Review total environment scale, including node counts, datacenter locations, cloud environments, office locations, and branch offices.
• Review workload operating systems, including Windows, Linux, and legacy platforms.
• Review container platforms in use.
• Review environment breakdown, including DMZ, development, test, and production boundaries.
• Review high-value application lists where available to support application-tiering discussions.
• Review application-owner and business-unit ownership structures where available.
• Review compliance requirements such as DORA, PCI, HIPAA, and SWIFT.
• Review special data-security requirements such as Federal or restricted-support considerations.

Customer Outcome

Customer's environment, scale, operating platforms, compliance obligations, and business priorities are documented in a single consolidated view for strategic planning."

Current Security and Network Posture

• Review Review existing firewall and security controls in place today.
• Review Windows Firewall and iptables usage.
• Review cloud-native security controls.
• Review internal east-west firewall controls.
• Review VLAN and network-based separation approaches.
• Review network design information.
• Review network mapping considerations such as NAT, MIP, load balancer, and accelerator configurations.
• Identify special circumstances such as legacy operating systems or constrained platforms.

Customer Outcome

Customer receives a documented view of current network and security posture, including architectural factors that will influence segmentation design and deployment sequencing.

Segmentation Strategy and Roadmap Development

• Develop the recommended order of operations for visibility, containment, and segmentation.
• Develop high-level segmentation architecture recommendations.
• Develop application-tiering recommendations based on available high-value application information.
• Define value milestones expected throughout the project.
• Define the recommended package sequence and ongoing high-level plan.
• Identify recommendations to avoid engagement slowdowns.
• Identify potential future roadblocks and recommended mitigations.

Customer Outcome

Customer receives a prioritized segmentation roadmap that sequences Illumio adoption according to business objectives, environment complexity, and security priorities."

Operational Readiness and Governance Planning

• Document the customer responsibility matrix.
• Document Customer Success RACI information.
• Document project lead and organizational structure.
• Review asset-list requirements for future deployment activities.
• Review VEN package preparation requirements.
• Document required documentation and reference materials.
• Provide relevant knowledge base references.
• Document training links and expected training requirements.
• Document support model and account team engagement information.
• Provide deployment-focused best-practice guidance.

Customer Outcome

Customer understands operational responsibilities, required preparation, training expectations, and support engagement model before technical deployment begins.

High-Level Design and Roadmap Documentation and Handoff

• Produce a network posture diagram representing the customer's environment.
• Produce the customer-specific High-Level Design and Roadmap Document, consolidating environment profile, security posture, segmentation strategy, roadmap, governance model, readiness requirements, and value milestones.
• Review the document and recommendations with customer stakeholders.
• Confirm alignment to future service packages and next-step activities.

Customer Outcome

Customer receives a single documented strategy and roadmap that guides the segmentation program and serves as the reference point for subsequent Illumio engagements.

The delivery schedule will be established at project initiation based on:

• Package size
• Infrastructure complexity
• Number of environments
• Application portfolio complexity
• Compliance requirements
• Stakeholder availability
• Customer review cycles

Delays in stakeholder participation, environment data availability, or review cycles may affect the delivery schedule.

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