Consulting & Automation Strategy

Advisory Services
Our advisory work starts with an honest look at where your security operation actually is, not where the org chart says it should be. An automation readiness assessment examines your people, processes, data quality, and tooling to determine what is ready to automate now and what needs groundwork first. SOC workflow analysis maps how alerts really move through your team, where analysts lose time, and which handoffs break down under load. From there we help with tool rationalization, ROI analysis for proposed automation initiatives, and security operations restructuring strategy.

On platform selection, we stay vendor-neutral. RDX engineers work across Cortex XSOAR, Splunk SOAR, Tines, ServiceNow, and Microsoft Sentinel, along with the SIEM, EDR, and ITSM stacks they connect to, including Splunk and CrowdStrike. We do not resell any of them, so our recommendation rests on your workflows, your team's skills, and your budget, not a sales quota. You get a documented comparison and a defensible decision.

Roadmaps With Guardrails Built In
Most automation programs fail the same way. Someone builds a clever playbook, it works in a demo, and then the program stalls because no one can answer the questions that matter. Who approved this action? What happens when it is wrong? How do we prove what it did? We design the roadmap so those questions are answered before anything runs in production.

Every RDX roadmap sequences automation in stages, starting with low-risk enrichment and notification work and earning its way toward containment actions. Approval gates are defined up front: which actions run automatically, which require a human decision, and who owns that decision. Evidence capture is part of the design, so every automated step leaves a record an auditor or an executive can read. We align this work to frameworks your assessors already know, including NIST RMF and NIST 800-53, and to the operating principle behind everything we build: Human-led. Agent-assisted. Evidence-proven.

Engagement Model
We run consulting engagements in four phases: assess, design, build, transfer.

Assess establishes the baseline. We interview your analysts, review your alert data and existing playbooks, and score automation readiness across people, process, and technology. Design turns that baseline into a roadmap: prioritized use cases, platform direction, guardrails, approval gates, and success measures your leadership can hold the program to. Build proves the design with working automation, typically a pilot set of playbooks developed alongside your team on your platform of choice. Transfer is the phase most consultancies skip. We document what we built, train your engineers to own and extend it, and leave you with runbooks instead of a dependency.

The format flexes to your situation: executive advisory sessions, technical workshops, architecture whiteboarding, or a long-term modernization roadmap. Because RDX also runs RDX Academy and its SOAR Engineer Program, knowledge transfer is not an afterthought. Teaching security automation is part of what we do.

Use Case
Picture a mid-sized security team drowning in alerts. Leadership has budget for a SOAR platform, three vendors are pitching hard, and the SOC manager worries the tool will become expensive shelfware, or worse, that an untested playbook will isolate a production server at 2 a.m. In an engagement like this, RDX would start with a readiness assessment and a workflow analysis to find where analysts actually lose their time. If the data showed that phishing triage and enrichment consumed most of the queue, the roadmap would start there, not with containment. Platform selection would be scored against the team's real workflows and skills, not the strongest demo. The first playbooks would run behind approval gates, with a human confirming every containment action, and every step would produce evidence. The goal of a pilot like that would be measurable time returned to analysts, with the team owning the playbooks when RDX stepped back.

Frequently Asked Questions

What is a security automation readiness assessment?
It is a structured review of your security operation before any automation is built. We look at your alert volume and quality, how work actually flows through your SOC, the state of your documentation and playbooks, the integration readiness of your SIEM, EDR, and ITSM tooling, and the skills on your team. The output is a scored baseline, a list of use cases ranked by value and risk, and a recommendation on what to automate first. It also tells you whether you need a new platform at all, which is sometimes the most useful finding.

Is RDX tied to a specific SOAR platform or vendor?
No. RDX engineers work with Cortex XSOAR, Splunk SOAR, Tines, ServiceNow, Microsoft Sentinel, and the surrounding SIEM, EDR, and ITSM stacks, but we hold no reseller relationships that would bias a recommendation. During platform selection we score candidates against your workflows, your integrations, your team's skills, and your budget, then document the reasoning so the decision holds up to scrutiny later. If your best move is to build on tooling you already own, we will say so.

Do you work with government and defense-adjacent organizations?
We are built for that work. RDX Enterprise, LLC is a veteran-owned, SBA-certified service-disabled veteran-owned small business with an active SAM registration, CAGE code 19YR5, UEI ZTVUCZYMVL69, and primary NAICS 541512. For public sector and regulated environments, our advisory work aligns to frameworks such as NIST RMF, NIST 800-53, and NIST 800-171, and we design automation with the documentation and evidence trail those environments expect. Agencies and prime contractors looking for an SDVOSB consulting partner for SOC modernization can reach us at RDXenterprise@rdxenterprise.com.

Secure. Automate. Govern.
Ready to put a strategy behind your security automation? Email RDXenterprise@rdxenterprise.com or call 919-219-8508 to schedule a consultation.