Service Delivery Dashboard

Active Customers
24
↑ 12% from last month
Assessments In Progress
8
4 due this week
Reports Pending
6
↓ 2 overdue
Pipeline Value
$1.2M
↑ 18% growth

Active Engagements

Customer Engagement Type Status Consultant Due Date
Raytheon Intelligence CMMC 2.0 Assessment In Progress Michael Torres Jan 15, 2026
Texas Health Resources HIPAA Gap Analysis On Track Sarah Mitchell Jan 22, 2026
First National Bank Penetration Test Testing James Wilson Jan 18, 2026
DOD Contractor Alpha RMF Assessment Blocked Emily Chen Jan 12, 2026

Recent Activity

Security Posture Assessment completed for Texas Health
2 hours ago
New customer Lockheed Martin added to pipeline
4 hours ago
POA&M Report updated for Raytheon
Yesterday at 3:45 PM
3 Critical Findings identified in First National pen test
Yesterday at 11:20 AM
Lead 4
Northrop Grumman
Defense Contractor • Initial Contact
$150,000
MD Anderson Cancer
Healthcare • Referral
$85,000
Capital One
Financial • Website Inquiry
$120,000
Assessment 3
Lockheed Martin
Defense • CMMC Gap Assessment
$275,000
Baylor Scott & White
Healthcare • Security Assessment
$95,000
Proposal 2
General Dynamics IT
Defense • ForgeSOC + Comply
$420,000
Parkland Health
Healthcare • Full Platform
$185,000
Negotiation 2
Raytheon Intelligence
Defense • Enterprise License
$580,000
Closed Won 5
Texas Health Resources
Healthcare • 3-Year Contract
$245,000
First National Bank
Financial • Annual Retainer
$165,000

All Customers

RT
Raytheon Intelligence
Defense Contractor • Arlington, VA • CMMC Level 2
Negotiation
Last Contact: Jan 8, 2026
TH
Texas Health Resources
Healthcare • Dallas, TX • HIPAA Compliance
Active Client
Last Contact: Jan 9, 2026
LM
Lockheed Martin
Defense Contractor • Fort Worth, TX • NIST 800-171
Assessment
Last Contact: Jan 7, 2026
FN
First National Bank
Financial Services • Houston, TX • SOX/PCI-DSS
Active Client
Last Contact: Jan 6, 2026

New Customer Intake Form

Organization Information

Primary Contact

Compliance & Security Requirements

Engagement Details

In-Progress Security Assessments

Customer Assessment Type Started Progress Consultant Actions
Raytheon Intelligence CMMC 2.0 Assessment Jan 3, 2026
65%
Michael Torres
Texas Health Resources Security Posture Assessment Jan 5, 2026
90%
Sarah Mitchell
Lockheed Martin Gap Analysis Jan 7, 2026
25%
Emily Chen

Start New Security Assessment

Forge Consulting Engagement Workflow

5-Phase Process
Phase 1: Initial Discovery & Intake 1-2 Days

Customer intake, stakeholder identification, scope definition, and preliminary documentation review. Establish communication channels and project timeline.

Customer Intake Form Engagement Letter NDA Kickoff Meeting
Phase 2: Technical Discovery & Scanning 3-5 Days

Deploy ForgeScan 360 for network discovery and vulnerability scanning. Conduct stakeholder interviews, review existing documentation, and map current security architecture.

ForgeScan 360 Deployment Asset Inventory Interview Notes Network Topology
Phase 3: Security Posture Assessment 5-10 Days

Comprehensive evaluation across 7 security domains. Document maturity ratings, identify control gaps, and map findings to applicable compliance frameworks.

Domain Maturity Ratings Control Gap Analysis Findings Register Risk Scoring
Phase 4: Report & Recommendations 3-5 Days

Compile comprehensive assessment report with executive summary, detailed findings, prioritized remediation roadmap, and Forge service tier recommendations.

Executive Summary Technical Report Remediation Roadmap Service Proposal
Phase 5: Presentation & Transition 1-2 Days

Present findings to stakeholders, discuss recommendations, and transition to managed services engagement if approved. Begin ForgeComply 360 onboarding.

Executive Presentation Q&A Session SOW for Services Onboarding Plan

Active Workflow Tracker

Raytheon Intelligence Phase 3
Texas Health Phase 4
Lockheed Martin Phase 2

Quick Actions

Security Posture Assessment

Comprehensive 7-domain security evaluation with maturity ratings, gap analysis, and prioritized recommendations. Industry-standard framework mapping included.

24 sections 7 domains Used 47 times

Executive Summary Report

Board-ready security posture summary with risk dashboard, key findings, business impact analysis, and strategic recommendations for leadership.

8 sections 2-3 pages Used 32 times

CMMC 2.0 Gap Analysis

Complete CMMC Level 2 readiness assessment covering all 110 practices. Includes POA&M generator and remediation timeline calculator.

110 controls 14 domains Used 28 times

Vulnerability Assessment Report

Technical vulnerability findings with CVSS scores, exploitation likelihood, remediation guidance, and asset-by-asset breakdown.

12 sections CVSS integration Used 56 times

Incident Response Plan

Customizable IR playbook template with escalation procedures, communication templates, forensic checklists, and recovery procedures.

6 playbooks 18 checklists Used 19 times

Customer Onboarding Package

Complete onboarding documentation including service agreements, data handling procedures, escalation contacts, and platform access setup.

5 documents Checklist included Used 24 times

HIPAA Gap Analysis

Complete HIPAA Security Rule assessment covering Administrative, Physical, and Technical Safeguards with PHI handling evaluation.

75 controls 3 safeguard areas Used 35 times

Monthly Security Report

Ongoing engagement monthly report template with metrics dashboard, incident summary, compliance status, and recommendations.

10 sections KPI tracking Used 89 times

POA&M Template

Plan of Action & Milestones tracking template for compliance remediation. Auto-calculates timelines and resource requirements.

Timeline calculator Resource tracking Used 67 times
Active Engagements
8
All on track
Hours This Month
342
of 480 budgeted
Completed This Month
12
↑ 20% vs last month
Revenue This Month
$127K
↑ 15% vs target

Active Engagement Details

Customer Engagement Type Consultant Start Date Hours Used Status Health
Raytheon Intelligence CMMC 2.0 Assessment Michael Torres Jan 3, 2026 42 / 80 hrs In Progress On Track
Texas Health Resources HIPAA Gap Analysis + ForgeSOC Setup Sarah Mitchell Dec 15, 2025 68 / 120 hrs In Progress On Track
First National Bank Annual Penetration Test James Wilson Jan 6, 2026 24 / 40 hrs Testing On Track
DOD Contractor Alpha RMF Assessment Package Emily Chen Dec 20, 2025 56 / 60 hrs Blocked At Risk
Lockheed Martin NIST 800-171 Gap Analysis Emily Chen Jan 7, 2026 16 / 60 hrs In Progress On Track
Baylor Scott & White Security Posture Assessment Sarah Mitchell Jan 8, 2026 8 / 40 hrs Discovery On Track

Reports & Analytics

Analytics Dashboard Coming Soon

Advanced reporting and analytics capabilities are under development.

Team Members

Name Role Specialization Active Engagements Utilization Status
MT
Michael Torres
Senior Security Consultant CMMC ISSO 3 85% Available
SM
Sarah Mitchell
Healthcare Security Specialist HIPAA SOC 2 90% Busy
JW
James Wilson
Penetration Test Lead RedOps Pen Test 2 75% Available
EC
Emily Chen
RMF & Compliance Expert RMF FedRAMP 2 95% Overloaded