Service Delivery Dashboard

Active Customers
0
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Assessments In Progress
0
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Reports Pending
0
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Pipeline Value
$0
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Active Engagements

Customer Engagement Type Phase Status Consultant
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Recent Activity

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Lead 0
Assessment 0
Proposal 0
Negotiation 0
Closed Won 0

All Customers

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New Customer Intake Form

Organization Information

Primary Contact

Compliance & Security Requirements

Engagement Details

In-Progress Security Assessments

Customer Assessment Type Status Maturity Score Consultant Actions
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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

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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 Phase Contract Value Status Actions
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Total Revenue YTD
$0
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Total Customers
0
All time
Assessments Completed
0
This year
Documents Generated
0
All time

Pipeline by Stage

Lead 0
Assessment 0
Proposal 0
Negotiation 0
Closed Won 0

Industry Distribution

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Recent Generated Documents

Document Name Customer Template Created Actions
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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

Security Controls Evaluation

Overall Compliance
87%
↑ 5% from last assessment
Implemented
156
Controls
Partial
23
Controls
Not Implemented
11
Requiring attention

NIST 800-53 Control Families

🔐
AC - Access Control
22 Controls
18/22 Implemented
📝
AU - Audit and Accountability
16 Controls
14/16 Implemented
🚨
IR - Incident Response
10 Controls
8/10 Implemented
87%

HIPAA Security Rule Compliance Score

Last assessment: January 10, 2026 | Next review: April 10, 2026

52
Administrative
38
Physical
45
Technical
12
Gaps

HIPAA Security Rule Safeguards

📋
Administrative Safeguards (§164.308)
Security management, training, contingency
48/52 Met
🏢
Physical Safeguards (§164.310)
Facility access, workstation, device controls
36/38 Met
🔒
Technical Safeguards (§164.312)
Access control, audit, integrity, transmission
42/45 Met
ATO

System Authorization Status

Authorization Date: October 15, 2025 | Expires: October 15, 2028

389
Controls
12
POA&Ms
MOD
Impact Level
92%
Compliance

RMF Steps & Progress

1️⃣
Step 1: Categorize

System categorization based on FIPS 199

Complete
2️⃣
Step 2: Select

Security control baseline selection

Complete
3️⃣
Step 3: Implement

Control implementation in SSP

Complete
4️⃣
Step 4: Assess

Independent security assessment

Complete
5️⃣
Step 5: Authorize

Risk acceptance decision

ATO Granted
6️⃣
Step 6: Monitor

Continuous monitoring program

Active

Authorization Package Artifacts

Document Status Last Updated Actions
System Security Plan (SSP) Current Jan 5, 2026
Security Assessment Report (SAR) Current Dec 15, 2025
Plan of Action & Milestones (POA&M) 12 Open Jan 10, 2026
Authorization Decision Letter ATO Oct 15, 2025

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AI-powered document generation, control writing, and compliance assistance

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Policy & Procedure Generator

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SSP Section Writer

Auto-generate System Security Plan sections with proper formatting.

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