Pilot Program — Founding Cohort

Founding Pilot Cohort
Partner Playbook

A field guide for accepted pilot partners operating Triad Secure inside live SOC workflows.

This document defines pilot structure, responsibilities, evaluation criteria, and post-pilot outcomes.

Program Snapshot
Pilot Term3–6 months
CostNo license fee
EnvironmentLive SOC workflow
IntegrationsUp to 10
AnalystsUp to 20 users
ReviewsWeekly cadence

Triad Secure provides contextual and analytical outputs only. All operational decisions remain with your team.

Contents
01

Why This Pilot Exists

Triad Secure is being evaluated inside a live SOC workflow to determine whether investigation context can be preserved at the moment of triage and carried through review, escalation, and audit.

In most SOC environments, the reasoning behind a decision is lost and must be reconstructed later from tickets, chat, and memory.

Success means: your team can explain any triage decision without reconstructing context.

Triad Secure captures
  • What was reviewed
  • What was ruled out
  • What assumptions were made
  • Why a decision was reached

This context remains attached as work moves across analysts and tools.

02

Role of Triad Secure in Your Environment

Triad Secure Does
  • Ingest alerts and related telemetry
  • Normalize and correlate signals
  • Create investigation records
  • Preserve analyst context and decision rationale
Triad Secure Does Not
  • Execute actions
  • Make decisions
  • Replace SIEM, EDR, or SOAR
  • Change your workflows
Analysts continue operating exactly as they do today.Triad Secure runs alongside your existing stack.No rip and replace.No retraining.No new dashboards.
03

Pilot Structure

01
Connect
  • Read-only integration with existing alert sources
  • No workflow changes required
  • Configured by Triad Secure engineering
02
Run Live
  • Analysts continue standard triage operations
  • Triad Secure captures investigation context in parallel
  • No interruption to current process
03
Evaluate
  • Weekly review of investigation records
  • Measurement across four defined metrics
  • Structured outcome report at pilot close
Typical duration: 6–8 weeks·Live environment only. Not a demo or sandbox.
04

What We Ask From Your Team

01
Integration Support

Provide access to alert sources and the configuration required to connect Triad Secure to your environment.

02
Normal Operations

Continue triage as usual. No workflow changes are required. Analysts operate their standard process.

03
Weekly Review Sessions

Attend a 30–60 minute session once per week. These sessions are required for pilot success.

04
Honest Feedback

Share where captured context is missing, unclear, or unnecessary. Direct feedback accelerates the evaluation.

No Additional Burden
  • No retraining required
  • No process changes required
  • No tooling replacement required

Your team operates normally throughout the evaluation period. Triad Secure adapts to your environment, not the other way around.

05

What Triad Secure Handles

Triad Secure is responsible for
  • Integration and ingestion setup
  • Data normalization and investigation record generation
  • System monitoring and reliability during the pilot
  • Capturing and organizing investigation context
  • Running and facilitating weekly review sessions
  • Incorporating feedback where aligned with product direction
06

How We Evaluate the Pilot

Evaluation is structured around four operational metrics. Each is measured across the full pilot period — not sampled from a single week.

01
Decision Reviewability

Can a decision be understood without reconstructing context?

02
Cross-Analyst Consistency

Do two analysts working the same alert start from the same picture?

03
Analyst Consistency

Do similar scenarios produce consistent outcomes?

04
Operational Load

Are analysts spending less time gathering context?

Evaluation extends beyond time-to-triage and alerts-per-incident into decision clarity and rework reduction.

07

Weekly Pilot Reviews

Once per week, Triad Secure and your team review a sample of investigation records from that week's operations.

Each session covers

A sample of investigation records from the previous week

What context was captured versus what was absent

Whether decisions are clear from the record alone

Friction points in the analyst workflow

Improvements to prioritize before the next cycle

These sessions are required for pilot success.

They are the primary feedback mechanism for the evaluation period and directly inform product improvements during the cohort.

08

How We Determine Success

The pilot is considered successful if the following conditions are met at the end of the evaluation period.

Decisions are explainable without reconstruction
Context is present without being re-requested
Analysts are not relying on memory or chat history
Leadership can review decisions directly from records

If these conditions are met, we define a production use case and transition forward together.

This defines pilot success.

09

Post-Pilot Outcomes

01Production Rollout

Pilot demonstrates value and transitions to paid production deployment.

02Extended Evaluation

Used only when additional validation is required before commitment.

03Exit

If no meaningful improvement is observed, the pilot concludes cleanly.

Founding pilot participants receive preferred pricing and early access to production releases following the pilot period.

10

Program Principles

Rules of engagement
01

Triad Secure does not make decisions — all decisions remain with your analysts.

02

The pilot runs in a real environment, not a demo or sandbox.

03

Context is captured at the moment of triage, not reconstructed after the fact.

04

No workflow disruption is introduced during or after deployment.

05

Success is measured against defined criteria, not assumed.

Next Steps

Next Steps for Accepted Partners

Your assigned Triad Secure contact will coordinate integration planning, weekly reviews, and pilot success criteria with your team directly.

For pilot coordination questions, contact your assigned Triad Secure program lead.