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Advisory & Strategy

Clear direction before you start. Clarity before you build.

CEO-led advisory engagements that start with understanding your business, not recommending a product. We help you see where you are, define where you need to be, and build a roadmap you can actually deliver.

Advisory at Modern 42

CEO-led. Technically rigorous. Vendor-neutral.

Our CEO has decades of experience working alongside CISOs, IAM architects, and executive stakeholders in some of the most complex and secure environments in Australia. That experience is not behind a desk. She is directly involved in every advisory engagement, which means you get someone who can translate business pain points into technical direction and hold both conversations at the same time.

Advisory engagements don't begin with a product recommendation. They begin with a rigorous understanding of the current state, the business objectives, and the constraints: budget, compliance, team capability, and existing technology investment.

The output is a clear picture of where you are, where you need to be, and a prioritised path to get there. Recommendations are grounded in the platforms you already have wherever possible.

What advisory engagements include

  • Advisory backed by decades of experience
  • Current state assessment
  • Gap analysis against frameworks (Essential Eight, ISO 27001, NIST)
  • Target architecture definition
  • Prioritised roadmap
  • Business case support
  • Assistance with FinOps and Chargeback models where required
  • IGA project interventions if required
Sophie Wade, CEO of Modern 42, who leads advisory engagements
Advisory & Strategy

Start with clarity,
not a product recommendation.

CEO-led advisory engagements that begin with a rigorous understanding of your current state, business objectives, and constraints. We help you understand where you are, define where you need to be, and build a roadmap grounded in your environment.

01

IAM & PAM Strategy & Roadmap

Pragmatic roadmaps aligned to business objectives and your existing technology investment. No unnecessary licence recommendations.
02

Architecture Advisory

Entra ID, BeyondTrust, and Azure architecture design and technical review for complex, multi-tenant environments.
03

Conditional Access Review

Technical review and gap analysis of your Microsoft Entra Conditional Access framework against current attack patterns.
04

BeyondTrust Assessment

Comprehensive assessment of your BeyondTrust PAM environment, identifying configuration gaps, hardening opportunities, and alignment to best practice.
05

Application Governance Assessment

Assess your workload identities, app registrations, and agentic AI permissions. Quantify over-permissions, map risk, and build governance frameworks for non-human identities.
06

CIAM Migration Readiness Assessment

Fixed-scope assessment covering B2C tenant inventory, migration approach, risk register, and implementation roadmap. A structured entry point for your CIAM migration programme.
Modern 42 advisors in a strategy meeting with a client's security leadership
When to engage advisory

Common triggers for an advisory engagement.

These are the situations we most commonly see when organisations first reach out. If any apply to you, it's worth a conversation.

  • New CISO or security lead establishing a baseline
  • Upcoming APRA, IRAP, or ISO 27001 audit
  • Post-incident review requiring identity control assessment
  • Board or executive requesting a security posture report
  • Planning a major platform migration (Entra ID, BeyondTrust)
  • Merger or acquisition requiring identity consolidation
  • An IGA or PAM project has stalled and requires an intervention.
  • Your IAM tooling is legacy and needs to be replaced.
Case Studies

See the work delivered

Strategy, architecture and roadmap engagements that gave organisations clarity and direction.

View all case studies
Federal Government01

Transforming Identity and Cyber Capability for a Federal Government Department

A large Australian Government department partnered with Modern 42 to overhaul its identity infrastructure and strengthen its cyber security posture.

Multi-year partnershipLegacy MIM replacedASD ISM aligned
Financial Services02

Defining the Digital Identity Blueprint for a Major Australian Bank

A well-established Australian community bank undergoing a significant digital transformation engaged Modern 42 to architect its future-state identity capability, ensuring its digital ecosystem could securely serve customers, employees and partners.

7 strategy artefactsCIAM reference architectureAPRA CPS 234 aligned
Healthcare / Health Services03

IAM Strategy, Conditional Access Uplift and CIAM Blueprint for a National Health Services Organisation

A national health services organisation, designated as critical infrastructure, engaged Modern 42 to define its IAM strategy and deliver targeted security uplifts across its broad identity ecosystem.

Critical infrastructure3-year roadmapCA uplift delivered
FAQ

Questions about advisory engagements

How long does an advisory engagement take?
It depends on scope. An Identity Maturity Assessment typically takes two to three weeks end-to-end. A full IAM & PAM Strategy and Roadmap usually takes four to six weeks. Architecture advisory can be a single workshop or a multi-week engagement, depending on complexity.
Who leads advisory engagements?
Our CEO leads many strategic advisory engagements, supported by her senior consultants with deep Microsoft, BeyondTrust and enterprise compliance expertise. This means you get direct access to the person accountable for the consultancy's delivery quality.
Do advisory engagements lead to engineering work?
Often, yes. Advisory defines what should be built, and our engineering team delivers it. You are never obligated to use our engineering services after an advisory engagement, but many clients choose to because the advisory team has already built deep context about the environment.
Can you work with our existing security consultants?
Yes. We regularly collaborate with other firms on complex programmes. Our advisors bring specific IAM and PAM depth that generalist security firms typically don't have.
Do you bring your own IP to advisory engagements?
Yes. We don't like to reinvent the wheel. Where we have existing frameworks, assessment templates, or strategy blueprints that cater for your needs, we use them and the price reflects that. We would rather start from a proven foundation than waste time rebuilding the same document from scratch.

Ready to move forward? Pick your path.

Whether you need a quick conversation, a structured assessment, or hands-on engineering, we’ve got an engagement that fits.

Start a conversation

30 minutes. No commitment. Let’s understand your environment and discuss where identity security can add the most value.

Book a 30-min discussion

Get an assessment

Identity maturity assessment, gap analysis, or architecture review. Walk away with a clear picture and a prioritised roadmap.

Explore advisory

Engage our engineers

PAM migration, identity modernisation, CIAM build, or platform uplift. Our specialist engineers deliver what your team needs.

Explore engineering

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