Security Orchestration, Automation, and Response (SOAR) Software RFP Template

Security Orchestration, Automation, and Response (SOAR) Software RFP Template
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Updated January 10, 2025

This comprehensive RFP template for Security Orchestration, Automation, and Response (SOAR) Software solutions outlines requirements for implementing automated security operations, incident response, and threat management capabilities.

The document provides detailed specifications for vendors to propose solutions that will enhance cybersecurity infrastructure through automation, orchestration, and standardized workflows.

Key Functional Requirements

  • Device Control and Network Access Management
  • Security Operations Management
  • Asset Security Management
  • Reporting and Analytics
  • Compliance Management
  • Automation Framework
  • Performance Optimization
  • Operational Intelligence

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Request for Proposal: Security Orchestration, Automation, and Response (SOAR) Software Solution

Table of Contents

  1. Introduction and Background
  2. Project Objectives
  3. Scope of Work
  4. Technical Requirements
  5. Functional Requirements
  6. Vendor Qualifications
  7. Evaluation Criteria
  8. Submission Guidelines
  9. Timeline

1. Introduction and Background

Our organization seeks proposals for a comprehensive Security Orchestration, Automation, and Response (SOAR) Software solution to enhance our cybersecurity infrastructure and streamline security operations. The selected solution must coordinate, execute, and automate tasks between various IT workers and tools while providing comprehensive threat management capabilities.

The solution must enable rapid response to cybersecurity attacks while facilitating observation, understanding, and prevention of future incidents. It should provide a centralized view of existing security systems while consolidating security data to improve operational efficiency.

The selected SOAR solution will be a critical component of our security infrastructure, enabling automated incident response, standardized workflows, and improved threat detection capabilities. We expect this implementation to significantly reduce response times, optimize resource utilization, and strengthen our overall security posture through advanced automation and orchestration capabilities.

2. Project Objectives

2.1 Security Operations Enhancement

  • Create a unified view of existing security systems
  • Centralize security data collection and management
  • Improve operational efficiency and productivity
  • Enable faster and more accurate security responses
  • Reduce manual task workload
  • Strengthen threat and vulnerability management

2.2 Incident Response Optimization

  • Improve coordination of security incidents
  • Reduce response time to security threats
  • Streamline communication between security teams
  • Enhance accuracy of incident resolution
  • Enable containment, eradication, and recovery of crucial data
  • Support real-time collaboration for investigations

2.3 Automation Implementation

  • Automate manual security tasks
  • Generate automated responses to common security attacks
  • Implement standardized response processes
  • Enable consistent and transparent security procedures
  • Create documented workflow processes
  • Establish automated threat hunting capabilities

3. Scope of Work

3.1 Implementation Requirements

  • Full solution deployment and configuration
  • Integration with existing security infrastructure
  • Development of automated workflows
  • Data migration from existing systems
  • User and administrator training
  • Documentation and knowledge transfer

3.2 Core Functionality Delivery

  • Threat and vulnerability management system
  • Security incident response automation
  • Security operations automation
  • Asset discovery and management
  • Integration with existing security tools
  • Playbook development and implementation

3.3 Ongoing Support

  • 24/7 technical support
  • Regular maintenance and updates
  • Performance monitoring and optimization
  • Continuous improvement recommendations
  • Regular security updates and patches

4. Technical Requirements

4.1 System Architecture

  • Cloud-based or on-premises deployment options
  • High availability configuration
  • Scalable infrastructure
  • Secure communication protocols
  • Data encryption capabilities
  • Backup and recovery mechanisms

4.2 Integration Requirements

  • API-based integration capabilities
  • Support for standard security tools
  • Active Directory/LDAP integration
  • Email system integration
  • SIEM integration
  • Ticketing system integration

4.3 Security Requirements

  • Multi-factor authentication
  • Role-based access control
  • Audit logging capabilities
  • Data encryption at rest and in transit
  • Secure API endpoints
  • Regular security assessments

5. Functional Requirements

5.1 Device Control and Network Access Management

This core module focuses on comprehensive device visibility and access control across the enterprise, enabling granular management of all network endpoints while maintaining security compliance and operational efficiency.

Requirement Sub-Requirement Y/N Notes
Core Device Management Real-time device monitoring system
Automated device discovery and classification
Device connection tracking and logging
Hardware and software inventory management
Device risk assessment capabilities
Configuration management tracking
Usage pattern analysis and reporting
Access Control Framework Role-based access management
Geographic location controls
Time-based access restrictions
Network type differentiation
Security posture assessment
Compliance status verification
Policy inheritance structure
Emergency override procedures
Storage Control USB device management
External drive control
Removable media monitoring
Data transfer tracking
Content inspection
Encryption enforcement
Key management system
Mobile Device Controls Smartphone management
Tablet device control
Mobile app management
Platform-specific policies
BYOD support
Mobile security enforcement
Remote device management

5.2 Security Operations Management

This section encompasses the core incident handling and response capabilities, providing automated workflows and intelligence-driven threat management to streamline security operations and reduce response times.

Requirement Sub-Requirement Y/N Notes
Incident Response Automated alert triage
Incident classification system
Response workflow automation
Investigation management
Evidence preservation
Remediation tracking
Impact assessment
Root cause analysis
Threat Management Real-time threat detection
Behavioral analysis
Signature-based detection
Machine learning capabilities
Threat intelligence integration
Indicator management
Attack pattern recognition
Automation Framework Customizable playbooks
Workflow automation
Task scheduling
Conditional execution
Script integration
Process documentation
Version control
Error handling procedures
Rollback capabilities
Performance monitoring
Success rate tracking
Integration testing
Automated documentation generation
Quality assurance checks

5.3 Asset Security Management

This component provides continuous asset discovery, configuration tracking, and performance optimization capabilities to ensure secure and efficient management of all enterprise assets throughout their lifecycle.

Requirement Sub-Requirement Y/N Notes
Asset Discovery Network scanning
Asset classification
Configuration tracking
Vulnerability assessment
Risk scoring
Compliance mapping
Lifecycle management
Configuration Management Baseline configuration
Change detection
Version control
Policy enforcement
Compliance verification
Update management
Patch tracking
Performance Optimization Resource utilization monitoring
Capacity planning
Performance benchmarking
Load balancing configuration
Scalability testing
Performance reporting
Optimization recommendations

5.4 Reporting and Analytics

This module delivers comprehensive reporting capabilities with advanced analytics and operational intelligence features to provide actionable insights and demonstrate security program effectiveness.

Requirement Sub-Requirement Y/N Notes
Standard Reporting Executive summaries
Technical reports
Compliance reports
Incident reports
Performance metrics
Trend analysis
Custom report creation
Analytics Capabilities Real-time dashboards
Historical analysis
Predictive analytics
Risk assessment
Performance tracking
Resource utilization
ROI measurement
Operational Intelligence KPI tracking
SLA monitoring
Resource allocation analysis
Cost optimization metrics
Efficiency measurements
Team performance analytics
Automation effectiveness tracking

5.5 Compliance Management

This section focuses on maintaining regulatory compliance through automated framework support and policy enforcement, ensuring continuous compliance monitoring and documentation across the security infrastructure.

Requirement Sub-Requirement Y/N Notes
Framework Support Industry standard templates
Custom framework creation
Control mapping
Gap analysis
Remediation tracking
Audit support
Evidence collection
Policy Enforcement Automated compliance checking
Policy violation detection
Remediation workflows
Exception management
Documentation generation
Audit trail maintenance
Regulatory reporting

6. Vendor Qualifications

6.1 Required Experience

  • Minimum 5 years in SOAR market
  • Proven enterprise implementation track record
  • Demonstrated financial stability
  • Strong industry presence
  • Established customer base
  • Technical expertise in security automation
  • Professional services capabilities

6.2 Support Infrastructure

  • 24/7 technical support
  • Dedicated account management
  • Professional services team
  • Training resources
  • Documentation repository
  • Knowledge base access
  • Community support forums

7. Evaluation Criteria

7.1 Technical Evaluation (40%)

  • Architecture design
  • Integration capabilities
  • Security features
  • Performance metrics
  • Scalability options
  • Recovery capabilities
  • Technical innovation

7.2 Functional Evaluation (30%)

  • Feature completeness
  • Automation capabilities
  • Reporting functions
  • User interface
  • Workflow design
  • Custom development
  • Integration depth

7.3 Vendor Assessment (20%)

  • Company stability
  • Market position
  • Support infrastructure
  • Implementation methodology
  • Training capabilities
  • Customer references
  • Innovation roadmap

7.4 Cost Analysis (10%)

  • License structure
  • Implementation costs
  • Support fees
  • Training expenses
  • Additional services
  • Total ownership cost
  • ROI projection

8. Submission Guidelines

8.1 Required Documentation

  • Technical proposal
  • Implementation plan
  • Project timeline
  • Resource allocation
  • Cost breakdown
  • Company profile
  • Client references
  • Sample reports

8.2 Submission Format

  • Electronic submission required
  • PDF format
  • Searchable text
  • Numbered pages
  • Table of contents
  • Executive summary
  • Detailed responses
  • Supporting documentation

9. Timeline

  • RFP Release Date: [Date]
  • Questions Deadline: [Date]
  • Proposal Due Date: [Date]
  • Vendor Presentations: [Date Range]
  • Selection Date: [Date]
  • Project Start Date: [Date]

Contact Information

Please submit proposals and questions to: [Contact Name] [Email Address] [Phone Number]

 

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