Secure Access Service Edge (SASE) Platform RFP Template

Secure Access Service Edge (SASE) Platform RFP Template
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Updated January 10, 2025

This RFP template guides organizations in selecting a comprehensive SASE solution that combines network and security capabilities in a cloud-native architecture. The document outlines technical specifications, evaluation criteria, and implementation requirements for vendors to provide unified, secure access services that support modern distributed enterprises.

Key Functional Requirements:

Core Requirements:

  • Cloud-Native Architecture
  • Integrated SD-WAN Capabilities
  • Comprehensive Security Services
  • Scalability
  • Multi-Cloud Support
  • Edge Computing Support
  • Automated Incident Response

AI & ML Requirements:

  • Generative AI Integration
  • AI Operations (AIOps)
  • Enhanced Threat Detection with AI
  • AI-Driven Decision Making
  • Predictive AI Capabilities
  • Relationship Mapping (UEBA)
  • Explainable AI for Anomaly Detection

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Request for Proposal: Secure Access Service Edge (SASE) Platform

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

[Company Name] is seeking proposals for a comprehensive Secure Access Service Edge (SASE) platform to modernize our network and security infrastructure. This RFP outlines our requirements for a cloud-native solution that converges network connectivity and security services to support our distributed workforce and cloud-first initiatives.

Organization Background

  • [Describe your company/organization]
  • [Industry and regulatory requirements]
  • [Size of organization and IT infrastructure]

Current Environment

  • [Current network and security architecture]
  • [Number of users and locations]

Project Goals

  • Implementation of a unified, cloud-native SASE architecture
  • Enhancement of security posture through integrated services
  • Optimization of network performance and user experience
  • Streamlined management and operations

2. Project Objectives

  1. Deploy a comprehensive SASE platform that integrates:
    • Software-Defined Wide Area Networking (SD-WAN)
    • Security Service Edge (SSE) components
    • Zero Trust Network Access (ZTNA)
    • Cloud security services
  2. Achieve the following outcomes:
    • Unified security and networking infrastructure
    • Enhanced visibility and control
    • Improved operational efficiency
    • Reduced total cost of ownership
    • Scalable cloud-native architecture

3. Scope of Work

Required Components

  1. SD-WAN Capabilities
    • Network optimization
    • Application-aware routing
    • WAN link management
    • QoS controls
  2. Security Service Edge (SSE)
    • Secure Web Gateway (SWG)
    • Cloud Access Security Broker (CASB)
    • Zero Trust Network Access (ZTNA)
    • Firewall as a Service (FWaaS)
  3. Advanced Security Features
    • Data Loss Prevention (DLP)
    • Advanced Threat Protection
    • User and Entity Behavior Analytics
    • Integrated threat intelligence
  4. Management and Analytics
    • Unified management console
    • Real-time monitoring
    • Advanced analytics
    • Automated incident response

Implementation Phases

  1. Planning and Design
    • Architecture assessment
    • Migration strategy development
    • Policy framework design
    • Assessment of current network and security infrastructure
    • Training and change management planning for IT staff and end-users
  2. Pilot Deployment
    • Initial implementation
    • Testing and validation
    • Performance baseline establishment
    • Proof of Concept (PoC) execution, including:
      • Clear objectives and success criteria
      • Key use cases testing
      • Performance benchmarks and security scenarios
      • Required integrations testing
      • Evaluation metrics and reporting requirements
  1. Full Deployment
    • Phased rollout
    • User migration
    • Integration with existing systems
  2. Optimization
    • Performance tuning
    • Policy refinement
    • User experience optimization

4. Technical Requirements

Network Capabilities

  1. SD-WAN Features
    • Application-aware routing
    • Dynamic path selection
    • QoS and bandwidth management
    • Link aggregation and failover
    • Traffic shaping and prioritization

5. Functional Requirements

A. Core Functional Requirements

5.1 Cloud-Native Architecture

Tip: A cloud-native architecture is fundamental to a successful SASE implementation. Look for solutions that demonstrate true cloud-first design principles, with microservices-based architecture that enables scalability, flexibility, and resilient operations. Consider how the architecture supports distributed deployment and maintains consistent performance across different cloud environments.

Requirement Sub-Requirement Y/N Notes
Cloud-Native Architecture Cloud-first design with microservices architecture
Container-based deployment capabilities
Auto-scaling and elastic resource management
Multi-tenant architecture support
Native cloud service provider integration

5.2 Integrated SD-WAN Capabilities

Tip: Effective SD-WAN integration is crucial for optimizing network performance and ensuring reliable connectivity across distributed locations. Focus on solutions that offer comprehensive WAN optimization features and intelligent traffic routing capabilities while maintaining consistent application performance.

Requirement Sub-Requirement Y/N Notes
SD-WAN Integration Application-aware routing capabilities
Dynamic path selection and optimization
WAN link load balancing and aggregation
Quality of Service (QoS) controls
Bandwidth management and optimization

5.3 Comprehensive Security Services

Tip: Security services form the backbone of SASE architecture. Evaluate solutions based on their ability to provide integrated, cloud-delivered security controls that protect all edges of the network while maintaining simplicity in management and deployment.

Requirement Sub-Requirement Y/N Notes
Security Services Next-generation firewall functionality
Advanced threat prevention capabilities
Data loss prevention (DLP) features
Zero-trust network access implementation
Secure web gateway services

5.4 Unified Management Interface

Tip: A centralized management interface is essential for efficient SASE operations. Look for solutions offering intuitive, comprehensive control through a single pane of glass that enables unified policy management, monitoring, and reporting while accommodating different administrative roles and access levels.

Requirement Sub-Requirement Y/N Notes
Management Interface Single console for all SASE functions
Role-based access control management
Customizable dashboards and reporting
Integrated policy management
Real-time configuration capabilities

5.5 Policy Enforcement

Tip: Consistent policy enforcement across all network edges and security functions is critical for maintaining security posture. Evaluate solutions based on their ability to implement granular policies uniformly while supporting dynamic adjustments based on context and risk.

Requirement Sub-Requirement Y/N Notes
Policy Enforcement Granular policy creation and control
User and group-based policy management
Location-aware policy implementation
Application-specific rule enforcement
Automated policy deployment

5.6 Traffic Optimization

Tip: Traffic optimization capabilities directly impact user experience and application performance. Focus on solutions that provide comprehensive optimization features while maintaining security and visibility across all traffic flows.

Requirement Sub-Requirement Y/N Notes
Traffic Optimization WAN traffic optimization
Application performance acceleration
Bandwidth allocation controls
Traffic prioritization mechanisms
QoS implementation capabilities

5.7 Scalability

Tip: Scalability ensures your SASE solution can grow with your organization. Consider both horizontal and vertical scaling capabilities, along with the ability to maintain performance as the deployment expands.

Requirement Sub-Requirement Y/N Notes
Scalability Horizontal scaling support
Elastic resource management
Performance optimization at scale
Automated capacity planning
Dynamic load balancing

5.8 Integration Capabilities

Tip: Integration capabilities determine how well the SASE solution works with your existing infrastructure. Evaluate the breadth and depth of integration options, focusing on APIs and pre-built connectors for common enterprise systems.

Requirement Sub-Requirement Y/N Notes
Integration API availability and documentation
SIEM system integration
Identity provider connectivity
Third-party security tool integration
Custom integration capabilities

5.9 Advanced Threat Protection

Tip: Advanced threat protection is crucial in today’s evolving threat landscape. Look for solutions that combine multiple detection methods with automated response capabilities to provide comprehensive protection against sophisticated attacks.

Requirement Sub-Requirement Y/N Notes
Threat Protection Zero-day threat prevention
Advanced sandboxing capabilities
Threat intelligence integration
Behavioral analysis features
Automated threat response

5.10 Identity and Access Management

Tip: Identity-based access control is fundamental to zero-trust security. Evaluate solutions based on their ability to integrate with existing identity systems while providing robust authentication and authorization capabilities.

Requirement Sub-Requirement Y/N Notes
IAM Multi-factor authentication support
Single sign-on capabilities
Directory service integration
Privileged access management
Identity verification mechanisms

5.11 Real-time Monitoring and Analytics

Tip: Effective monitoring and analytics provide visibility into security and performance. Focus on solutions that offer comprehensive real-time monitoring capabilities with actionable insights and customizable reporting.

Requirement Sub-Requirement Y/N Notes
Monitoring & Analytics Real-time performance monitoring
Security event analytics
User experience tracking
Network performance analytics
Customizable reporting tools

5.12 Multi-Cloud Support

Tip: Multi-cloud support is essential for modern distributed architectures. Evaluate solutions based on their ability to provide consistent security and connectivity across different cloud providers while maintaining unified management.

Requirement Sub-Requirement Y/N Notes
Multi-Cloud Cross-cloud connectivity
Cloud-to-cloud security
Cloud access security
Cloud workload protection
Multi-cloud management tools

5.13 Edge Computing Support

Tip: Edge computing support enables processing closer to data sources. Look for solutions that can extend security and networking capabilities to edge locations while maintaining centralized control.

Requirement Sub-Requirement Y/N Notes
Edge Computing Edge service deployment
Local data processing support
Edge security controls
Edge performance optimization
Distributed computing features

5.14 Automated Incident Response

Tip: Automated incident response capabilities reduce mean time to respond and recover from security incidents. Focus on solutions that provide comprehensive automation while maintaining appropriate human oversight.

Requirement Sub-Requirement Y/N Notes
Incident Response Automated threat mitigation
Incident workflow automation
Response orchestration
Automated recovery procedures
Post-incident analysis tools

5.15 Compliance Management

Tip: Compliance management capabilities help maintain regulatory adherence. Evaluate solutions based on their ability to enforce compliance policies and generate required documentation and reports.

Requirement Sub-Requirement Y/N Notes
Compliance Compliance monitoring tools
Regulatory reporting features
Audit trail maintenance
Policy compliance checking
Compliance dashboard functionality

B. AI and Machine Learning Requirements

5.16 AI-Powered Security

Tip: AI-powered security enhances threat detection and response capabilities. Look for solutions that effectively leverage AI while providing transparency in their decision-making processes.

Requirement Sub-Requirement Y/N Notes
AI Security AI-based threat detection
Automated security responses
AI-driven risk assessment
Machine learning analytics
Behavioral pattern analysis

5.17 Generative AI Integration

Tip: Generative AI capabilities enhance automation and decision-making processes. Focus on solutions that leverage generative AI to improve configuration, troubleshooting, and policy management while maintaining security and accuracy.

Requirement Sub-Requirement Y/N Notes
Generative AI AI-powered policy generation
Automated configuration assistance
Intelligent documentation creation
AI-assisted troubleshooting
Natural language processing capabilities

5.18 AI-Assisted Network Management

Tip: AI-assisted network management improves operational efficiency and network performance. Evaluate solutions based on their ability to automate routine tasks and provide intelligent optimization recommendations.

Requirement Sub-Requirement Y/N Notes
AI Network Management Automated network optimization
Intelligent troubleshooting
Performance prediction
Smart configuration management
Network automation capabilities

5.19 Autonomous Digital Experience Management (ADEM)

Tip: ADEM ensures optimal user experience through automated monitoring and optimization. Look for solutions that provide comprehensive visibility into user experience and automated remediation capabilities.

Requirement Sub-Requirement Y/N Notes
ADEM Real-time experience monitoring
Application performance tracking
User experience scoring
Automated issue remediation
Experience optimization tools

5.20 AI Operations (AIOps)

Tip: AIOps capabilities streamline IT operations through intelligent automation. Focus on solutions that effectively combine operational data with AI to improve efficiency and reduce manual intervention.

Requirement Sub-Requirement Y/N Notes
AIOps Automated operational tasks
Predictive maintenance features
Resource optimization
Smart alerting system
Performance optimization

5.21 Enhanced Threat Detection with AI

Tip: AI-enhanced threat detection provides more accurate and faster identification of security threats. Evaluate solutions based on their ability to leverage AI for improved threat detection while minimizing false positives.

Requirement Sub-Requirement Y/N Notes
AI Threat Detection Advanced threat analytics
Pattern recognition capabilities
Anomaly detection
Predictive threat identification
Real-time threat analysis

5.22 AI-Driven Decision Making

Tip: AI-driven decision making improves response times and accuracy. Look for solutions that provide transparent, explainable AI decisions while maintaining appropriate human oversight.

Requirement Sub-Requirement Y/N Notes
AI Decision Making Automated policy decisions
Intelligent risk assessment
Resource allocation optimization
Performance-based decisions
Decision audit trails

5.23 Natural Language Interfaces

Tip: Natural language interfaces improve user interaction and management efficiency. Focus on solutions that provide intuitive, accurate natural language processing while maintaining security controls.

Requirement Sub-Requirement Y/N Notes
Natural Language Command interpretation
Natural language queries
Conversational interface
Multi-language support
Context awareness

5.24 Predictive AI Capabilities

Tip: Predictive AI enables proactive management and optimization. Evaluate solutions based on their ability to accurately forecast trends and potential issues while providing actionable insights.

Requirement Sub-Requirement Y/N Notes
Predictive AI Capacity prediction
Performance forecasting
Threat prediction
Resource usage forecasting
Trend analysis

5.25 Relationship Mapping for UEBA

Tip: UEBA relationship mapping provides deeper insights into user behavior patterns. Look for solutions that effectively map and analyze relationships while maintaining privacy and compliance requirements.

Requirement Sub-Requirement Y/N Notes
UEBA Mapping User behavior analysis
Entity relationship mapping
Pattern recognition
Anomaly correlation
Behavioral analytics

5.26 Explainable AI for Anomaly Detection

Tip: Explainable AI ensures transparency in anomaly detection processes. Focus on solutions that provide clear explanations for AI-detected anomalies while maintaining detection accuracy.

Requirement Sub-Requirement Y/N Notes
Explainable AI Transparent decision logic
Anomaly explanation features
Detection reasoning
Audit trail generation
Investigation support

6. Vendor Qualifications

Required Qualifications

  1. Company Overview
    • Years in SASE market
    • Market position
    • Financial stability
    • Customer base
  2. Technical Expertise
    • SASE architecture experience
    • Security certifications
    • Implementation capabilities
    • Support infrastructure
  3. Service Coverage
    • Global presence
    • Service availability metrics
    • Geographic coverage
    • Points of presence
  4. Certifications and Standards
    • Security certifications
    • Compliance certifications
    • Industry standards alignment
    • Best practice frameworks
  5. Future Development
    • Product roadmap
    • Innovation strategy
    • Planned enhancements
    • Technology partnerships

7. Evaluation Criteria

Proposals will be evaluated based on:

  1. Technical Capability (30%)
    • Feature completeness
    • Architecture design
    • Performance metrics
    • Security capabilities
  2. Implementation Approach (20%)
    • Deployment methodology
    • Migration strategy
    • Risk management
    • Timeline feasibility
  3. Vendor Qualifications (20%)
    • Experience
    • References
    • Support capabilities
    • Financial stability
  4. Cost Structure (30%)
    • Total cost of ownership
    • Pricing model
    • Additional costs
    • Value for money

8. Submission Guidelines

Proposals must include:

  1. Executive Summary
  2. Technical Solution Description
  3. Implementation Approach
  4. Project Timeline
  5. Pricing Details
  6. Company Qualifications
  7. Client References
  8. Support Model
  9. Sample SLAs
  10. Additional Documentation
  11. Case Studies and References
    • Similar implementation examples
    • Industry-specific deployments
    • Success metrics
    • Customer testimonials

9. Timeline

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

Submit proposals to: [Contact Information]

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