Securosis

Research

Continuous Learning

I referred back to the Pragmatic CSO tips when I started the Vulnerability Management Evolution series (the paper hit yesterday, by the way) and there was some good stuff in there, so let me once again dust off those old concepts and highlight another one. This one dealt with the reality that you are a business person, not a security person. When I first meet a CSO, one of the first things I ask is whether they consider themselves a “security professional” or a “finance/health care/whatever other vertical professional.” 8 out of 10 times they respond “security professional” without even thinking. I will say that it’s closer to 10 out of 10 with folks that work in larger enterprises. These folks are so specialized they figure a firewall is a firewall is a firewall and they could do it for any company. They are wrong. One of the things preached in the Pragmatic CSO is that security is not about firewalls or any technology for that matter. It’s about protecting the systems (and therefore the information assets) of the business and you can bet there is a difference between how you protect corporate assets in finance and consumer products. In fact there are lots of differences between doing security in most major industries. There are different businesses, they have different problems, they tolerate different levels of pain, and they require different funding models. To put it another way, a health care CSO said it best to me. When I asked him the question, his response was “I’m a health care IT professional that happens to do security.” That was exactly right. He spent years understanding the nuances of protecting private information and how HIPAA applies to what he does. He understood how the claims information between providers and payees is sent electronically. He got the BUSINESS and then was able to build a security strategy to protect the systems that are important to the business. So let’s say you actually buy into this line of thinking. You spend a bunch of time learning about banking, since you work for a bank. Or manufacturing since your employer makes widgets. It’s all good, right? Well, not so much. What happens when your business changes? Maybe not fundamentally, but partially? You have to change with it. Let me give you an example that’s pretty close to home. My Dad’s wife is a candy importer. She sources product from a variety of places and sells via her own brand in the US, or using the manufacturer’s brand when that makes sense. We were talking recently and she said they had a good year in 2011. I figured that was the insatiable demand for sweets driving the business (fat Americans pay her bills), but in fact it was a couple savvy currency hedges that drove the additional profits. That’s right, the candy importer is actually a currency trader. Obviously that means she has to deal with all sorts of other data types that don’t pertain to distributing candy, and that data needs to be protected differently. That example pretty simple, but what if you thought you were in the transportation business, and then your employer decided to buy a refinery? Yes, Delta is now in the refining business. So their security team, who knows all about protecting credit cards and ensuring commerce engines (web site and reservation systems) don’t fall over under attack, now gets to learn all about the attack surface of critical infrastructure. Obviously huge conglomerates in unrelated businesses roamed the earth back in the 80s, fueled by Milken-generated junk bonds and hostile takeovers. Then the barbarians at the gates were slain, and the pendulum swung back to focus and scale for the past couple decades. It should be no surprise when we inevitably swing back the other way – as we always do. It’s a good thing that security folks are naturally curious. As Rich posted in our internal chat room yesterday: I can’t remember a time in my life when I didn’t poke and prod. You can’t be good at security if you think any other way. – Rich Mogull If you aren’t comfortable with the realization that no matter how much you know, you don’t know jack, you won’t last very long in the security business. Or any business, for that matter. Photo credit: “Learning by Doing” originally uploaded by BrianCSmith Share:

Share:
Read Post

Friday Summary: May 18, 2012

A friend told me this week they were on Pinterest. I responded, “I’m sorry! How long does your employer allow you to take off?” I was seriously thinking this was something like paternity leave or one of those approved medical absence programs. I really wondered when he got sick, and what his prognosis was. He told me, “No, I’m on Pinterest to market my new idea.” WTF? Turns out it’s not a medical sabbatical, but another social media ‘tool’ for sharing photos and stuff. When I Googled Pinterest to find out what the heck it actually was, I found a long blog about the merits of using Pinterest for Engagement Marketing, which happened to be at the blog of an old friend’s company. Soon thereafter I fired up Skype and was chatting with him, finding out what he’d been up to, how the kids were, and what mutual friends he had seen. That led to a LinkedIn search to find those friends mentioned, and while looking I spotted a couple other people I had lost track of. Within minutes I’d emailed one and found the other on Twitter. My friend on Twitter told me to check her blog on marketing over social media, which referenced another mutual friend. I emailed him, and when I hit ‘send’, I received a LinkedIn update with a list of several friends who recently changed jobs. I messaged one and texted the other to congratulate them. The next thing I knew I was chatting on FaceTime with one of these friends, in a pub in London celebrating his new position. We talked for a while, and then he said he ran into a fraternity brother and texted me his email. I emailed the fraternity brother, who sent back a LinkedIn invite telling me he’d Skype me later in the day, and included a funny YouTube video of Darth Vader riding a unicycle while playing bagpipes. As I watched the bagpiping maniac a Skype message popped up from another friend telling me she’s changed jobs (and have you noticed all of the people in tech changing jobs recently?). She invited me to speak at an event for her new company, listed on Meetup. I declined, sending her the Gotomeeting link to a conflicting event, but told her I’ll be in town later in the week and sent her a calendar invite for lunch. She sent back a list of Yelp recommendations for where to go. All in about an hour one morning. For an asocial person, this whole social media thing seems to have permeated my life. It’s freakin’ everywhere. In case you hadn’t heard, Facebook’s making an Initial Public Offering right about now. But love them or hate them, each social media site seems to do one thing really well! LinkedIn is a really great way to keep in touch with people. No more shoebox full of business cards for me! And it’s totally blending work and home, and combining groups of friends from different periods of my life into one ever-present pool. Twitter is an awesome way casually chat in real time with a group of friends while getting work done. BeeJive lets me chat on my mobile phone with the guys at Securosis. Skype offers cheap calls of reasonable quality to anyone. Some companies actually do follow Twitter with live human beings and respond to customer complaints, which is great. And Facebook offers a great way to infect your browser with malware! That said, every social media site still sucks hard. I’m not talking about users making asses of themselves, but instead about how every site tries too hard to be more than a one-trick pony, offering stuff you don’t want. I guess they are trying to increase shareholder value or some such nonsense rather than serve their audience. Skype was trying to branch out with their ‘mood’ feature – who thought that crap was a good idea? And now Pinterest is copying that same bad idea? Facebook Social Cam? Or LinkedIn communities, which seem to be a cesspool of bad information and people “positioning themselves” for employment. Corporate Twitter spambots are bad but they’re not the worst – not by a long shot. It’s the garbage from the social media companies who feel they must inform me that my “contacts are not very active”, or remind me that I have not responded to so-and-so’s request, or promote some new ‘feature’ they have just created which will likely interfere with what they actually do well. Who decided that social media must have nagware built in? And in spite of all the horrific missteps social media makes trying to be more than they are, these sites are great because they provide value. And most of them provide the core product – the one that’s really useful – free! Much as I hate to admit it, social media has become as important as my phone, and I use it every day. Oh, before I forget: If you have emailed us and we have failed to respond in the last couple weeks, please resend your email. We’ve got a triple spam filter going, and every once in a while the service changes its rule enforcement and suddenly (silently) blocks a bunch of legit email. Sorry for the inconvenience. On to the Summary: Webcasts, Podcasts, Outside Writing, and Conferences Mike on the “Renaissance Information Security Professional”. Rich quoted on Adobe’s fixes on c|net. Mike’s Dark Reading post: Time To Deploy The FUD Weapon? Favorite Securosis Posts Mike Rothman: Understanding and Selecting Data Masking: Introduction. Masking is a truly under-appreciated function. Until your production data shows up in an Internet-accessible cloud instance, that is. Hopefully Adrian’s series sheds some light on the topic. Adrian Lane: Write Third. Rich nails it – the rush to be first kills journalism/integrity/fact checking/perspective/etc. Most ‘writers’ become automated garbage relays, often with humorous results, such as one of my all time favorite Securosis posts. Other Securosis Posts [New White Paper] Vulnerability Management Evolution.

Share:
Read Post
dinosaur-sidebar

Totally Transparent Research is the embodiment of how we work at Securosis. It’s our core operating philosophy, our research policy, and a specific process. We initially developed it to help maintain objectivity while producing licensed research, but its benefits extend to all aspects of our business.

Going beyond Open Source Research, and a far cry from the traditional syndicated research model, we think it’s the best way to produce independent, objective, quality research.

Here’s how it works:

  • Content is developed ‘live’ on the blog. Primary research is generally released in pieces, as a series of posts, so we can digest and integrate feedback, making the end results much stronger than traditional “ivory tower” research.
  • Comments are enabled for posts. All comments are kept except for spam, personal insults of a clearly inflammatory nature, and completely off-topic content that distracts from the discussion. We welcome comments critical of the work, even if somewhat insulting to the authors. Really.
  • Anyone can comment, and no registration is required. Vendors or consultants with a relevant product or offering must properly identify themselves. While their comments won’t be deleted, the writer/moderator will “call out”, identify, and possibly ridicule vendors who fail to do so.
  • Vendors considering licensing the content are welcome to provide feedback, but it must be posted in the comments - just like everyone else. There is no back channel influence on the research findings or posts.
    Analysts must reply to comments and defend the research position, or agree to modify the content.
  • At the end of the post series, the analyst compiles the posts into a paper, presentation, or other delivery vehicle. Public comments/input factors into the research, where appropriate.
  • If the research is distributed as a paper, significant commenters/contributors are acknowledged in the opening of the report. If they did not post their real names, handles used for comments are listed. Commenters do not retain any rights to the report, but their contributions will be recognized.
  • All primary research will be released under a Creative Commons license. The current license is Non-Commercial, Attribution. The analyst, at their discretion, may add a Derivative Works or Share Alike condition.
  • Securosis primary research does not discuss specific vendors or specific products/offerings, unless used to provide context, contrast or to make a point (which is very very rare).
    Although quotes from published primary research (and published primary research only) may be used in press releases, said quotes may never mention a specific vendor, even if the vendor is mentioned in the source report. Securosis must approve any quote to appear in any vendor marketing collateral.
  • Final primary research will be posted on the blog with open comments.
  • Research will be updated periodically to reflect market realities, based on the discretion of the primary analyst. Updated research will be dated and given a version number.
    For research that cannot be developed using this model, such as complex principles or models that are unsuited for a series of blog posts, the content will be chunked up and posted at or before release of the paper to solicit public feedback, and provide an open venue for comments and criticisms.
  • In rare cases Securosis may write papers outside of the primary research agenda, but only if the end result can be non-biased and valuable to the user community to supplement industry-wide efforts or advances. A “Radically Transparent Research” process will be followed in developing these papers, where absolutely all materials are public at all stages of development, including communications (email, call notes).
    Only the free primary research released on our site can be licensed. We will not accept licensing fees on research we charge users to access.
  • All licensed research will be clearly labeled with the licensees. No licensed research will be released without indicating the sources of licensing fees. Again, there will be no back channel influence. We’re open and transparent about our revenue sources.

In essence, we develop all of our research out in the open, and not only seek public comments, but keep those comments indefinitely as a record of the research creation process. If you believe we are biased or not doing our homework, you can call us out on it and it will be there in the record. Our philosophy involves cracking open the research process, and using our readers to eliminate bias and enhance the quality of the work.

On the back end, here’s how we handle this approach with licensees:

  • Licensees may propose paper topics. The topic may be accepted if it is consistent with the Securosis research agenda and goals, but only if it can be covered without bias and will be valuable to the end user community.
  • Analysts produce research according to their own research agendas, and may offer licensing under the same objectivity requirements.
  • The potential licensee will be provided an outline of our research positions and the potential research product so they can determine if it is likely to meet their objectives.
  • Once the licensee agrees, development of the primary research content begins, following the Totally Transparent Research process as outlined above. At this point, there is no money exchanged.
  • Upon completion of the paper, the licensee will receive a release candidate to determine whether the final result still meets their needs.
  • If the content does not meet their needs, the licensee is not required to pay, and the research will be released without licensing or with alternate licensees.
  • Licensees may host and reuse the content for the length of the license (typically one year). This includes placing the content behind a registration process, posting on white paper networks, or translation into other languages. The research will always be hosted at Securosis for free without registration.

Here is the language we currently place in our research project agreements:

Content will be created independently of LICENSEE with no obligations for payment. Once content is complete, LICENSEE will have a 3 day review period to determine if the content meets corporate objectives. If the content is unsuitable, LICENSEE will not be obligated for any payment and Securosis is free to distribute the whitepaper without branding or with alternate licensees, and will not complete any associated webcasts for the declining LICENSEE. Content licensing, webcasts and payment are contingent on the content being acceptable to LICENSEE. This maintains objectivity while limiting the risk to LICENSEE. Securosis maintains all rights to the content and to include Securosis branding in addition to any licensee branding.

Even this process itself is open to criticism. If you have questions or comments, you can email us or comment on the blog.