Securosis

Research

Friday Summary: Decisions, Decisions

I am in a bit of a pickle, and could use some advice. Over the time I have been an analyst, I have learned that it is important to have the right distribution of research. My rule of thumb is 80-90% of it should be practical research to help people get their jobs done on a daily basis. Then you can spend 10-20% on future research that I promise not to call thought leadership. Many analysts (and other pundits) fall into an esoteric trap, where they are so desperate to be seen as leaders that their research becomes more about branding and marketing, and less about helping people get their jobs done. It is totally fine to tilt at the occasional windmill, but everything in moderation. The corollary is that once you focus on the future too much you disconnect from the present and lose your understanding of current technologies and trends, and your subsequent predictions are based on reading science fiction and bad tech media articles. Those aren’t worth the bits they are printed on. And yeah, there is a lot of that going around. Always has been, especially in conference keynotes. This isn’t merely for ego gratification. On the business side you can’t survive long by selling research that doesn’t help someone get their job done. Many of my former Gartner colleagues lose track of this because they think people like their new “connected enterworld” junk, as opposed to paying for Magic Quadrants so they don’t lose their jobs when they buy something in the upper-right quadrant that doesn’t work. For a small firm like us, screw up the mix and it’s back to truck driving school. My dilemma is that a lot of the research I’m working on appears to be ahead of the general market, but still very practical and usable. I am thinking specifically of my work on Software Defined Security and DevOps. It’s the most fulfilling research I have done in a long time, especially because it gets me back to coding – even at a super-basic level. But I am borderline tilting at windmills myself – relatively few organizations are operationally ready for it. So it isn’t a load of hand-waving bullpoop – it is all real and usable today – but not for many organizations that lack the time or resources to start integrating these ideas. Not everyone has free time to play with new things. Especially with all the friggin’ auditors hanging over your head. Anyway, I have been bouncing this off people since Black Hat and am interested in what you folks think. I would love to make a go of it and have at least half my research agenda filled with using APIs, securing cloud management planes, integrating security into DevOps, and the like, but only if there is real interest out there – I gotta pay the bills. Drop me a line at rmogull at securosis dot com if you have an opinion, or leave a comment on this post. Thanks, and on to the Summary: Webcasts, Podcasts, Outside Writing, and Conferences Mike’s DDoS research quoted in the Economist… Really. Security issues are clearly becoming mass market news. Mike quoted in Dark Reading about Websense’s free CSO advisory offering. Don’t Be The Tortoise. Rich digs into his old book of parables at Dark Reading to point out that: “Agility may not always win the race, but you sure shouldn’t bet against it.” Incentives and Organizational Alignment (Or Lack Thereof). Mike’s latest Dark Reading column on Vulnerabilities and Threats. Rich on Threatpost – How I Got Here. I got to do my third favorite thing, talk about myself. Dave Mortman on Big Data Security Challenges. Rich’s piece on Apple’s security design quoted in a Techpinions article. Dave Lewis at CSO Online: Innovation And The Law Of Unintended Consequences. And more of Mr. Lewis: My (ISC)2 Report Card. Favorite Securosis Posts Mike Rothman: The future of security is embedded. Gunnar weighs in on our little blog ‘discussion’ about how to prove value in a security operation. And no, I don’t really think Rich and I were arguing. Rich: Random Thought: Meet Your New Database. Some trends are real. Both Adrian and I, former DBAs and developers, would likely go non-relational with our next projects. Mort: PCI 3.0 is coming. Hide the kids. Other Securosis Posts Tracking the Syrian Electronic Army. Third Time is the Charm. Security is Reactive. Learn to Love It. Deming and the Strategic Nature of Security. Incite 8/27/2013: You Can’t Teach Them Everything. Reactionary Idiot Test. VMWare Doubles Down on SDN. China Suffers Large DNS DDoS Attack. Friday Summary: August 23, 2013. “Like” Facebook’s response to Disclosure Fail. Research Scratchpad: Stateless Security. New Paper: The 2014 Endpoint Security Buyer’s Guide. Incite 8/21/2013: Hygienically Challenged. Two Apple Security Tidbits. Ecosystem Threat Intelligence: Use Cases and Selection Criteria. Ecosystem Threat Intelligence: Assessing Partner Risk. Favorite Outside Posts Mike Rothman: Innovation and the Law of Unintended Consequences. Dave has been killing it in his CSO blog. This latest one deals with the fact that until we can do security fundamentals well, dealing with all of these shiny innovative security objects is like moving deck chairs on the Titanic. David Mortman: ITIL vs. DevOps: Slugfest or Lovefest? Rich: Dark Patterns: inside the interfaces designed to trick you. Really great design stuff. Research Reports and Presentations The 2014 Endpoint Security Buyer’s Guide. The CISO’s Guide to Advanced Attackers. Defending Cloud Data with Infrastructure Encryption. Network-based Malware Detection 2.0: Assessing Scale, Accuracy and Deployment. Quick Wins with Website Protection Services. Email-based Threat Intelligence: To Catch a Phish. Network-based Threat Intelligence: Searching for the Smoking Gun. Understanding and Selecting a Key Management Solution. Building an Early Warning System. Implementing and Managing Patch and Configuration Management. Top News and Posts New York Times DNS Hacked. Android malware WAY worse than iOS. Russian spyboss brands Tor a crook’s paradise, demands a total ban. Obama administration asks court to force NYT reporter to reveal source. Amazon ‘wish list’ is gateway to epic social engineering hack. Former White House ‘copyright czar’

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.