# Company Context Document

This document provides the organizational context for developing a security playbook.

## Company Overview

### Basic Information

- **Name**: TechFlow Solutions (fictional small SaaS company)
- **Industry**: B2B SaaS / Technology
- **Founded**: 2019
- **Headquarters**: United States (with remote-first culture)

### Business Model

- B2B software-as-a-service platform
- 150+ enterprise customers
- $15M annual recurring revenue
- 45 employees (30 engineering, 10 sales/marketing, 5 operations)

### Technical Infrastructure

- Cloud-native infrastructure (AWS)
- Primary application: Web-based SaaS platform
- Customer data: Business contact info, usage analytics
- No payment card data stored (processed by Stripe)
- No healthcare/PHI data

## Current Security Posture

### Strengths

- Cloud infrastructure with AWS security controls
- Modern development practices (CI/CD, code review)
- VPN requirement for network access
- Password manager adoption
- Regular backups with tested restore procedures

### Weaknesses

- No dedicated security person/team
- Security tasks handled by DevOps lead as additional duty
- No formal security policies or procedures
- ad-hoc incident response capability
- Limited security training for employees
- BYOD policy for some remote employees

### Risk Profile

- Moderate risk tolerance for technical innovation
- Low tolerance for data breaches or customer trust issues
- Budget constraints limit security investment
- Growth phase creates complexity

## Key Stakeholders

### Executive Team

- CEO: Risk-averse, wants to avoid breaches at all costs
- CTO: Wants security that doesn't slow development
- CFO: Budget-conscious, needs cost justification

### Department Heads

- Engineering Lead: Security-focused developer, wants best practices
- DevOps Lead: Current de facto security owner
- HR Director: Needs policies for employee security awareness

### External Parties

- Customers: Increasingly asking about security practices
- Insurance: Cyber liability policy renewal pending
- Regulators: No specific requirements, but general data protection expectations
- Investors: Due diligence includes security posture

## Business Constraints

### Budget

- Total IT/security budget: ~$150,000 annually
- Prefer solutions with clear ROI
- Willing to invest in high-impact controls

### Timeline

- Q2 security initiative deadline (90 days)
- Customer security questionnaires due in 45 days
- Insurance renewal in 60 days

### Resources

- Limited dedicated security personnel
- Can dedicate ~10 hours/week from DevOps lead
- Engineering team available for implementation tasks
- No budget for external consultants (use existing relationships only)

### Technical Constraints

- Must work with existing AWS infrastructure
- Cannot significantly disrupt customer-facing operations
- Must maintain developer productivity
- Remote-first culture affects policy implementation

## Success Criteria

1. Pass customer security questionnaires with minimal exceptions
2. Satisfy insurance underwriting requirements
3. Establish baseline security policies and procedures
4. Implement high-impact controls within 90 days
5. Create sustainable security practices for growth
