James,

I can't believe I forgot to mention the presentation before mine at that particular OWASP con. Anthony Canike did an exceptional job chronicling what he had done at Vanguard. This presentation, if I recall correctly, should have some fodder for you.

www.owasp.org/images/0/05/AppSec2005DC-Anthony_Canike- Enterprise_AppSec_Program.ppt

----
John Steven
Technical Director; Principal, Software Security Group
Direct: (703) 404-5726 Cell: (703) 727-4034
Key fingerprint = 4772 F7F3 1019 4668 62AD  94B0 AE7F

Blog: http://www.cigital.com/justiceleague
http://www.cigital.com
Software Confidence. Achieved.


On Mar 19, 2007, at 9:55 PM, John Steven wrote:

Andrew, James,

Agreed, Microsoft has put some interesting thoughts out in their SDL book. Companies that produce a software product will find a lot of this approach resonates well. IT shops supporting financial houses will have more difficulty. McGraw wrote a decent blog entry on this topic:

http://www.cigital.com/justiceleague/2007/03/08/cigitals- touchpoints-versus-microsofts-sdl/

Shockingly, however, I seem to be his only commentator on the topic.

I think James will find Microsoft's literature falls terribly short of even the raw material required to produce the PPT he desires. Let's see what we can do for him.

First: audience. I'm not sure of James' position, but it doesn't sound like he's high enough that he's got the CISO's ear now, nor that he's face-down in the weeds either. James, you sit somewhere in-between? James appears to work for an insurance company. Insurance companies do care about risk, but they're sometimes blind to the kinds (and magnitudes) of software risk their business faces. They fall in a middle ground between securities companies and banks.

Second, length: If you're going after a SVP or EVP, James, I'd keep the deck to ~3-5 slides. 1) Motivate the problem, 2) Show your org's. status (as an application security framework) and, 3) show the 6mo., 9mo., 12mo. (maybe) roadmap. Depending on the SVP, another two slides comparing you to others might work, as well as a slide that talks in more detail about costs, deliverables, and resource-requirements, and value.

Higher? I'd do two slides: 1) framework and 2) roadmap. The end. Place costs and value on the roadmap. What about content? Longer decks I've seen (or helped create) have begun with research from analyst firms, or with pertinent headlines, to motivate the problem (couched as FUD if you're not careful) on slide one. Still, you'd be wise to pick fodder that will appear to the decision maker's own objectives. His/her objectives may be in pursuit of differentiation/opportunity or risk reduction, as Andrew said, or (more probably) they're pursuant to a more mundane goal: drive down (or hold constant) security cost while driving up the effectiveness of the spending.

To this end, the decks I've seen quickly moved beyond motivation into solution. Here, you have to begin thinking about your current org. See:

http://www.cigital.com/justiceleague/2007/02/22/keeping-up-with-the- jones-security-initiatives/

To summarize my entry, your organization probably didn't start thinking about software security yesterday, and they likely have something in place--even if it isn't to your satisfaction yet. Likewise, true strengths lurk, waiting to be leveraged. Out here in mailing-list-land, we can't be sure of specifics, but, I've got some premonitions. Insurance companies I've seen seem to mix small wild-wild-west (Developers cowboys 'follow' Agile as an excuse to just slam code without process) teams with those following a largely monolithic waterfall-like (regardless of how 'iterative' it's described) development process in their application portfolio. In either case, an in-project risk officer exists, but the function seems overshadowed by deadlines, features, and cost.

On the topic of the framework slide, you mentioned a _very_ important quality: who, what, when structure. I wrote an IEEE S&P article on this topic long ago:

www.cigital.com/papers/download/j2bsi.pdf

but you can also look at my talk from OWASP's DC conference in '05 on the same topic for slide help.

What about the roadmap--the way forward? Even if currently ineffective, current security items like an architectural review checklist present opportunity with which to start your roadmap. When working on your roadmap focus on how small iterative changes in existing elements (like that checklist) can save you on security effort (spending) later. Pick sure wins and to communicate value, show a metric that will demonstrate the savings. Propose measurements up front, if only verbally, as part of this presentation. For instance: Do your applications have available a custom implementation of input validation routines built on top of Struts' Validator framework? Ask about its use in the architectural checklist. Propose to measure penetration testing results in the input filtering class and correlate it with checklist answers. As you collect data you'll be building (or possibly but not hopefully destroying) the case for your expanded checklist and the savings it provides. There are a host of hidden measures embedded in this example, each shining light in a particular direction. Make sure each and every initiative can make use of such measures as justification.

Well, this is long enough for now. If there are topics you'd like me to enumerate more fully, or if I've missed something, shoot me an email.

Hope this helps, and sorry I didn't just attach a PPT ;)
----
John Steven
Technical Director; Principal, Software Security Group
Direct: (703) 404-5726 Cell: (703) 727-4034
Key fingerprint = 4772 F7F3 1019 4668 62AD 94B0 AE7F

Blog: http://www.cigital.com/justiceleague
http://www.cigital.com
Software Confidence. Achieved.


On Mar 19, 2007, at 4:12 PM, McGovern, James F ((HTSC, IT)) wrote:

I agree with your assessment of how things are sold at a high- level but still struggling in that it takes more than just graphicalizing of your points to sell, hence I am still attempting to figure out a way to get my hands on some PPT that are used internal to enterprises prior to consulting engagements and I think a better answer will emerge. PPT may provide a sense of budget, timelines, roles and responsibilities, who needed to buy- in, industry metrics, quotes from noted industry analysts, etc that will help shortcut my own work so I can start moving towards the more important stuff.
-----Original Message-----
From: Andrew van der Stock [mailto:[EMAIL PROTECTED]
Sent: Monday, March 19, 2007 2:50 PM
To: McGovern, James F (HTSC, IT)
Cc: SC-L
Subject: Re: [SC-L] How is secure coding sold within enterprises?

There are two major methods:

Opportunity cost / competitive advantage (the Microsoft model)
Recovery cost reductions (the model used by most financial institutions)

Generally, opportunity cost is where an organization can further its goals by a secure business foundation. This requires the CIO/ CSO to be able to sell the business on this model, which is hard when it is clear that many businesses have been founded on insecure foundations and do quite well nonetheless. Companies that choose to be secure have a competitive advantage, an advantage that will increase over time and will win conquest customers. For example (and this is my humble opinion), Oracle’s security is a long standing unbreakable joke, and in the meantime MS ploughed billions into fixing their tattered reputation by making it a competitive advantage, and thus making their market dominance nearly complete. Oracle is now paying for their CSO’s mistake in not understanding this model earlier. Forward looking financial institutions are now using this model, such as my old bank’s (with its SMS transaction authentication feature) winning many new customers by not only promoting themselves as secure, but doing the right thing and investing in essentially eliminating Internet Banking fraud. It saves them money, and it works well for customers. This is the best model, but the hardest to sell.

The second model is used by most financial institutions. They are mature risk managers and understand that a certain level of risk must be taken in return for doing business. By choosing to invest some of the potential or known losses in reducing the potential for massive losses, they can reduce the overall risk present in the corporate risk register, which plays well to shareholders. For example, if you invest $1m in securing a cheque clearance process worth (say) $10b annually to the business, and that reduces check fraud by $5m per year and eliminates $2m of unnecessary overhead every year, security is an easy sell with obvious targets to improve profitability. A well managed operational risk group will easily identify the riskiest aspects of a mature company’s activities, and it’s easy to justify improvements in those areas.

The FUD model (used by many vendors - “do this or the SOX boogeyman will get you”) does not work.

The do nothing model (used by nearly everyone who doesn’t fall into the first two categories) works for a time, but can spectacularly end a business. Card Systems anyone? Unknown risk is too risky a proposition, and is plain director negligence in my view.

Thanks,
Andrew


On 3/19/07 11:35 AM, "McGovern, James F (HTSC, IT)" <[EMAIL PROTECTED]> wrote:

I am attempting to figure out how other Fortune enterprises have went about selling the need for secure coding practices and can't seem to find the answer I seek. Essentially, I have discovered that one of a few scenarios exist (a) the leadership chain was highly technical and intuitively understood the need (b) the primary business model of the enterprise is either banking, investments, etc where the risk is perceived higher if it is not performed (c) it was strongly encouraged by a member of a very large consulting firm (e.g. McKinsey, Accenture, etc).

I would like to understand what does the Powerpoint deck that employees of Fortune enterprises use to sell the concept PRIOR to bringing in consultants and vendors to help them fulfill the need. Has anyone ran across any PPT that best outlines this for demographics where the need is real but considered less important than other intiatives?




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