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What is BISA, and when is it worth it?

The BISA baseline assessment (Business Infrastructure & Security Assessment) is SIMO GmbH’s structured review of a company’s current situation and immediate need for action. Step 1, Discover & Baseline, uses interviews and a site visit to document how business, data, IT, and security work together, with risks, critical gaps, priorities, and immediate actions. Step 2, Validate & Advance, checks the impact and adds the target state and roadmap. Both steps deliver Management Clarity: where you stand and what comes next.

Author Andreas O. Schwan, Managing PartnerLast reviewed

Step 1

Discover & Baseline: where you stand today

Step 1 answers the guiding question: where do we stand today, what are our main risks, and where do we need to act? Interviews with leadership, business units, and IT and an on-site visit produce a documented baseline. The findings are assessed from the perspective of business, operations, risk, and management. The baseline becomes the yardstick against which all later progress is measured.

Key results of step 1

Documented current state
The starting point against which all later progress is measured.
Findings and risks
Specific observations, backed by interviews, documents, or the on-site visit.
Critical gaps
Missing protection or capability with a high impact on the business.
Priorities
The ranking of areas for action by risk, effort, and benefit.
Immediate actions
Steps that need no major project and noticeably reduce a risk.

Areas reviewed

What BISA looks at

BISA aligns the assessment of IT and security with the business. It starts from the business context: business model, goals, critical processes, and dependencies. From there, it reviews infrastructure, network segmentation, identity and access, endpoints, cloud and SaaS, backup and recovery, data flows and interfaces, service providers and operational accountability, as well as AI readiness. Penetration testing is a separate engagement.

The result is a picture that leadership, business units, and IT can all read: what does the current state mean for operations, risk, and management, and what needs to happen first?

Step 2

Validate & Advance: from findings to target state

Step 2 is not a repeat; it picks up where step 1 left off. It validates the actions implemented, assesses what has changed since the baseline, re-evaluates the remaining risks, and widens the view to the target architecture. A completed step 1 is the prerequisite. We agree on the timing together, ideally once the immediate actions have been implemented.

The path through both steps

  1. Discover

    Step 1

    Baseline, findings, risks, priorities, and immediate actions.

  2. Improve

    Your team implements

    The immediate actions are implemented under your responsibility.

  3. Validate

    Step 2

    Check progress, re-evaluate residual risks, and name architecture gaps.

  4. Target

    Target state and roadmap

    Action plan and roadmap toward the enterprise target architecture.

Questions from leadership

What executives ask about it

When is BISA a better fit than BEIA?

For companies that want a solid baseline first and implement immediate actions themselves. If you face a major decision, investment, acquisition, or succession and need the enterprise view in a single pass, the BEIA enterprise assessment is the better choice.

What is not part of BISA?

Penetration testing is a separate engagement. The BISA baseline assessment evaluates how business, data, IT, and security work together and prioritizes actions. Your team implements the immediate actions, and step 2 then checks their impact.

Who takes part in BISA on the company side?

Executive leadership and those responsible in the business units and IT. The interviews and the on-site visit take place with them, and the documented baseline is built from their answers.

Author and sources

Who answers, and what it rests on

Sources and further reading

  1. SIMO GmbH: BISA service description, Business Infrastructure & Security Assessment, steps 1 and 2 with glossary, 2026
  2. SIMO GmbH: BEIA service description, Business Enterprise Infrastructure Assessment, 2026

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