The SOAR Platform Evaluation Playbook is a ready-to-use template for security teams to compare, select, and implement Security Orchestration, Automation, and Response platforms.
What's inside
Scope and Objectives
Functional Evaluation
Integrations and Data Feeds
Playbook Design Criteria
Evaluation Matrix
Implementation Plan
Risks and Mitigations
How to use this template
Define scope: fill [Scope], [Objects], and [Constraints] to frame the evaluation.
Populate evaluation criteria: capture required capabilities in [Core Capabilities], [Integrations], and performance goals.
Add vendor data: replace placeholders with real vendor names, versions, and scores in the Evaluation Matrix.
Draft initial playbooks: outline 1–2 starter playbooks for common incidents using [Playbook Template] placeholders.
Plan deployment: assign owners, dates, and milestones in the Implementation Plan.
Why it works
What is a SOAR platform?
A SOAR platform helps security teams automate response workflows by orchestrating actions across tools, collecting alerts, and closing incidents faster.
How do you evaluate a SOAR platform?
Use structured criteria for core capabilities, integrations, usability, and governance. Compare against a live test plan and real-world use cases.
How do you secure data when integrating with a SOAR platform?
Define least-privilege access, audit trails, and data handling rules before enabling data feeds and third-party connectors.