Service / Human Risk Management

Automated Phishing Simulation

Continuously test employee readiness with controlled phishing simulations tailored by role, threat theme and maturity.

Business context

What this capability solves

Knowledge tests cannot reproduce the pressure and context of real social engineering. Safe simulations provide behavioral evidence and create a feedback loop for targeted coaching.

EBP Integra delivery principle

Technology is implemented as an operating capability: architecture, integration, governance, assurance, people, procedures and measurable outcomes are designed together.

Deep-dive capabilities

Capability model

Modular building blocks allow the scope to start with a focused pilot and expand into an enterprise operating model.

Campaign Design

Define objectives, audience, difficulty, scenario and safe operating rules.

Template Library

Local/global scenarios for credential phishing, invoices, HR, collaboration, cloud, QR and executive impersonation.

Adaptive Difficulty

Increase or decrease challenge based on prior behavior and programme maturity.

Safe Instrumentation

Track delivery, interaction, reporting and training follow-up without collecting unnecessary secrets.

Instant Learning

Provide contextual education immediately after risky interaction where appropriate.

Repeat-Risk Workflow

Assign targeted coaching to employees with recurring high-risk simulation outcomes.

Reference architecture

How the capability fits together

Final topology, control placement and deployment model are validated during discovery and detailed design.

People & Identity

Employee/contractor population, role, department, risk context, identity and organizational hierarchy.

Behavioral Risk Engine

Assessment, phishing outcomes, learning behavior, policy status, exposure signals and risk scoring.

Engagement & Intervention

AI-personalized coaching, microlearning, phishing simulations, campaigns, policy actions and workshops.

Management & Evidence

Dashboards, risk trends, compliance evidence, integrations, escalations and continuous improvement backlog.

Controls & governance

Data minimization and role-based access
Transparent purpose and acceptable monitoring boundaries
No punitive use of risk scores without governance
False-positive and contextual review for behavioral indicators
Controlled phishing rules and safe landing pages
Policy/e-sign evidence integrity
Retention limits for learning and simulation records
Escalation for exposed credentials or high-risk patterns
Management reporting focused on risk reduction, not surveillance

Priority use cases

Quarterly phishing programme
BEC readiness
Executive impersonation
QR phishing
Credential theft readiness
New-joiner baseline

Key deliverables

Simulation plan
Scenario/template library
Campaign configuration
Results dashboard
Risk segmentation
Follow-up coaching plan

Integration considerations

HRIS / employee directory
Google Workspace / Microsoft 365
SSO / identity provider
E-mail and approved chat channels
SIEM/SOC or security operations
GRC/policy repository
Ticketing/workflow platform
API/MCP integration layer

Implementation

Phased delivery

Each phase ends with evidence, acceptance criteria and a decision gate before broader scale-out.

1. BaselineImport population, assess maturity, establish human-risk baseline and segment priority groups.

2. PersonalizeConfigure learning, phishing, policy and intervention pathways based on role and risk.

3. EngageRun chat-native coaching, simulations, campaigns and culture activities in normal work channels.

4. MeasureTrack risk score, learning, simulation outcomes, policy completion and exposure signals.

5. ImproveTarget repeat-risk populations, refine content and controls, and report progress to management.

Outcome and KPI framework

Report rateInteraction rateCredential-submit simulation rateRepeat-risk rateTime to reportImprovement by cohort