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Endpoint Detection & Response (EDR) Management SOP

Standard Operating Procedure for managed endpoint protection and response services

Service Pillar: Operate Service Category: Managed Security Engagement Type: Ongoing Monthly Retainer Related Pricing: See Pricing & Positioning


Service Overview

Purpose

Provide comprehensive endpoint detection and response (EDR) management including deployment, configuration, monitoring, threat response, and optimization of endpoint security platforms to protect client devices against advanced threats.

Target Personas

Persona Primary Pain Point Value Case
Solo IT Director No time to manage security tools Fully managed endpoint protection
CFO/Controller Security tool ROI unclear Measurable protection metrics
CTO/VP Engineering Development environments at risk DevOps-friendly security

Business Justification

Metric Value Source
Endpoints involved in breaches 70% Ponemon Endpoint Security Report 2024
Traditional AV detection rate 50-60% AV-TEST Malware Report 2024
EDR detection rate 95%+ MITRE ATT&CK Evaluations 2024
Mean time to contain with EDR 85% faster CrowdStrike Global Threat Report 2024
Cost of endpoint breach $4.88 million average IBM Cost of Data Breach 2024
Organizations using EDR 68% Gartner Endpoint Security Survey 2024

Pricing Reference

Tier Coverage Monthly Investment Per-Endpoint Rate
Essential <100 endpoints, monitoring + alerting $20/endpoint/month Minimum $1,500/month
Standard 100-500 endpoints, full management $25-$30/endpoint/month Includes response
Enterprise 500+ endpoints, dedicated analyst $20-$25/endpoint/month Volume discount

[BENCHMARK] Industry Pricing: - EDR/MDR services typically range $15-$40/endpoint/month (Forrester MDR Wave 2024) - Managed EDR: $8-$16/agent/month base (CrowdStrike Falcon Go) - Full MDR: $2.99-$30/endpoint/month (Huntress)

See Pricing & Positioning for complete pricing structure.


Supported Platforms

Primary EDR Platforms

Platform Strengths Best For
CrowdStrike Falcon Industry-leading detection, cloud-native Enterprise, high-security
Microsoft Defender for Endpoint M365 integration, cost-effective Microsoft shops
SentinelOne AI-powered, autonomous response Automation-focused
Sophos Intercept X SMB-friendly, included MDR Cost-conscious SMBs
Huntress Persistent footholds focus MSP-friendly, SMB

Platform Selection Criteria

Factor Consideration
Integration Existing security stack compatibility
Licensing Existing investments, bundling opportunities
Deployment Agent compatibility, OS support
Features Detection, response, forensics capabilities
Cost Per-endpoint pricing, volume discounts

Pre-Engagement

Onboarding Checklist

  • Current endpoint protection solution documented
  • Endpoint inventory complete (OS, versions)
  • Deployment mechanism available (RMM, GPO, Intune)
  • Exclusion requirements identified
  • Critical systems classified
  • Rollback plan documented
  • Change management process confirmed

Technical Requirements

Component Requirement Notes
Operating Systems Windows 10+, macOS 11+, Linux Version-specific agent support
Connectivity Internet access for cloud management Proxy support if needed
Deployment Tool RMM, SCCM, Intune, or GPO Mass deployment capability
Admin Access Local admin for installation Temporary or persistent
Existing AV Removal or compatibility plan Conflict prevention

Deployment Timeline

Phase Duration Activities
Pilot Week 1 Deploy to 5-10% of endpoints
Tuning Week 2 Exclusions, policy refinement
Rollout Weeks 3-4 Full deployment in phases
Optimization Ongoing Continuous tuning

Service Delivery Framework

EDR Management Model

┌─────────────────────────────────────────────────────────────────┐
│                    EDR MANAGEMENT SERVICES                       │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│  DEPLOYMENT & CONFIGURATION                                     │
│  ├── Agent deployment and updates                               │
│  ├── Policy configuration and tuning                            │
│  ├── Exclusion management                                       │
│  └── Integration with SIEM/SOC                                  │
│                                                                  │
│  MONITORING & DETECTION                                         │
│  ├── Real-time threat monitoring                                │
│  ├── Alert triage and investigation                             │
│  ├── Threat hunting                                             │
│  └── IOC/TTP detection                                          │
│                                                                  │
│  RESPONSE & REMEDIATION                                         │
│  ├── Automated containment                                      │
│  ├── Remote isolation                                           │
│  ├── Malware removal                                            │
│  └── Recovery assistance                                        │
│                                                                  │
│  OPTIMIZATION & REPORTING                                       │
│  ├── Detection rule tuning                                      │
│  ├── Performance optimization                                   │
│  ├── Coverage reporting                                         │
│  └── Executive dashboards                                       │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘

Detection Categories

Threat Type Detection Method Response
Malware Execution Behavioral + signature Block + quarantine
Ransomware Canary files, encryption behavior Isolate + rollback
Fileless Attacks Memory analysis, script monitoring Block + investigate
Credential Theft LSASS protection, credential access Alert + contain
Lateral Movement Network anomalies, SMB abuse Isolate + hunt
Persistence Registry, scheduled tasks, services Alert + remediate

Response Capabilities

Capability Description Automation Level
Process Termination Kill malicious processes Automated
Network Isolation Disconnect from network Manual + Automated
File Quarantine Remove malicious files Automated
Registry Cleanup Remove persistence mechanisms Manual
Remote Shell Forensic investigation Manual
Rollback Restore from VSS/snapshots Manual

Operational Procedures

Daily Operations

Task Frequency Description
Alert Review Continuous Triage all EDR alerts
Health Check Daily Verify agent connectivity
Update Status Daily Confirm signature updates
Threat Hunt Daily Proactive IOC searches

Weekly Operations

Task Description
Coverage Report Identify missing or unhealthy agents
Policy Review Evaluate detection policies
Exclusion Audit Review and validate exclusions
Performance Review Check for agent performance issues

Monthly Operations

Task Description
Executive Reporting Detection metrics and trends
Detection Tuning Optimize for false positive reduction
Platform Updates Apply platform upgrades
Configuration Review Validate policy alignment

SLA Commitments

Response Time SLAs

Alert Severity Triage Time Response Time Resolution Target
Critical <15 minutes <30 minutes <4 hours
High <1 hour <2 hours <24 hours
Medium <4 hours <8 hours <72 hours
Low <24 hours <48 hours <1 week

Operational SLAs

Metric Target Measurement
Agent Coverage 98%+ of endpoints Weekly
Agent Health 95%+ healthy Daily
Update Currency <24 hours behind Daily
False Positive Rate <5% Monthly
Detection Accuracy >95% Monthly

Deliverables

Real-Time Deliverables

Deliverable Frequency Audience
Threat Alerts Immediate IT team
Containment Actions As needed IT team + affected users
Investigation Reports Per incident IT team + management

Periodic Reports

Report Frequency Content
Weekly Summary Weekly Alert statistics, agent health
Monthly Executive Monthly Threat landscape, metrics, recommendations
Quarterly Review Quarterly Strategic assessment, optimization roadmap
Annual Assessment Annually Platform evaluation, technology recommendations

Report Components

Monthly Executive Report: 1. Executive Summary 2. Threat Detection Summary - Total detections by category - Severity distribution - Response metrics 3. Endpoint Coverage - Deployment status - Agent health - Update status 4. Notable Incidents 5. Recommendations 6. Next Month Focus


Quality Assurance

Continuous Improvement

Activity Frequency Purpose
Detection Tuning Weekly False positive reduction
Policy Optimization Monthly Coverage improvement
Platform Evaluation Quarterly Technology assessment
Exclusion Review Monthly Security vs. usability balance

Quality Checks

  • All endpoints reporting to console
  • Definitions current within SLA
  • Policies aligned with best practices
  • Exclusions documented and justified
  • Response playbooks current
  • Integration with SOC operational

Service Quality Standards

Standard Requirement
Analyst Training Vendor certification required
Response Playbooks Documented for common scenarios
Escalation Paths Defined and tested
Backup Procedures Agent deployment alternatives

Integration with Other Services

SIEM/SOC Integration

Integration Point Data Flow Value
Alert Forwarding EDR → SIEM Correlated detection
Investigation Support SIEM ↔ EDR Deep forensics
Threat Intelligence TI → EDR IOC blocking
Response Automation SOAR ↔ EDR Automated containment

Internal Service Integration

Service Integration Value
Managed SOC Alert correlation Unified detection
Vulnerability Management Risk correlation Attack surface context
Incident Response Escalation path Seamless response
Security Policy Policy enforcement Consistent controls

Service Connection SOP Reference
Managed SOC Alert correlation managed-soc-sop.md
Vulnerability Management Endpoint risk vulnerability-management-sop.md
Incident Response Escalation incident-response-sop.md
vCISO Strategic oversight vcto-vciso-engagement-sop.md
Penetration Testing Detection validation pentest-sop.md

Evidence Base

Why This Approach Works

Principle Evidence Source
EDR superior to AV 40% more detections MITRE Evaluations 2024
Managed EDR more effective 50% faster response Forrester MDR Analysis
Continuous monitoring critical 85% faster containment CrowdStrike 2024
Endpoint visibility essential 70% of breaches involve endpoints Ponemon 2024

SBK Success Metrics

Metric Target Measurement
Agent coverage 98%+ Weekly
Detection accuracy 95%+ Monthly
Client satisfaction 4.5+/5.0 Quarterly survey
Response SLA adherence 99%+ Monthly

References


Last Updated: February 2026 Version: 1.0