Plan your evaluation
Write down the workflow, systems, operating owner, and evidence needed to make your decision. Use the same scope for every supplier, and ask which parts of the demonstration are included in the proposed package.
Message protection
Use safe examples of the message types your team needs to handle. Separate filtering, impersonation controls, malicious-link handling, and post-delivery investigation in the requirements.
Deployment and mail flow
Document routing, API permissions, identity dependencies, and changes to the existing email environment. Plan rollback and continuity before altering production mail flow.
Reporting and response
Walk through an employee report and the investigation that follows. Establish who can search for related messages, remove them, notify users, and record the outcome.
Questions to ask
- Where does the control operate in our email workflow?
- What happens after a suspicious message has already been delivered?
- Which response steps are automated and which require approval?