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How we work

Cloud Infrastructure Assessment: The Assess Phase

A cloud infrastructure assessment is the first phase of our engagement. We review your cloud accounts, infrastructure code, CI/CD pipelines, monitoring and on-call practice, interview your engineers, and deliver a written findings report with risks ranked by impact and effort. It is read-only: we change nothing in your environment.

Key takeaways

  • The assessment is read-only. We use scoped, read-only access and change nothing in your environment.
  • You receive a written findings report, not a slide deck of opinions. Every finding cites evidence.
  • Findings are prioritised by risk and effort, so you can act on them with or without us.
  • We cover cloud accounts, IaC, CI/CD, Kubernetes, observability, security basics and operations.
  • Conversations with your engineers matter as much as tooling output.
  • The report stands alone: you are not obliged to continue to the Plan phase.

Why a cloud infrastructure assessment comes first

Most DevOps and cloud problems are not caused by a lack of tools. They come from an environment that grew organically: accounts created for one project and reused for another, pipelines copied between repositories, dashboards nobody trusts, and a handful of people who know where the sharp edges are. Proposing a target architecture before understanding that history is how consultancies produce confident but wrong plans.

The Assess phase exists to replace assumptions with evidence. We look at what you actually run, how changes reach production, how failures are noticed, and how much of the setup is reproducible. The output is a written findings report that your CTO, head of platform and engineers can read, challenge and act on. It is the first of four phases described on the How we work page.

What we look at

We scope the audit to your situation, but most assessments cover the same areas across AWS, Azure and Kubernetes.

Cloud accounts and networking

Account and subscription structure, VPC or VNet layout, public exposure, DNS, load balancers and egress paths. We look for flat networks, forgotten public endpoints and environments that share blast radius.

Identity and access

IAM roles, Azure RBAC assignments, long-lived credentials, break-glass access and how engineers authenticate. Over-broad permissions and unrotated keys are among the most common findings.

Infrastructure as code

What share of the estate is defined in Terraform or similar, how state is stored and locked, how modules are versioned, and how much drift exists between code and reality. If your platform began as console work, our guide on moving from ClickOps to Terraform on AWS describes the usual path.

CI/CD pipelines

Build and deploy flow, test coverage in the pipeline, secret handling, approval gates, rollback options and how long a change takes to reach production. See our CI/CD pipeline service for how we usually fix what we find.

Kubernetes and containers

Cluster version and upgrade practice, node pools, resource requests and limits, network policies, ingress, image provenance and workload security settings.

Observability and operations

Metrics, logs, traces, alert quality, on-call rotation, incident history, backups and restore testing. We pay particular attention to whether alerts map to user impact, and whether anyone has ever restored from backup.

How the assessment works in practice

We separate observation from judgement. First we collect facts using read-only tooling and short interviews. Then we interpret them.

For infrastructure code and configuration, automated scanners give a fast first pass. For example, a read-only scan of a Terraform repository and a container image might look like this:

## Static analysis of Terraform for misconfigurations (no cloud access needed)
checkov -d ./infrastructure --framework terraform --compact

## Scan a container image for known vulnerabilities
trivy image --severity HIGH,CRITICAL registry.example.com/app:latest

## Confirm what is actually running in the cluster
kubectl get pods --all-namespaces -o wide
kubectl top nodes

Scanner output is a starting point, not a finding. A flagged open security group might be a deliberate public load balancer. We verify each result against how the system is meant to work before it enters the report, which keeps the report credible and short.

Interviews are equally important. Engineers will tell us that a particular deploy script is never run on Fridays, or that one cluster is not upgraded because nobody is sure what depends on it. That kind of knowledge never appears in a scan.

What you receive

The main artefact is a written findings report. A typical structure:

SectionWhat it contains
Executive summaryOverall position, the few issues that matter most, recommended next step
Scope and methodAccounts, repositories and teams reviewed, what was not reviewed
Findings registerOne row per finding: area, evidence, severity, effort, recommended action
Quick winsLow-effort changes your team can make immediately
Structural issuesLarger problems that need design work, usually input to the Plan phase
Suggested sequenceProposed order of work and dependencies

Each finding follows the same pattern: what we saw, where we saw it, why it matters, how confident we are, and what we recommend. Severity reflects likely impact on security, reliability, cost or delivery speed, and effort is stated relative to your team, not as a generic estimate.

You also get a walkthrough session, so questions are answered while the context is fresh. If you want a lightweight benchmark before engaging, the DevOps maturity assessment gives a quick self-scored view.

What we need from you

  • Read-only access to the in-scope cloud accounts, repositories and pipeline tooling.
  • A technical point of contact who can unblock access and answer questions.
  • Time with the engineers who build and run the platform, plus any recent incident write-ups.
  • Honest context: known problems, planned migrations, compliance obligations and upcoming launches.

We do not need production data, and we will tell you if a finding would require touching it.

Timing and decision points

Duration depends on scope: more accounts, clusters and teams mean more to inspect. We give an expected duration in writing after scoping, and tell you early if the scope changes.

There are three decision points. At scoping, you approve what is in and out. At the walkthrough, you challenge findings and we correct anything that is wrong. At the end, you choose whether to act alone, continue to planning, or stop.

How to verify the quality of an assessment

A good assessment is checkable. Ask for these:

  1. Evidence for every finding: a resource ID, file path, query or screenshot you can reproduce.
  2. A stated scope and its gaps: what was not reviewed is as important as what was.
  3. Prioritisation that reflects your business: a payment system and an internal tool should not share a severity scale.
  4. Recommendations you can act on without us: specific enough for your team to start Monday.
  5. Disagreement handled openly: findings your engineers dispute should be revised or marked as contested, not defended.

Be wary of reports that are mostly scanner output, contain no interviews, or end with a single large rewrite as the answer.

When you may not need this phase

If you already have a recent, trusted review and a clear direction, you can skip straight to planning. If you have one narrow problem, such as an unreliable pipeline, a focused engagement on CI/CD or Kubernetes may be more efficient. The assessment earns its place when the estate is large, poorly documented, or the team has changed since it was built. To discuss scope, book a consultation.

References

How we deliver it

  1. 01

    Scope and access

    We agree which accounts, clusters, repositories and pipelines are in scope and set up read-only access with named identities that you can revoke at any time.

  2. 02

    Discovery interviews

    We talk to the engineers who run the platform: how they deploy, what breaks, what they avoid touching, and who gets paged.

  3. 03

    Technical audit

    We inspect cloud configuration, networking, identity, infrastructure code, pipelines, cluster setup, backups and monitoring using tooling plus manual review.

  4. 04

    Analysis and prioritisation

    We turn raw observations into findings, each with evidence, risk, effort and a recommended action, then rank them.

  5. 05

    Findings report and walkthrough

    We deliver the written report and walk your leadership and engineers through it, including questions and disagreements.

  6. 06

    Decision point

    You decide what to do next: act on the report alone, move into planning with us, or pause.

Tools and technologies

AWS ConfigAWS Security HubAzure PolicyMicrosoft Defender for CloudTerraformkubectlPrometheusGrafanaTrivyCheckov

Frequently asked questions

What is a cloud infrastructure assessment?
It is a structured, read-only review of how your cloud platform is built and run. We examine accounts, networking, identity, infrastructure code, CI/CD, Kubernetes, observability and operational practice, then deliver a written report that ranks what to fix first. The goal is a shared, evidence-based picture of risk, cost and delivery friction.
Do you need write access to our cloud accounts?
No. The assessment uses read-only access with identities you create and can revoke. We do not change resources, deploy code or modify pipelines during this phase. Where a finding needs deeper inspection, we ask your engineers to run a command or share an export instead of widening our access.
How long does an assessment take?
It depends on scope: the number of accounts, clusters, repositories and teams involved. A single product on one cloud is quicker than a multi-account estate with several clusters. We confirm the expected duration in writing before starting, after a short scoping conversation.
What do we receive at the end?
You receive a written findings report: an executive summary, a table of findings with severity, evidence, effort and recommended action, and a suggested order of work. We also run a walkthrough session. The report belongs to you and can be used with any provider.
Do we have to hire you for the next phase?
No. The report is designed to be actionable by your own team or another provider. If you want help, the next step is the Plan phase, but it is a separate decision with its own scope, and you approve it before anything starts.
How is this different from the DevOps maturity assessment tool?
The online tool gives you a quick self-scored benchmark in minutes. This assessment inspects your real environment and interviews your engineers, so the findings are specific to your accounts, pipelines and incidents rather than a generic score.

Talk to an engineer about cloud infrastructure assessment

Book a free 30-minute call. We review your current setup and tell you honestly whether and how we can help.

Written by Saddique Khan, DevOps / SRE / Cloud Consultant Engineer. Last updated 2026-10-08.