EDR Implementation Checklist (70 endpoints)

Phase 0: Pre-checks

• Inventory: OS versions, device owners, roles, critical endpoints.
• Network allowlist: EDR cloud endpoints/proxies if needed.
• Conflicts: existing AV/agent compatibility.
• Policy baseline: what to block, what to alert, what to monitor.

Phase 1: Pilot (Wave 0)

• 10 devices: mix of Windows/Mac, IT + power users.
• Health KPIs: agent online rate, telemetry volume, CPU/RAM impact.
• Noise control: identify top false positives and tune.
• Runbook test: isolate host, kill process, collect artifacts, unblock.

Phase 2: Deployment waves

Wave 1 (general staff): 40 devices
Wave 2 (executives / sensitive): 20 devices
Wave 3 (special systems): 10 devices (finance, servers, niche apps)

Professional rule: executives go after the pilot, not before. You want the rollout stable first.

Phase 3: Alert tuning & response actions

• Alert buckets: Malware, credential abuse, persistence, lateral movement, suspicious PowerShell.
• Auto-actions: isolate only for high-confidence events; alert-only for medium confidence.
• Exclusions: minimal and documented (ISO-friendly).
• SLAs: who triages, who approves containment, who communicates.

Phase 4: Reporting (executive-ready)

• Coverage: % endpoints protected, % healthy agents, % missing
• Top detections: categories and trends
• Mean time: to triage, to contain, to close
• Risk notes: what was prevented and what still needs work

ISO documentation angle (simple)

• Policy: Endpoint Security Policy
• SOP: Alert triage + containment + exception handling
• Evidence: deployment report, agent health dashboard, monthly metrics