GENERAL INFORMATION | |
Instructions: Complete this section during onboarding using the client intake form, contract, or kickoff meeting. Confirm contract dates and contact info with the Contracts or Account Management team. Address fields should reflect the physical locations being monitored or supported. Use full legal names and confirmed contact details. | |
Item | Content |
Client Name | Quiksilver |
Client Alias | QSS |
Contract Start | N/A |
Contract End | N/A |
Billing Address | 426 Paseo Reyes, St. Augustine Florida. 32095 |
Physical Address 1 | 426 Paseo Reyes, St. Augustine Florida. 32095 |
Physical Address 2 | N/A |
Physical Address 3 | N/A |
Physical Address 4 | N/A |
Website | quantss.com |
Primary Phone | 904.686.6100 |
Time Zone | FL(UTC-4) |
Other | - |
POINTS OF CONTACT / ESCALATION | |||||
Instructions: List escalation contacts in the order they should be contacted in the event of an incident. Confirm preferred contact methods (e.g., phone, email, messaging apps), time zones, and backup coverage. Ensure both technical and billing contacts are included. | |||||
Escalation Point | Name | Role / Position | Phone | Notes | |
Primary | Dawn Wilson
| MSP Lead | dawn@bluefintech.com, | Primary is the support email and CC Dawn | |
Secondary | Edward Raha | Founder | 904.686.6100 | eraha@quantss.com | |
Tertiary |
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Billing | Edward Raha | Founder | 904.686.6100 | eraha@quantss.com |
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Emergency |
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Other | Kevin Bento | VP Operations | 1.222.333.4444 | kbento@netstream.biz hansel.infante@icloud.com |
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SCOPE OF SERVICES | |||
Instructions: Match all services listed to the contract, work order, or statement of work (SOW). For each supported item, specify the current status (e.g., managed, monitored, not in use) and confirm with the project lead if there’s any uncertainty. Provide brief examples where appropriate. Add additional rows as necessary for services provided but not listed. | |||
Service | Supported | ||
MDR (CrowdStrike) | Yes - 15 endpoints contracted to February 26, 2027 | ||
XDR (Wazuh) - Endpoints | Yes | ||
XDR (Wazuh) - Cloud | Yes | ||
XDR (Wazuh) - Network | No | ||
XDR (Wazuh) - Other | No | ||
Phishing Protection / Triage | No | ||
MSP | No | ||
Security Assessment | We are separately contracted for security assessments. | ||
Impersonation Monitoring | No | ||
Dark Web Monitoring | No | ||
Policy | No | ||
Incident Response | No | ||
Other | We maintain a syslog server for the client to relay their firewall data. | ||
SPECIAL INSTRUCTIONS | |
Instructions: Use this section to record patching and maintenance windows, exceptions to monitoring, and critical systems that require extra attention. If a corresponding Freshdesk ticket exists for an item, reference it explicitly (e.g., “See Ticket #1234”). Also reference any attached documentation (e.g., network diagrams, SOPs, or escalation paths). | |
Activity | Description |
Patching Windows | Patching typically occurs at the end of each month following testing.Victoria patches workstations and Netstream patches servers. Please refer to the Endpoint and Network Device Summary below. |
Maintenance Windows | |
Exceptions to Monitoring | qss-loki-managed-syslog this agent is a syslog server we manage, and it’s part of the QSS group because it collects their firewall data. If there are any vulnerabilities on this machine, we will handle them—not QSS. So, don’t include this host in QSS vulnerability reports; it will be covered in the Loki reports instead. |
Critical Systems to Monitor | |
Other | |
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SECURITY TOOLS & AGENTS | |||
Instructions: List all known security tools and endpoint agents in use, including those hosted or managed by Loki Labs, Catalisto, the client, or third-party vendors. Specify the function of each tool, who manages or hosts it, and any deployment or integration notes. Add additional rows as necessary. | |||
Tool / Agent | Function | Hosted By | Notes |
CrowdStrike Falcon | EDR | Loki | |
Wazuh Agent | XDR | Loki | |
Defender | Endpoint Protection | Client | |
Firewalls- | Fortigate | Fortigate | We maintain/ tune this |
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ASSET INVENTORY | ||||
Instructions: Use this table if there are 20 or fewer devices. For environments with more than 20, request and attach a current asset inventory and include a reference link or filename here. Be sure to include all monitored systems, especially those with critical roles. Add additional rows as necessary. | ||||
Hostname | Device Type | OS | IP Address | Notes |
qss-QSS-CONFERENCE | Workstation | Windows 11 Pro | 10.33.13.60 | |
qss-QSS-TRADING-2 | Workstation | Windows 10 Pro | 10.33.13.51 | |
qss-QSS-MARKETING | Domain Controller | Windows 11 Pro | 10.33.13.26 | |
qss-QSS-RESEARCH | Domain Controller | Windows 11 Pro | 10.33.13.67 | |
qss-QSS-ADMINISTRAT | Workstation | Windows 11 Pro | 10.33.13.114 |
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qss-QSS-DC1 | Server | Windows Server 2022 | 172.16.100.181 |
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qss-QSS-DC2 | Server | Windows Server 2022 | 172.16.100.182 |
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qss-QSS-REMOTE | Workstation | Windows Server 2022 | 172.16.100.183 |
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qss-QSS-SQL3 | Server | Windows Server 2022 | 172.16.100.184 |
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qss-loki-managed-syslog | Server | Ubuntu 24.04.2 LTS | 10.1.32.13 |
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qss-DESKTOP-FTPGCA9 | Workstation | Windows 10 Pro | 10.33.13.134 |
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qss-LL-KW-LAPTOP | Workstation | Windows 11 Pro | 10.100.0.2 |
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qss-HOME-ER | Workstation | Windows 10 Pro | 10.33.14.161 |
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ADDITIONAL NOTES |
Instructions: Record any unusual client requests, reporting requirements, compliance frameworks, or operational risks. |
Additional Notes |
Loki tunes the clients FortiGate firewalls on a quarterly basis… - - |
UPDATE HISTORY | |||
Instructions: Track who updated the runbook, when, and what was changed. Keeps audit history clean. | |||
Date | Updated By | Changes Made | Notes |
2025-07-09 | Beauty Kone | Document Created |
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2025-08-19 | Kyle Whitney | Asset SOP added | Asset SOP in Progress |
| 2025-12-15 | Claudia Iannazzo | Updated security appliances | |
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