Technical Deep Dive

Building a Defensible Azure Foundation

How we modernized cloud, identity, security, and governance for a regulated financial institution.

This engagement focused on modernizing cloud, identity, security, and governance foundations to support a regulated financial institution operating under FFIEC / GLBA expectations. The work spanned strategy, architecture, hands-on implementation, and automation, with a clear emphasis on control-plane rigor, repeatability, and audit defensibility.

1. Azure Platform & Landing Zone Strategy

Objectives

  • Establish a bank-grade Azure foundation aligned to Microsoft ESLZ
  • Enforce strong separation of duties across management, identity, and networking

Work Completed

  • Defined subscription hierarchy and management group structure (Platform vs. Workload)
  • Designed policy-driven governance model with Azure Policy initiatives
  • Established naming standards and resource conventions
  • Documented Architecture Decision Records (ADRs) for audit trails

Outcome: A defensible, regulator-friendly Azure foundation that prevents ad-hoc sprawl.

Azure Cloud Transformation

Enterprise Financial Services Architecture

Environment View

Full enterprise-grade configuration with high availability

Data Flow Legend

User Requests
Security Checks
Data Operations
Monitoring Events

Identity & Access Management

Azure Active Directory

Enterprise SSO & MFA

Azure AD B2C

Customer Identity

Privileged Identity Mgmt

JIT Access Control

Security & Compliance

Azure Security Center

Threat Protection

Key Vault

Secrets Management

Azure Sentinel

SIEM & SOAR

DDoS Protection

Premium

Network Infrastructure

Azure Virtual Network

Private Network

Application Gateway

Load Balancer & WAF

Azure ExpressRoute

Dedicated Connectivity

Application Services

App Service

Web & API Apps

Azure Kubernetes

Container Orchestration

Logic Apps

Workflow Automation

Functions

Serverless Compute

Data Platform

Azure SQL Database

Managed RDBMS

Cosmos DB

Global Distribution

Synapse Analytics

Data Warehouse

Data Lake Storage

Big Data Storage

Integration & Messaging

Service Bus

Enterprise Messaging

Event Grid

Event-Driven Architecture

API Management

API Gateway

Monitoring & Management

Azure Monitor

Observability Platform

Log Analytics

Centralized Logging

Application Insights

APM & Diagnostics

Azure Policy

Governance & Compliance

Key Architecture Principles

Zero Trust

Verify explicitly, least privilege

High Availability

Multi-region, 99.99% SLA

Compliance

PCI-DSS, SOC 2, ISO 27001

Resiliency

Automated DR & Backup

2. Identity & Access Control (Entra ID)

Objectives

  • Centralize identity control and minimize standing privilege
  • Support strong audit evidence

Work Completed

  • Implemented Privileged Identity Management (PIM) with JIT elevation
  • Defined break-glass access strategy with Conditional Access exclusions
  • Established admin role separation to avoid Global Admin reliance
  • Designed Conditional Access patterns with "What-If" testing

Outcome: Identity is no longer “trust-based”; it is policy-enforced and auditable.

3. Network Architecture (Hub-and-Spoke / vWAN)

Objectives

  • Centralize connectivity and inspection
  • Support hybrid banking workloads without flat routing

Work Completed

  • Designed Azure Virtual WAN hub architecture
  • Defined hub/spoke segmentation for workload isolation
  • Standardized DNS architecture with Private DNS zones
  • Defined routing strategy to avoid transitive trust

Outcome: Network design favors deterministic routing and inspection, not convenience.

4. Security Controls & Inspection

Objectives

  • Enforce centralized traffic inspection
  • Reduce lateral movement risk

Work Completed

  • Designed Azure Firewall Premium architecture with centralized policy
  • Defined rule taxonomy (DNAT vs Network vs Application)
  • Standardized logging and diagnostics for flow visibility

Outcome: Security is explicitly engineered, not bolted on.

5. Azure Virtual Desktop (AVD)

Objectives

  • Secure remote access to banking workloads
  • Enforce location-based access control

Work Completed

  • Designed AVD access control model
  • Authored Conditional Access PRD specific to AVD
  • Designed policy comparison framework and What-If testing approach

Outcome: AVD access is intentionally constrained, not broadly permissive.

6. Logging, Monitoring & Audit Readiness

Objectives

  • Provide audit evidence on demand
  • Avoid reactive log hunting

Work Completed

  • Defined Log Analytics workspace strategy
  • Standardized diagnostic settings for platform and security services
  • Built KQL patterns for firewall traffic and security events

Outcome: Audit questions can be answered with queries, not guesswork.

7. Automation & Infrastructure as Code (IaC)

Objectives

  • Eliminate click-ops and ensure repeatability
  • Reduce configuration drift

Work Completed

  • Standardized Bicep-first deployment approach
  • Defined parameterized templates for platform and security controls
  • Established GitHub-based workflow for source-controlled infrastructure

Outcome: Infrastructure changes are reviewable artifacts, not console actions.

8. Documentation & Stakeholder Artifacts

Objectives

  • Enable executive understanding and support regulators
  • Create long-term institutional knowledge

Work Completed

  • Architecture diagrams (platform, identity, network)
  • Formal PRDs for security initiatives
  • Decision logs explaining why, not just what

Outcome: The program is explainable, not opaque.

9. What We Explicitly Did NOT Do

To be clear and direct, this was intentional and appropriate for a regulated bank:

  • No unmanaged services
  • No 24×7 SOC or NOC operations
  • No vendor-driven “black box” designs
  • No shortcutting governance for speed
Special Focus

AI Foundry Workstream

The AI Foundry effort was treated as a regulated platform capability, not a “data science sandbox.” The goal was to enable GenAI workloads without weakening the bank’s security posture.

Core Design Principles

  • Identity-first: Managed Identities / Service Principals
  • Private-only: Private endpoints + private DNS
  • Centralized logging: Audit trails for compliance
  • Tight guardrails: Policy enforcement

Practical Outcomes

  • No uncontrolled public endpoints
  • No mystery authentication
  • No “we’ll figure out logging later”
  • No one-off snowflake builds

Facing similar regulatory challenges?

We help financial institutions build audit-ready Azure foundations.