Connection Cycles


Our connection cycles provide guardrails, consistency, and transparency that help drive positive and successful outcomes. 

Agency Finder connects two companies on the network for a project or managed service.  The connected parties in this scenario complete an "engagement cycle."

Expert Finder connects a company with individual candidates on the network to staff open positions. The connected parties in this scenario complete a "staffing cycle." 


Agency Finder Engagement Cycle

Create connection profiles and access Elite participant dashboard - all participant types 

Submit Agency Finder request (2 options) - customer organization 

Match - A submission option that allows customer organizations to connect with agencies using a pick-list of categories that can be customized per project, whether general or specialized in nature.  Agency Finder gives customer organizations flexibility in narrowing down the right agency for their project or managed service.  Data attributes submitted in a match request are compared with those same attributes submitted by each agency when they create their connection profile. The closest matching profiles are returned to the customer organization.

Post - Details from a customer organization's Request for Proposals (RFP) documentation are copied into a virtual format that is shared with service provider agencies on the network via their dashboard. The customer organization specifies a set number of proposals to receive and qualified agencies request to bid on the work. Qualified agencies submit a "bid summary" describing why they are best for the job. These summaries, along with the redacted agency profiles of agencies who bid, are sent to the customer organization for review.

Process Agency Finder request - Elite Security Network

Elite removes any identifying company information and contact details from the request during its processing, which protects the confidentiality of potentially connected parties and the information in the request itself.

Suggested profile pairings (for Match) and bid summaries/redacted profiles (for Post) are sent to the submitting customer organization.

The submitting customer organization will see all critical information related to an agency's general capabilities, core skills, and focus areas in the profiles received from Elite.

Select finalist agencies and perform interviews and additional validation - customer organization

Customer organization reviews the information sent by Elite, selects their preferred finalist agencies, and is provided contact information for those agencies.

Customer organization contacts finalist agencies, performs interviews, and solicits any additional validations or references necessary to make their decision on which agency will perform their project or managed service.

Select winning agency - customer organization

Customer organization notifies Elite of the winning agency.

Customer organization and winning agency sign a separate contract outlining project outcomes, milestones, and other pertinent details relevant for their engagement.

Elite assigns an engagement ID for the upcoming engagement between the connected parties.

Hold a kick-off meeting - connected parties  

A kick-off meeting allows connected parties to address any remaining open questions or concerns prior to beginning the engagement.

Update engagement status setting in Elite participant dashboards to "In Progress."

Perform the work and report on progress - connected parties 

Selected agency performs the work outlined in contract (for projects).

Selected agency reports on key milestone activity or ongoing performance indicators (for managed services).

Submit, manage, and close Elite support cases - connected parties 

Actual support cases (or tickets) for engagements are managed in the systems of the customer organization and/or their selected agency.

A "child" support ticket is opened through the Elite portal, which captures high level data (Case Title, ID, open/closed dates & times).

Elite's separate support cases help provide context and, in many cases, validation to feedback submitted by the connected parties at the end of the engagement.

Update engagement status - connected parties

Update Elite Engagement Status to "Data Capture" in each participant's Elite Portal.

Submit feedback - connected parties 

Complete and submit engagement feedback.

Complete and submit platform feedback.

Complete cost summaries - connected parties 

Complete pricing and cost summaries for the engagement.

Hold a postmortem meeting - connected parties 

What went well?

What could have gone better?

What were the lessons learned?

What lessons could be shared with the community for those scenarios that don't impact confidentiality and are more general in nature?

Establish a go-forward plan - connected parties   

Is there a plan for any remaining work to be completed by the customer organization after the contract terms have been met?

Is all scoped project work complete to the satisfaction of the customer organization?

For any follow-up work, will a renewal of contracts between parties take place?

Knowledge transfer, policy updates, process changes, and training updates - do any of these items need to happen?

Payment - connected parties 

Pay service provider agency invoice (customer organization).

Pay Elite connection fee invoice (service provider agency).

Update engagement status - connected parties 

Update Elite Engagement Status to "Complete" in Elite participant dashboards once items in this section are completed.

Associate Engagement Data - Elite Security Network 

Elite incorporates the submitted engagement and feedback data to the appropriate participant profiles to assist future networked participants in selecting the right agency for their engagement. This feedback is shown without identifying agency details and will only be able to be tied to them for future customers if they are selected as a finalist agency (when contact details are divulged).

Expert Finder Staffing Cycle

Create connection profiles and access Elite participant dashboards - all participant types 

Submit Expert Finder connection request (2 options) - hiring organization (a customer organization, academic organization, partner firm, or service provider agency) 

Post - A hiring organization uploads their job listing to our expert job board. Our expert community can view the post from their dashboard and apply to it with one click using their virtual resume.  Jobs are tagged and indexed, easily found and sorted by experts, who can set up email alerts to notify them of a position being posted that matches the skills highlighted in their resume.

Match - A hiring organization specifies the key skills and attributes that a candidate must have.  Using a targeted pick-list that maps directly to the data captured when each expert creates a virtual resume, the hiring organization may browse on all active resumes on the network.  Resumes that most closely "match" their input are returned.

The hiring organization can contact potential candidates directly for either option.

Process Expert Finder submission - Elite Security Network 

Depending upon the submission type and service offer, certain identifying details are obfuscated from virtual resumes. A more detailed description of the matching process for each option is provided from within the Elite participant dashboard of hiring organizations and experts.

Connect - hiring organization, experts, students 

If experts and students express interest in pursuing a potential job or internship post, they may submit their virtual resume and apply.

Candidates pursue next steps directly with the hiring organization if they are considered for a job.

Hiring organizations may contact experts directly based on the number of contacts allocated in their service offer.

Hiring, background check - hiring organization 

If an expert is considered for the job, they will need to perform whatever next steps are outlined by the hiring organization.  These next steps will vary from organization to organization.

Typically, next steps will include an interview or series of interviews.

Hiring organizations will complete their own background screening on any expert hired, per their own standard operating procedures.

Hiring organizations will perform on-boarding procedures for any expert hired, per their own standard operating procedures.

Feedback - hiring organization 

If an expert is hired from Elite's network, a hiring organization may submit an optional feedback form related to how the expert is performing their duties after 1 year on the job.

The expert has the option of sharing this feedback (as well as any received for a business to business engagement) on their Elite Profile.