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SASE implementation: a phased plan

A SASE implementation works best in phases: understand what you have, design the policy, prove it with a pilot group, then move internet access, private applications and sites across before retiring the VPN and backhaul.

In short

SASE implementation works best in phases: discover, design policy, pilot, then move internet access, private applications and sites before retiring the VPN. The NCSC's UK guidance warns against deploying SASE as a straight VPN swap that keeps broad network access, so each phase narrows access per application. Timescales are confirmed at quote.

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SASE implementation in seven phases

Moving everything at once is rarely necessary. A phased SASE implementation lets each step prove itself before the next:

  1. Discover. List users, devices, sites, WAN links, applications and data flows, and update your threat model. Record how people reach each application today, including VPN and firewall rules.
  2. Design policy. Group applications by risk and business criticality, decide who needs what, and write access policy per application rather than per network. Decide deliberately whether to tunnel internet traffic and where TLS inspection is needed.
  3. Pilot group. Roll the agent or browser access out to a small group with a mix of roles and devices. Test policies before enforcing them, then switch enforcement on.
  4. Internet access. Move web and SaaS traffic for everyone onto the secure web gateway (opens in a new tab) and CASB controls, with DNS protection and logging in place.
  5. Private applications. Place connectors beside each private application and publish them one group at a time, so users reach only what they are authorised to use.
  6. Sites and SD-WAN. Bring offices onto the platform with SD-WAN or IPsec tunnels, site by site, alongside existing WAN contracts where needed.
  7. Retire the VPN and backhaul. Once every application has moved, remove VPN access, direct routes and static firewall rules that bypass the policy engine, and stop backhauling internet traffic through head office.

The order of phases 4 to 6 can change: an organisation with many small offices may move sites earlier, and one with mainly remote staff may not need SD-WAN at all.

Phase by phase: what each step delivers

Phase by phase: what each step delivers
PhaseMain tasksDone when
DiscoverInventory of users, devices, sites and applications; data flows; threat model reviewYou know every route into every application
Design policyApplication groups, access policy, internet traffic and inspection decisionsPolicy is written down and agreed with the business
Pilot groupAgent or browser roll-out, policy testing, recovery testsThe pilot group works normally under enforced policy
Internet accessSecure web gateway, CASB, DNS protection, loggingAll users' web and SaaS traffic is under policy
Private applicationsConnectors, application publishing, posture checksEach private application is reached only through the platform
Sites and SD-WANSD-WAN or IPsec tunnels, site policy, failoverEach office is on the platform with its WAN links in use
Retire VPN and backhaulRemove legacy routes, firewall rules and VPN licencesNo route to an application bypasses the policy engine

Logs from every phase should reach your SIEM or log store, and the NCSC suggests considering infrastructure as code to define and manage network segments, access rules and dependencies, which makes changes easier to review and roll back.

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How to deploy SASE in a hybrid cloud

Most organisations implementing SASE have applications in more than one place: on-premises servers, private cloud and infrastructure as a service (IaaS) in a public cloud, plus SaaS. The NCSC's implementation guidance (opens in a new tab) treats them differently:

  • Private applications, wherever they are hosted (on-premises, private cloud or private networking in a public cloud) should be reached through an outbound-only connector, proxy or VPN endpoint, deployed close to the applications and scoped narrowly to limit lateral movement
  • SaaS applications are controlled at the identity and application layer, through single sign-on and the application policy engine, rather than the network
  • Segmentation still matters: firewalls, security groups and network access control lists restrict movement between segments once access is granted

SASE platforms provide the connectors for this. Cisco Secure Access (opens in a new tab), for example, runs its resource connector as a lightweight service in a virtual machine in your cloud environment, and provides pre-configured connector images for AWS and Azure (Cisco: AWS (opens in a new tab), Azure (opens in a new tab)). Check Point describes full-mesh connectivity for its SASE platform, from "data center to cloud or cloud to cloud" (Check Point (opens in a new tab)). Sources checked 9 November 2026.

In practice, plan one connector group per cloud environment or data centre, keep the connectors in their own tightly controlled segment, and remove any public IP addresses from the applications behind them.

SASE platform implementation: pitfalls to design out

The NCSC's ZTNA anti-patterns (opens in a new tab) apply directly to SASE. Stated as what to do instead:

SASE platform implementation: pitfalls to design out
Do thisInstead of
Scope access to the specific applications each user needs, evaluated by policyDeploying SASE as a straight VPN swap that still gives broad network access once connected
Evaluate every request by the policy engine, whatever its source IP addressTrusting office IP ranges or VPN address pools as a reason to grant access
Broker private applications through connectors or proxies designed for untrusted networksPublishing internal applications or management interfaces with public IP addresses
Remove legacy routes once applications have moved, and tightly restrict any that must stayKeeping VPN access, direct routes or static firewall rules that bypass the policy engine
Test policies before enforcing them, with clear recovery pathsSwitching on strict policy for everyone at once

Source: NCSC, checked 9 November 2026. The phased plan above is built to avoid each of these.

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Timescales and who does what

How long a SASE implementation takes depends on the number of users, sites and private applications, how much discovery has already been done, and whether SD-WAN is in scope. A pilot can usually start once policy is designed, and each later phase can run at the pace your organisation is comfortable with. We confirm the plan, the phases and the timescales at quote.

The split of work is agreed up front. We can run the design, pilot and roll-out, with your team handling internal communication, identity provider changes and application owners' sign-off; or we can work alongside your IT team as they lead. After go-live, the platform can be supported or run for you as managed SASE.

SASE and ZTNA implementation

The private access part of SASE is zero trust network access, and the NCSC's eight design requirements for ZTNA (secure transport, policy before access, multiple signals, minimal exposure, limiting compromise, continuous re-evaluation, observability and resilience) apply to every SASE platform. Our sister site covers them step by step in how to implement ZTNA (opens in a new tab), and the VPN side in VPN replacement (opens in a new tab). If you have not chosen a platform yet, start with how to choose SASE.

How Forever Systems helps with SASE implementation

We can help at any phase:

  • Discovery and design: an assessment of your VPN, firewalls, WAN links, identity set-up and applications, and a written policy design
  • Pilot: a proof of concept with a small group of users and real applications
  • Roll-out: internet access, private applications and sites in phases, with connectors placed on-premises and in the cloud
  • VPN retirement: removing legacy routes and licences once everything has moved
  • Licensing: subscriptions that can be billed monthly, terms confirmed at quote

Contact us to plan your SASE implementation.

How Forever Systems helps with SASE

Forever Systems supplies several SASE and Security Service Edge (SSE) platforms, so we can recommend the one that fits your sites, your people and the network and security kit you already run.

  • Assess first: we look at your current VPN, firewalls, WAN links and identity set-up, and the applications people need to reach
  • Help you choose: single-vendor or dual-vendor SASE, or Security Service Edge (SSE) first and SD-WAN later, matched to what you need now
  • Pilots and phased roll-out: we can help you start with one group of users or one site, then extend policy step by step
  • Licensing in one place: subscriptions can be billed monthly, with terms confirmed at quote

We work with businesses, schools, charities and public sector organisations. Pricing depends on users, sites, components and term, so ask us for a quote.

Frequently asked questions

How do you implement SASE?

In phases: discover what you have, design policy per application, pilot with a small group, move internet access, then private applications, then sites, and finally retire the VPN and any routes that bypass the policy engine.

How long does a SASE implementation take?

It depends on the number of users, sites and private applications and whether SD-WAN is in scope. Phases can run at your organisation's pace, and we confirm the plan and timescales at quote.

How do you deploy SASE in a hybrid cloud?

Place the platform's connectors beside private applications in each data centre and cloud environment, so access is brokered outbound without exposing the applications, and control SaaS access through single sign-on and the application policy engine.

Should we replace our VPN with SASE in one go?

Usually not. Moving applications in groups lets each step prove itself. The NCSC also warns against a straight VPN swap that keeps broad network access, so access should narrow per application as you migrate, with the VPN removed at the end.

Do we need SD-WAN to implement SASE?

Not to start. Many organisations begin with Security Service Edge (SSE) for users and add SD-WAN for sites later, or connect existing firewalls with IPsec tunnels. SD-WAN becomes important when you want to replace branch routers or MPLS.

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