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Secure SDLC Checklist for SaaS Companies and Software Houses

Secure SDLC helps SaaS companies and software houses build security into the entire software development lifecycle: from requirements and architecture, through coding, testing and CI/CD, to release, monitoring, updates and vulnerability handling. Use this practical checklist to reduce risk, prepare evidence and meet customer and regulatory requirements.

Prepared by: CCyber Editorial Team

Short answer

Secure SDLC is a secure software development lifecycle, meaning an approach where security is present from requirements and architecture to deployment, monitoring, updates and vulnerability handling. SaaS companies and software houses should start with a checklist covering product security ownership, security requirements, threat modeling, coding standards, code reviews, SAST, DAST and SCA testing, SBOM, CI/CD security, secrets management, vulnerability management and evidence.

Last updated

July 2026

Who this article is for

  • software houses
  • SaaS companies
  • web and mobile application companies
  • product teams
  • CTOs, Heads of Engineering and technical leaders
  • DevOps and DevSecOps teams
  • developers and architects
  • CISOs and application security leaders
  • product owners and project managers
  • companies preparing for CRA, ISO/IEC 27001, SOC 2, NIS2 or customer requirements

Key takeaways

  1. Secure SDLC is not a one-time security test before release. It is a way of working across the full product lifecycle.
  2. The highest impact comes from introducing security early: requirements, architecture, threat modeling and secure coding standards.
  3. SaaS companies should pay particular attention to identity, access, customer data, APIs, cloud environments, CI/CD, dependencies and monitoring.
  4. Software houses should be able to show customers evidence: test results, code reviews, SBOM, vulnerability handling procedure, secrets policy and security reports.
  5. The best first step is a practical 30, 60 and 90-day checklist, rather than building an overly heavy process immediately.

What is Secure SDLC?

Secure SDLC means secure software development lifecycle. It means embedding security into every stage of product development: idea, requirements, architecture, development, testing, deployment, maintenance, updates and vulnerability handling.

In practice, Secure SDLC answers the following questions:

  • does the product have security requirements?
  • has the architecture been assessed for risk?
  • has the team performed threat modeling?
  • is code reviewed for security?
  • are dependencies and libraries controlled?
  • are secrets kept out of repositories?
  • is the CI/CD pipeline secured?
  • does the product have an SBOM?
  • are vulnerabilities handled after release?
  • does the company have evidence it can show to a customer or auditor?

Secure SDLC does not have to slow development down. Implemented well, it reduces chaos, limits late-stage rework and helps find problems earlier, when they are cheaper to fix.

Why is Secure SDLC especially important for SaaS companies and software houses?

SaaS companies and software houses build software that often processes customer data, integrates with external systems, uses cloud, APIs, open-source components and automated deployments. This creates a large attack surface.

Customers increasingly expect not only a statement that “we care about security”, but specific evidence:

  • has the application been tested?
  • are known vulnerabilities monitored?
  • is customer data separated?
  • is administrative access controlled?
  • is there a vulnerability disclosure process?
  • does the team perform code reviews?
  • is an SBOM available?
  • does the company have a secure update process?

Secure SDLC is also increasingly important from a regulatory perspective. The Cyber Resilience Act introduces cybersecurity requirements for products with digital elements, and customers covered by NIS2, DORA or ISO/IEC 27001 may transfer security requirements to technology suppliers.

Secure SDLC checklist: 16 steps for SaaS and software houses

Step 1: assign a product security owner

Product security cannot belong to nobody. The company should have an owner for application or product security. In a small company, this does not need to be a separate department, but responsibility must be clear.

The owner should coordinate:

  • security requirements
  • threat modeling
  • coding standards
  • security testing
  • vulnerability handling
  • communication with customers and auditors
  • product security evidence

Evidence to prepare: decision naming the product security owner, responsibility scope and supporting team list.

Step 2: create a register of products, repositories and components

You cannot secure a product that is not described clearly. SaaS companies and software houses should maintain a list of products, repositories, applications, APIs, services, libraries, components and environments.

The register should include:

  • product or application name
  • business owner
  • technical owner
  • code repositories
  • main technologies
  • environments: development, test, staging, production
  • external integrations
  • APIs
  • open-source components
  • data processed by the system
  • criticality classification

Evidence to prepare: product and repository register with owners and criticality classification.

Step 3: define security requirements

Security should not be an add-on to functionality. It should be part of requirements. Product owners, architects, developers and security should know what security requirements the product must meet.

Example requirements:

  • authentication and MFA for high-risk roles
  • authorization controls
  • customer data separation
  • encryption in transit and at rest
  • secure session handling
  • protection against common application vulnerabilities
  • security event logging
  • secure password reset
  • administrative access control
  • privacy and data retention requirements

Evidence to prepare: product security requirements linked to backlog, risk and tests.

Step 4: perform threat modeling for high-risk features

Threat modeling helps the team answer: what can go wrong and how can we prevent it? Not everything needs to be modeled immediately. Start with high-risk features.

Threat modeling is useful for:

  • login and account management
  • administrator panel
  • payments
  • APIs
  • data import and export
  • customer system integrations
  • features processing sensitive data
  • multi-tenant SaaS mechanisms
  • AI or automation features

The output should be concrete requirements, backlog tasks and tests.

Evidence to prepare: data flow diagram, threat list, control decisions and remediation tasks.

Step 5: implement a secure coding standard

A secure coding standard should be simple, practical and aligned with the technologies used by the team. It should not be a document nobody reads.

The standard should cover:

  • input validation
  • secure error handling
  • injection prevention
  • secure session management
  • authorization control
  • secure file operations
  • encryption and use of proven cryptographic libraries
  • avoiding secrets in code
  • secure event logging
  • safe use of third-party components

Evidence to prepare: coding standard, pull request checklists and team training confirmation.

Step 6: control secrets, keys and tokens

Passwords, API keys, tokens, certificates and other secrets should not end up in code repositories, tickets, documentation, chat tools or unprotected configuration files.

Minimum rules:

  • secrets are stored in a secrets vault
  • secrets are not committed to repositories
  • repositories are scanned for secrets
  • secrets are rotated after incidents or supplier changes
  • access to secrets is role-based
  • production secrets are not used in test environments

Evidence to prepare: secrets policy, vault configuration, scanning results and rotation register.

Step 7: manage dependencies and open-source components

Modern applications use many libraries and packages. This accelerates work, but introduces software supply chain risk.

The company should know:

  • which components are used
  • which versions they have
  • whether they have known vulnerabilities
  • whether they are still maintained
  • which licenses they use
  • whether they come from trusted sources
  • how quickly they can be updated

Evidence to prepare: dependency register, SCA results and procedure for updating vulnerable components.

Step 8: prepare SBOM for products

SBOM, or Software Bill of Materials, helps show what the product is made of. It is important for supply chain security, CRA, customer discussions and rapid response to new vulnerabilities.

A good SBOM should be:

  • generated automatically where possible
  • linked to a specific product version
  • updated when dependencies change
  • stored as release evidence
  • usable for vulnerability analysis

Evidence to prepare: SBOM for the main product and the SBOM update process.

Step 9: secure code repositories

The code repository is one of the most important assets of a technology company. Repository compromise can lead to source code leakage, secret exposure, code tampering or attacks on customers.

Minimum controls:

  • MFA for all developer accounts
  • special protection for repository administrator accounts
  • access reviews
  • protected main branches
  • required pull request reviews
  • blocking direct changes to production branches
  • secret scanning
  • access and change logs

Evidence to prepare: repository configuration, MFA status, branch protection rules and access review report.

Step 10: secure CI/CD and the build process

The CI/CD pipeline can become an attack path into the product. If an attacker compromises the build or deployment process, they may introduce malicious code into a legitimate product release.

Control:

  • who can change the pipeline
  • who can deploy to production
  • where CI/CD secrets are stored
  • whether builds are repeatable and identifiable
  • whether artifacts are signed
  • whether dependencies come from trusted sources
  • whether environments are separated
  • whether deployment logs are available for audit

Evidence to prepare: pipeline documentation, permission list, secrets configuration, deployment logs and production approval rules.

Step 11: integrate SAST, DAST and SCA into the process

Security testing should be part of the development process, not only a pre-release activity. For SaaS companies and software houses, the minimum baseline is a combination of several testing methods.

In practice:

  • SAST analyzes source code or intermediate code
  • DAST tests a running application
  • SCA checks dependencies and open-source components
  • secret scanning detects accidentally exposed passwords and keys
  • API testing checks interface security
  • configuration testing checks environments and cloud

Not every tool warning is critical. A triage process is needed to decide which findings are real and require remediation.

Evidence to prepare: SAST, DAST, SCA and secret scanning results, triage decisions and remediation status.

Step 12: test APIs and access control

In SaaS products, API is often the most important attack surface. Authorization, object access control, rate limits and customer data separation issues can lead to serious incidents.

API testing should cover:

  • authentication
  • authorization
  • access to another user’s or customer’s objects
  • rate limits
  • input validation
  • error handling
  • security event logging
  • secure token management

Evidence to prepare: API test plan, test results, vulnerabilities and remediation confirmation.

Step 13: secure environments and configuration

Configuration errors are one of the most common causes of incidents in cloud and SaaS services. Development, test and production environments should be separated and managed according to clear rules.

Check:

  • whether environments are separated
  • whether production data is not uncontrolled in test environments
  • whether configuration is versioned
  • whether infrastructure as code is reviewed
  • whether production access is limited
  • whether cloud misconfigurations are detected
  • whether production changes require approval

Evidence to prepare: environment standard, configuration review results and production access control report.

Step 14: log security events and monitor the product

The product should generate logs that help detect incidents, analyze events and prove what happened. No logs means no visibility.

Useful events to log:

  • logins and failed login attempts
  • permission changes
  • administrator actions
  • access to sensitive data
  • configuration changes
  • authorization failures
  • suspicious API usage
  • high-risk actions

Logs must be protected from tampering, available for analysis and retained according to company rules and customer requirements.

Evidence to prepare: list of logged events, log retention, alerts and monitoring report.

Step 15: prepare a vulnerability management process

Vulnerabilities do not end on release day. The company must have a process for receiving reports, assessing issues, fixing them, communicating and documenting them.

The process should include:

  • vulnerability reporting channel
  • triage procedure
  • severity assessment
  • remediation priorities
  • deadlines for critical issues
  • customer communication
  • retesting after remediation
  • vulnerability register

Evidence to prepare: vulnerability management procedure, vulnerability register, remediation status and retest reports.

Step 16: prepare security evidence for customers and audits

A good Secure SDLC checklist ends with evidence. Customers, auditors and regulators increasingly ask not only whether the company “does security”, but whether it can prove it.

Key evidence:

  • secure software development policy
  • product security requirements
  • threat modeling results
  • code review results
  • SAST, DAST and SCA results
  • SBOM
  • penetration test reports
  • vulnerability register
  • vulnerability disclosure procedure
  • remediation and retest evidence
  • deployment and production approval logs

Evidence to prepare: Secure SDLC evidence pack ready for customers, audits or conformity assessment.

30, 60 and 90-day Secure SDLC implementation plan

First 30 days

  • assign a product security owner
  • create a register of products, repositories and applications
  • review access to repositories and CI/CD
  • enable MFA for developers and administrators
  • define basic security requirements
  • enable secret scanning
  • start dependency scanning
  • select one product or application for a Secure SDLC pilot

Days 31 to 60

  • perform threat modeling for high-risk features
  • prepare a secure coding standard
  • add a security checklist to pull request reviews
  • enable basic SAST and SCA tests in CI/CD
  • prepare the first SBOM version
  • review environment configuration
  • prepare the vulnerability management process

Days 61 to 90

  • add DAST or API testing for the pilot application
  • define minimum product security logs
  • prepare a vulnerability disclosure procedure
  • run training for the development team
  • prepare an evidence pack for a customer or audit
  • define Secure SDLC metrics
  • prepare a plan to expand the process to additional products

Minimum Secure SDLC evidence pack

Governance documents

  • secure software development policy
  • roles and responsibilities
  • secure coding standard
  • secrets management rules
  • dependency management rules
  • vulnerability handling process

Technical evidence

  • product and repository register
  • SBOM
  • SAST results
  • DAST results
  • SCA results
  • secret scanning results
  • API testing reports
  • cloud configuration review reports

Process evidence

  • threat modeling
  • approved security requirements
  • code reviews
  • production deployment approvals
  • vulnerability register
  • remediation evidence
  • retests
  • post-incident reports

Common Secure SDLC implementation mistakes

Mistake 1: security testing only before production

If security appears only at the end, the team has little time for fixes and costs increase. Security should be part of requirements, design and daily work.

Mistake 2: too much process at the beginning

A small software house does not need to build a large corporate programme immediately. It is better to start with a minimum that works and gradually increase maturity.

Mistake 3: no owner

If nobody owns Secure SDLC, security tasks will be postponed. The owner does not need to do everything alone, but must coordinate the process.

Mistake 4: ignoring CI/CD

The modern delivery process is a critical security element. A compromised pipeline can be as dangerous as an application vulnerability.

Mistake 5: no control over dependencies

An application may be well written and still vulnerable because of a library, package or third-party component. That is why SCA and SBOM matter.

Mistake 6: no post-release vulnerability handling

A product’s life does not end on deployment day. Vulnerabilities will appear later, so the company needs a process for detection, assessment, remediation and communication.

Mistake 7: no evidence

The team may do many good things, but without evidence it is hard to show maturity to a customer, auditor or regulator.

How to measure Secure SDLC?

Process metrics

  • percentage of products with a security owner
  • percentage of products with security requirements
  • number of threat models completed
  • percentage of repositories with branch protection
  • percentage of pipelines covered by security tests

Vulnerability metrics

  • number of critical and high vulnerabilities
  • mean time to remediate vulnerabilities
  • number of recurring vulnerabilities
  • percentage of vulnerabilities remediated on time
  • number of vulnerable dependencies

Evidence metrics

  • number of products with SBOM
  • number of products with current security documentation
  • number of code reviews with security checklist
  • number of security testing reports
  • number of products with a vulnerability disclosure process

Business example

A SaaS company develops a platform for B2B customers. It has several development teams, fast deployments, many API integrations, a cloud environment and increasing customer security requirements.

Until now, security was based mainly on annual penetration testing. After each test, the team received a long list of vulnerabilities that had to be fixed under time pressure.

After implementing Secure SDLC basics, the company changes its approach. It introduces security requirements into the backlog, performs threat modeling for high-risk features, adds secret and dependency scanning to CI/CD, prepares an SBOM and creates a vulnerability handling process.

After 90 days, the company is not “perfectly secure”, but it has much better control. It knows which products are critical, which vulnerabilities are open, which dependencies are used and what evidence it can show to customers.

How can ccyber.io help?

ccyber.io helps SaaS companies and software houses implement Secure SDLC in a practical, lightweight way aligned with how development teams actually work.

We can support your organization with:

  • Secure SDLC maturity assessment
  • software development process gap analysis
  • threat modeling
  • product security requirements preparation
  • security checklist implementation for teams
  • CI/CD and repository review
  • SBOM and dependency management process preparation
  • vulnerability management process
  • evidence preparation for customers, audits or CRA
  • Secure SDLC training for developers, DevOps and product owners

The best first step is a short Secure SDLC assessment. It helps identify which parts of the process already work, where the biggest gaps are and what should be implemented in the first 30, 60 and 90 days.

FAQ

Is Secure SDLC only for large companies?

No. Small and medium-sized companies can also implement Secure SDLC, but they should start with simple practices: security requirements, code reviews, dependency scanning, secrets control and vulnerability handling.

Is a penetration test enough?

No. Penetration testing is important, but it does not replace a secure development process. Secure SDLC helps find and fix issues earlier, before they reach production.

Where should Secure SDLC start?

The best starting point is a product register, security owner, security requirements, repository control, secret and dependency scanning and a pilot on one product.

How is Secure SDLC different from DevSecOps?

Secure SDLC describes the full secure software development lifecycle. DevSecOps is a practical way of embedding security into DevOps work, automation, CI/CD, testing and deployment.

Does every SaaS company need an SBOM?

SBOM is increasingly useful, especially for companies selling software to B2B customers, preparing for CRA, serving regulated sectors or managing many open-source components.

Does Secure SDLC help with the Cyber Resilience Act?

Yes. Secure SDLC helps prepare processes and evidence needed for product security: risk assessment, security requirements, testing, vulnerability management, SBOM, documentation and updates.

How often should threat modeling be performed?

Threat modeling should be performed for new high-risk features, major architecture changes, new integrations, new data types and changes affecting access or permissions.

What tools are needed at the beginning?

At the beginning, tools for secret scanning, dependency scanning, code scanning, configuration scanning and application testing are usually enough, combined with a code review and vulnerability management process. Tools should support the process, not replace risk thinking.

Summary

Secure SDLC for SaaS companies and software houses should not be a heavy bureaucratic process. It should be a practical checklist of actions that help build safer products and respond faster to customer, audit and regulatory requirements.

The most important elements are security requirements, threat modeling, secure coding, secrets control, dependency management, SBOM, repository and CI/CD security, security testing, vulnerability management and evidence.

Companies that implement Secure SDLC early reduce technical risk, limit the cost of late fixes and build a sales advantage as more trustworthy software suppliers.

Sources

Cyber Resilience Act for Software Houses: What Should Be Prepared in 2026 and 2027?

The Cyber Resilience Act turns digital product cybersecurity from a best practice into a regulatory obligation. Software houses should prepare product risk assessment, secure development lifecycle, vulnerability management, technical documentation, SBOM, update process, incident reporting and a compliance roadmap for 2026 and 2027.

Prepared by: CCyber Editorial Team

Short answer

A software house should start preparing for the Cyber Resilience Act by checking whether the software it develops is a product with digital elements made available on the EU market and what role the company plays: manufacturer, subcontractor, component provider or service provider. In 2026, the key priorities are vulnerability handling and reporting processes, product cybersecurity risk assessment, secure software development lifecycle, technical documentation, SBOM, update rules and a compliance plan before the main CRA obligations apply in 2027.

Last updated

July 2026

Who this article is for

  • software houses
  • SaaS companies
  • web and mobile application vendors
  • companies developing software under their own brand
  • companies developing components, libraries, SDKs or APIs
  • IoT, embedded and hardware manufacturers with software
  • CTOs, Heads of Engineering and product security leaders
  • DevOps, DevSecOps and security teams
  • boards of technology companies
  • companies preparing for CRA, NIS2, ISO/IEC 27001 or customer requirements

Key takeaways

  1. CRA applies to products with digital elements, including software and hardware with a logical or physical connection to a device or network.
  2. A software house must first determine whether it is a manufacturer under CRA or a subcontractor developing software for another entity.
  3. From 11 September 2026, reporting obligations begin for actively exploited vulnerabilities and severe incidents affecting the security of the product.
  4. From 11 December 2027, most CRA requirements will apply, including obligations related to design, development, documentation, conformity assessment, CE marking and vulnerability handling.
  5. The best preparation is to implement secure software development, vulnerability management, SBOM, security testing, vulnerability disclosure and product documentation.

What is the Cyber Resilience Act?

The Cyber Resilience Act, or CRA, is an EU regulation introducing cybersecurity requirements for products with digital elements. Its goal is to increase the security of products available on the EU market and ensure that vulnerabilities are handled throughout the product support period.

In practice, CRA means that cybersecurity of a digital product cannot be added at the end of the project. It must be included in planning, design, development, testing, release, updates, vulnerability handling and user communication.

For software houses, CRA matters because many technology companies no longer sell only “software development services”. They build applications, components, platforms, SaaS products, integrations, libraries, modules, firmware, mobile applications, IoT systems or software made available on the market under their own brand or a customer’s brand.

Does CRA apply to software houses?

First determine the company’s role

The key question is not “do we develop software?”, but “do we make a product with digital elements available on the EU market under our own name or trademark?”.

A software house may act in different roles:

  • manufacturer of a digital product under its own brand
  • provider of a software component
  • subcontractor developing a product for a customer
  • provider of product maintenance and development services
  • SaaS provider
  • provider of a library, SDK, API or module
  • integrator combining components into the final product

If the company only develops software for a customer, and the customer places the product on the market under its own brand, manufacturer obligations may primarily apply to the customer. This does not mean that the software house can ignore CRA. The customer will likely transfer part of the requirements to the supplier through contracts, development processes, documentation, testing, vulnerability handling and security evidence.

Check whether the product is a product with digital elements

CRA covers products with digital elements, meaning software or hardware and related remote data processing solutions, if the product is made available on the EU market and its intended or reasonably foreseeable use includes connection to a device or network.

Examples that may require CRA analysis:

  • desktop application
  • mobile application
  • locally installed software
  • firmware
  • IoT device with software
  • component or library made available separately
  • operating system or administration tool
  • cloud solution linked to a digital product function
  • SaaS product if it is linked to a product with digital elements or meets conditions for being within CRA scope

The fact that a company develops software does not automatically mean that CRA applies. Each case should be assessed based on the business model, product availability, company role, product type and customer contracts.

Key dates: 2026 and 2027

11 June 2026

From this date, provisions concerning conformity assessment bodies apply. For a software house, this matters mainly if a product requires the involvement of a notified body or belongs to an important or critical product category.

11 September 2026

From this date, reporting obligations apply for actively exploited vulnerabilities and severe incidents affecting the security of products with digital elements.

In practice, the manufacturer should have a process for:

  • detecting vulnerabilities
  • receiving reports from researchers and customers
  • assessing whether a vulnerability is actively exploited
  • assessing whether an incident is severe
  • reporting through the SRP platform
  • communicating with CSIRT and ENISA
  • documenting decisions and deadlines

11 December 2027

From this date, most CRA requirements will apply. Products covered by CRA will need to meet cybersecurity requirements, undergo the appropriate conformity assessment, have technical documentation, an EU declaration of conformity, CE marking and a defined support period.

What should be prepared in 2026?

1. Product and responsibility map

A software house should start with a map of products and roles. Without this, it is difficult to determine which obligations apply directly to the company and which will result from customer contracts.

Check:

  • which products the company sells under its own brand
  • which products it develops for customers
  • which components it makes available separately
  • which products are available on the EU market
  • which products connect to a device or network
  • which products include open-source components
  • which products have security functions
  • which products may be important or critical

Evidence to prepare: product register, product owner, company role, market, product type, availability model and initial CRA classification.

2. Product cybersecurity risk assessment

CRA requires a risk-based approach. The manufacturer should assess the cybersecurity risks of the product and use the outcome of that assessment in design, development, delivery and maintenance.

The risk assessment should cover:

  • product architecture
  • data processed by the product
  • users and roles
  • administrative access
  • integrations
  • third-party components
  • attack surface
  • possible impact of compromise
  • risks to users and customers
  • support and update period

Evidence to prepare: product risk assessment report and list of security requirements resulting from the assessment.

3. Secure software development lifecycle

A software house should organize the development process so that security is part of daily work, not a one-off test before release.

A secure development lifecycle should include:

  • security requirements during analysis
  • threat modeling for high-risk features
  • secure coding standards
  • security-focused code review
  • automated security tests in CI/CD
  • dependency management
  • application and API testing
  • secrets and key control
  • secure releases
  • post-release vulnerability monitoring

Evidence to prepare: secure software development process description, procedures, checklists and test results.

4. Vulnerability management process

CRA strengthens manufacturer obligations for vulnerability handling. The company needs a process to detect, analyze, prioritize, fix and communicate vulnerabilities.

The process should define:

  • where vulnerability reports are received
  • who analyzes them
  • how vulnerability severity is assessed
  • how remediation priority is set
  • who decides on security updates
  • how users are informed
  • when a vulnerability must be reported under CRA
  • how actions are documented

Evidence to prepare: vulnerability management procedure, vulnerability register, remediation status and reporting decisions.

5. Coordinated vulnerability disclosure process

The company should allow customers, security researchers and users to report vulnerabilities in a controlled way. In practice, this means preparing a clear contact channel, handling rules and internal responsibilities.

Prepare:

  • email address for vulnerability reports
  • security.txt page
  • coordinated vulnerability disclosure policy
  • report acknowledgement process
  • internal issue handling system
  • communication rules with researchers
  • process for publishing security update information

Evidence to prepare: vulnerability disclosure policy, contact channel, report register and handling metrics.

6. SBOM and component control

SBOM, or Software Bill of Materials, helps determine which libraries, packages and components make up the product. It is important for vulnerability management, software supply chain security and rapid response to new vulnerabilities in components.

A software house should know:

  • which components are used in the product
  • which versions they have
  • which licenses they use
  • whether they contain known vulnerabilities
  • whether they are maintained
  • whether they have critical dependencies
  • how quickly the impact of a new vulnerability can be assessed

Evidence to prepare: product SBOM, SBOM update process and link with vulnerability management.

7. Product technical documentation

Technical documentation is one of the most important elements of CRA preparation. It should show that the product meets cybersecurity requirements and that the company can prove it.

Documentation may include:

  • product description
  • architecture
  • threat model
  • cybersecurity risk assessment
  • security requirements
  • implemented controls
  • test results
  • update process
  • vulnerability management process
  • support period
  • user information
  • EU declaration of conformity, if applicable

Evidence to prepare: complete product technical documentation aligned with CRA requirements and ready to be shown to market surveillance authorities.

8. Vulnerability and incident reporting process

From 11 September 2026, manufacturers will have to report actively exploited vulnerabilities and severe incidents affecting the security of products with digital elements.

The company should have a process that answers:

  • who assesses whether a vulnerability is actively exploited?
  • who assesses whether an incident is severe?
  • who is responsible for reporting?
  • where is technical information collected?
  • how are the 24-hour, 72-hour and final report deadlines tracked?
  • who communicates with customers?
  • who approves communications?

Evidence to prepare: CRA reporting procedure, roles, note templates, escalation path and reporting register.

What should be prepared in 2027?

1. Full product readiness for CRA requirements

In 2027, the company should move from planning to full readiness. The product should have implemented security requirements, an update process, technical documentation and test evidence.

Key readiness elements:

  • product risk assessment
  • implemented security requirements
  • security testing
  • vulnerability handling
  • SBOM
  • technical documentation
  • user instructions
  • support period
  • update process
  • reporting process

2. Conformity assessment

Before placing the product on the market, the manufacturer should perform the appropriate conformity assessment. For many products, self-assessment may be possible, but some important or critical product categories may require a stricter route, including involvement of a notified body.

The software house should check:

  • which category the product belongs to
  • whether self-assessment is possible
  • whether harmonized standards should be applied
  • whether a notified body is required
  • what evidence must be prepared
  • who approves the declaration of conformity

3. Declaration of conformity and CE marking

For products covered by CRA, the manufacturer should prepare an EU declaration of conformity and affix CE marking if the product meets the requirements. This requires earlier preparation of documentation, testing, risk assessment and evidence of conformity.

4. Operational readiness after product release

CRA does not end on release day. The manufacturer must handle vulnerabilities and updates during the support period. This requires people, process, tools and budget.

In 2027, the company should have ready:

  • team responsible for product security
  • security update process
  • component vulnerability monitoring
  • vulnerability reporting channel
  • user communication procedure
  • vulnerability and incident register
  • response and remediation metrics

30, 60 and 90-day preparation plan

First 30 days

  • appoint a CRA preparation owner
  • list products and components
  • define the company’s role for each product
  • check which products may be covered by CRA
  • identify high-risk products
  • check whether a vulnerability handling process exists
  • check whether SBOM is generated for the product
  • plan a CRA gap analysis

Days 31 to 60

  • perform risk assessment for key products
  • prepare the security requirements map
  • launch the coordinated vulnerability disclosure process
  • start building technical documentation
  • review dependencies and third-party components
  • define the security update process
  • review customer contract requirements
  • determine whether the product requires special conformity assessment

Days 61 to 90

  • implement security testing in the development process
  • prepare a product risk report template
  • prepare a technical documentation template
  • prepare the CRA reporting procedure
  • test the vulnerability handling process
  • prepare the 2027 action plan
  • train product, development and support teams
  • prepare a board report

CRA checklist for software houses

Scope and role

  • do we have a list of digital products?
  • do we know which products are made available on the EU market?
  • do we know where we are the manufacturer and where we are a subcontractor?
  • do we know obligations resulting from customer contracts?
  • do we know which products may be important or critical?

Secure development

  • do we have product security requirements?
  • do we perform threat modeling?
  • do we perform code reviews?
  • do we test applications and APIs?
  • do we check secrets in code?
  • do we monitor dependency vulnerabilities?
  • is security part of the CI/CD process?

Vulnerabilities and updates

  • do we have a process for receiving vulnerability reports?
  • do we have a vulnerability register?
  • do we know how to prioritize vulnerabilities?
  • do we have a security update process?
  • do users receive information about updates?
  • do we know the product support period?

Documentation and evidence

  • do we have a product risk assessment?
  • do we have technical documentation?
  • do we have an SBOM?
  • do we have security test results?
  • do we have evidence of meeting security requirements?
  • do we have user instructions?
  • do we have a conformity assessment process?

Common CRA mistakes made by software houses

Mistake 1: waiting until 2027

Most obligations apply in 2027, but reporting obligations begin earlier. In addition, preparing processes, documentation and tests can take many months.

Mistake 2: treating CRA as a legal topic only

CRA has legal consequences, but the challenge is also technical and organizational. Lawyers can help interpret the regulation, but product, technical and security teams must implement processes.

Mistake 3: unclear role in a customer project

If a software house develops a product for a customer, it must be clear who is responsible for risk assessment, technical documentation, testing, SBOM, vulnerability handling and product conformity.

Mistake 4: no SBOM and no dependency control

Modern digital products use many external libraries and components. Without an SBOM, it is difficult to quickly assess whether a new vulnerability affects the product.

Mistake 5: security testing only at the end of the project

If security testing appears only before release, fixing issues is more expensive and harder. Security should be part of the entire product lifecycle.

Mistake 6: no post-release process

The product must be maintained after release. Updates, reports, vulnerability monitoring, user communication and documentation are required.

Mistake 7: no evidence

Even if the team follows good practices, it must be able to show them. Lack of documentation, registers and test results weakens readiness for conformity assessment, customer discussions and controls.

What documents and evidence should be prepared?

Product documents

  • product description
  • product architecture
  • list of security features
  • threat model
  • cybersecurity risk assessment
  • security requirements
  • support period
  • user instructions

Development process documents

  • secure software development policy
  • code review procedure
  • security testing procedure
  • dependency management procedure
  • secrets management procedure
  • release and update process
  • risk acceptance process

Vulnerability handling documents

  • coordinated vulnerability disclosure policy
  • vulnerability register
  • triage procedure
  • escalation procedure
  • user communication procedure
  • CRA reporting procedure
  • security advisory templates

Technical evidence

  • SBOM
  • dependency scan results
  • application test results
  • API test results
  • code review results
  • penetration test reports
  • evidence of vulnerability remediation
  • security update history

Business example

A software house develops a SaaS platform for B2B customers. The product includes a web application, API, customer integrations, mobile application and a component installed in the customer environment. Until now, the company focused on features and delivery time, while security was checked mainly through periodic penetration tests.

After an initial CRA analysis, the company discovers that it needs to organize much more than a security test. It needs a product register, risk assessment, threat modeling, SBOM, vulnerability handling process, reporting procedure, technical documentation and update rules.

The biggest change is not buying a new tool. The biggest change is moving from “testing before release” to “security is part of the entire product lifecycle”.

Within 90 days, the company can prepare the foundation: product map, risk assessment, vulnerability reporting process, SBOM for the main product, basic technical documentation and an action plan for 2027.

How can ccyber.io help?

ccyber.io helps software houses and product companies prepare for the Cyber Resilience Act in a practical, technical and business-focused way. We do not limit the work to regulatory interpretation. We help translate CRA into processes, documentation, testing and evidence.

We can support your organization with:

  • CRA readiness assessment
  • digital product gap analysis
  • product and manufacturer role mapping
  • product cybersecurity risk assessment
  • threat modeling
  • secure software development lifecycle implementation
  • vulnerability handling process preparation
  • SBOM and dependency control preparation
  • technical documentation review
  • training for development and product teams
  • 2026 and 2027 preparation plan

The best first step is a short CRA readiness workshop. It helps determine which products may be covered by CRA, what role the company plays, what evidence already exists and what actions should be completed before the 2026 and 2027 deadlines.

FAQ

Does CRA apply to software houses?

It may apply. If a software house places a product with digital elements on the EU market under its own brand, it may act as a manufacturer. If it develops a product for a customer, requirements may be transferred contractually by the customer.

Does CRA apply to SaaS?

It depends on the product model and service delivery. CRA may cover related remote data processing solutions if they are necessary for the function of a product with digital elements. Each SaaS case should be assessed individually.

Does CRA apply to open-source software?

CRA has a special approach to free and open-source software. Non-commercial open-source distribution is treated differently from a product made available on the market as part of commercial activity. If a company monetizes an open-source product or places it on the market, scope analysis is needed.

What should be done by 11 September 2026?

The key priority is to prepare the process for reporting actively exploited vulnerabilities and severe incidents affecting product security. The company should define roles, deadlines, reporting channels and decision documentation.

What should be prepared by 11 December 2027?

The company should prepare full readiness for the main CRA requirements: product risk assessment, secure development lifecycle, vulnerability handling, technical documentation, conformity assessment, declaration of conformity, CE marking, support period and user information.

Is SBOM mandatory?

CRA increases the importance of component visibility and vulnerability management. In practice, SBOM is one of the most important tools for demonstrating control over components, dependencies and software supply chain risk.

Is a penetration test enough?

No. Penetration testing is important, but not sufficient. CRA requires an approach covering the full product lifecycle: risk assessment, design, development, testing, documentation, updates, vulnerability handling and post-release support.

Where should CRA preparation start?

The best starting point is product and role mapping, CRA scope analysis, gap assessment and a 2026-2027 action plan. Then the company should organize secure development, vulnerabilities, SBOM and documentation.

Summary

The Cyber Resilience Act changes how technology companies should think about product security. Security is no longer only a best practice, sales advantage or requirement from a large customer. It becomes part of conformity, documentation, risk assessment and manufacturer accountability.

Software houses should use 2026 to prepare the foundation: product mapping, vulnerability handling process, risk assessment, secure development lifecycle, SBOM, technical documentation and reporting procedures.

In 2027, the organization should move to full readiness: conformity assessment, evidence of meeting requirements, user information, support period, declaration of conformity and post-release product security maintenance.

Sources

Cybersecurity Grants in 2026: Where Should Companies Start?

Cybersecurity grants can help fund audits, testing, training, digital product security, preparation for NIS2, CRA, DORA, AI Security, OT Security and cyber resilience improvements. Learn where to start, how to prepare a project, what documents to collect and how to increase your chances of using available funding.

Prepared by: CCyber Editorial Team

Short answer

Preparing for cybersecurity grants should not start with randomly searching for a call. It should start with defining the project: what problem the company wants to solve, what risk it wants to reduce, what requirements it needs to meet and what evidence it must prepare. The best grant projects have a clear objective: NIS2/KSC, CRA, DORA, AI Security, OT Security, security testing, training, incident response, backup, PAM, MFA, cloud security or secure software development. Only then should the company match the project to an active funding call and check cost eligibility.

Last updated

July 2026

Who this article is for

  • boards
  • business owners
  • SMEs
  • software houses and SaaS companies
  • manufacturers of digital products, hardware, IoT and embedded systems
  • companies preparing for NIS2, KSC, DORA or CRA
  • industrial and OT companies
  • IT and cybersecurity providers
  • public organizations
  • hospitals, water utilities, transport, energy and critical infrastructure operators
  • people responsible for business development, compliance, IT and security

Key takeaways

  1. A grant should not finance a random tool purchase. It should support a specific project that reduces risk or helps meet requirements.
  2. The first step is to prepare the project scope, budget, business justification, timeline and expected outcomes.
  3. The strongest cybersecurity funding topics in 2026 are NIS2/KSC, CRA, SME cyber resilience, digital product security, AI Security, preparedness testing, OT Security, incident response and training.
  4. Calls close quickly, so the company should have a ready document pack and project scope before the ideal funding opportunity appears.
  5. Projects with the best chances combine risk, regulation, measurable outcomes, organizational readiness and a realistic implementation plan.

Why are cybersecurity grants important in 2026?

Cybersecurity is becoming one of the main investment areas for companies, public institutions and critical sectors. The reasons are regulation, increasing incidents, ransomware, customer requirements, supply chain security, artificial intelligence and the Cyber Resilience Act for digital products.

For many companies, the main barrier is not lack of awareness, but cost. Grants can help reduce this barrier and launch actions the company should take anyway: audits, gap analyses, testing, training, documentation, product security, compliance preparation or implementation of key controls.

The most important rule is this: funding should accelerate a sensible cybersecurity plan, not replace strategic thinking.

Where should cybersecurity grant preparation start?

Step 1: define the problem the project should solve

Do not start with the question “which grant is available?”. Start with: what cybersecurity problem do we need to solve?

Example problems:

  • the company does not know whether it falls under NIS2 or KSC
  • the company needs to prepare for an audit or customer requirements
  • a digital product must meet CRA requirements
  • employees are not trained in cybersecurity
  • backup has not been tested
  • there is no incident response plan
  • privileged access is not controlled
  • Microsoft 365 or cloud environment has not been reviewed
  • OT systems lack inventory and segmentation
  • the company uses AI without rules and controls

Evidence to prepare: short description of the problem, business impact, risk and expected project outcome.

Step 2: define the organization type and eligibility

Different programmes target different types of entities. A company must determine whether it fits as an SME, digital product manufacturer, cybersecurity provider, public entity, hospital, NIS2 entity, research organization or consortium member.

Check:

  • whether the company is micro, small, medium-sized or large
  • whether it operates in Poland, the EU or EEA
  • whether it manufactures software, hardware, IoT or embedded products
  • whether it provides cybersecurity services
  • whether it is an essential or important entity
  • whether it serves regulated sectors
  • whether it can apply individually
  • whether a consortium is required or recommended

Evidence to prepare: basic organization eligibility card.

Step 3: match the project to the right funding direction

Cybersecurity is a broad area. The same programme may finance very different projects: deployment of tools for SMEs, penetration testing, AI in cybersecurity, secure-by-design, resilience of critical infrastructure, cyber skills or CRA-related actions.

Common funding directions:

  • SME cyber resilience
  • NIS2 and KSC compliance
  • CRA preparation
  • secure digital product development
  • penetration testing and vulnerability assessment
  • AI in cybersecurity
  • AI Security
  • incident response and preparedness testing
  • OT Security and critical infrastructure
  • training and skills development

Evidence to prepare: project-to-funding direction map and explanation of why the project fits the call.

Step 4: prepare the project scope

A good grant project must have a specific scope. It is not enough to write “we will improve cybersecurity”. The company must show what exactly will be done.

Example project scope may include:

  • cybersecurity gap analysis
  • risk assessment
  • Microsoft 365 or cloud audit
  • MFA implementation
  • privileged access review
  • penetration testing
  • product security testing
  • threat modeling
  • secure SDLC implementation
  • incident response procedure
  • backup and recovery testing
  • employee and board training
  • compliance documentation
  • final report and recommendations

Evidence to prepare: scope of work, deliverables, timeline and responsibilities.

Step 5: prepare the budget and eligible costs

The budget should follow the scope, not the other way around. First define what needs to be done, then assign costs to it.

Depending on the call, costs may include:

  • advisory services
  • audits and assessments
  • security testing
  • training
  • software
  • tool implementation
  • certification or certification preparation
  • technical and integration work
  • documentation
  • project management

Every call has its own eligibility rules. Before submitting an application, check the call regulations, limits, required own contribution, implementation period and reporting rules.

Evidence to prepare: project budget divided into tasks, costs and justification.

Step 6: prepare the document pack

Companies often lose time because they start looking for documents only after finding a call. It is better to prepare the pack earlier.

Start with:

  • company registration data
  • SME status
  • business activity description
  • product or service description
  • cybersecurity problem description
  • planned project description
  • timeline
  • budget
  • offers or cost estimates
  • team information
  • supplier information
  • business justification
  • initial risk assessment

Evidence to prepare: project folder ready to be updated for a specific call.

Which cybersecurity projects make the most sense for grants?

1. NIS2 and KSC readiness

The project may include status self-assessment, gap analysis, risk assessment, documentation, incident procedures, training, supplier review and compliance evidence preparation.

This is a good direction for companies that are or may become essential or important entities, as well as suppliers serving regulated sectors.

2. Cyber Resilience Act and digital product security

For software houses, SaaS companies, IoT, embedded, hardware and digital product manufacturers, preparing for CRA is a strong topic.

The project may include:

  • secure SDLC
  • threat modeling
  • security testing
  • vulnerability management
  • SBOM
  • responsible disclosure procedure
  • secure updates
  • product documentation

3. Penetration testing and vulnerability assessment

Security testing is easy to justify because it produces concrete outcomes: a vulnerability report, recommendations, priorities and evidence of execution.

A good project should include not only testing, but also remediation planning and retesting.

4. Ransomware readiness and incident response

The project may include an incident response plan, tabletop exercise, backup review, recovery test, crisis communication plan and board readiness assessment.

This is a strong direction for companies that need to show customers or insurers they can survive a cyberattack.

5. AI Security and cybersecurity of AI solutions

AI projects may follow two directions: using AI for cybersecurity or securing AI systems.

Examples:

  • AI for threat detection
  • AI for incident analysis
  • LLM application security
  • prompt injection testing
  • AI governance
  • data protection in generative AI tools

6. OT Security and critical infrastructure

Industrial companies, water utilities, energy, transport and critical infrastructure organizations can justify projects through the impact of cyberattacks on continuity, human safety and physical processes.

The project may include:

  • OT inventory
  • OT risk assessment
  • IT-OT segmentation
  • remote access review
  • OT monitoring
  • configuration backup
  • OT incident response plan

7. Training and cyber awareness

Training can be part of a broader cyber resilience project. It works best when connected with risk, phishing, NIS2, AI, incident response procedures and training evidence.

A training project should have measurable outcomes: number of people trained, knowledge test, phishing simulations, materials and post-training report.

Programmes and directions worth monitoring

Digital Europe Programme - Cybersecurity

The Digital Europe Programme funds digital transformation projects, including cybersecurity, AI, advanced digital skills and digital trust. In the cybersecurity area for 2025-2027, NCC-PL indicates a budget of EUR 355 million over three years.

This is one of the most important programmes to monitor for companies and institutions interested in cybersecurity.

ECCC calls under the Digital Europe Programme

The ECCC publishes cybersecurity calls under the Digital Europe Programme. The Cyber 09 call covered, for example, cybersecure AI-based tools and services, uptake of cybersecurity solutions for SMEs, preparedness testing and regional submarine cable hubs.

Even if a specific deadline has passed, these calls are worth analyzing because they show which types of projects may be attractive in future funding rounds.

SECURE grants for SMEs covered by CRA

The SECURE project, co-financed by the Digital Europe Programme, launched support for micro, small and medium-sized enterprises that want to improve the cybersecurity of digital products and prepare for CRA. An example call included grants of up to EUR 30,000.

This is a good example of funding for product, software, hardware, IoT and embedded companies that need to implement secure-by-design, vulnerability management, testing and certification.

Horizon Europe - cybersecurity research and innovation

Horizon Europe is more focused on research, development and innovation than on standard company implementations. NCC-PL described a Cluster 3 call with a budget of EUR 56.2 million, covering software and hardware security, AI Security and advanced cryptographic solutions.

This direction is particularly interesting for technology companies, universities, research institutes, consortia and innovative cybersecurity providers.

Grants for organizations specializing in cybersecurity

Some calls are aimed not at end users of cybersecurity, but at organizations specializing in testing, vulnerability assessment, security services and support for entities covered by NIS2.

For example, NCC-PL described grants of up to EUR 200,000 per project for cybersecurity-related organizations, with the mission of conducting penetration testing and vulnerability assessment for NIS2-covered entities and other organizations.

National and regional programmes

In addition to EU programmes, companies should monitor national and regional programmes supporting digitalization, innovation, skills and resilience. Not every programme will use the word “cybersecurity”, but cybersecurity costs may appear as part of a broader project on digitalization, product security, automation, cloud, AI or operational resilience.

What can be financed with cybersecurity grants?

Assessments and audits

  • NIS2/KSC gap analysis
  • cyber risk assessment
  • security maturity assessment
  • Microsoft 365 or Google Workspace audit
  • cloud security assessment
  • OT Security assessment
  • CRA readiness assessment

Testing and security verification

  • penetration testing
  • vulnerability assessment
  • retest after remediation
  • web and mobile application testing
  • API testing
  • cloud environment testing
  • prompt injection testing for AI applications

Implementations and improvements

  • MFA
  • PAM
  • backup and recovery testing
  • monitoring and logging
  • network segmentation
  • access control
  • vulnerability management
  • secure updates

Documentation and processes

  • information security policy
  • incident response procedure
  • business continuity plan
  • supplier management procedure
  • secure SDLC
  • vulnerability disclosure procedure
  • product documentation for CRA

Training

  • employee cybersecurity training
  • phishing training
  • NIS2 training for boards
  • secure coding training
  • AI Security training
  • incident response training
  • tabletop exercises

What should companies avoid when applying for grants?

Mistake 1: forcing the company into the grant

Not every call fits every company. If the project is artificial, weakly justified or not based on real risk, the chances of success decrease.

Mistake 2: using vague statements

Statements such as “we will improve the company’s cybersecurity” are too weak. The application must show a specific problem, actions, results and evidence.

Mistake 3: no budget and timeline

The application must show how the project will be delivered. It needs a budget, tasks, deadlines, owners and measurable outcomes.

Mistake 4: ignoring maintenance costs

A grant may fund implementation, but the company must know what happens after the project. Tools, licenses, monitoring and processes must be maintained.

Mistake 5: no evidence of need

It is useful to have an assessment, gap analysis, test results, customer requirement, risk map or regulatory reference. This strengthens the justification.

Mistake 6: starting too late

Calls have deadlines. A company that starts from scratch only after a competition is announced often cannot prepare a strong application, offers and documents on time.

Grant-ready cybersecurity project: what should be prepared earlier?

Project card

  • project name
  • business problem
  • cybersecurity problem
  • project objective
  • target group
  • systems or products covered
  • regulations or customer requirements
  • expected outcomes

Scope of work

  • tasks
  • milestones
  • deliverables
  • reports
  • testing
  • training
  • documents and procedures

Budget

  • advisory services costs
  • testing costs
  • training costs
  • tool costs
  • implementation costs
  • own contribution
  • post-project maintenance costs

Evidence and attachments

  • company description
  • SME status
  • product or service description
  • risk analysis
  • gap analysis
  • supplier offers
  • timeline
  • justification of alignment with the call objective

30, 60 and 90-day action plan

First 30 days

  • assign a person responsible for cybersecurity funding
  • list the most important cybersecurity needs
  • select 2 or 3 potential projects
  • check whether the company is an SME, digital product manufacturer, cybersecurity provider or regulated entity
  • prepare a project card
  • collect basic company data
  • start monitoring NCC-PL, CPPC, ECCC and Funding & Tenders

Days 31 to 60

  • perform a gap analysis or quick assessment
  • prepare scope of work and budget
  • collect offers or cost estimates
  • check cost eligibility
  • define the project timeline
  • prepare business and regulatory justification
  • select potential partners if a consortium is needed

Days 61 to 90

  • match the project to an active call
  • complete required forms
  • prepare attachments
  • check alignment with evaluation criteria
  • verify budget and own contribution
  • prepare the implementation plan after funding approval
  • define who will be responsible for reporting and evidence of project execution

Business example

A software house builds a SaaS application for B2B customers. The company hears about CRA and knows that the product will need to meet higher cybersecurity requirements. The team wants to use grant funding, but does not know where to start.

Instead of looking for a random call, the company prepares a project around “digital product security”. The scope includes secure SDLC, threat modeling, application testing, vulnerability management, SBOM, responsible disclosure procedure, developer training and product security documentation.

Then the company checks whether it fits programmes supporting SMEs covered by CRA, Digital Europe, Horizon Europe or other digital product calls. Even if one call is already closed, the company has a ready project and can quickly adapt it to the next funding round.

The company’s biggest advantage is not that it found a grant. It is that it had the project, budget and justification ready before the right deadline appeared.

How can ccyber.io help?

ccyber.io helps companies prepare cybersecurity projects that make business, regulatory and technical sense. We do not start from the form. We start from the problem, risk and scope of actions.

We can support your organization with:

  • quick cybersecurity funding opportunity assessment
  • company and project eligibility check
  • cybersecurity project scope preparation
  • budget and timeline preparation
  • NIS2/KSC gap analysis
  • CRA readiness assessment
  • cyber risk assessment
  • training plan design
  • project evidence and document preparation
  • implementation roadmap after funding approval

The best first step is a short cybersecurity funding workshop. It helps determine whether the company has a project suitable for grant funding, what documents should be collected and which calls should be monitored.

FAQ

Can every company receive a cybersecurity grant?

No. Each call has its own criteria: entity type, company size, country, project scope, eligible costs, deadlines and formal requirements. This is why company and project eligibility must be checked first.

Where should a company start if it does not know which call to choose?

The best starting point is project preparation: problem, risk, objective, actions, budget and outcomes. Only then should the company match the project to an active call.

Can a company receive funding for NIS2 or KSC?

Some programmes may support projects related to cyber resilience, NIS2 requirements, training, testing, risk assessment or tools for regulated organizations. The rules of each call must be checked individually.

Can a company receive funding for CRA?

Yes, programmes appear that support SMEs in preparing digital products for CRA requirements, including secure-by-design, vulnerability management, testing and certification. Deadlines and conditions must always be checked on official websites.

Can a grant fund penetration testing?

In certain calls, yes. Penetration testing and vulnerability assessment are common elements of cybersecurity projects, but specific conditions, target groups or entity types may apply.

Can a grant fund cybersecurity training?

Sometimes yes, especially as part of a broader cyber resilience, awareness, regulatory preparation or procedure implementation project. The call must confirm whether training is an eligible cost.

Should a company buy a tool first and look for funding later?

No. Eligibility rules and dates should be checked first. A purchase made before the eligible cost period may not be accepted.

How often should new calls be checked?

At least monthly, and more often during call announcement periods. It is worth monitoring NCC-PL, CPPC, ECCC, Funding & Tenders, PARP, regional programmes and EU programme websites.

Summary

Cybersecurity grants in 2026 can be a strong way to accelerate actions the company should implement anyway. The strongest projects are specific, measurable and connected with real risk: NIS2, KSC, CRA, AI Security, OT Security, testing, training, backup, incident response and secure software development.

The best approach is simple: do not wait passively for the perfect call. Prepare the project, scope, budget, evidence and justification. When the right grant appears, the company will be ready to act quickly.

A well-prepared cybersecurity project helps not only with funding. It also improves discussions with the board, customers, auditors, insurers and suppliers.

Sources

OT Security Explained: How Is It Different from IT Security?

OT Security protects industrial, production and infrastructure systems that control physical processes. Unlike traditional IT Security, OT prioritizes human safety, availability, process continuity and control over devices such as PLCs, SCADA, DCS, HMI and automation systems.

Prepared by: CCyber Editorial Team

Short answer

OT Security is the cybersecurity of operational and industrial systems that monitor or control physical processes. In IT, we usually protect data, applications and users. In OT, we protect production, equipment, human safety, operational continuity and process stability. That is why OT cannot simply copy IT security methods. Patching, scanning, restarting, segmentation, monitoring and incident response must be adapted to production, automation and critical infrastructure realities.

Last updated

July 2026

Who this article is for

  • boards
  • production directors
  • technical directors
  • OT managers
  • automation engineers
  • maintenance engineers
  • CISOs and security teams
  • IT managers working with OT
  • manufacturing companies
  • energy, water, transport, healthcare and critical infrastructure organizations
  • organizations covered by NIS2, KSC, ISO/IEC 27001 or IEC 62443

Key takeaways

  1. OT Security protects physical processes, not only data and information systems.
  2. In IT, confidentiality is often a key priority. In OT, human safety, availability and process continuity are usually the top priorities.
  3. OT systems should not be treated like normal office computers. Scanning, updates and restarts can stop production or affect the physical process.
  4. The most important OT Security elements are asset inventory, segmentation, remote access control, monitoring, change management, configuration backup and an OT incident response plan.
  5. IT and OT must work together, but they should not impose the same rules on each other without considering operational risk.

What is OT?

OT, or Operational Technology, refers to systems, devices and software used to monitor, control or automate physical processes. OT is used in manufacturing, energy, transport, water utilities, logistics, buildings, healthcare, chemical industry, food production and critical infrastructure.

OT environments may include:

  • PLC, or programmable logic controllers
  • SCADA, or supervisory control and data acquisition systems
  • DCS, or distributed control systems
  • HMI, or human machine interfaces
  • RTU, or remote terminal units
  • sensors and actuators
  • industrial robots
  • production lines
  • BMS and building automation systems
  • systems controlling energy, water, temperature, pressure and movement

Simply put: IT manages information, while OT manages the physical process.

What is OT Security?

OT Security protects OT systems from cyber threats, errors, unauthorized access and actions that could disrupt a physical process.

OT Security protects:

  • human safety
  • production continuity
  • availability of control systems
  • integrity of control commands
  • accuracy of measurements
  • stability of the technological process
  • product quality
  • the environment
  • critical infrastructure

In OT, a cyberattack can have physical consequences. It can stop a production line, change process parameters, disrupt water or energy supply, disable a transport system or create risk for operators.

How is OT Security different from IT Security?

1. Different security priorities

In traditional IT, the focus is often on confidentiality, integrity and availability. In OT, the order is different. Human safety, process availability, control stability and then data confidentiality are usually the priorities.

In IT, an incident may mean data loss. In OT, an incident may mean production stoppage, equipment damage, loss of process visibility, loss of control or safety risk.

2. Different system lifecycles

IT systems are replaced relatively often. Laptops, servers and applications usually have lifecycles measured in years.

OT systems may operate for 10, 15, 20 years or more. Some controllers, operator panels and SCADA systems run for decades because they are part of a production line or industrial installation.

This means that OT often includes older systems, older protocols and limited ability to install modern security controls.

3. Different approach to updates

In IT, system updates are often routine. In OT, an update may require a maintenance window, testing, production approval, vendor involvement and rollback planning.

An untested patch can stop a process, change system behavior or affect certification. That is why OT patch management must be connected with change management and operational risk assessment.

4. Different approach to scanning and testing

In IT, vulnerability scanning is a typical security activity. In OT, aggressive scanning can disrupt older devices, overload industrial networks or affect controller communication.

In OT, passive asset discovery, traffic analysis, controlled testing and coordination with automation and production teams are preferred.

5. Different consequences of restart

In IT, restarting a server or laptop is usually an organizational problem. In OT, restarting a controller, HMI or SCADA server may stop a line, interrupt a process or require a startup procedure.

Technical decisions in OT must therefore consider the technological process, not only the operating system state.

6. Different responsibilities and culture

IT focuses on digital services, data, users and applications. OT focuses on processes, machines, operators, production and physical safety.

A good OT Security programme must connect both worlds. It does not work when IT imposes rules on automation teams without understanding the process. It also does not work when OT rejects every security requirement as an obstacle.

IT Security vs OT Security: quick comparison

Main goal

  • IT Security: protect data, applications, users and digital services
  • OT Security: protect physical processes, availability, human safety and operational continuity

Most important assets

  • IT Security: data, servers, endpoints, applications, identities, cloud
  • OT Security: PLCs, SCADA, DCS, HMI, sensors, actuators, robots, production lines, industrial networks

Typical incident impact

  • IT Security: data leakage, account takeover, ransomware, service outage, financial loss
  • OT Security: production stoppage, equipment damage, loss of process visibility, loss of control, human safety risk

Patching

  • IT Security: frequent, automated, standard maintenance windows
  • OT Security: cautious, tested, dependent on production, vendor and operational windows

Monitoring

  • IT Security: system logs, EDR, SIEM, identity, network, cloud
  • OT Security: industrial traffic, PLC communication, process states, control commands, HMI and SCADA behavior

Incident response

  • IT Security: isolate device, reset accounts, recover data, analyze malware
  • OT Security: decisions made together with automation, production and safety, because actions taken too quickly may stop a process or create physical risk

Key OT Security terms

PLC

PLC, or Programmable Logic Controller, is used to control a machine or process. It receives signals from sensors, executes control logic and sends commands to actuators.

Example: a controller starts a pump, opens a valve, stops a conveyor or controls temperature.

SCADA

SCADA, or Supervisory Control and Data Acquisition, is a system for supervision, visualization and data collection. It allows operators to observe a process, respond to alarms and sometimes send control commands.

SCADA often integrates many devices and geographically distributed sites.

DCS

DCS, or Distributed Control System, is used in large process installations, for example in energy, chemical, pharmaceutical, food and refinery environments.

DCS manages the process as a whole, while control is distributed across multiple controllers.

HMI

HMI, or Human Machine Interface, is the interface between an operator and a machine. It displays process state, alarms, measurements and allows selected actions.

ICS

ICS, or Industrial Control System, is a broad term for industrial control systems. It includes SCADA, DCS, PLC, HMI and industrial networks.

IIoT

IIoT, or Industrial Internet of Things, refers to networked industrial devices used for monitoring, predictive maintenance, production optimization and data collection.

Why has OT become more exposed?

IT and OT are increasingly connected

In the past, many OT systems were isolated. Today, production, maintenance, reporting, cloud, ERP, MES, remote service and data analytics increasingly require IT and OT connectivity.

This increases efficiency, but also creates new attack paths.

Remote access has become normal

Vendors, integrators and maintenance teams often need remote access to industrial systems. If this access is not controlled, it can become one of the most important entry points for attackers.

Legacy systems were not designed for cybersecurity

Many OT devices were designed with the assumption that they would operate in isolated networks. Some industrial protocols do not include built-in encryption, strong authentication or integrity controls.

Ransomware also affects production

A ransomware attack may start in IT, but stop OT. If planning systems, engineering workstations, HMI, historians, recipe systems, backups or intermediate servers are encrypted, production may stop even without direct encryption of PLCs.

The most important OT Security risks

Lack of asset inventory

A company cannot protect systems it does not know. Without a list of PLCs, HMIs, engineering workstations, SCADA servers, network connections and suppliers, risk cannot be controlled.

Unauthorized remote access

Permanent supplier VPN, shared accounts, no MFA, no logs and no session approval create high risk for OT.

Lack of IT and OT segmentation

If office and industrial networks are connected without control, an attack from IT can move more easily into OT. Segmentation and security zones limit traffic and incident impact.

Legacy systems and difficult patching

OT systems often run for a long time and cannot always be updated quickly. This requires compensating controls such as segmentation, access control, monitoring and exposure reduction.

No backup of OT configurations

Office data backup is not enough. OT also requires backup of PLC configurations, controller programs, SCADA projects, HMI configurations, recipes and device settings.

No industrial communication monitoring

In OT, what matters is not only who logged in, but also what commands are being sent to devices and whether process behavior is normal.

No OT incident response procedure

An IT incident procedure is not enough. OT response must include production, automation, safety, maintenance and decisions about process shutdown.

How to secure OT: practical minimum

Step 1: inventory OT assets

First, understand what exists in the environment. OT inventory should include devices, systems, networks, protocols, software versions, suppliers and process owners.

Include:

  • PLC
  • SCADA
  • DCS
  • HMI
  • engineering workstations
  • historians
  • recipe systems
  • industrial networks
  • connections with IT
  • vendor remote access
  • safety and protection systems

Evidence to prepare: OT asset register with owner, location, criticality and connections.

Step 2: divide the environment into zones and conduits

A good OT approach is to divide the environment into zones with similar risk and security requirements. Communication between zones should be controlled.

In practice, this means:

  • separating IT from OT
  • creating a DMZ between IT and OT
  • limiting traffic to required protocols only
  • controlling vendor access
  • separating safety systems from other systems
  • separating lines, sites or processes with different criticality

Evidence to prepare: OT network diagram, zone description, communication rules and exception list.

Step 3: secure remote access

Remote access to OT should be approved, time-limited, monitored and protected with MFA. Permanent supplier access without control is one of the biggest risks.

Minimum controls:

  • MFA for remote access
  • no shared accounts
  • access only through a controlled entry point
  • session approval
  • logging and monitoring
  • session time limitation
  • access removal after work is complete
  • recording of high-risk sessions if possible

Evidence to prepare: supplier access list, permissions, MFA, logs and approval process.

Step 4: introduce OT monitoring

OT monitoring should include industrial communication and process behavior. Monitoring only Windows logins is not enough.

Observe:

  • new devices in the OT network
  • unusual communication between zones
  • new connections from IT to OT
  • commands sent to PLCs
  • controller program changes
  • HMI or SCADA configuration changes
  • unusual supplier logins
  • attempts to scan the OT network

Evidence to prepare: OT monitoring scope, alerts, logs and escalation procedure.

Step 5: manage change in OT

In OT, every change can affect the process. Updating software, changing firewall rules, modifying a PLC program or changing HMI configuration should be controlled.

The change process should include:

  • change description
  • reason for change
  • risk assessment
  • testing
  • approval by process owner
  • rollback plan
  • maintenance window
  • post-implementation confirmation

Evidence to prepare: OT change register, approvals, tests and rollback plan.

Step 6: prepare OT configuration backup

OT backup is not only office files. The company must protect configurations, controller programs, SCADA projects, recipes, device parameters and technical documentation.

Check backup of:

  • PLC programs
  • HMI configurations
  • SCADA projects
  • DCS configurations
  • engineering workstations
  • recipes and parameters
  • industrial network configuration
  • technical documentation

Evidence to prepare: OT backup list, latest backup date, recovery test result and responsible person.

Step 7: prepare an OT incident response plan

An OT incident cannot be handled only by IT. The plan must involve automation, maintenance, production, safety, management and suppliers.

The plan should answer:

  • who can decide to stop the process?
  • who assesses risk to people and environment?
  • who contacts the system vendor?
  • who isolates a network segment?
  • how do we keep the process in a safe state?
  • how do we restore configurations?
  • when do we notify customers, regulators or CSIRT?

Evidence to prepare: OT incident response plan, contact list, scenarios and tabletop exercise result.

What to do and what not to do in OT Security

What to do

  • involve automation and production teams from the beginning
  • start with asset inventory and process criticality
  • segment IT and OT networks
  • control remote access
  • monitor industrial communication
  • test changes before implementation
  • back up OT configurations
  • run OT incident response exercises

What not to do

  • do not aggressively scan OT without agreement
  • do not patch without tests and a maintenance window
  • do not restart OT systems without process owner approval
  • do not assume an air gap still exists
  • do not leave permanent supplier access
  • do not treat OT like office IT
  • do not ignore legacy protocols and devices
  • do not omit safety from cyber decisions

OT Security, NIS2, KSC and IEC 62443

NIS2 and KSC

NIS2 and the amended Polish KSC Act increase the importance of cybersecurity in sectors such as energy, transport, water, wastewater, healthcare, digital infrastructure, manufacturing, chemicals, food and public administration.

For industrial and infrastructure organizations, this means that OT Security may become part of risk management, board responsibilities, audits, incidents and compliance evidence.

IEC 62443

IEC 62443 is a series of standards for industrial automation and control systems security. It is one of the most important reference points for OT Security because it reflects the specific nature of industrial systems, stakeholder roles, risk assessment, zones, conduits and technical requirements.

In practice, IEC 62443 helps answer:

  • how should the OT environment be divided into zones?
  • how should control system risk be assessed?
  • what security requirements should apply to suppliers?
  • how should defense-in-depth be implemented?
  • how should security be planned across the system lifecycle?

30, 60 and 90-day OT Security plan

First 30 days

  • assign an OT Security owner
  • identify the most important physical processes
  • perform an initial OT inventory
  • check IT-OT connections
  • identify vendor remote access
  • check whether OT configuration backups exist
  • organize a joint meeting of IT, OT, production and safety

Days 31 to 60

  • prepare an OT network diagram
  • divide the environment into zones
  • define remote access rules
  • define the OT change process
  • define OT monitoring scope
  • check critical accounts and passwords
  • perform a risk assessment for the most important processes

Days 61 to 90

  • implement remote access control
  • start monitoring selected OT segments
  • test configuration backup
  • prepare an OT incident response plan
  • run a tabletop exercise
  • prepare a segmentation roadmap
  • prepare a board report

What documents and evidence should be prepared?

Governance documents

  • OT Security policy
  • OT risk register
  • OT Security roadmap
  • IT, OT and production responsibility matrix
  • board report

Technical documents

  • OT asset register
  • OT network diagram
  • zone and conduit description
  • remote access list
  • privileged account list
  • industrial protocol list
  • OT change register

Operational evidence

  • remote access review report
  • configuration backup test report
  • supplier access logs
  • passive OT monitoring results
  • change testing confirmations
  • OT incident exercise note

Common OT Security mistakes

Mistake 1: copying IT Security into OT without adjustment

Not every IT practice fits OT. OT requires consideration of process, safety, production windows, legacy systems and physical risk.

Mistake 2: no shared language between IT and OT

IT talks about vulnerabilities and logs. OT talks about process, availability and operator safety. Without a shared language, conflict replaces cooperation.

Mistake 3: lack of asset visibility

Many organizations do not have an up-to-date list of PLCs, HMIs, engineering workstations, remote connections and suppliers. Without this, risk cannot be managed.

Mistake 4: uncontrolled remote access

Permanent supplier access, no MFA and no logs are among the most important OT Security gaps.

Mistake 5: no configuration backup

A company may have office data backup, but not a current copy of the PLC program, SCADA project or HMI configuration. After an incident, this can significantly delay recovery.

Mistake 6: no OT incident response exercises

If the response plan has not been tested, the team may not know who decides about process shutdown, segment isolation or supplier communication.

Business example

A manufacturing company has modern IT systems, but its OT environment developed separately over the years. The plant has several production lines, PLCs, HMI panels, a SCADA server, engineering workstations and remote access for a maintenance supplier.

During an initial assessment, it turns out that nobody has a full list of OT devices. The supplier has permanent VPN access, some passwords are shared, PLC project backup has not been tested and IT does not know the details of the industrial network.

The problem is not the lack of one tool. The problem is lack of visibility, segmentation, access control and a shared IT-OT process.

The company starts with basics: inventory assets, map connections, restrict remote access, test configuration backup and prepare an OT incident response plan. Only then does it implement monitoring and advanced controls.

How can ccyber.io help?

ccyber.io helps companies understand and organize OT Security without copying IT methods one-to-one into industrial environments.

We can support your organization with:

  • OT risk assessment
  • initial OT Security assessment
  • OT asset inventory
  • IT-OT segmentation review
  • vendor remote access review
  • IEC 62443 gap analysis
  • OT Security workshop for the board, IT and automation teams
  • OT incident response plan
  • tabletop exercise for ransomware in production
  • 30, 60 and 90-day OT Security roadmap

The best first step is a short OT Security assessment. It helps determine which processes are critical, what IT-OT connections exist, which suppliers have access and where risk is highest.

FAQ

What is OT Security?

OT Security is the protection of operational and industrial systems that control or monitor physical processes. It applies to PLCs, SCADA, DCS, HMI, industrial networks, robots and automation systems.

How is OT different from IT?

IT focuses mainly on data, applications and users. OT focuses on physical processes, production, availability, human safety and equipment control.

Why is availability so important in OT?

An OT outage can stop production, disrupt service delivery, affect human safety or damage equipment. That is why availability and process stability are often more important than classic data confidentiality.

Can vulnerabilities be scanned in OT like in IT?

Not always. Aggressive scanning can disrupt older devices and industrial communication. OT requires controlled testing, passive analysis and agreement with automation and production teams.

Can OT be disconnected from the internet?

Sometimes yes, but in practice many OT environments have connections to IT, suppliers, cloud, reporting systems or remote service. Do not assume an air gap exists unless it is verified.

Is IEC 62443 mandatory?

IEC 62443 is not always legally mandatory, but it is one of the most important OT Security standards. It can support risk assessment, segmentation, supplier requirements and building an OT Security programme.

Do NIS2 and KSC apply to OT?

They may. Organizations in sectors such as energy, transport, water, wastewater, healthcare, manufacturing, chemicals, food and digital infrastructure may have cybersecurity risk management obligations that also include OT systems if those systems are critical to service delivery.

Where should OT Security start?

The best starting point is OT asset inventory, IT-OT connection mapping, identification of critical processes, remote access review and configuration backup check.

Summary

OT Security differs from IT Security because it protects not only systems and data, but primarily the physical process, human safety, availability and operational continuity.

The biggest mistake is treating OT like normal IT. In industrial environments, every change, update, scan, restart and isolation decision must be coordinated with production, automation and safety.

Good OT Security starts with visibility: asset inventory, process understanding, connection mapping, segmentation and remote access control. Advanced tools, monitoring and a full IEC 62443 roadmap come after that.

Sources

AI Security for Companies: Where Should You Start?

AI Security does not start with banning artificial intelligence. It starts with an inventory of AI tools, acceptable use rules, data classification, access control, vendor assessment, data leakage prevention, training and monitoring risks such as shadow AI, prompt injection, deepfakes and overreliance on AI outputs.

Prepared by: CCyber Editorial Team

Short answer

Companies should start AI Security with a simple and practical programme: identify which AI tools employees use, what data is entered into them, which processes depend on AI, who approves tools and what controls are required. The first priorities are an acceptable AI use policy, data classification, access control, vendor assessment, employee training, shadow AI monitoring, LLM application security and an AI incident response plan.

Last updated

July 2026

Who this article is for

  • boards
  • business owners
  • CISOs and security leaders
  • IT directors
  • compliance and risk management teams
  • HR and training teams
  • legal and privacy teams
  • AI, data science and automation teams
  • software houses and SaaS companies
  • SMEs deploying ChatGPT, Copilot, Gemini, Claude or other AI tools

Key takeaways

  1. AI Security is not only model security. It also covers data, users, vendors, business processes, applications, integrations and AI-supported decisions.
  2. The biggest early risks are shadow AI, data leakage, prompt injection, overreliance on AI outputs, deepfakes, missing policies and lack of risk ownership.
  3. A company should first inventory AI tools and use cases before buying more solutions.
  4. Safe AI use requires clear rules: which tools are allowed, what data must not be pasted and who approves new AI use cases.
  5. The best start is a 30-day programme: AI inventory, usage policy, data classification, employee training and a quick risk assessment.

What is AI Security?

AI Security means securing systems, processes and data related to artificial intelligence. It includes secure use of ready-made AI tools as well as security of applications, models, integrations, training data, prompts, outputs, AI agents and automation.

In practice, AI Security answers the following questions:

  • which AI tools are employees using?
  • what data is entered into these tools?
  • are AI tools approved by the company?
  • does the AI vendor meet security and privacy requirements?
  • does AI have access to company data, email, documents or systems?
  • do employees know what must not be pasted into AI?
  • are AI outputs verified by humans?
  • does the company have a response plan for AI-related incidents?

AI Security is not about blocking innovation. The goal is to help the company use AI faster, but without uncontrolled risk.

Why should companies address AI Security now?

Artificial intelligence has entered companies faster than many other technologies. Employees use it to write emails, analyze documents, summarize meetings, generate code, prepare offers, translate content, analyze data and support customers.

The problem is that many organizations do not know:

  • who uses AI
  • which tools are used
  • what data is entered
  • whether data is sent to an external provider
  • whether employees understand AI limitations
  • whether AI is part of a decision-making process
  • whether control and approval evidence exists

This creates shadow AI risk, meaning the use of AI tools outside the knowledge and control of the organization. Shadow AI is especially risky when employees paste customer data, personal data, source code, company secrets, contractual documents or financial information into public tools.

Where should AI Security start?

Step 1: inventory AI tools

You cannot secure what you cannot see. The first step is an inventory of AI tools used officially and unofficially.

The inventory should include:

  • ChatGPT, Copilot, Gemini, Claude and other chatbots
  • AI tools in Microsoft 365 or Google Workspace
  • AI in CRM, marketing automation and sales
  • AI in helpdesk and customer support
  • AI in HR and recruitment tools
  • AI in developer tools
  • AI in BI and analytics systems
  • AI in SaaS applications used by business teams
  • custom chatbots, AI agents and LLM applications
  • API integrations with AI models

Evidence to prepare: AI tools register, business owner, vendor, data type, purpose of use and approval status.

Step 2: identify AI use cases

The tool name alone is not enough. What matters more is how the company uses AI. The risk level depends on the use case.

Example use cases:

  • writing emails and documents
  • summarizing meetings
  • analyzing contracts
  • customer support chatbot
  • code generation
  • sales data analysis
  • recruitment and candidate screening
  • customer risk assessment
  • business decision automation
  • AI agents taking actions in systems

Not every use case has the same risk level. AI used to improve the style of an email has a different risk profile than AI used for candidate selection, customer assessment, financial data access or automated action in business systems.

Evidence to prepare: list of AI use cases with risk rating: low, medium, high.

Step 3: define what data must not be used in AI

The biggest starting issue is data. Employees often do not know whether they can paste a contract, customer data, CV, source code, financial report or strategy document into AI.

The company should clearly define what must not be pasted into public or unapproved AI tools.

Commonly prohibited data should include:

  • passwords and secrets
  • API keys
  • personal data of customers and employees
  • medical and financial data
  • company secrets
  • non-public financial data
  • contracts and confidential documents
  • restricted source code
  • data covered by NDAs
  • customer data without a legal and business basis

Evidence to prepare: data classification and rules for using data in AI tools.

Step 4: prepare an acceptable AI use policy

An AI policy does not need to be 50 pages long. At the beginning, it should be short, clear and understandable for employees.

A good policy should answer:

  • which AI tools are allowed?
  • which tools are prohibited?
  • what data can be processed in AI?
  • what data must not be pasted?
  • when is approval from a manager, IT, security or legal required?
  • can AI outputs be sent to customers without review?
  • how should AI-generated content be labelled?
  • how should an incident or suspicious AI behavior be reported?

The policy should be supported by training. A document alone is not enough if employees do not understand examples from their daily work.

Evidence to prepare: AI use policy, employee acceptance confirmation and training materials.

Step 5: assess AI vendors

AI often operates as an external service. This means data, prompts, files, outputs and metadata may be sent to a vendor. The company should understand how the vendor protects data and what contractual terms apply.

When assessing an AI vendor, check:

  • where data is processed
  • whether customer data is used to train models
  • whether training on company data can be disabled
  • how long prompts and outputs are retained
  • who can access the data
  • whether access is logged
  • whether the vendor offers a business or enterprise version
  • whether DPA, SLA and security terms are available
  • whether the vendor has certifications or security reports
  • how incident handling works

Evidence to prepare: AI vendor assessment, accepted contractual terms, DPA and tool approval decision.

Step 6: secure access to AI tools

AI tools should be managed like other business systems. Access should be controlled, monitored and removed when an employee leaves.

Minimum access controls:

  • SSO if supported
  • MFA for users
  • roles and permissions aligned with need
  • user list
  • access granting and removal process
  • separate administrator permissions
  • activity logs
  • access review at least quarterly

If an AI tool has access to email, files, CRM, code repositories or financial systems, it should be treated as a high-risk system.

Evidence to prepare: AI user list, SSO/MFA configuration, roles, administrators and latest access review.

Step 7: secure LLM applications and chatbots

If the company builds its own chatbot, LLM application, AI agent or model API integration, the risks are higher than when using a ready-made tool.

Consider at least:

  • prompt injection
  • data leakage from context
  • unsafe tool use by AI agents
  • excessive application permissions
  • lack of AI output validation
  • poisoning of RAG data
  • lack of customer data separation
  • vulnerabilities in plugins and integrations
  • overreliance on model answers
  • lack of logging for prompts, actions and errors

An LLM application should be treated as high risk if it has access to sensitive data, users, payments, internal systems or can automatically take actions.

Evidence to prepare: AI application threat model, data list, integration list, permission controls, prompt injection tests and activity logs.

Step 8: introduce human-in-the-loop

In many processes, AI should support humans, not replace decisions without control. This is especially important for decisions about customers, employees, finances, security and legal matters.

Human-in-the-loop means that a human:

  • understands the role of AI in the process
  • verifies AI output before use
  • can stop or change a decision
  • knows when AI output is uncertain
  • has access to rationale, input data or sources
  • is responsible for the final decision

The biggest mistake is treating AI output as automatically true. AI can produce convincing but incorrect answers.

Evidence to prepare: decision process description, human role, approval points and AI output verification rules.

Step 9: monitor AI usage and incidents

AI Security does not end with policy and training. The company should monitor whether tools are used according to rules and whether incidents occur.

Monitor:

  • new AI tools used in the company
  • access to approved tools
  • unauthorized integrations
  • attempts to paste sensitive data
  • unusual API usage
  • costs and abuse
  • model errors reported by users
  • incidents involving data, prompts or outputs

For AI applications, it is useful to log prompts, outputs, decisions, tools used and actions performed by the AI agent, while respecting privacy and data minimization principles.

Evidence to prepare: AI incident register, usage logs, alerts and periodic AI risk report.

Step 10: train employees

The best AI policy will not work if employees do not understand how AI can harm the company. Training should be practical and example-based.

Training should cover:

  • what shadow AI is
  • what data must not be pasted into AI
  • how to verify AI outputs
  • how to recognize deepfakes and voice scams
  • how AI supports phishing
  • how to use approved tools
  • how to report AI incidents
  • when to request approval for a new AI use case

Evidence to prepare: training attendance list, materials, knowledge test and refresher schedule.

The most important AI risks for companies

Shadow AI

Shadow AI is the use of AI tools outside the knowledge and control of the organization. It can involve public chatbots, browser extensions, mobile apps, transcription tools, presentation generators or coding plugins.

The risk is that the company does not know what data is sent to the tool, where it is processed and who can access it.

Data leakage

An employee may paste customer data, a contract, personal data, code, a strategy document or financial information into AI. Even if done with good intentions, the company may lose control of the information.

Prompt injection

Prompt injection is an attempt to manipulate an LLM application through specially crafted instructions. It can lead to data disclosure, rule bypass, undesired action or ignoring system instructions.

Unsafe AI agents

An AI agent that can take actions in systems creates higher risk than a chatbot that only returns text. If the agent has access to email, files, CRM, internet, financial systems or code repositories, its permissions must be limited.

Deepfakes and voice scams

AI makes it easier to create fake images, voices and video. This increases the risk of executive impersonation, urgent payment fraud, bank account change fraud and employee manipulation.

Overreliance on AI

AI can generate convincing errors. Overreliance on AI outputs can lead to poor business decisions, legal mistakes, code defects, incorrect data analysis and wrong customer communication.

AI vendor risk

An AI vendor may change terms, model behavior, processing location, data usage or security posture. The company should monitor critical AI vendors like other technology suppliers.

Minimum safe AI use rules for employees

Rule 1: use only approved tools

Employees should know which AI tools are allowed for work. If they want to use a new tool, there should be a simple approval path.

Rule 2: do not paste confidential data

Personal data, customer data, company secrets, passwords, API keys, restricted code and confidential documents should not be pasted into public or unapproved AI tools.

Rule 3: verify AI outputs

AI output should be treated as a suggestion, not as automatic truth. Before using an output in a decision, offer, code, analysis or customer communication, it should be verified.

Rule 4: do not give AI excessive permissions

If an AI tool has access to email, files, CRM, code repositories or production systems, its permissions should be limited to the minimum necessary.

Rule 5: report incidents and errors

Employees should know where to report situations where they pasted the wrong data into AI, a tool behaved suspiciously or AI output caused an error.

30, 60 and 90-day AI Security plan

First 30 days

  • assign an AI Security owner
  • inventory AI tools
  • identify shadow AI
  • define allowed and prohibited tools
  • prepare a short AI use policy
  • define data that must not be pasted into AI
  • train employees on AI Security basics

Days 31 to 60

  • assess AI vendors
  • classify use cases by risk
  • implement SSO and MFA for AI tools
  • prepare a process for approving new AI tools
  • check AI use in business teams
  • create an AI incident register

Days 61 to 90

  • prepare a threat model for LLM applications
  • run prompt injection tests for chatbots and agents
  • define AI Security metrics
  • prepare a board dashboard
  • define vendor and contractual requirements
  • prepare an AI governance roadmap for the next 6 months

What documents and evidence should be prepared?

Governance documents

  • acceptable AI use policy
  • AI tools register
  • AI use case register
  • AI risk classification
  • new AI tool approval rules
  • AI governance roles and responsibilities

Technical documents

  • AI application threat model
  • API integration register
  • data used by AI systems
  • access controls
  • SSO and MFA configuration
  • AI agent usage and action logs
  • prompt injection test results

Organizational evidence

  • training attendance list
  • training materials
  • AI policy acceptance confirmation
  • AI vendor assessments
  • AI tool approval decisions
  • AI incident register

Common AI Security mistakes

Mistake 1: banning AI instead of managing risk

A complete AI ban often leads to shadow AI. Employees will still look for tools that help them work faster. A better approach is clear rules, approved tools and training.

Mistake 2: no inventory

A company cannot manage risk if it does not know where AI is used. Inventory is the foundation of every AI Security programme.

Mistake 3: focusing only on the tool, not on data

The key question is not only “which tool do we use?”. The more important question is: what data goes into AI and what impact does AI output have on business decisions?

Mistake 4: no verification of AI outputs

AI can be wrong, and incorrect answers often look convincing. Human verification is required in business processes.

Mistake 5: no control over AI agents

An AI agent with access to systems can take real actions. Without limits, logs and approvals, it can become a new source of operational risk.

Mistake 6: no vendor assessment

AI vendors process data and may become critical to business processes. They should be assessed for security, privacy, contracts, data retention and incident handling.

AI Security, AI Act, ISO/IEC 42001 and NIST AI RMF

AI Act

The AI Act introduces a risk-based approach and distinguishes between prohibited AI systems, high-risk systems, transparency risks and minimal-risk systems. For companies in the EU, this means assessing whether a specific AI use case may be subject to regulatory requirements.

ISO/IEC 42001

ISO/IEC 42001 concerns AI management systems. It is useful for organizations that want to structure policies, roles, processes, risks, documentation and continual improvement in AI.

NIST AI RMF

NIST AI RMF helps manage AI risk through the Govern, Map, Measure and Manage functions. It is a practical way to translate AI from broad principles into a risk management process.

OWASP LLM Top 10

OWASP LLM Top 10 helps technical teams understand key LLM application risks, including prompt injection, insecure output handling, data poisoning, model denial of service, supply chain vulnerabilities, sensitive information disclosure, excessive agency and overreliance.

Business example

A service company has 120 employees. Employees use public AI tools to write proposals, analyze contracts, translate documents and generate marketing content. IT does not have a full list of tools, and the board assumes the topic is not urgent because the company does not build its own AI model.

A short assessment shows that employees have pasted customer data, contract fragments, confidential documents and source code into AI tools. Some tools operate as browser extensions, some have access to email and some accounts were created with private email addresses.

The problem is not the use of AI itself. The problem is the lack of rules, risk ownership, data classification, approved tools and access control.

Within 30 days, the company can reduce risk: create an AI tool register, prohibit pasting confidential data into public tools, approve secure enterprise versions, train employees and introduce a process for approving new tools.

How can ccyber.io help?

ccyber.io helps companies use AI safely, practically and without blocking innovation. We focus on real risks: data, employees, vendors, LLM applications, governance and control evidence.

We can support your organization with:

  • AI Security assessment
  • AI tools and shadow AI inventory
  • acceptable AI use policy
  • data classification for AI
  • AI vendor assessment
  • LLM application threat modeling
  • prompt injection testing
  • safe AI usage training for employees
  • AI governance checklist
  • 30, 60 and 90-day secure AI adoption roadmap

The best first step is a short AI Security workshop. It helps quickly determine where the company already uses AI, what data is at risk, which tools need approval and which actions should be implemented first.

FAQ

Should a company ban AI use?

Usually not. A total ban often leads to shadow AI. A better solution is to define approved tools, prohibit confidential data in unapproved systems and train employees.

Where should AI Security start?

The best starting point is an inventory of AI tools, use cases, data classification, acceptable AI use policy and employee training.

What is shadow AI?

Shadow AI is the use of AI tools outside the knowledge and control of the organization. It can include public chatbots, browser extensions, SaaS apps and AI tools used through private accounts.

What data must not be pasted into AI?

Passwords, API keys, personal data, customer data, confidential documents, company secrets, non-public financial data and restricted source code should not be pasted into public or unapproved AI tools.

What is prompt injection?

Prompt injection is a technique that manipulates an LLM application through specially crafted instructions. It can lead to data disclosure, rule bypass, ignored system instructions or unwanted actions.

Does AI Security apply only to companies building their own models?

No. AI Security also applies to companies using ready-made AI tools, chatbots, copilots, SaaS applications with AI features or model integrations through APIs.

Does the AI Act apply to every company using AI?

Not every AI use has the same level of obligations. The AI Act follows a risk-based approach. A company should check whether its AI use is high-risk, requires transparency or falls under specific rules.

How often should AI risks be reviewed?

At least quarterly and whenever a new tool, use case, vendor, system integration or data processing method is introduced.

Summary

AI Security for companies should not start with panic or bans. It should start with visibility, rules and controls. The company must know where AI is used, what data goes into tools, who approves use and what risks are accepted.

The most important first actions are AI tool inventory, acceptable use policy, data classification, employee training, vendor assessment and LLM application security.

Organizations that implement AI Security early will be able to use AI faster, more safely and with greater trust from customers, employees and the board.

Sources

We write about regulations such as NIS2, DORA, CRA and ISO 27001, cybersecurity for SMEs and critical infrastructure, as well as cyber hygiene, emerging threats and building security awareness within organisations.

Every article delivers practical knowledge - no jargon, just concrete steps you can act on to effectively protect your data, people and business continuity.