Demystifying vulnerability assessment methodology (Part 1)

Explore how structured vulnerability assessments and penetration testing help organizations uncover hidden risks, validate security controls, and strengthen resilience

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Marc St-Pierre

February 05, 20266 min read

Vulnerability Assessment

As someone deeply invested in securing digital landscapes, I’ve learned firsthand that vulnerability assessments and penetration testing (VAPT) are far more than technical chores—they’re structured, strategic processes grounded in industry standards designed for real results. Over the years, I’ve helped organizations turn these methodologies into competitive advantages and powerful shields against evolving threats. In this first blog in a series of two, let’s walk through what a professional methodology looks like, why rigor matters, and how real-world best practices give businesses the insight and resilience they need.

The purpose of VAPT: Beyond compliance

At its core, vulnerability assessment and penetration testing aim to identify, assess, and address weaknesses before adversaries can exploit them. But the real value goes well beyond checkboxes on a compliance audit. For me, VAPT is about:

  • Reducing risk and potential business disruption.
  • Preserving brand reputation and customer trust.
  • Enabling smarter, more proactive defense against emerging threats.
  • Supporting compliance with standards like PCI-DSS, HIPAA, and GDPR. 

Let’s dive into the nuts and bolts of industry-standard methodologies, and what you should expect from a mature VAPT program.

The foundations: Industry standards and why they matter

Adhering to established frameworks doesn’t just ensure thorough testing, it’s also what gives your findings weight with regulators, insurers, and courts. The security field is shaped by several respected standards:

After years of working both as a consultant and internal security leader, I always benchmark my team’s approach against these frameworks to deliver trust and consistency.

Vulnerability assessment: Methodology step-by-step

A vulnerability assessment is a disciplined, phased process. Here’s how I typically execute and explain each phase:

1. Asset discovery and inventory 

Every assessment starts with learning what’s in scope: networks, servers, applications, endpoints, IoT working with your client to identify any and all “crown jewels” in their organizations that power the business.  If the client has a mature asset management system and excellent self-awareness of how their business automation is architected and where those components are is key. You can’t protect what you don’t know exist.

2. Vulnerability identification

I use a blend of automated scanners and manual probing to spotlight weaknesses like outdated software, poor configurations, weak encryption, or missing security controls. Automated tools ensure coverage, while hands-on review catches the nuanced risks automated tools might miss.

3. Documentation and risk classification

Every finding gets logged with details: asset, vulnerability type, severity, and potential business impact. Here, leveraging risk scoring systems (like CVSS) demonstrate the priorities for remediation.   This way the focus is on what’s severe, urgent, and strategic.

4. Remediation planning

Once the weak spots are clear, the focus shifts to actionable guidance. We don’t just flag issues, they are mapped out solutions, and we can work hand-in-hand with the teams responsible for the assets to establish timelines, and deliverables.  By collaborating closely with the operations and development teams. we ensure fixes are both thorough and sustainable.

5. Continuous improvement

Vulnerability assessment as well as Penetration Testing isn’t a one-and-done exercise.  While the cadence for testing for each may vary depending on client requirements, I advocate for regular re-scanning and periodic reviews, which allow organizations to adapt to new threats and changes in their environments, maintaining a cycle of improvement.

Penetration testing: A real-world simulation

If vulnerability assessment answers “what’s wrong,” penetration testing is the practice of simulating how a real-world attacker might exploit those weaknesses. Following the PTES, I guide clients through a structured series of steps:  

1. Pre-engagement and scoping

No test should begin without alignment on the rules of engagement. I insist on detailed pre-engagement meetings—defining objectives, setting boundaries, understanding business context, and ensuring everyone (including legal and IT) knows what to expect. This avoids surprises and ensures the project and testing aligns with business risk tolerance and goals.

2. Intelligence gathering and enumeration

Using both open-source and proprietary tools, we gather as much information as possible about the target environment—publicly available data, network architecture, customer portals, and more. This “reconnaissance” forms the initial map of possible attack vectors.

3. Threat modeling

With data in hand, I step into an attacker’s shoes: which assets are most valuable, and what paths might a hacker take? By creating threat models, the focus is on the highest impact scenarios, such as accessing sensitive financial systems or customer data.

4. Vulnerability analysis

Here, digging into the details—identifying exploitable weaknesses, analyzing misconfigurations, and correlating with known exploits. Testing is never a random shot in the dark; it is a purpose-built attack that is a calculated, focused effort.

5. Exploitation

This is the demonstration phase, where the team safely attempts to exploit vulnerabilities within agreed-upon boundaries. The goal isn’t to “break stuff,” but to prove the vulnerability exists and is exploitable, thereby highlighting business impact. In the hands of a professional, this minimizes operational disruption while maximizing ROI in terms of insight.

6. Post-exploitation and remediation recommendations

After access is gained, I assess what a real attacker could do: pivoting across the network, escalating privileges, or extracting valuable data. Every action is documented, and the environment is carefully sanitized to eliminate artifacts and restore operations.

7. Reporting and debrief

To explore how penetration testing builds on vulnerability assessments, be sure to read Part 2 of this blog: ‘Penetration Testing – Simulating Real-World Threats’.

Part 2: Penetration testing

Building on the foundations set here in Part 1, Part 2 (coming soon) will take you beyond identifying vulnerabilities and into the world of real-world attack simulation — showing how penetration testing uses the PTES methodology to validate controls, expose hidden risks, and demonstrate the true impact of security gaps. If you’re ready to see how organizations translate assessment insights into actionable, business-aligned resilience, our upcoming Part 2 will be your next step.

If Part 1 has sparked questions about your own security posture, OpenText™ Cybersecurity Services is here to help. Our experts can guide you through assessments, penetration testing, and tailored security programs designed to strengthen your defenses. Connect with us to discuss how we can support your organization’s next steps or get notified on publication of Part 2.

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Marc St-Pierre

Marc leads the OpenText Global Consulting Practice for Cybersecurity which delivers Risk & Compliance Advisory, Digital Forensics & Incident Response and various Managed Security Services. His mission is to promote Cyber Resilience and provide business partners with advice, guidance and assistance to achieve Digital Resilience & Trust. In his 15 years with OpenText, he has developed teams and built solutions in areas of Artificial Intelligence, LegalTech, Linguistics & Translation and now Cybersecurity. He has lectured on semantic technologies and lead growth of OpenText with innovations such as Ai-Augmented Voice of the Customer, Magellan Search+ and Managed Extended Detection & Response.

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