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Cybersecurity

Security Strategy & Assessment

Know where you stand. Strengthen your defenses.

Strategic assessments and advisory services turn security from a collection of tools into a coherent, business-aligned program.
Security Strategy & Assessment (1)

Security tools don’t add up to a security program.

Most organizations have invested in point tools, controls, and policies for security. What’s often missing is clarity about where the program stands and how to ensure it aligns with the business.

Pressures are compounding: Identity and access management has grown fragmented across cloud, SaaS, and remote work. Zero Trust is widely accepted in principle but unevenly implemented in practice.

Software vulnerabilities have become the most common breach vector even as defenses mature. And AI adoption is racing ahead of the policies, controls, and governance models needed to support it safely.

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The CBTS approach

Securing clarity for your enterprise

A security strategy engagement with CBTS provides a structured evaluation of your unique environment, business drivers, and risk profile. We use a four-step methodology refined across hundreds of engagements:

1. Identify. Map your current security program against business goals, regulatory obligations, and threat landscape.

2. Develop. Build a strategy tied to your risk priorities and compliance requirements.

3. Apply. Deploy best practices from globally recognized frameworks to protect data and assets.

4. Mature. Establish the practices, oversight, and review cycles that move your program forward year after year.

Security Strategy & Assessment capabilities

 We offer four assessment-driven engagements that establish your foundation
for a mature, business-aligned security program.

Security Program & Governance Assessment


Structured analysis and recommendations for programs and practices to protect the confidentiality, integrity, and availability of your information and environment.

Security Policy Review and Authoring


Evaluation, creation, and/or refinement of security policies, resulting in an audit-ready policy library aligned to business drivers and regulatory obligations.

Zero Trust Services


Pragmatic assessment and roadmap for moving toward a “never trust, always verify” architecture, including a multi-year plan to mature your Zero Trust posture.

Social Engineering Simulation


Targeted phishing, voice, and physical security simulations that test employees’ responses to deception.

Where to start

Advisory engagements

Most organizations can’t answer a simple question: Are we actually secure? The CBTS Cybersecurity Maturity Advisory gives a defensible, framework-aligned answer. Current-state maturity is scored against your chosen framework and explicit target state and you’re left with a sequenced roadmap leadership can act on. 

Cybersecurity Maturity Assessment

What this unlocks: 

  • A framework-aligned maturity scorecard across every control domain, backed by evidence 

  • A risk register that connects control gaps to business impact and financial exposure 

  • Single points of failure identified and documented 

  • A compliance gap analysis ready for regulatory review, insurer submission, or board reporting 

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What success looks like

A well-built security strategy creates measurable improvements across three of the six outcomes that anchor every CBTS engagement.

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Reduced risk

Identify and govern risk against your organization’s unique tolerance. Know which exposures matter, which controls work, and where to invest next.

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Operational excellence

 Replace ad hoc, reactive security work with a governed, repeatable program. Build the policies, processes, and review cycles that move security from project to program.

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Business agility

 Move faster on AI, cloud, and digital initiatives with security designed in from the start.

 “Being a steward of security for an enterprise, the standard you hold yourself to is not ‘I’ve come in and fixed everything in three months.’ It’s year-over-year, dedicated, and steady progress.”   

Ryan

 Ryan Hamrick

Director, Security Practice

Don’t take our word for it

“I love the creative, tailored solutions that are delivered in a consistent and reliable way while always doing what it takes to make things right.”

Chief Technology and Information Security OfficerFinancial Services / Banking

“My team at CBTS have been trusted partners for a long time. They provide excellent technical support and pre-sales work. Their breadth of knowledge and ability to bring in the right resources have helped us steer our technology into the future.”

Managing Director, CISO, Head of TechnologyPrivate Equity / Financial Services

“CBTS treats us like a partner and not just a customer. The technical expertise is next to none and the relationship management is some of the best I have experienced.”

Director, Telecom and Architecture ServicesHealthcare

Related insights 

Frequently asked questions 

What’s included in a security strategy and assessment engagement? A CBTS security strategy and assessment engagement evaluates your current security posture against industry frameworks like NIST CSF, CIS Controls, and ISO 27001. Our security experts examine policies, controls, identity governance, and architecture. The deliverable is a prioritized roadmap that identifies gaps, recommends specific actions, and aligns security investment to your business drivers and regulatory obligations. Engagements typically include stakeholder interviews, technical review of existing controls, and a final readout with executive and operational versions of the findings.
How long does a typical security assessment take? Most assessments run six to 12 weeks, depending on scope. A focused assessment of a single discipline (e.g., IAM governance or Zero Trust readiness) can be completed in four to six weeks. A comprehensive security architecture and program review across the full environment typically takes ten to 12 weeks. We scope every engagement to your timeline and risk priorities rather than running a fixed template.
What’s the difference between an IAM & Governance Assessment and Zero Trust Services? An IAM & Governance Assessment focuses specifically on identity: how users are provisioned, authenticated, and deprovisioned across your systems. Zero Trust Services takes a broader architectural view, covering identity but also network segmentation, device posture, application access, and the controls that enforce “never trust, always verify” across the environment. Many clients start with an IAM assessment because it’s tightly scoped and high value, then expand into Zero Trust planning as part of their multi-year roadmap.
When should an organization conduct an AI Readiness Assessment? The right time is before AI adoption outpaces your security program. For most organizations, that’s right now. If your business is piloting AI tools, integrating LLMs into customer-facing or internal workflows, or building agentic systems, the AI Readiness Assessment helps you understand the new exposure those efforts introduce and align your security program accordingly. It’s also a strong starting point for organizations whose boards are asking pointed questions about AI risk.
What outcomes can we expect from a strategy and assessment engagement? Expect three deliverables: a clear-eyed assessment of your current security posture against industry frameworks, a prioritized roadmap of actions tied to your business risk, and an executive-ready summary that translates security into terms your board and leadership can act on. Most clients use the roadmap to inform their next 12 to 36 months of security investment, including which subsequent engagements (managed services, additional advisory, technology investments) to pursue and in what order.

Shape a more secure future.

Build the security program your business needs.