What is Patch Management?

Sam Reed

Introduction to Patch Management

What is Patch Management?

Patch management is a critical aspect of IT and cybersecurity, involving the acquisition, testing, and installation of patches (or updates) to software and systems.

These patches can address security vulnerabilities, fix bugs, or add new features. Effective patch management is crucial because it protects systems against known vulnerabilities that hackers might exploit, ensuring the security and smooth operation of IT environments.

Importance in IT and Cybersecurity

  • Security: The primary purpose of patch management is to fix security vulnerabilities. By applying patches promptly, organizations can significantly reduce the risk of a security breach.
  • Compliance: Many industries have regulations that require systems to be kept up to date. Patch management helps in meeting these compliance requirements.
  • System Uptime and Stability: Regular patching helps maintain the stability of systems, ensuring that they run smoothly without interruptions caused by software bugs.

Types of Patches

Security Patches

These patches address vulnerabilities in software that could be exploited by attackers. Security patches are critical for protecting data and preventing unauthorized access.

They are often given a high priority because failing to apply them in a timely manner can expose systems to cyber-attacks, including malware, ransomware, and data breaches.

Software Updates

These are broader updates that might include security patches, but also introduce new features, improvements, or bug fixes not related to security.

Software updates are crucial for ensuring that applications and systems continue to run efficiently and compatibility with other software.

Bug Fixes

Specifically aimed at resolving software bugs that affect the functionality, performance, or stability of an application or system.

While they may not always address security issues directly, bug fixes can improve overall system reliability and user experience.

Patch Management Process


This step requires staying informed about new patches released by software vendors. It involves using tools or subscribing to services that alert you when new patches are available.

The primary challenge is ensuring that no critical patch is missed. For organizations using a wide range of software, this can become complex.


Once a patch is detected, it's crucial to assess its relevance and urgency. This involves understanding what the patch fixes and determining the risk of not applying it.

Assessing the impact of a patch requires knowledge of your IT environment and the potential vulnerabilities. It's also important to balance the risk of applying the patch against the risk it aims to mitigate.


Planning involves scheduling the patch deployment in a way that minimizes disruption to the organization. This includes prioritizing patches based on their criticality and planning for any required system reboots.

The key challenge is to deploy patches promptly while minimizing downtime. This often requires careful coordination and scheduling.


Testing patches in a controlled environment before widespread deployment is critical to avoid introducing new issues. This step helps ensure compatibility and functionality.

Establishing a representative test environment can be difficult, and testing can be time-consuming, especially for organizations with diverse IT ecosystems.


This step involves the actual installation of patches across the organization's systems. Automation tools are often used to deploy patches efficiently and consistently.

Ensuring that patches are deployed to all relevant systems without causing issues or disruptions is a significant challenge.

Verification and Reporting

After deployment, it's important to verify that patches have been applied successfully and to document the process. This step is crucial for compliance and auditing purposes.

Comprehensive verification can be resource-intensive, and maintaining detailed records requires discipline and effective tools.

Best Practices for Patch Management

Develop a Comprehensive Patch Management Policy

A clear policy sets the foundation for your patch management efforts. It should outline how patches are identified, evaluated, tested, and deployed, including timelines for critical patches.

The policy should define roles and responsibilities, categorize patches (e.g., critical, high, medium, low priority), and specify documentation and reporting requirements.

Automate the Patch Management Process

Automation reduces the manual workload, speeds up the patch deployment process, and minimizes human error. Automated tools can detect new patches, deploy them to target systems, and provide reports on their status.

Choose a patch management tool that integrates well with your existing infrastructure and supports a wide range of applications and systems.

Prioritize Patches Based on Risk

Evaluate the severity of the vulnerabilities addressed by each patch and the criticality of the affected systems. Focus on patches for vulnerabilities that pose the greatest risk to your organization.

Take into account the exploitability of the vulnerability, the value of the affected assets, and the potential impact of an exploit on your organization.

Test Patches Before Deployment

Testing helps ensure that patches do not introduce new issues. It's particularly important for patches that affect critical systems or applications.

Create a testing environment that mirrors your live environment as closely as possible to identify any potential issues before deployment.

Ensure Comprehensive Coverage

With the proliferation of devices and applications, ensuring that all systems are patched can be difficult.

Maintain an up-to-date inventory of all assets. Use tools that can scan your network for unpatched vulnerabilities and automate the patch deployment process across diverse environments.

Regularly Review and Refine Your Patch Management Process

Technology and threats are constantly evolving. Regularly review your patch management process to identify areas for improvement and adapt to new challenges.

Incorporate feedback from IT staff and end-users to refine the patching process. Monitor compliance and audit logs to assess the effectiveness of your patch management strategy.

Implementing these best practices requires a proactive approach and ongoing commitment but pays dividends in enhancing your organization's security posture and operational efficiency.

Challenges in Patch Management

Volume of Patches

Issue: The sheer volume of patches released can be overwhelming, especially for organizations with diverse IT environments.

Strategy: Automate the detection and deployment of patches. Prioritize patches based on risk assessment to manage the workload effectively.

Compatibility and Testing

Issue: Patches can sometimes cause issues with existing systems or applications, leading to downtime or loss of functionality.

Strategy: Establish a robust testing process in a controlled environment that mirrors your production setup as closely as possible. This can help identify potential issues before widespread deployment.

Patch Availability and Vendor Support

Issue: Not all vendors release patches in a timely manner, and support for legacy systems can be limited.

Strategy: For critical systems where patches are delayed, consider additional security measures such as intrusion detection systems, firewalls, or segregating vulnerable systems from the rest of the network.

Resource Constraints

Issue: Limited IT staff and resources can hinder effective patch management, especially in small to medium-sized organizations.

Strategy: Leverage patch management tools to automate routine tasks. Consider outsourcing or partnering with managed service providers for more complex or time-consuming aspects of patch management.

Compliance and Regulatory Requirements

Issue: Ensuring compliance with regulatory requirements regarding patch management can be challenging, particularly for organizations in highly regulated industries.

Strategy: Develop a patch management policy that aligns with industry standards and regulations. Regularly review and update it to ensure ongoing compliance. Use tools that provide detailed reporting for auditing purposes.

Keeping Up with Security Threats

Issue: Rapidly evolving security threats can outpace patch management efforts, leaving systems vulnerable.

Strategy: Stay informed about the latest security threats and vulnerabilities through trusted industry sources. Implement a layered security approach to protect against threats that may not yet be addressed by available patches.

Emerging Trends in Patch Management

Increased Automation and AI Integration

What to Expect: The future of patch management will likely see greater use of automation and artificial intelligence (AI) to identify vulnerabilities, prioritize patches, and even predict potential future vulnerabilities based on trends and behaviors. This can significantly reduce the time and resources required for patch management.

Impact: Enhanced efficiency and effectiveness in managing vulnerabilities, with the potential to proactively address issues before they are exploited.

Cloud-Based Patch Management Solutions

What to Expect: As organizations continue to migrate to cloud-based environments, there's a growing need for patch management solutions that can seamlessly operate across hybrid and cloud-native infrastructures.

Impact: Greater flexibility and scalability in patch management, enabling organizations to more effectively manage patches across diverse and distributed IT environments.

Expanded Focus on Third-Party Applications and IoT Devices

What to Expect: The increasing use of third-party applications and the proliferation of IoT devices expand the attack surface for cyber threats. Future trends include a broader focus on securing these components through comprehensive patch management strategies.

Impact: Improved security posture through enhanced visibility and control over the patch status of third-party applications and IoT devices, reducing potential vulnerabilities.

Integration with Broader Security and IT Management Tools

What to Expect: Patch management tools will increasingly integrate with other IT management and security solutions, such as endpoint management systems, security information and event management (SIEM) systems, and vulnerability scanners.

Impact: A more holistic approach to IT security and management, enabling more cohesive and coordinated responses to vulnerabilities and other security threats.

Regulatory and Compliance Changes

What to Expect: As cybersecurity threats evolve, so too will regulations and standards governing how organizations must manage and report on their patch management practices.

Impact: Organizations will need to remain agile and adaptable in their patch management strategies to ensure compliance with new and changing regulations.

Application and Further Learning

Assess Your Current Patch Management Process

Evaluate your existing patch management practices against the best practices discussed. Identify areas for improvement, such as automating more steps or enhancing your testing environment.

Explore Tools and Technologies

If you haven't already, research and demo patch management tools that could address your needs. Consider factors like your IT environment's complexity, cloud vs. on-premise needs, and integration capabilities.

Plan for the Future

Begin integrating future trends into your patch management strategy. This might involve exploring comprehensive exposure management tools in place of vulnerability management, considering cloud-based patch management solutions, or developing a plan to secure IoT devices.

Additional Resources

  • Cybersecurity Frameworks: Familiarize yourself with cybersecurity frameworks like NIST or ISO/IEC 27001, as they offer guidelines that include patch management.
  • Professional Development: Consider cybersecurity training or certifications that include patch management components, such as CompTIA Security+ or Certified Information Systems Security Professional (CISSP).
  • Community Engagement: Join online forums or communities (e.g., Reddit, professional cybersecurity groups) to stay updated on patch management trends and best practices.

Never miss an article

Thank you! Your submission has been received!
There's been an error

Don't just take our word for it.

"Shield will enable us to increase our vulnerability management services 4-fold over the next 12 months. It’s the only solution that combines the security features we require with the automations and user-friendliness to scale the business at our target rate."

Vince Mazza

Chief Executive Officer, Guard Street Cybersecurity

"Shield has dramatically improved our ability to report to non-technical stakeholders. We can easily show our clients their environment in real time. We can point out where and how an attack could happen. And we can instruct them on how to prevent an attack. All automatically produced within the Shield platform."

Doug Miller

Chief Executive Officer, Brightworks

"We were looking for a vulnerability management solution that was both security-focused and intuitive. Shield checks both boxes. The support and attention to detail from the Shield team is a huge added bonus."

Nathan Welch

IT Manager, Intrasect

"Shield Cyber allows you to see your network as an attacker would see it. You can gain visibility into the connected vulnerabilities across all your assets, and understand how they can be exploited by attackers."

Ben Card

Chief Information Security Officer, Webcheck

Read the full review →

Starting with Shield is simple, fast, and free.

Book a demo