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January 04, 2007

A new, pragmatic approach to security - is it the future of security?

New times call for new ideas.  In security we have seen a revolution over the past few years in the depth and breadth of security solutions that are available to the security administrator and CSO.  However, all of this new technology and the methods of securing our businesses and data have not left us any safer or more secure.  The reasons for this are many.  Some are, the increased sophistication of the bad guys tools, the monetary reward to the hacker, the lack of secure software development, mono-cultural computing environments, etc.  So throwing more technology and dollars at the problem is not the solution.  What is the professional security person to do?  The answer comes from our friend Mike Rothman.  Mike has had a vision of writing a book and developing a community that offers the over-stressed security professional a new way of dealing with the problems.  A blueprint for success in security.  A realistic and holistic model to succeed in these tough new times.  In short a pragmatic methodology to becoming a successful security manager and a happier person.  He calls the book and the soon to be launched community the Pragmatic CSO. Don't let the CSO part fool you.  If you are in any way, shape or form responsible for security as part of your job or want to learn what to do to get a handle on a near impossible task, this book and the content to follow on the web site is for you.  At $97 dollars for the PDF version it is a steal and I would not waste any time before buying it.

I was lucky enough to be given an advance copy of the book by Mike last month.  Truthfully, I was going to take a look at it as a courtesy to Mike, but did not relish the thought of reading yet another boring business book. I was hooked in the first chapter.  The fictional Mike attends his first 12 step "security anonymous" program.  His story is one that is all too familiar to many of us in the security field.  Despite the hard work, the never ending flow of money out the door and the best of intentions, it is just not working.  The security is not there, the boss doesn't appreciate the problems or the amount of effort that goes into solving them and his life is running from one fire to another.  Into this desperate situation comes salvation in the form of the P-CSO 12 step program. The 12 steps are divided into 4 broad categories.  They  are as copied from the site:

Section 1 – Plan to be Pragmatic

Pragmatic CSO Step 1

Step 1: Assess the Value of Your Business Systems

You
can’t protect what you don’t know about, so the
first step is to figure out what you have. Likewise, you
don’t want to spend $50,000 protecting a $2,000 business
system, so in Step 1 you talk to senior management and discern how
important each system is to the operations of the business. Then you
can figure out how much to invest in protecting it.

Pragmatic CSO Step 2

Step
2: Baseline Your Environment

If
you don’t know where you are, it’s pretty unlikely
you’ll know that you’ve made progress. In Step 2,
you gather data to understand your current state, where your most
significant exposures are, and how much work you need to do.

Pragmatic CSO Step 3

Step
3: Manage Expectations

Managing
executive expectations are the most critical responsibilities of the
CSO. You must be very clear about what you are going to accomplish and
how you are going to do it. In Step 3 you see the power of speaking
security in the language of business, and how you can get everyone on
the same page regarding what the security program does.

Section
2 – Build a Pragmatic Security Environment

Pragmatic CSO Step 4

Step 4: Build Your Security Business Plan

Every business needs a plan, and yours is no exception. In Step 4, you
prepare a high-level business plan, laying out the reasons your
business exists and presents a high level architecture, committed
service levels, and the milestones that you plan to achieve.

Pragmatic CSO Step 5

Step 5: Sell the Story

You need money to secure anything, in Step 5 you package your business
plan, associated service levels and milestones and sell the program to
senior executives getting the funding you need to protect your
corporate assets.

Pragmatic CSO Step 6

Step 6: Procure the Solution

A structured procurement process is critical to getting the right
products, at the right time, for the right price. In Step 6, you learn
about Security Incite’s Buying Security Products methodology
and how that should be applied to how you buy the products and services
you need for the Pragmatic CSO process.

Section 3 – Run Your Security Organization
Pragmatically

Pragmatic CSO Step 7

Step 7: Operate/Monitor

Now that parts of the solution are implemented, you need to make sure
they’re doing what they’re supposed to. In Step 7,
you learn how to fortify your perimeter defenses, what you should be
monitoring, and how to navigate the change control process.

Pragmatic CSO Step 8

Step 8: Contain the Problem

Inevitably you will have a compromise or breach situation. Dealing with
that will make the difference between a CSO with a job and one
collecting unemployment. In Step 8, you learn how to recover as
gracefully as possible and use a structured incident response process
to make sure you live to fight another day.

Pragmatic CSO Step 9

Step 9: Train the Users

Users are the weakest link in the security chain, so all the technology
in the world will not help if a user gives up a password to the bad
guys. In Step 9, you learn why a structured user awareness training
process is critical to educate users to think and act securely and
avoid many of the easy attacks used every day.

Pragmatic CSO Step 10

Step 10: Assure Your Defenses

It doesn’t matter if you say something is secure, you need
third-party validation. In Step 10, you’ll engage third
parties to try to penetrate your defenses, both to see where you are
really exposed and also to make the case for more funding.

Section 4 – Communicate your Value

Pragmatic CSO Step 11

Step 11: Benchmark Your Progress

Quantitative measurements prove your worth and ensure your program is
moving in the right direction. In Step 11, you’ll
benchmarking your program by tracking the right metrics and comparing
what you are doing relative to your peer group and other businesses
your size.

Pragmatic CSO Step 12

Step 12: Comply without Going Nuts

Compliance with a variety of both internal policies and legislative
regulations is a critical aspect of every CSO’s job. In Step
12, you see how compliance is a benefit of implementing the Pragmatic
CSO program and how by generating a set of hard-hitting reports, the
auditors will be gone in a fraction of the time it used to take.



Following the level headed, plain talking advice will give the reader and pragmatic practitioner a new sense of power over his security domain and a path to success.  It does not promise a magic bullet, just a realistic method and approach of dealing with the every day tasks and goals that all security folks live with. The writing style of the book is light and refreshing.  It is from Mike the recovering and now pragmatic CSO's point of view.  It will feel more like you are reading a short story than another how to business book.  I think the Pragmatic CSO will go down as a milestone in the security management arena.  I can already envision the follow ons as the pragmatic methodology is more fully fleshed out.  I am already thinking of how StillSecure can better align our products to help all of the new pragmatists that will be managing security out there.  Congratulations to Mike on a job well done!  I am looking forward to what is to come and seeing how the security pragmatists change the security world.

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» Who Will Mentor the Next CSO? from Security Ripcord
This makes twice that Mike Rothman has called out a security professional who has found themselves in a tight spot. The first time was when Alan Shimmel wrote about Martin McKeays (then anonymous) plight with his last employer. You can read th... [Read More]

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