OT/ICS Security
Testing for
Operational Risk

Assess the security of industrial networks, SCADA, PLCs, HMIs, remote access and IT/OT boundaries with a methodology built around operational safety. Grey Shield combines manual assessment, controlled validation, evidence-backed reporting and practical remediation guidance.

Manual assessmentHuman-led review rather than a raw automated scan.
Operationally awareRules of engagement and testing depth are agreed around the environment.
Actionable reportingEvidence, impact and remediation guidance your team can use.
RetestingFixes can be verified after remediation when included in scope.
Overview

OT Security Needs a Different Testing Model

OT/ICS environments connect digital systems to physical processes. That changes how a security assessment should be planned: the objective is to demonstrate realistic security risk without treating a production control system like an ordinary IT server.

Grey Shield's approach starts with scope, architecture and operational constraints, then selects passive, configuration-review or controlled active techniques for each part of the environment. Where application or API layers are in scope, manual testing can be applied to those interfaces as well.

Our reporting is designed to help both technical and operational stakeholders understand what was exposed, how an attack path could develop, what the business or operational impact could be, and what should be fixed first.

Need the methodology first? Review the Grey Shield penetration testing methodology, then request a scoping conversation so the assessment can be matched to your environment.
Assessment scope

What We Assess

The exact scope depends on the architecture, equipment, operational constraints and written rules of engagement. Typical assessment areas include:

01 // Control systems

SCADA, HMI & Engineering Systems

Review authentication, exposed services, configuration weaknesses, remote administration paths and security-relevant dependencies around supervisory and engineering systems.

SCADAHMIDCS
02 // Field systems

PLCs, RTUs & Controllers

Assess reachable interfaces, configuration and access-control weaknesses using techniques appropriate to the device and agreed operational risk.

PLCRTUControllers
03 // Network

IT/OT Segmentation

Review zones, conduits, firewall policy, jump hosts and other boundaries to identify unnecessary paths between enterprise and operational networks.

DMZFirewallsSegmentation
04 // Access

Remote & Vendor Access

Assess VPNs, remote administration, jump servers and other external or third-party access paths that can introduce risk into OT environments.

VPNRemote AccessJump Hosts
05 // Protocols

Industrial Communications

Where authorised and appropriate, review industrial protocol exposure and security properties as part of the broader environment assessment.

ModbusDNP3OPC UA
06 // Connected systems

OT Management & API Layers

Where these components are in scope, assess web interfaces, APIs, authentication and business-logic paths that support OT management or connected industrial applications.

WebAPIAccess Control
How we work

A Safety-Conscious Assessment Process

Testing depth is determined by the environment. Active techniques are not assumed to be safe simply because they are standard in IT pentesting.

PHASE 01

Scope & Rules of Engagement

Document assets, boundaries, test windows, contacts, stop conditions and systems that require passive-only assessment.

Required before testing
PHASE 02

Architecture & Asset Review

Understand the OT architecture, trust boundaries, remote access paths, critical systems and available documentation before choosing techniques.

Context first
PHASE 03

Passive Discovery

Where appropriate, use passive observation and traffic analysis to understand assets and communications without generating disruptive traffic.

Low-impact
PHASE 04

Controlled Security Testing

Validate agreed attack paths, configuration weaknesses, access controls and boundaries using techniques approved for the environment.

Scope controlled
PHASE 05

Impact & Attack-Path Analysis

Connect individual weaknesses into realistic paths and explain their technical and operational significance without overstating impact.

Evidence based
PHASE 06

Report, Remediate & Retest

Deliver prioritised findings and remediation guidance, then verify fixes through retesting when the retest is included in the agreed engagement.

Fix verification
Coverage model

From Enterprise IT to the Control Layer

The Purdue Model can help teams reason about where boundaries and dependencies exist. It should be treated as an architecture reference, not a promise that every level will receive the same testing technique.

L4
EnterpriseBusiness and corporate systems
Scope dependent
L3
OperationsSite operations and supporting systems
Scope dependent
DMZ
IT/OT BoundaryFirewalls, jump hosts and controlled conduits
High focus
L2
ControlSCADA, HMI and supervisory systems
Technique dependent
L1
ControllersPLCs, RTUs and control devices
Technique dependent
L0
FieldSensors, actuators and physical process interfaces
Safety first
IT/OT attack paths

Trace realistic routes from enterprise or remote-access exposure toward operational zones where that testing is authorised.

Segmentation and boundary review

Identify unnecessary communication paths, weak trust boundaries and access-control gaps that increase lateral-movement risk.

Protocol and device exposure

Assess relevant industrial communications and device interfaces according to their safety and operational constraints.

Operational context

Prioritise findings using the environment's availability and process impact rather than treating every technical weakness equally.

Deliverables

What You Receive

Reporting should help security, engineering and operations teams move from a finding to a practical remediation decision.

Executive Summary

Clear summary of material findings, affected areas, risk themes and recommended priorities for leadership.

Technical Findings

Evidence-backed findings with affected assets, reproduction or validation details where appropriate, severity and impact context.

Remediation Guidance

Practical recommendations that account for configuration, architecture and operational constraints rather than simply listing CVEs.

Retest & Closure

Verification of remediated findings after fixes are deployed when retesting is included in the agreed scope.

Related Grey Shield resource

See how Grey Shield approaches security engagements

Review the testing methodology, learn about Grey Shield, or browse the case studies for the evidence that is currently available.

View Case Studies
FAQ

Common Questions

What is OT/ICS security testing?

It is an authorised assessment of operational technology and industrial control environments to identify weaknesses across networks, remote access, configurations, industrial protocols, SCADA/HMI systems and IT/OT boundaries.

Will testing disrupt production?

The testing approach should be selected around operational risk. Passive techniques can be used where appropriate, while active testing of production systems should be explicitly scoped, authorised and scheduled with the responsible operations team.

What systems can be included?

Depending on scope, an assessment may include industrial networks, SCADA servers, HMIs, PLCs, RTUs, engineering workstations, remote access paths, segmentation controls and relevant industrial communication protocols.

Can web or API testing be included?

Yes, where an OT environment includes web interfaces, APIs or management applications and those components are explicitly included in scope. The testing method is then adapted to the relevant application attack surface.

What do we receive after the assessment?

Depending on the agreed scope, deliverables can include an executive summary, technical findings, evidence, risk context, remediation guidance and retesting of remediated issues.

How is the assessment scoped?

Scoping considers assets, architecture, safety and availability requirements, permitted techniques, testing windows, contacts, stop conditions and the objectives of the engagement before testing begins.

Start with scope

Test the Weaknesses.
Respect the Process.

Tell Grey Shield what you operate, what you want assessed and what operational constraints matter. We'll use that information to determine the appropriate assessment scope and testing approach.