Patch management: Best practices, implementation, and tools
In this guide, you’ll find:
- Key features, benefits, and use cases for patch management
- How to turn stress into peace with quality patch management
- Actionable ‘how-to’ guides on prioritizing vulnerabilities and implementing patch management software

Picture this: You’re the head of IT at a medium-sized company, tasked with overhauling the cybersecurity approach.
First thing’s first: Installing patches. Should be fairly simple, right?
Then, you run a scan and realize the situation is a little more complex. There are hundreds of patches and updates on the list.
Some of these are feature updates for apps nobody uses anymore – barely even worth bothering with. Others are critical security patches that will protect sensitive IT assets and data. The best time to install these was yesterday and the second best time is right now.
The hard part is working out which are which.
Here’s the issue: there are hundreds of patches and you don’t know how to prioritize them without going through one-by-one. Worse still, some will cause downtime when installed and others might have unforeseen consequences on other systems, apps, and workflows.
So where on earth do you start?
Here’s everything you need to know about patch management.
Patch management: Definitions, benefits, and key details
What is patch management?
““At the end of the day, the risk that many organizations face in their infrastructure and applications is ‘What if there’s a security vulnerability exploited before I have time to react?””
Chief Product Officer,Snyk
Patch management is the process that IT departments use to identify, prioritize, and install software updates.
The goal is to identify and eliminate known software vulnerabilities before hackers can use them to access your network and systems.
A software vulnerability is essentially an error or bug in the underlying code of an application that wasn’t identified before release.
This is common and most applications will have them at some point.
Some vulnerabilities allow hackers to access your IT environment and elevate privileges once they’ve done so. This essentially creates an open door into your IT environment for anybody who knows how to exploit it.
When a manufacturer identifies a vulnerability, they will fix the issue and generally release the updated code via a patch or update.
Installing these is the best way to ensure hackers can’t use vulnerabilities to infiltrate your IT environment.
Patch management vs. vulnerability management
Patch and vulnerability management are two related concepts. Often, they’re used interchangeably, but there is a subtle difference between between the two.
A vulnerability is the underlying software issue that needs resolving and a patch or update is released by the software manufacturer to solve the problem. Vulnerabilities that aren’t known by the manufacturer are referred to as ‘zero day’ – and no patches exist for these issues.
Vulnerability management is therefore the exercise of understanding what software issues you have, which are the most critical, and what patches are required. Patch management is the more direct exercise of applying the patches.
In practice, they form two parts of the same process, and neither is complete without the other. This is why both terms are often used to mean the same thing.
💡Deep dive: Patch Management vs. Vulnerability Management: A Comparison

““A patch is a set of changes to a computer program or its supporting data designed to update, fix, or improve it.””
Cybersecurity Community Leader
The key goal of patch management is to eliminate key attack vectors that hackers can use to target and infiltrate your IT systems.
But this is not the only reason that patches/updates are released. In fact, there are several types of patch management you need to be aware of:
- Security patches: These are created to fix known software vulnerabilities, generally by replacing the compromised code.
- Bug fixes: These are released to eliminate issues with the software’s features, performance, stability, or usability.
- Feature updates: These occur when the software vendor adds new features or functionality to the application.
All three patch types are important for different reasons. However, only the first is relevant to security, and is therefore the focus of this article.
💡 Deep dive: Main Types of Patch Management: A Decision-Making Guide
Why is patch management important for you?
““Patching is tough because it is political just as it is technical. I tend to see two patterns. The first is where an admin takes a heavy-handed approach and forces patches on people no matter what, and literally causes business impact [with] reboots at the worst possible times. The other end of the spectrum is the admin who is afraid to touch anything.””
Patch management is important because it helps improve your overall security posture.
The more software vulnerabilities you have, the greater the risk of being infiltrated by a hacker.
But it’s more complex than just that. Installing patches requires IT resource and often creates periods of downtime.
Most organizations won’t have the time to install every single patch or update.
In this context, patch management is as much about identifying and prioritizing the most important patches to install – as it is about actually implementing them.
💡 Deep dive: Importance, Challenges, and Use Cases for Patch Management [TBC]
Three crucial best practices for patch management
It’s easy to think that effective patch management simply involves installing all updates as soon as they’re made available. In truth, the situation is more complicated.
To be successful, there are several best practices it’s important to bear in mind. Here are three of the most important:
- Prioritize vulnerabilities: Few organizations have the time or resources to install every patch. Instead, it’s important to understand and prioritize those which pose the most critical threats to your IT environment.
- Test patches before deployment: When installed, updates can have unforeseen side effects on existing tools, workflows, and processes. It is therefore important to test patches (ideally in a controlled or sandboxed environment) before they’re fully deployed, so potential issues can be identified and mitigated.
- Automate patches: Automated patches are generally quicker and more effective than relying on your IT team to manually identify and install each update. However, you should try to ensure patches that could cause downtime aren’t installed automatically.
- Get the right software: Not all patch management tools are built the same. It’s important to choose a tool that’s easy to use, cost effective, and integrates with your other cybersecurity products. At Heimdal, our goal is to create a one-stop-shop for cybersecurity through an easy-to-use and cost-effective solution.
💡 Deep dive: Six Patch Management Best Practices [Updated 2024]
Three use cases of patch management:
For IT teams, patch management can be a complex business. Getting it right involves a whole range of tasks, processes, and technical requirements.
Here are three main ways in which the right tools can help with this:
- Identifying and prioritizing patches: Patch management tools can both identify unpatched vulnerabilities in your environment and help prioritize those that pose the most critical risk.
- Installing patches: Tools can also directly install the patches themselves, avoiding your IT team needing to do each one manually. The IT team can then select patches to be installed on a case-by-case basis or create automated rules to do this for them.
- Compliance reporting: Patch management tools can generally create automated reports to quantify which patches have been installed, when, and what systems are affected. This is a crucial part of IT and risk management compliance.
Patch management how-tos: Actionable guides for patch management success
How to implement and automate patch management software in your organization
Patch management software is one of the best ways to identify, prioritize, and install patches.
But to get it right, you need to find the right product for your organization.
Here are a few points to bear in mind:
- Get the right features: The right vulnerability management tools should offer features to scan vulnerabilities in your environment, prioritize them with CSS scores, install patches, create automated policies, and create compliant reports.
- Assess cost and complexity: Different platforms are built for different organizations. The most expensive on the market also tend to be the most complex, since they’re designed to be managed by specialist security teams at large companies. Other tools are aimed more towards SMEs and are generally easier for small and less specialist teams to use. It’s important to get the right balance of features, costs, and complexity for your organization.
- Assess integrations: While vulnerability products are important, they’re not the only cybersecurity tool in your arsenal. You may also need PAM software, DNS security, email protection tools, endpoint detection and response, and much more. Ideally, all these tools should be available under a single license to reduce costs, complexity, and integrations.
Otherwise, you need a tool that effectively integrates with a range of third-party cybersecurity tools.
💡 Deep dive: How to Implement and Automate Patch Management Software
How to prioritize vulnerabilities effectively
Prioritizing vulnerabilities is one of the hardest aspects of patch management.
The best place to start is by assessing publicly available CSS scores – a ranking that’s given to all known vulnerabilities based on their perceived risk.
Anything that hackers can use to gain access or elevate permissions is generally considered the highest risk.
But to be truly effective, this needs to be a partly subjective process.
These scores can’t take into account the specific context of your IT environment, what data you have, what systems are involved, and what the potential consequences of them being breached will be.
Therefore, effective vulnerability requires trained professionals combining CSS scores with their own qualitative judgments.
💡 Deep dive: How to Prioritize Vulnerabilities Effectively: Vulnerability Prioritization Explained

How to create a patch management policy
Effective patch management is a multi-stage process.
To get it right, there are several steps it’s useful to consider before installing your patches:
- Asset inventory: First, you need to create an inventory of all IT assets, which can be done with an endpoint management tool. This will give you an overview of the sensitive assets that need to be protected.
- Define team roles: Then, you need to define who will prioritize and manage the patches. If you’re using a managed security services provider, this will be outsourced. Otherwise, an internal IT or security specialist will need to be responsible for this.
- Install patch management software: With an effective patch management platform, you’ll have the tools to identify, prioritize, and remediate vulnerabilities.
- Test your patches: Once you’ve identified patches to install, you should test them to avoid any unforeseen complications like broken workflows or downtime.
- Create a patching schedule: Patches often require downtime and sometimes cause unforeseen issues. It’s helpful to schedule them for quiet periods (ie at night) to reduce the effect of downtime and outages.
- Document your patching process: It’s important to document what patches are installed for your own future reference and, more crucially, to comply with IT regulations.
💡 Deep dive: Patch Management Policy Guide 2024 [Free Template Inside]

How to manage patch reporting
Patch management requires a robust process to document and report on all patches installed.
By far the best way to do this is to get the right software.
These are built with the most recent compliance requirements in mind, and offer plenty of options to automatically generate compliant reports.
💡 Deep dive: Patch Management Template [Free & Downloadable] – 2024]
Patch management software: Benefits, features, and best practices
What is patch management software and is it worth the investment?
Patch management software is an umbrella term for any type of cybersecurity tool that helps to identify, install, and prioritize patches to install.
They also generally feature tools to automate patch installation and generate compliance reports.
These tools exist because patch management is near-impossible to do manually.
There are simply too many vulnerabilities in the average IT environment for you to effectively identify and prioritize them, without the right tools.
The right patch management software, therefore, is invaluable.
💡 Deep dive: Patch Management Template [Free & Downloadable] – 2024
Three key features in advanced patch management solutions
When looking for the right patch management software, there are a few features it’s important to look out for.
Here are three of the most important:
- Vulnerability scanner: This enables organizations to run a scan on their IT environment and identify any unpatched vulnerabilities.
- CVV score ranking: These tools can also associate unpatched vulnerabilities with publicly available CVV scores. These help quantify the relative risk of different vulnerabilities – though it can’t take into account the specific context of your IT environment.
- Automated policies: Advanced vulnerability management products allow you to customize policies to automatically install patches, controlling the type of patches that are installed and when.
💡 Deep dive: Best Patch Management Software & Tools 2024
💡 Deep dive: 8+ Free and Open Source Patch Management Tools for Your Company [Updated 2024]
Should you get an expert to manage your vulnerabilities?
Patch management software helps IT teams identify vulnerabilities to install, quantify risk, install patches, and generate compliance reports on their activities.
Nonetheless, even with these tools, some IT teams may find they don’t have the skills or resources in their teams to effectively manage this whole process.
In this case, you may decide to go for a ‘managed patch management’ option.
Most cybersecurity providers will offer managed services alongside product licenses.
Alternatively, you could engage a managed security services provider (MSSP), who generally offer vulnerability management among their services.
Find our more - Heimdal's manages services take the stress out of patch management
These options give organizations the peace of mind that vulnerabilities are being effectively managed and installed by trained cybersecurity professionals.
They are therefore particularly popular among small and medium-sized companies with limited internal IT resource.
💡 Deep dive: What Is Patch Management as a Service (PMaaS) & What Can It Do For You?
How to cut the stress out of patch management
Sometimes, patch management can seem like a game of whack-a-mole.
Every day, new vulnerabilities are discovered and patches released, and the most proactive IT teams in the world can struggle to stay on top of everything.
But with the right tools, it’s possible to both reduce stress and improve your overall cybersecurity posture. If you can achieve that, you’ll be well on the way to patch management success.

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