Social Engineering Testing: Safeguard Your Organization with Proactive and Effective Strategies

Social engineering attacks are increasing in frequency, posing a significant threat to organizations in the digital landscape. According to a report by LookingGlass Cyber and ISACA, social engineering remains the #1 analyzed attack type in 2022, offering extensive utility to cybercriminals. To lower the odds of falling prey to these schemes, organizations need social engineering testing. This security measure simulates real-world attacks, providing insights into employee response and facilitating risk mitigation strategies.

This article provides an overview of social engineering testing, highlighting its importance and demonstrating how organizations can incorporate it into their security strategy. It also examines commonly used social engineering techniques and offers effective countermeasures for organizations to safeguard against such attacks.

What do you mean by social engineering?

Social engineering refers to the use of psychological manipulation tactics to convince people to reveal sensitive information or take actions that may harm them or their organization. Unlike regular technical vulnerabilities, social engineering attacks exploit human nature’s weaknesses, making them an increasingly prevalent and concerning threat.

What is social engineering testing and why is it significant for your overall cybersecurity posture?

It provides insight into an organization’s security posture and helps identify vulnerabilities that need to be addressed. By simulating real-world attacks, social engineering testing can help organizations train employees to recognize and respond appropriately to social engineering tactics. It can also help organizations refine their security policies and procedures, improve incident response capabilities, and reduce the likelihood of successful social engineering attacks.

Furthermore, social engineering testing can help organizations comply with regulatory requirements and industry standards, such as HIPAA, PCI-DSS, and ISO 27001. It can also help organizations protect their reputation and financial well-being by mitigating the risk of data breaches, intellectual property theft, and other cyber threats.

Social engineering testing is a crucial component of any comprehensive security strategy. By testing an organization’s susceptibility to social engineering attacks, organizations can better understand their security posture and improve their overall cybersecurity resilience.

Social Engineering testing has several benefits for different organizations

Identifying Vulnerabilities and Refining Security Posture

Social engineering testing can help organizations identify vulnerabilities in their security awareness training, policies, and procedures by simulating real-world social engineering attacks. By understanding how employees might respond to such attacks, organizations can take steps to mitigate risks and improve their overall security posture. This process can also help create a culture of security awareness within the organization by educating employees on how to identify and respond to social engineering attacks, while providing recommendations for upgrading their security controls and reducing the likelihood of a security breach.

Meeting Compliance Requisites

Social engineering testing can help organizations meet compliance requisites by fulfilling industry regulations that require regular security testing, including social engineering testing. By conducting social engineering testing, organizations can ensure they remain compliant and avoid potential penalties. This process can also provide valuable insights into vulnerabilities and risks, enabling organizations to improve their security posture and better protect their sensitive information.

Proactively Addressing Data Security Risks

Social engineering testing can help organizations proactively address data security risks and stay ahead of potential threats. By identifying vulnerabilities and implementing improvements, organizations can minimize the risk of a security breach and manage a wide range of cybersecurity risks. With a proactive approach to risk management, organizations can improve their security posture, protect sensitive data, and ensure business continuity.



What are the major types of social engineering techniques and how to tackle them?

Cybercriminals use various social engineering tactics to trick individuals and organizations into disclosing confidential information or taking actions that could harm their security. Some of the most common social engineering techniques include phishing, pretexting, baiting, and tailgating. To combat these threats, organizations can implement effective security measures such as employee training, two-factor authentication, and access control policies. By staying vigilant and proactive, organizations can significantly reduce their risk of falling victim to social engineering attacks.


Phishing is one of the most common forms of social engineering, with cybercriminals using fraudulent emails and messages to deceive individuals and organizations into revealing sensitive information or downloading malware. According to the IC3’s 2021 Internet Crime Report, phishing scams have resulted in an average of 552,000 complaints annually and $18.7 billion in global losses between 2016 and 2021. To protect against phishing attacks, companies should provide regular employee training on identifying and avoiding suspicious emails, verifying sender authenticity, and implementing email filters and anti-phishing software. By being vigilant and taking appropriate security measures, organizations can reduce the risk of falling victim to phishing scams.


Pretexting is a social engineering tactic that involves using a false scenario to gain trust and extract sensitive information. In 2020, 88% of organizations experienced at least one pretexting attack, as per a Proofpoint report. To reduce such incidents, implement policies that restrict sensitive information sharing, and train employees to verify requests before sharing data.


Baiting is a social engineering technique that involves offering something desirable to an individual in exchange for sensitive information or access to systems. To mitigate the risk of baiting attacks, organizations can educate employees on how to identify and avoid unsolicited offers or rewards, and encourage them to report any suspicious behavior promptly.


To carry out a tailgating attack, the attacker gains access to a secure area by following an authorized person without proper identification. Organizations can mitigate this social engineering technique by implementing access control measures, such as requiring badges or access codes to enter secure areas, and educating employees on the importance of not allowing unauthorized individuals into secure areas. By implementing these measures, organizations can reduce the likelihood of successful tailgating attacks.

Waiting Hole Exploits (Drive-by Downloads)

Drive-by Downloads is a social engineering tactic where cybercriminals infect a frequently visited website with malware, intending to exploit visitors. To safeguard against this attack, companies should educate their employees on the risks of visiting unknown or untrusted websites, and deploy web filtering and anti-malware software to detect and block malicious sites.

Protecting against social engineering attacks requires a combination of technical measures, policies, and employee education. Proactive risk identification and mitigation are key to maintaining overall security posture. Stay vigilant and take necessary steps to safeguard sensitive information.

How to integrate social engineering testing into your overall cybersecurity program?

Incorporating social engineering testing into your cybersecurity program is crucial to identify vulnerabilities and mitigate risks in today’s digital landscape. 

  1. Perform a risk assessment: Kick off your social engineering testing by carrying out a risk assessment to pinpoint vulnerabilities and potential threats. This process should entail reviewing existing security policies, procedures, training programs, and evaluating your organization’s overall cybersecurity posture.

  2. Establish the scope of social engineering testing: Upon completing the risk assessment, outline the scope of your social engineering testing. Specify the social engineering techniques to be tested, the departments or individuals to be targeted, and the overall objectives of the testing.

  3. Partner with a reliable third-party provider: Engage a reputable third-party provider with a proven track record in social engineering testing. A qualified provider will tailor the testing to align with your organization’s unique needs and goals.

  4. Create a testing plan: Collaborate with the chosen third-party provider to develop a comprehensive testing plan. This plan should encompass the testing methodology, social engineering techniques, testing schedule, and reporting requirements.

  5. Educate employees: Before commencing social engineering testing, inform your employees about its purpose and benefits. This includes detailing the testing process, what to expect, and how the results will contribute to enhancing the organization’s security posture.

  6. Execute the testing: With the testing plan in place and employees informed, initiate the testing. The third-party provider will simulate various social engineering attacks, such as phishing and red team exercises, to assess the organization’s security awareness and response capabilities. Following the testing, the provider will compile a report with findings and recommendations to improve your security posture.

  7. Implement recommendations: After concluding the testing, implement the recommendations provided by the third-party provider. This may involve enhancing security awareness training, introducing new security policies and procedures, or fortifying access controls.

  8. Conduct regular testing: To maintain a robust security posture, perform social engineering testing routinely. The frequency of testing will depend on your organization’s risk profile, but annual testing is a common practice.

By following these steps, organizations can bolster their cybersecurity defenses and safeguard against social engineering attacks.

Leverage Expert Cybersecurity Solutions with NaviSec for Your Social Engineering Testing Needs!

Executing social engineering testing can be intricate, necessitating proficiency in both technical security and human behavior aspects. This is where third-party providers, like NaviSec, excel in offering unparalleled social engineering penetration testing services. By collaborating with our industry-leading cybersecurity experts, organizations can ensure their social engineering testing is carried out effectively, providing actionable insights to enhance their overall security posture.

NaviSec provides a comprehensive suite of penetration testing services, encompassing phishing assessments, social engineering awareness training, and vulnerability assessments. Our skilled team assists organizations in pinpointing and addressing vulnerabilities within their security awareness training and procedures. This empowers organizations to deploy robust mitigation strategies and shield themselves from social engineering attacks. Partner with NaviSec to fortify your cybersecurity defenses today!

Urgent Contact