6 steps to implement zero trust segmentation
Putting segmentation into practice can feel complex, but following a clear, step-by-step process makes it manageable.
1. Define assets and data sensitivity
Start by inventorying your systems, applications, and data. Classify them by sensitivity: customer information, financial records, intellectual property, or internal-only resources.
Knowing what’s most valuable will help you decide what to protect first.
Identify critical assets (e.g., databases, SaaS apps, source code repos).
Label data sensitivity levels (confidential, restricted, internal).
Prioritize segmentation around high-value targets.
2. Map communication flows
You can’t protect what you don’t understand. Document how users, applications, and systems communicate with each other.
Use discovery tools to trace dependencies between applications.
Map inbound and outbound traffic flows for critical workloads.
Visualize connections to spot unnecessary or risky pathways.
3. Enforce identity-based policies
Tie access to who the user is and the health of their device, not just their location on the network.
Implement role-based and device-based policies.
Require step-up authentication for sensitive resources.
Use Duo Security to verify user identity and enforce device trust.
4. Implement microsegmentation
Once you know what to protect and how it communicates, create smaller security zones with strict access rules.
Apply controls between workloads, applications, and even processes.
Start with a pilot group of critical systems, then expand.
Avoid blanket rules. Rather, tailor segmentation to your business needs.
5. Implement microsegmentation
Segmentation is only as good as your ability to see what’s happening inside it.
Enable real-time alerts for unusual traffic patterns or policy violations.
Integrate monitoring with SIEM and SOC tools.
Track metrics like failed access attempts, policy exceptions, and system health.
6. Optimize and iterate
Your segmentation policies need to evolve with your business.
Review access logs regularly to identify unnecessary permissions.
Adjust rules as applications, users, and workflows change.
Test policies in controlled environments before full deployment.