Optizio Policy Documents

Optizio Software Development Lifecycle (SDLC) Policy

Introduction

This policy defines the principles, procedures, and controls for the secure and efficient development of all software at Optizio Ltd. It ensures that our development lifecycle aligns with industry best practices, legal requirements, and Shopify’s security standards.

Scope

This policy applies to all software development activities undertaken by Optizio, including in-house projects and work performed by contractors or third parties. It covers the entire lifecycle of Shopify apps and related systems, from initial research and development through to decommissioning.

1. Objectives

• Deliver secure, high-quality software that meets customer and business requirements.
• Integrate security and privacy considerations throughout the development lifecycle.
• Ensure compliance with legal, regulatory, and contractual obligations, including GDPR and Shopify’s requirements.
• Minimize risks related to vulnerabilities, data breaches, and operational disruptions.

2. SDLC Phases and Controls

2.1. Requirements Analysis

• Gather and document functional, security, and compliance requirements for all projects.
• Identify and assess risks, including privacy and data protection obligations.

• Involve relevant stakeholders, including security and compliance representatives, from the outset.

  2.2. Design

• Develop secure architecture and design specifications that address identified risks.
• Incorporate secure design principles such as least privilege, defense-in-depth, and secure data flows.

• Document data handling, encryption, and access control requirements.

  2.3. Development

• Follow secure coding practices and Shopify’s app development guidelines.
• Use source control, environment variables, and dependency management tools.
• Conduct regular code reviews, including security-focused reviews.

• Ensure all sensitive data is encrypted in transit and at rest.

  2.4. Testing

• Perform comprehensive testing, including unit, integration, and security testing.
• Use automated tools for static and dynamic code analysis, vulnerability scanning, and dependency checks.
• Conduct penetration testing for major releases or significant changes.

• Address and remediate all identified issues before deployment.

  2.5. Deployment

• Deploy software using automated, auditable processes (e.g., CI/CD pipelines).
• Ensure configurations, secrets, and access controls are securely managed.

• Document and approve all deployments to production environments.

  2.6. Maintenance and Monitoring

• Continuously monitor applications for vulnerabilities, performance, and security incidents.
• Apply security patches and updates promptly.
• Log and review access and operational events.

• Regularly review and update documentation and controls as the threat landscape evolves.

  2.7. Decommissioning

• Securely retire and remove obsolete systems, code, or data.
• Ensure all sensitive data is deleted or anonymized in accordance with Optizio’s Data Retention Policy.
• Document decommissioning activities for audit purposes.

3. Security Integration (DevSecOps)

• Embed security practices into every SDLC phase (“shift left”).
• Provide ongoing security training for all developers and staff.
• Automate security testing and compliance checks within CI/CD pipelines.
• Foster collaboration between development, security, and operations.

4. Roles and Responsibilities

• Management: Approves the SDLC policy, allocates resources, and ensures compliance.
• Development Team: Implements secure development practices and participates in security training. Manages deployment, monitoring, and incident response.
• Security/Compliance: Reviews designs, conducts risk assessments, and oversees security testing.

5. Policy Review

• This policy is reviewed annually or following significant changes to business operations, technology, or regulations.
• Updates are communicated to all relevant staff and stakeholders