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Customer Success Planning

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Success planning guide

A curated toolkit designed by our Customer Success team to propel your SailPoint journey and the ROI on your identity security program.

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Success planning guide

Lay your foundation for success with SailPoint

Our Success Planning Guide leads you step-by-step towards building a robust identity security program with SailPoint. Follow the steps to guide you through the essential aspects of planning, from initial assessment to defining your ongoing strategy with our experts.

1. Complete the Horizons of Identity Security assessment

Building an efficient and mature identity security program begins with understanding where you currently stand. SailPoint's Horizons of Identity Security Assessment offers a comprehensive evaluation that helps identify the current state of your identity program and provides a roadmap for progression through five distinct horizons of maturity.

Take the assessment

2. Review your horizon and target common program milestones

After assessing the maturity of your current program, you'll take note of the common milestones that will enable your program to advance to the next horizon. At this stage you'll identify your objective, the "ideal" horizon for your organization, to help you prioritize which milestones should be included in your identity security roadmap.

Review horizons milestones

3. Evaluate your program strategy

Creating a successful identity security program involves several foundational components that, if not included or properly prioritized in your program, can severely limit your chances of a successful implementation with SailPoint. Ensure you are building a program that can meet your needs by following our program strategy guide.

Craft your program strategy

4. Finalize your success plan with SailPoint's Customer Success team

Now that you've laid the groundwork and are ready to set sail with your identity security program, we invite you to engage with our Customer Success team to review your success plan. This is a great opportunity for us to align on your desired outcomes and provide tailored insights and expertise to ensure you're maximizing the value of your SailPoint implementation.

Expert support for your SailPoint journey

Ensure a smooth and effective deployment of SailPoint solutions by partnering with our services teams. Our advisory and expert services, along with certified partner support, provide you with the expertise and guidance needed to optimize your identity security program.

SailPoint Advisory Services

Advisory Services work closely with you to develop a tailored strategy to refine your identity security strategy, ensuring alignment with your organizational goals.

More info

 

SailPoint Expert Services

Our team of experts offers hands-on technical assistance to ensure your deployment is efficient and effective.

More info

 

Leverage a Certified SailPoint Partner

Collaborate with certified SailPoint partners who have the knowledge and experience to support your deployment and ongoing program management.

Find a partner

 

Community-powered success

SailPoint's customer community is the most robust community entirely dedicated to identity security, with over 100,000 registered members on Compass, and 7,000 registered developers. Learn from your industry peers, grow your network, and leverage solutions shared by SailPoint experts and customers alike.

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