Customer Success Updates

As the year winds down and we head into the holiday season, we want to take a moment to connect and share a few important updates and resources you may have missed. It’s been a busy quarter full of innovation, and we’re excited to highlight the new tools and opportunities available to help you strengthen your identity program.

Ready to turn identity from a project into a durable program? Our six-part “Craft your program strategy” series shows you how—charter to roadmap, leadership, services, phased workstreams, and continuous improvement. Start here and accelerate real outcomes on SailPoint.

Keep your identity security program improving—quarter after quarter. In the final post of our Program Strategy series, we share a lightweight, repeatable cadence to refresh your charter and roadmap, scale a dedicated identity team, and secure ongoing funding as you grow. Get the quarterly playbook and guardrails that keep momentum (and value) high.

In response to Scattered Spider, we built custom training that you can download and use with any SCORM-compatible LMS. Read this blog to learn more about the group that’s been targeting retailers and other industries and how you can prepare and train your team.

We have some exciting news this quarter. Navigate kicks off and goes global, our Craft Your Program Strategy series has new guides to boost your program, and we’ve got two webinars you won’t want to miss.

Our guest anchor, Emily Narey, Sr. Customer Success Manager, breaks it all down—watch the video for a quick recap, or read the blog for all the details.

What does it take to keep your identity program moving—without trying to do everything at once? In the fifth post of our Program Strategy series, we break down the four essential workstreams—Identity, Connectivity, Data, and Security—and show how to sequence them across pragmatic phases that deliver visible wins every quarter.

• See how the workstreams reinforce each other in a “flywheel” of value.

• Get a phase-by-phase plan from foundations to access modeling and beyond.

• Know who should lead each workstream—and the quick wins to target first.

Whether you’re just starting or scaling, this guide helps you align stakeholders, focus effort, and sustain momentum. Read the full post to put the model to work in your program.

Kick-starting or scaling an identity program? Don’t go it alone. In our latest post, we demystify SailPoint’s Success Acceleration Service Packages, Professional & Expert Services, and elite Delivery Admiral partners—showing exactly when (and how) to combine them for faster go-lives, smoother expansions, and measurable ROI. If you’re ready to turn strategy into sustainable, enterprise-grade outcomes, this guide is your blueprint.

If identity security had a highlight reel, this newsletter would be it. That’s why this edition is packed with tools, updates, and strategies to help you stay ahead. From rethinking your program roadmap to getting hands-on with agentic AI, there’s something here for every stage of your identity journey.

We’re also spotlighting the impact of your feedback, with new service packages, smarter learning experiences, and enhanced support, all shaped by your voice. So whether you're planning your next upgrade, looking to sharpen your skills, or just catching up on what’s new, you’re in the right place.

Watch the video for a quick recap or take a minute to visit the blog and read about all the things that happened this past quarter.

In our first two craft your program strategy posts, we explored the mindset shift from project to program and showed how a charter and roadmap illustrate the vision of the program. Today we turn our attention to the roles that bring that vision to life: the executive sponsor, the program manager, and the steering committee.

At SailPoint, customer feedback is a driving force behind our innovation.

Over the past year, we’ve taken your input to heart and launched several key initiatives to enhance your experience and help you get more value from our solutions. Below, we highlight four important changes inspired directly by your feedback, plus improvements to our customer support portal designed to make it easier than ever to find answers and get assistance.

Identity security is only growing in complexity. As teams juggle massive volumes of data, evolving threats, and mounting compliance pressure, one question keeps coming up: How do we scale without slowing down?

That’s exactly why we built Harbor Pilot—a new generation of AI-powered agents that help identity teams move faster, work smarter, and stay secure.

Let’s unpack what Harbor Pilot is, what makes it different, and how you can start using it today.

From onboarding to optimization, learn how one customer turned their SailPoint Success Acceleration Service Package into a launchpad for faster outcomes, fewer roadblocks, and lasting impact—and how you can do the same.

Your identity security program deserves a winning strategy—and it all starts with a clear game plan. In our latest installment of the 'Craft your program strategy' series, discover how a solid program charter and a dynamic roadmap not only define your goals but also drive continuous success by syncing team efforts, managing risks, and maximizing impact from day one. Ready to unlock seamless coordination and measurable gains? Download our customizable templates and get a sneak peek at how these two crucial documents transform tactical projects into a long-term strategic vision that propels your organization forward.

Welcome to Identity Insights! In this edition we’re highlighting program strategy best practices, sharing customer stories you may have missed, updates to training, and upcoming events and webinars. Watch the video for a quick recap or take a minute to read about all the things that happened this past quarter.

Ever wonder why some organizations thrive at securing identities while others stumble? It’s not just about checking off tasks—it’s about embracing a program mindset. Join us as we explore how shifting from short-term “projects” to a continuous, strategic program can elevate your identity security initiatives from a basic requirement to a true catalyst for organizational success.

Set sail for success with SailPoint’s Onboarding Program! 

Embarking on a new identity security journey should feel as exciting as unboxing something new—full of possibilities and potential. At SailPoint, our Customer Onboarding Program is designed to help you hit the ground running (or the water sailing!), ensuring you have the tools, guidance, and support to navigate with confidence.

Whether you’re raising the sails on a brand-new implementation or adjusting course on an existing program, our onboarding resources—from personalized Success Plans to expert training and enablement—will help you maximize your investment and accelerate time to value.

Discover how our onboarding journey empowers you for long-term success.

One of the many amazing presentations that came from Navigate 2024 included one from our very own Strategic Customer Success Manager, Kate Maurice. The presentation, titled Maximize Your Success with Customer Success, emphasized the importance of a strategic and collaborative approach to identity security, grounded in SailPoint's customer-centric philosophy.

Welcome to Identity Insights! In this edition we’re highlighting our customer award winners, recapping the most recent product updates and enhancements, and sharing how you can become an Identity Security Leader. Watch the video for just the highlights or take a minute to visit the blog and read about all the things that happened this past quarter.

Reminder: Identity Insights replaces the Tradewinds customer newsletter. Subscribe to this blog and never miss an update!

Welcome to Identity Insights - your detailed quarterly recap of best practices, digital resources, exciting product updates, and more! Watch the video for just the highlights or take a minute to read about all the things that happened this past quarter.

Identity Insights replaces the Tradewinds customer newsletter. Subscribe to this blog and never miss an update!

Join us at SailPoint’s Navigate event this year for an exclusive session designed to help you elevate your identity security strategy! In our breakout session, "Maximizing Your Success with SailPoint Customer Success," we’ll explore how our team can help you unlock the full potential of your SailPoint investment. Led by one of our Strategic Customer Success Managers, this session will offer insights into building a strong identity security program, crafting a strategic success plan, and driving measurable outcomes that align with your business goals. Don’t miss this opportunity—register today and secure your spot!

Implementing advanced identity security solutions can be a daunting task, but with the right tools, it doesn’t have to be. Our comprehensive change management and end-user adoption Kit is designed to help you achieve greater user adoption and enablement. Save time by leveraging our change management resources, including email templates, end-user guides, launch decks, and digital assets. Dive into our latest article to envision the journey from planning to success.