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Adherence to SailPoint's recommended staffing requirements.
Ensure key project personnel have attended appropriate SailPoint training.
Ensure all SailPoint project participants sign up for Compass accounts. Compass is SailPoint's online community portal which contains a knowledgebase, training info, documentation, etc.
Determine which team members will need to see all tickets opened by any user in the organization. Contact support@sailpoint.com to enable elevated access.
Review and understand SailPoint's support guide.
Attend SailPoint user group events or the annual Navigate conference.
Attend touchpoint meetings with your SailPoint Professional Services representative and/or your Customer Success Manager. These are scheduled by your CSM and/or PS Engagement Manager.
Schedule a project sign off meeting with your Partner and/or SailPoint services to review the status of all deliverables.

Review and understand SailPoint's IdentityIQ Hardware Sizing best practices.
Review and understand best practices for configuring and tuning IdentityIQ and its environment for optimal performance.
Best Practices - Deployment, Migration, and Artifact Management
Purchase enough SailPoint Expert Services hours for project oversight/guidance.
If you're upgrading, ensure you have read the "Important Upgrade Considerations" section of the release notes.

Get started with the foundational knowledge of your SaaS Software.
Setup your Virtual Appliance. This is the first step in creating your sandbox and production environments.
Take the Application Owner Questionnaire for a thorough review of the applications and sources of account information you need to manage in IdentityNow.
Visit the IdentityNow Admin Help landing page to see the Reference Library for articles.
Subscribe to Product Updates and stay up to date on all product releases into your environment.

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