--- title: Zscaler Deployment Services Overview | SecureDynamics description: See the SecureDynamics Zscaler deployment lifecycle from qualification and design through pilot, rollout, validation, training, and adoption. --- [Skip to content](https://securedynamics.net/deployment/overview#main-content) [![SecureDynamics Logo Dark-1](https://securedynamics.net/hs-fs/hubfs/SecureDynamics%20Logo%20Dark-1.png?width=1250&height=296&name=SecureDynamics%20Logo%20Dark-1.png)](https://cm360.securedynamics.net?hsLang=en) - [Home](https://securedynamics.net) - Solutions Show submenu for Solutions - [Distribution](https://securedynamics.net/distribution) Show submenu for Distribution - [AWS Marketplace Sales](https://securedynamics.net/aws-marketplace-zscaler-partners) - [Procurement Cheat Sheet](https://securedynamics.net/trusted-procurement-proxy) - [MSSP](https://securedynamics.net/mssp) - [For VAR Executives](https://securedynamics.net/grow-your-services-business) - [Services](https://securedynamics.net/services) Show submenu for Services - 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[Closeout Health Check](https://securedynamics.net/deployment/closeout-health-check) - [ZBoost Adoption](https://securedynamics.net/deployment/zboost-adoption) - [Reporting](https://securedynamics.net/deployment/reporting) - [ZBoost](https://securedynamics.net/zboost) - [Project Delivery Portal](https://securedynamics.net/projects) - Deployment Methodology Show submenu for Deployment Methodology - [Pre-Kickoff](https://securedynamics.net/deployment/pre-kickoff) - [Kickoff](https://securedynamics.net/deployment/kickoff) - [Phase 1: Planning & Design](https://securedynamics.net/deployment/planning-design) - [Phase 2: Pilot](https://securedynamics.net/deployment/pilot) - [Phase 3: Full Rollout](https://securedynamics.net/deployment/full-rollout) - [Closeout](https://securedynamics.net/deployment/closeout-health-check) - [Zscaler Health Check](https://securedynamics.net/zscaler-health-check) - [ZBoost Adoption](https://securedynamics.net/deployment/zboost-adoption) - [Enterprise Services Access](https://securedynamics.net/enterprise-services-access) - [Training](https://securedynamics.net/education) - Resources Show submenu for Resources - [Operations Guides](https://securedynamics.net/operations-guides) - [SSL Bypass Library](https://securedynamics.net/ssl-bypass-library) - [ZCC Log Explorer](https://securedynamics.net/zcc-log-explorer) - [Zero Trust Maturity Map](https://securedynamics.net/zero-trust-maturity) - [Customer Health and Readiness Portal](https://securedynamics.net/customer-health-readiness-portal) - [Project Delivery Portal](https://securedynamics.net/projects) - [Partner Onboarding](https://securedynamics.net/zscaler-partner-onboarding) - [Learning Workshop (invite only)](https://securedynamics.net/zscaler-learning-workshop) - [Compliance FAQs](https://securedynamics.net/enterprise-compliance-faq) - [Support](https://securedynamics.net/support) Show submenu for Support - [Knowledge Base](https://securedynamics.net/kb) - [Submit a Case](https://securedynamics.net/support) Navigate **Deployment methodology** [01**Overview**](https://securedynamics.net/deployment/overview?hsLang=en) [02**Qualification**](https://securedynamics.net/deployment/qualification?hsLang=en) [03**Pre-Kickoff**](https://securedynamics.net/deployment/pre-kickoff?hsLang=en) [04**Kickoff**](https://securedynamics.net/deployment/kickoff?hsLang=en) [05**Phase 1: Planning & Design**](https://securedynamics.net/deployment/planning-design?hsLang=en) [06**Phase 2: Pilot**](https://securedynamics.net/deployment/pilot?hsLang=en) [07**Validation**](https://securedynamics.net/deployment/validation?hsLang=en) [08**Phase 3: Full Rollout**](https://securedynamics.net/deployment/full-rollout?hsLang=en) [09**Training While Deploying**](https://securedynamics.net/deployment/training-while-deploying?hsLang=en) [10**Closeout Health Check**](https://securedynamics.net/deployment/closeout-health-check?hsLang=en) [11**ZBoost Adoption**](https://securedynamics.net/deployment/zboost-adoption?hsLang=en) [12**Reporting**](https://securedynamics.net/deployment/reporting?hsLang=en) Zscaler deployment services # A repeatable commercial deployment motion for Zscaler partners SecureDynamics gives partners a practical way to launch Zscaler customers with ZTSM guidance, training during deployment, Aiden-powered visibility, close-out health validation, and first-year ZBoost adoption support. [Start with qualification](https://securedynamics.net/deployment/qualification?hsLang=en) [See Aiden reporting](https://securedynamics.net/deployment/reporting?hsLang=en) Deployment focus ## From launch to adoption - ZTSM-led kickoff and launch governance - Aiden tracks phase, owners, dates, blockers, assumptions, and next steps - Training and GPT-enabled knowledge support happen while the deployment is active Motion **ZLaunch to ZBoost** AI PM **Aiden always on** Enablement **Train while deploying** After go-live **ZBoost year one** Customer project workspace ## Keep the deployment plan, work, and decisions in one place The SecureDynamics Project Management Portal gives authorized project teams a shared workspace for Epics, Kanban boards, issue tracking, and the project Wiki. [Open the project portal](https://project.securedynamics.net/) - 01**Epics***Organize major outcomes and workstreams.* - 02**Kanban boards***See work moving from planned to complete.* - 03**Issue tracking***Keep owners, blockers, and decisions visible.* - 04**Project Wiki***Maintain shared notes and project knowledge.* **Access requirements** The portal is available only from a Zscaler IP address. Customer credentials are provided by the assigned Zero Trust Success Manager (ZTSM). Delivery sequence ## The commercial motion is structured enough to repeat and flexible enough to fit the customer The customer sees a coherent journey. The partner sees a services motion they can attach and forecast. SecureDynamics handles the delivery discipline behind both views. 01 ### Qualify the fit Confirm scope, licensed products, customer expectations, access dependencies, and whether SDYN-DEP-ADV is the right default path. 02 ### Launch with structure Hold kickoff, assign owners, establish reporting views, and turn working-session output into tracked next steps through Aiden. 03 ### Deploy and teach Design, configure, pilot, validate, roll out, and train the customer while the environment is becoming real. Canonical milestones ## Milestone anchors the customer, partner, and ZTSM can reference consistently These labels are used as section anchors so customer communications, Aiden reporting, and internal delivery notes stay aligned. **Kickoff** ### Customer kickoff held The delivery team, customer, partner, and ZTSM align on scope, communication channels, required access, success criteria, and the first working sessions. **Pre-Kickoff** ### Admin access confirmed Tenant activation, customer-owned IdP work, Zscaler admin access, and initial group assumptions are confirmed before deeper configuration begins. **Phase 1** ### Policy baseline drafted SecureDynamics drafts the initial policy baseline from the agreed design, licensed products, identity model, forwarding approach, and Zscaler recommended practices. **Phase 2** ### Pilot users onboarded A limited set of users is enabled to validate authentication, forwarding, private access, inspection behavior, and the practical user experience before broader rollout. **Phase 2** ### Validation complete Pilot feedback, application reachability, policy behavior, and known exceptions are reviewed so the rollout path is based on observed behavior instead of assumptions. **Phase 3** ### Production rollout started User groups, applications, and production traffic move forward in controlled waves, with Aiden tracking owners, dates, blockers, and next steps between sessions. **Throughout deployment** ### Training delivered Customer enablement happens while the environment is being deployed, supported by SecureDynamics training, Learn Zscaler GPT, and deployment-specific references. **Closeout** ### Close-out health check completed SecureDynamics validates delivery health, open risks, handoff readiness, and practical next actions before the active deployment engagement formally concludes. **Closed** ### Handoff complete The customer has the support path, final documentation expectations, known assumptions, and post-deployment guidance needed to operate with confidence. **Closed** ### ZBoost adoption active First-year ZBoost keeps adoption moving after delivery with health checks, optimization guidance, escalation support, and renewal-confidence evidence. Meet Aiden ## Aiden (Ai-den) keeps every phase moving. Aiden is our always-on virtual project manager across the deployment methodology. In Full deployment motion, Aiden stays part of the workflow and communication layer, using Kanban boards to track individual and team action items, customer updates, blockers, and value milestones. - Kanban boards - Customer updates - Team actions - Value milestones ### Aiden phase view Always on **Methodology phase** Full deployment motion **Milestone status** Customer kickoff held, Admin access confirmed **Workflow owners** Customer, partner, SecureDynamics ZTSM, and technical workstream owners **Communication** Customer, partner, ZTSM, and project-team updates stay tied to the same source of truth **Dates** Kickoff, working sessions, pilot windows, rollout waves, closeout, and ZBoost checkpoints **Blockers** Access, identity, change windows, application edge cases, approvals, and customer-owned decisions **Next steps** The next owner/action/date set that keeps the deployment moving between meetings Customer knowledge layer ## Customers can learn while the deployment is moving SecureDynamics gives customers guided access to Zscaler Deployment Advisor GPT, Learn Zscaler GPT, Design Workshop GPT, the Knowledge Base, and, when appropriate, a project access key for deeper custom RAG/MCP-backed deployment insight. ### [Zscaler Deployment Advisor GPT Deployment sequencing, readiness validation, configuration questions, and next-step guidance.](https://chatgpt.com/g/g-68a25ffec5108191bbd29ee9faab59b3-zscaler-deployment-advisor) ### [Design Workshop GPT Discovery, requirements capture, architecture workshop notes, and design decision support.](https://chatgpt.com/g/g-687a50bc202c8191bd9454b5d5d24487-zscaler-design-workshop) ### [Learn Zscaler GPT Always-available onboarding knowledge for customer admins, partners, and delivery stakeholders.](https://chatgpt.com/g/g-67edd4fcb15481918bb909ef8c5f4870-learn-zscaler) ### [SecureDynamics Knowledge Base Reference material for Zscaler products, SKUs, deployment concepts, and adoption guidance.](https://securedynamics.net/kb?hsLang=en) Templated customer emails ## Phase communications are linked directly from the delivery motion Each thumbnail opens the live templated email view so partners, ZTSMs, and customers can see the customer-facing message for the relevant phase. [![Pre-Kickoff email template thumbnail](https://securedynamics.net/hs-fs/hubfs/Pre-Kickoff%20Continuum.png?width=1120&upscale=true&name=Pre-Kickoff%20Continuum.png) *Pre-Kickoff* **IdP readiness email** Customer-owned identity setup before kickoff.](https://securedynamics.net/get-ahead-of-your-zscaler-deployment-configure-your-identity-provider?hsLang=en) [![Phase 1 email template thumbnail](https://securedynamics.net/hs-fs/hubfs/Continuum%20-%20Phase%201%20Planning%20%26%20Design.png?width=1120&upscale=true&name=Continuum%20-%20Phase%201%20Planning%20%26%20Design.png) *Phase 1* **Planning & Design email** Design document, assumptions, and baseline policy work.](https://securedynamics.net/phase1?hsLang=en) [![Phase 2 email template thumbnail](https://securedynamics.net/hs-fs/hubfs/Continuum%20-%20Phase%202%20Initial%20Configuration.png?width=1120&upscale=true&name=Continuum%20-%20Phase%202%20Initial%20Configuration.png) *Phase 2* **Initial Configuration email** Configuration, pilot users, and controlled validation.](https://securedynamics.net/phase2?hsLang=en) [![Phase 3 email template thumbnail](https://securedynamics.net/hs-fs/hubfs/Continuum%20-%20Phase%203%20Traffic%20Rollout.png?width=1120&upscale=true&name=Continuum%20-%20Phase%203%20Traffic%20Rollout.png) *Phase 3* **Traffic Rollout email** Phased production traffic rollout and tuning.](https://securedynamics.net/phase3?hsLang=en) [![Closeout email template thumbnail](https://securedynamics.net/hs-fs/hubfs/Continuum%20-%20Completed.png?width=1120&upscale=true&name=Continuum%20-%20Completed.png) *Closeout* **Pre-closing validation email** Final checkpoint before delivery closure.](https://securedynamics.net/closing?hsLang=en) [![Closed email template thumbnail](https://securedynamics.net/hs-fs/hubfs/SD%20Banner%20Closed.png?width=1200&upscale=true&name=SD%20Banner%20Closed.png) *Closed* **Deployment complete email** Handoff, support path, and first-year ZBoost.](https://securedynamics.net/closed?hsLang=en) Related pages ## Move through the deployment motion without losing context ### [Qualification Validate fit before the motion starts.](https://securedynamics.net/deployment/qualification?hsLang=en) ### [Reporting See how Aiden turns delivery activity into audience-specific views.](https://securedynamics.net/deployment/reporting?hsLang=en) ### [Pricing Review the SDYN-DEP-ADV commercial deployment SKU.](https://securedynamics.net/commercial-deploy?hsLang=en) ### [ZBoost Carry adoption support past deployment.](https://securedynamics.net/zboost?hsLang=en) Next step ## Build the motion around outcomes, not installation SecureDynamics helps partners turn Zscaler purchase intent into an accountable deployment and first-year adoption path. 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