---
title: Zscaler Deployment Phase 2 Pilot | SecureDynamics
description: Phase 2 of the SecureDynamics Zscaler deployment motion configures the platform, onboards pilot users, and validates core behavior before broader rollout.
---

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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)

Phase 2

# Pilot work proves the design with controlled users

Phase 2 implements the approved design in the Zscaler platform and enables a limited pilot group to validate authentication, forwarding, access, policy behavior, and user experience.

[Continue to Validation](https://securedynamics.net/deployment/validation?hsLang=en) [Open Phase 2 template](https://securedynamics.net/phase2?hsLang=en)

Deployment focus

## Pilot target

- Core configuration implemented from the approved design
- Pilot users onboarded for technical validation
- Observed issues tracked before broader rollout

Current phase **Phase 2**

Milestone **Pilot users onboarded**

Aiden view **Issues and owners**

Template **Initial Configuration**

Initial configuration

## The pilot is a technical validation, not a disguised production launch

SecureDynamics uses a limited group to test the expected flows and uncover issues while the blast radius is still small.

01

### Configure foundations

Set up identity integration, provisioning, access policy foundations, Client Connector profiles, and forwarding behavior as scoped.

02

### Onboard pilot users

Enable a small, known group to validate authentication, ZIA or ZPA access, policy behavior, and operational feedback.

03

### Track findings

Aiden captures issues, examples, owners, impact, and next steps so validation moves toward rollout instead of becoming an endless test loop.

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.

**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.

Meet Aiden

## Aiden (Ai-den) keeps every phase moving.

Aiden is our always-on virtual project manager across the deployment methodology. In Phase 2: Pilot, 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** Phase 2: Pilot

**Milestone status** Pilot users onboarded

**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.

[![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)

Related pages

## Move through the deployment motion without losing context

### [Validation Review pilot findings and complete readiness.](https://securedynamics.net/deployment/validation?hsLang=en)

### [Zscaler Deployment Advisor GPT Ask deployment sequencing questions.](https://chatgpt.com/g/g-68a25ffec5108191bbd29ee9faab59b3-zscaler-deployment-advisor)

### [Knowledge Base Look up configuration references.](https://securedynamics.net/kb?hsLang=en)

### [Support Open project support requests when needed.](https://securedynamics.net/support?hsLang=en)

Next step

## A good pilot keeps rollout boring

The point is to find surprises early, assign owners clearly, and carry only validated behavior into the production rollout.

[Continue to Validation](https://securedynamics.net/deployment/validation?hsLang=en) [Back to services](https://securedynamics.net/services?hsLang=en)

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