Pre-Kickoff
Pre-kickoff clears the blockers the customer must own
Before the project starts, SecureDynamics helps the customer understand the readiness work only they can complete: tenant activation, IdP configuration, SCIM assumptions, admin access, and the first support path.
Customer-owned prerequisites
The goal is to remove preventable delay before the first working session
The pre-kickoff email is direct because the work is direct: the customer must activate the tenant, configure identity, and validate that users and groups can be synchronized.
Identity provider setup
Customer identity administrators configure authentication and provisioning for Zscaler so user and group assumptions are ready.
Admin access
The customer confirms the correct Zscaler administrators and grants the delivery team access needed for design and configuration work.
Early validation
A single Client Connector authentication check can confirm the IdP path before anyone mistakes it for a pilot rollout.
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.
Pre-Kickoff
Admin access confirmed
Tenant activation, customer-owned IdP work, Zscaler admin access, and initial group assumptions are confirmed before deeper configuration begins.
Meet Aiden
Aiden (Ai-den) keeps every phase moving.
Aiden is our always-on virtual project manager across the deployment methodology. In Pre-Kickoff, Aiden stays part of the workflow and communication layer, tracking Gantt charts, individual and team action items, customer updates, blockers, and value milestones.
- Gantt charts
- Customer updates
- Team actions
- Value milestones
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.
Design Workshop GPT
Discovery, requirements capture, architecture workshop notes, and design decision support.
Learn Zscaler GPT
Always-available onboarding knowledge for customer admins, partners, and delivery stakeholders.
SecureDynamics Knowledge Base
Reference material for Zscaler products, SKUs, deployment concepts, and adoption guidance.
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.
Related pages
Move through the deployment motion without losing context
Next step
Pre-kickoff is a momentum lever
When identity, access, and assumptions are visible early, the first project meeting can focus on decisions instead of cleanup.