Before launch
Qualify the deployment before the customer feels the friction
Qualification turns a Zscaler services attach into a delivery-ready motion: scope, access, identity readiness, pilot assumptions, dates, owners, and the commercial fit all get pressure-tested early.
Fit and readiness
Qualification is where the deployment becomes a plan instead of a hope
This page gives partners a simple way to decide whether the customer is ready for the default SecureDynamics motion and what needs to be resolved before kickoff.
Confirm scope
Validate licensed products, user count, environments, private application expectations, traffic forwarding, and out-of-scope assumptions.
Confirm access
Identify who owns tenant activation, admin access, identity provider setup, SCIM, change windows, and customer approvals.
Confirm success criteria
Define what the customer, partner, and ZTSM will treat as a successful launch, pilot, rollout, closeout, and first-year adoption path.
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 Qualification, 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
A better kickoff starts before kickoff
Qualification gives Aiden and the ZTSM team enough context to track what matters from the first customer-facing moment.