Typical IAM / IGA Project Plan
This is a typical high-level plan for an IAM / IGA implementation. Every environment differs, so we adjust the scope, integrations, and governance depth, but the phases and deliverables stay consistent.
Phase 0 — Discovery and Assessment
- Stakeholder interviews and requirements gathering
- System inventory (identity sources, directories, target systems)
- Current process review (joiner/mover/leaver, approvals)
- Constraints and non-functional requirements (security, HA/DR, performance)
- Meeting recordings and protocols for transparency
Output: assessment summary, scope outline, risks, and next-step plan.
Phase 1 — Solution Design
- Technical solution architecture and design
- Integration approach and data mapping
- Role/access model baseline (as required)
- Formal Technical Specification (ToR)
Output: approved architecture + ToR suitable for delivery and acceptance.
Phase 2 — Environment Setup
- Deploy test environment
- Set up access, logging, and operational baselines
- Define CI/CD or change management approach (depending on customer constraints)
Output: working delivery environment ready for integrations and configuration.
Phase 3 — Build (Integrations + Lifecycle Automation)
- Implement priority integrations (standard connectors and/or custom)
- Automate user lifecycle processes (joiner/mover/leaver)
- Configure approvals and access provisioning rules
- Iterative demos so the customer sees the system many times before acceptance
If you need help with complicated integrations only: see our integrations-only team option.
Phase 4 — Testing and Acceptance Preparation
- Step-by-step testing with customer representatives
- Evidence collection for acceptance and audits (as needed)
- Performance and stability checks
- Finalize production rollout plan and backout strategy
Output: acceptance-ready system, test results, and operational readiness checklist.
Phase 5 — Production Rollout and Pilot Operation
- Production rollout without disruption
- Pilot operation according to approved program
- Migration from legacy IDM systems (if needed)
Output: system in production with agreed operational procedures.
Phase 6 — Documentation, Training, and Support
- Full project documentation
- Training for IAM / IGA administrators (5-day course available)
- Warranty support (12 months) and multichannel support (8×5)
Get a Project Plan Template
We can tailor this plan to your customer’s environment and produce a milestone roadmap aligned with your delivery model as a system integrator.