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.
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.
Configure foundations
Set up identity integration, provisioning, access policy foundations, Client Connector profiles, and forwarding behavior as scoped.
Onboard pilot users
Enable a small, known group to validate authentication, ZIA or ZPA access, policy behavior, and operational feedback.
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.
Aiden AI project manager
Aiden keeps the project visible between working sessions
Aiden supports the SecureDynamics ZTSM by maintaining the delivery facts that are easy to lose: phase, milestone state, owners, dates, blockers, assumptions, and next steps.
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 good pilot keeps rollout boring
The point is to find surprises early, assign owners clearly, and carry only validated behavior into the production rollout.