# 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.

## 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, 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.

## 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_ **Initial Configuration email** Configuration, pilot users, and controlled validation.

## 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.