Onboarding Process Overview
Last updated on February 9, 2026We appreciate that each clients' project plans will be unique. The Identity Services Program will discuss scheduling specific to your project needs during our information sessions. To get you started, here are the phases of the onboarding process:
Phase 1: Concept & Initiation
- Engage with your clients
- Identify your business needs
- Design your service experience
- Things to consider: timeline, cost, roles and responsibilities
Phase 2: Engagement & Assessment
- Complete a self-assessment
- Identify high level requirements
- Meet the Identity Services Program team
- Attend information sessions
Phase 3: Design, Develop & Test
- Design a solution with Identity Services Program
- Things to consider: standards, policies, identity data, interfaces
- Build a test strategy
Phase 4: Launch & Operational Support
- Move to production
- Support for your clients
- Change management
- Incident reporting
- Fraud management