Questionnaire Design
Create structured AI assessment questionnaires from a plain-language objective, then refine questions, answer options, dependencies, and branching paths in a visual flow editor.
Create AI assessment questionnaires that turn stakeholder knowledge into clear, actionable findings. This step-by-step guide shows consulting and identity teams how to define objectives, select meaningful questions, build adaptive logic, invite participants, and validate results. With Identity CoAnalyst, you can replace static forms and follow-up cycles with guided conversations, consistent documentation, and a stronger foundation for confident decisions.
Tools that help teams design, deliver, analyze, and document intelligent stakeholder assessments.
Create structured AI assessment questionnaires from a plain-language objective, then refine questions, answer options, dependencies, and branching paths in a visual flow editor.
Give stakeholders a guided, one-question-at-a-time experience that explains terminology, rephrases confusing prompts, and removes irrelevant follow-up questions automatically.
Compare stakeholder responses to uncover contradictions, consensus levels, incomplete areas, and anomalies before unclear assumptions become costly delivery issues.
Start faster with more than 500 practitioner-written questions across 11 IAM, IGA, and PAM domains, then tailor coverage to each assessment.
Design a reusable document template that automatically populates from validated questionnaire responses, creating consistent, implementation-ready outputs for every engagement.
Connect questionnaire data and generated requirements to downstream delivery workflows through REST API access and a first-party ServiceNow integration.
An effective AI assessment questionnaire does more than collect answers. It creates a guided path from business context to testable requirements, helping respondents answer in plain language while preserving the details delivery teams need. Identity CoAnalyst combines adaptive questions, domain-aware assistance, stakeholder analytics, and automated documentation so IAM, IGA, and PAM teams can resolve ambiguity early and move forward with a defensible requirements baseline.
Built for the high-stakes discovery work that shapes successful identity programs.
Purpose-built for IAM, IGA, and PAM requirements, not generic survey collection.
Compresses traditional requirements gathering from 8–16 weeks to under 10 days.
Conversational AI explains questions and adapts flows to each respondent’s context.
Generated documents preserve stakeholder input for implementation, testing, acceptance, and governance.
Enterprise implementation experience shapes every guided discovery workflow.
Senior IGA Consultant, Commercium Technology Inc (CTI)
Edward Thompson is a Senior IGA Consultant at Commercium Technology Inc (CTI) with 6+ years of highly focused experience on SailPoint's Identity Security Cloud (ISC) solution, holding formal SailPoint certification at the highest level (Engineer). His proficiency spans ISC solution architecture and best-practice methodologies for Identity Governance & Administration, and he excels at architecting, implementing and integrating solutions in expansive retail, healthcare and financial environments with robust RBAC and lifecycle management — working well within a team or as the primary consultant. Selected twice by SailPoint as a presenter at Developer Days 2024 and 2025 as an Expert Ambassador in the SailPoint technical community, Edward has been chosen by SailPoint for engagements including a hospital's IdentityIQ-to-ISC migration, Epic EMP/SER integration governing clinical and non-clinical access at Bryan Health, application onboarding and workflow-driven certification delegation at Boeing, and a custom Paycom HR connector for State Department Federal Credit Union. Earlier, as a principal SailPoint consultant, he led Sunbelt Rentals' migration from Microsoft Identity Manager to IdentityNow with a 1,400-role RBAC model for 30,000+ users and built a custom SaaS connector bridging MuleSoft and AS400 RentalMan. His integration experience covers Active Directory, Entra ID, Workday, PeopleSoft, Salesforce, Paycom, ServiceNow and Epic, and he holds a BS in Computer Science from Western Washington University.
Solution Architect, Commercium Technology Inc (CTI)
Jason Burt is a Solution Architect at Commercium Technology Inc (CTI) with more than 20 years of IT experience across the design, implementation, customization, integration, operation and administration of enterprise security solutions, and exceptionally deep SailPoint and IGA development skills. As a solution architect with SailPoint Professional Services, he has delivered implementations for major North American customers across insurance, finance, banking, government, higher education, healthcare, resource extraction and manufacturing, while also owning expert-services engagements that call for performance tuning and expert-level debugging of undocumented product behavior. Jay was lead architect on the replacement of a legacy Garancy access management platform with SailPoint at Highmark Blue Cross, delivered two years of bi-monthly milestone releases on the CNA Insurance projects team spanning password management, application onboarding, UI customization, certifications, workflows and provisioning, and architected a multi-campus identity lifecycle solution for 200,000+ users at the University of Nebraska. His hands-on work centers on Java-based custom and web-services connectors, IdentityIQ plugins, rules and workflows. Jay holds SailPoint Solution Architect, IdentityNow Engineer and Identity Security Cloud Expert certifications, and earned a BS in Interdisciplinary Science and a BA in Business Administration from Portland State University.
Senior SailPoint / IAM Architect, Commercium Technology Inc (CTI)
Mehul Chavda is a Senior Identity and Access Management architect at Commercium Technology Inc (CTI) with more than 18 years of IT experience, including 8+ years of deep, senior-level specialization in SailPoint-based identity management. He has a proven record of designing and implementing enterprise-scale IAM solutions with SailPoint IdentityIQ (IIQ), Identity Security Cloud (ISC), Okta and Oracle Identity Manager across the government, healthcare, banking and manufacturing sectors. Mehul's expertise spans user lifecycle management (joiner/mover/leaver), RBAC and birthright role frameworks, access certification, workflow automation and cross-platform integration — translating complex business requirements into secure, scalable identity solutions. As a Sr. SailPoint Architect with SailPoint Professional Services he architected a comprehensive ISC–ServiceNow integration across three workstreams (governance connector, service desk fulfillment for disconnected applications, and Service Catalog as a unified access request front end), upgraded IdentityIQ from 8.0 to 8.3 with the Accelerator Pack, integrated CyberArk via SCIM for privileged account management, and built Azure DevOps and Git pipelines for environment code migration. His earlier architect roles at CLS International Bank, SUPERVALU, John Wiley & Sons and New York City Health + Hospitals included Okta and AWS MFA rollouts, SAML SSO for 30+ applications, Epic EHR (EMP/SER) integration via custom web services, and a high-availability Oracle Identity Manager 11g R2 deployment. Mehul is a Certified SailPoint ISC Engineer and ISC Professional, and a Certified SailPoint IdentityIQ Solution Architect and Associate.
SailPoint Identity Security Cloud Tech Lead, Commercium Technology Inc (CTI)
Steven Hall is a SailPoint Identity Security Cloud (ISC) project tech lead at Commercium Technology Inc (CTI) with over 20 years of identity-security-focused experience and formal SailPoint ISC certification. Steve's strength is the full arc of a program: requirements discovery and definition, architecture, hands-on implementation, and integration within large and complex financial, pharmaceutical and healthcare environments. He has a particular interest in helping hospitals gain efficiency and cost savings by integrating SailPoint ISC with medical information systems such as Epic — work reflected in his role leading the SailPoint IdentityNow deployment at Temple University Hospital, where he implemented the Epic SER, Active Directory, ServiceNow and Azure connectors and replaced manual processes with role-driven automation. He currently leads the Montgomery County Government ISC program, integrating Oracle HRMS, Oracle EBS, Active Directory and SQL Server to support joiner/mover/leaver provisioning, access certification and access requests, and mentors less senior developers on ISC transforms, workflows and connector rules. Steve previously led the State Department Federal Credit Union's ISC migration from ADP to Paycom-HR with near-zero business disruption. Across his career he has worked with large-scale LDAP directory services, meta and virtual directories, data synchronization, password management, account provisioning and group management, and brings very strong Microsoft skills spanning Windows, Active Directory, Azure and PowerShell.
An AI assessment is a structured evaluation that uses artificial intelligence to guide questions, interpret responses, and surface useful patterns. Unlike a static survey, it can adapt follow-up questions based on context, explain unfamiliar terms, and organize findings into actionable outputs. In identity programs, an AI assessment helps capture access, approval, lifecycle, and governance requirements from multiple stakeholders consistently.
Talk with our team about structured AI discovery workflows.
Available for active client engagements
500+ identity questions across 11 domains
Built from 20+ years delivery experience
Share your assessment goal and learn how Identity CoAnalyst can turn stakeholder input into implementation-ready requirements.
For immediate assistance, feel free to give us a direct call at 732 673 4260. You can also send us a quick email at bill.leonard@cticorp.com.
For immediate assistance, feel free to give us a direct call at 732 673 4260. You can also send us a quick email at bill.leonard@cticorp.com.