Questionnaire Design
Create structured identity discovery questionnaires with AI-generated questions, branching logic, reusable templates, and visual editing tools that reduce manual preparation time.
Identity CoAnalyst helps consulting firms and enterprise identity teams replace slow interviews, spreadsheets, and follow-up emails with guided AI workflows. Build smarter questionnaires, collect stakeholder input asynchronously, detect conflicts early, and generate implementation-ready requirements documents automatically. The result is a more consistent discovery process that reduces rework, preserves traceability, and lets specialists focus on decisions that move IAM, IGA, and PAM programs forward.
Streamline identity discovery, stakeholder collaboration, documentation, analysis, and downstream delivery with AI-powered automation tools.
Create structured identity discovery questionnaires with AI-generated questions, branching logic, reusable templates, and visual editing tools that reduce manual preparation time.
Guide stakeholders through adaptive, plain-language AI conversations that explain questions, remove irrelevant prompts, and capture detailed answers asynchronously without scheduling interviews.
Design document templates that automatically populate from approved stakeholder responses, apply conditional sections, and export consistent implementation-ready Word or PDF deliverables.
Identify contradictions, incomplete responses, consensus levels, and unusual answer patterns across stakeholders before unresolved requirements create costly downstream rework.
Connect questionnaires, answers, and generated requirements outputs to existing delivery workflows through REST API access and an out-of-the-box ServiceNow integration.
Use a built-in AI assistant to manage users, assignments, reports, and platform tasks through natural-language commands with confirmation for destructive actions.
Document automation is most valuable when it removes repetitive work without losing context. Identity CoAnalyst captures stakeholder knowledge through adaptive conversations, translates responses into structured requirements, and builds documents from a reusable template. Teams gain a consistent, traceable record of access decisions, approvals, lifecycle rules, and controls—so implementation teams can begin with clearer acceptance criteria and fewer handoffs, follow-ups, or manual document assembly tasks.
Purpose-built automation brings structure and confidence to complex identity discovery work.
Purpose-built for IAM, IGA, and PAM requirements rather than generic form collection.
Compress traditional requirements gathering from weeks of workshops to under 10 days.
Start with 500+ practitioner-written questions across 11 identity domains and tailor them.
Connect stakeholder answers to standardized, implementation-ready documents and downstream delivery workflows.
Enterprise identity experience behind 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.
Document automation uses software, templates, rules, and data to create consistent documents with less manual drafting. Instead of copying information between forms, spreadsheets, and reports, teams collect structured inputs and automatically insert them into approved document sections. For identity projects, this can turn stakeholder answers into traceable requirements documents, acceptance criteria, and governance records while reducing formatting work and transcription errors.
Talk with our team about streamlining your identity discovery workflow.
Available for active client engagements
Over 500 identity discovery questions
Built on 20+ years experience
Share your requirements challenge and learn how Identity CoAnalyst can create faster, clearer, implementation-ready documentation.
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.