Questionnaire Design
Create tailored IAM, IGA, and PAM assessments with AI-generated questions, dependencies, branching logic, and a visual editor that lets practitioners refine every prompt before stakeholder delivery.
Select an identity and access management assessment questionnaire that captures the decisions your program depends on—not just a list of generic prompts. Identity CoAnalyst helps consulting firms and enterprise teams build AI-guided, stakeholder-friendly assessments for IAM, IGA, and PAM. Turn business input into clear, traceable requirements, uncover conflicting assumptions early, and create an implementation-ready baseline without weeks of workshops and spreadsheet follow-up.
Build, deliver, validate, and document identity assessment questionnaires with AI-guided tools designed for enterprise discovery.
Create tailored IAM, IGA, and PAM assessments with AI-generated questions, dependencies, branching logic, and a visual editor that lets practitioners refine every prompt before stakeholder delivery.
Deliver one-question-at-a-time AI conversations that explain terminology, adapt to each answer, prune irrelevant questions, and let stakeholders contribute accurately on their own schedules.
Design templates before discovery begins, then automatically generate structured, branded requirements documents from completed answers for design, implementation, testing, and acceptance activities.
Compare stakeholder responses to identify contradictions, agreement levels, gaps, and unusual completion patterns before unclear ownership or policy assumptions create expensive downstream rework.
Start with more than 500 practitioner-written questions across 11 IAM, IGA, and PAM domains, then customize coverage for each client, platform evaluation, or identity initiative.
Use REST API access and ServiceNow integration to move questionnaire results and requirements outputs into established project, ticketing, and governance workflows without manual re-entry.
The right IAM assessment questionnaire should reveal how access is requested, approved, provisioned, reviewed, and removed across your organization. Identity CoAnalyst replaces static forms and lengthy interview cycles with adaptive AI conversations, reusable practitioner content, and automated documentation. Teams gain a complete, testable requirements baseline while stakeholders answer in plain language and at their own pace. The result is faster alignment, stronger traceability, and fewer surprises during implementation.
Purpose-built intelligence helps identity teams move from uncertainty to implementation-ready requirements.
Purpose-built for IAM, IGA, and PAM discovery rather than generic survey collection.
Compress traditional requirements gathering from weeks of workshops to under 10 days.
Surface stakeholder contradictions before they become costly configuration, testing, or audit issues.
Generate structured requirements documentation that supports design, testing, acceptance, and ongoing governance.
Built from decades of enterprise identity implementation experience.
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.
IAM is commonly organized around four core functions: identity lifecycle management, authentication, authorization, and auditing or governance. Lifecycle management handles joiner, mover, and leaver events; authentication verifies users; authorization determines permitted access; and governance monitors, reviews, and documents access decisions. A strong assessment questionnaire should address all four areas, including accountable owners, approval paths, evidence requirements, and removal procedures.
Speak with an expert about building a clearer discovery baseline.
500+ questions across 11 identity domains
Platform actively used on live engagements
Built on 20+ years experience
Tell us about your identity initiative and explore a faster path to complete, 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.