Resources

Identity buyer resources, templates & checklists

Practical, vendor-neutral guides for identity, security, and IT teams running evaluations or rollouts. Pair them with the IAM Stack Finder to build a shortlist tailored to your stack.

Quick answer

What identity buyer resources does IDSync publish?

Short answer

IDSync publishes free, vendor-neutral RFP templates, SSO migration checklists, joiner/mover/leaver guides, SCIM implementation checklists, MFA rollout plans, IGA readiness assessments, vendor scorecards, and AI agent identity checklists.

Best for
Identity, security, and IT leaders running structured vendor evaluations or rollout plans.
When to choose
You're building a shortlist, drafting an RFP, or planning a migration and want a vendor-neutral baseline.
When not to choose
You need vendor-specific implementation support — pair these with the IAM Stack Finder or a buyer advisor instead.
  1. Template

    IAM RFP Template

    A structured RFP you can send to identity vendors covering workforce IAM, SSO, MFA, IGA, and lifecycle automation requirements.

    RFPProcurementIAM
  2. Checklist

    SSO Migration Checklist

    Step-by-step plan to migrate from legacy SSO (ADFS, classic IdPs) to a modern SSO provider without breaking downstream apps.

    SSOMigrationADFS
  3. Checklist

    Joiner / Mover / Leaver Checklist

    Operational baseline for lifecycle automation: provisioning on day one, role changes mid-lifecycle, and complete deprovisioning on exit.

    JMLLifecycleIGA
  4. Checklist

    AI Agent Identity Checklist

    Govern identities, scopes, and trust boundaries for autonomous agents, copilots, and bots — before they reach production.

    AIAgentsNHI
  5. Checklist

    SCIM Implementation Checklist

    Plan and ship SCIM 2.0 provisioning for a SaaS app or internal tool without surprising your customers.

    SCIMProvisioningBuilder
  6. Checklist

    Identity Governance Readiness Checklist

    Assess whether your organization is ready for a modern IGA program — and what to fix before you sign a contract.

    IGAGovernanceAudit
  7. Checklist

    MFA Rollout Checklist

    Roll out phishing-resistant MFA across your workforce without help-desk overload or exec escalations.

    MFAPasswordlessRollout
  8. Template

    Vendor Evaluation Scorecard

    Score identity vendors apples-to-apples across capability, security, commercial, and implementation risk.

    RFPScorecardProcurement

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