Zscaler Customer Success Team

Zscaler Customer SuccessDeployment Advisory Services

v2.7, August 2016

F90 (First 90 Day Customer Experience) Overview

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Deployment Advisory Services (DAS) are part of a larger overall Zscaler F90 program

FIRST 30(Start = Customer PO)

SERVICE PURCHASED

TRAIN KEY PARTNERS

(SHADOW)

PARTNERS DELIVER

FIRST 60 FIRST 90 ONGOING

DAS KICK-OFF CALL

ONBOARDING CALL (Introduction to Zscaler)

DEPLOYMENT ADVISORY SERVICES (90 days average)

30-DAY CHECK-IN 60 DAY CHECK-IN 90 DAY CHECK-IN

CUSTOMER CONTINUES TO DEPLY REMAINING USERS

DAS ENDS, HAND-OVER TO SUPPORT

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WHY DEPLOYMENT ADVISORY SERVICES ?

OPTIMUM PERFORMANCELeverage Zscaler best practices for optimal performance, right from the startReceive a Zscaler Mission Critical Audit (ZMCA), that scores your design

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EXPERTSZscaler experts have experience from world class deployment assistanceCertified DAS partners expand Zscaler services reach

SPEED Speed time of deploymentSpeed time to protection and Zscaler service value

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Zscaler MISSION CRITICAL AUDIT (ZMCA)

HOW DO I GET ?Purchase a qualified DAS Package

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WHAT IS IT ?Review - A design audit by an architect on configuration resiliency/redundancy to ensure optimum service availability through proper configuration. If design or configuration does not meet ZMCA criteria, deficiencies will be documented for the customer as part of the Design Plan

BENEFITS ?Ensure optimum design and configuration for mission critical performance required for proxy gateway services

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Service collaboration

Collaboration

CUSTOMER

CERTIFIED DASPARTNER

ZSCALERDAS

Zscaler or Certified DAS Partners can deliver Deployment Advisory Services, project collaboration is key

DEPLOYMENT ADVISORY SERVICE OVERVIEW

DEFINE

Hand-over from Sales

Review requirements Design questionnaire

DESIGNCONFIGUREGUIDANCE

TESTGUIDANCE

PHASE-1LIMITED

STAGE 1-ARCHITECT

90-DAY CHECK-IN

STAGE 2-BUILD

PHASE-2EXPANDED

PHASE-3FINAL

STAGE 3-TRAFFIC ROLL-OUT

Complete design Document design Migration strategy Test strategy

Best Practice Guidance On:

Traffic forwarding Authentication Policy structure Reporting

Internal IT testing Test key applications Test business process

1 Site ~10 users

Multiple sites ~50 users

Road warriors Expanded users

KEY SUCCESS GATES

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DAS designs and launches deployments through best practice guidance, then customers continue to roll-out traffic

DESIGN PLAN COMPLETE BUILD AND TEST COMPLETE ROLL-OUT LAUNCHED

DAS COMPLETE IN 90 DAYS ELSE SERVICE EXPIRES (USE-IT-OR-LOSE-IT)

DAS TYPICAL TIMELINE

DEFINE DESIGN CONFIGURE TEST

1 - ARCHITECT

90-DAY CHECK-IN

2 - BUILD

Week 4-6

Week 3

Week 2

Week 1

3 - TRAFFIC ROLL-OUT

Week 6-7 Week 8-9 Week 10-11-12

PHASE-1LIMITED

PHASE-2EXPANDED

PHASE-3FINAL

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TYPICAL DAS TIMELINE = 90 days

ARCHITECT – STAGE 1 DETAILS

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Area Steps + Actions

Define

Define Project Zscaler and customer team introductions Establish program schedules Determine collaboration and program tools and process Determine customer and Zscaler team resources

Define Solution Review customer goals and requirements Define key business process Define key applications Complete design questionnaire Review design questionnaire results

Design

Design Solution Architectural review sessions Determine final architecture Documented design provided ZMCA provided Customer design final approval

BUILD – STAGE 2 DETAILS

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Area Steps + Actions

ConfigureGuidance

Traffic Forwarding Configuration guidance on VPN/Tunnels Customer configures, customer network (routers, firewalls) PAC configuration, Geo location Sub-location configuration Optional SSL Inspection

Authentication Configuration guidance on authentication method Authentication types such as Hosted Database, LDAP Sync, SAML Authentication, Kerberos

Policy Structure Assist in determining policy migration plans Configuration guidance on policies such URL filtering, Cloud Application Control, Anti Virus

Scanning, P2P, VoIP controls, Behavioral Analysis, DLP, Bandwidth Policies, Outbound Firewall policies, DNS. Customer configures.

Reporting - Configure required reports, dashboards, and scheduling

TestGuidance

Internal IT Testing Assist in creating test plans. Customer determine test resources and timeline Assist in testing key business process and applications Testing complete and approval for next stage - roll-out

TRAFFIC ROLL-OUT - STAGE 3 DETAILS

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Area Steps + Actions

Phase-1 Limited roll-out

1 site, ~10 users Open Zscaler support tickets for all issues found Move to Phase 2, if no blocking issues

Phase-2

Expanded Roll-out Multiple sites, ~50 users Open Zscaler support tickets for all issues found Move to Phase 2, if no blocking issues

Phase-3

Final Roll-out Road Warriors, Multiple sites, expanded users = ~ target # of users deployed Open Zscaler support tickets for all issues found Deployment Service completed, solution considered deployed, if no blocking issues

DAS Complete Customer continues to roll-out additional sites and users, not yet deployed Zscaler transitions service to Zscaler support team, for continued support

DAS PACKAGE COMPARISON

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VALUE PACKAGE-1ZCES-DAS-PKG1

PACKAGE-2ZCES-DAS-PKG2

PACKAGE-3ZCES-DAS-PKG3

CUSTOMER SIZE (TOTAL USERS) Up to 5,000 Up to 10,000 Up to 20,000

TOTAL CONSULTING TIME

DEPLOYMENT ADVISORY ENGINEERDEPLOYMENT ARCHITECT

5 Days

~4 Days~1 Day

10 Days

~8 Days~2 Days

15 Days

~12 Days~3 Days

ZSCALER MISSION CRITICAL AUDIT (ZMCA) Report Provided Report Provided Report Provided

ZSCALER ONLINE TRAINING 3 Credits 4 Credits 5 Credits

DAS PACKAGES PROVIDED PER CUSTOMER TOTAL USER SIZE

• Consulting time consumed in 1-hour minimum increments, 1 day = 8 hours• Typical deployment consulting period is 90 days. A 90-day use-it-or-lose-it policy on packages, timed from Zscaler receipt of qualified Purchase Order• Training credits = 1 credit per user required to complete ZCCA, ZCCP courses (lab not included). Credits also expire in 90 days, when the package expires• ZMCA is an audit of the mission critical readiness of the deployment configuration and design. ZMCA recommendation report is provided

SERVICE FUNCTIONS + REQUIRED RESOURCES

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SERVICE FUNCTION CUSTOMER RESOURCE ZSCALER RESOURCE

EXECUTIVE SPONSORResponsible for the overall success of the deployment acting

• Executive sponsor • Director of Customer Success

PROJECT MANAGERResponsible for delivery of the overall project management, project tracking and reporting

• Project Manager• Manages overall project to include

Zscaler, customer network, 3rd parties, partners

• Deployment Advisory Engineer• Technical Account Manager (for

TAM accounts)

ARCHITECTResource responsible for the overall solution design decisions and can provide a single technical decision point.

• Architect or senior leader • Customer Care Architect

TECHNICAL LEADSPrimary contacts to define solutions requirements, and assist with testing and configuration

• Networks Operations (Traffic forwarding)

• Authentication Expert (Authentication)

• Desktop Operations (Road Warriors)

• Deployment Advisory Engineer

POST-DAS SUPPORTPost consulting support organizations

• Customer - support organization • Zscaler TAC

Thank you