SSO Rollout Pipeline Template
Roll out SSO without losing control
Rolling out SSO touches every critical app and team, and scattered spreadsheets or tickets make it easy to miss owners, approvals, or rollback details. This Instaboard template turns your rollout into a single pipeline from Discover & Scope through Stabilize & Clean Up. Each application lives on one card that carries labels, assignee, due dates, and attachments as it moves left to right. Micro-templates capture integration details, group mappings, risks, cutover plans, and comms so you never retype the same fields. Instead of chasing updates in multiple tools, your team shares one live view of progress and knows exactly what must ship next.
- Track every SSO app from inventory through rollout in one live pipeline
- Assign owners, due dates, and labels so risks and priorities stay visible
- Attach design docs, vendor tickets, and runbooks directly on each app card
- Guide pilot and production waves with reusable cutover and comms templates
Capture your SSO scope in Discover & Scope
Start at the Getting Started section at the top of the board and read the Start-Here card so you know where to begin. Duplicate the SSO App Integration template, drop each new card into Discover & Scope, and fill in App name, owner, criticality, protocol, and environments. Assign yourself or the rollout lead and set a due date that matches your planning window. Apply labels like Priority app and Needs IAM review so high-risk systems stand out immediately. Attach your initial app inventory spreadsheet or diagram directly to the card so all context travels with it as it moves left to right.
Pro tip: If the inventory already lives in a sheet, import just the most important apps first so you can validate the workflow quickly.
Design the solution and secure approvals
When scope is clear, drag each app card into Design & Approvals to work through architecture and governance on the board. Duplicate the Risk / Issue template on the same card to log each decision about MFA policy, routing, or exceptions, filling the Summary, Impact, Mitigation, and Status fields. Use the Cutover Plan template to record the change window, apps in scope, approvals captured in, and backout plan for that app. Assign security and IT owners on the card, update due dates to match your change calendar, and @mention reviewers in comments so approvals stay in context. Tag High risk, Requires vendor, or Pilot group to highlight where extra testing or vendor coordination is needed, and attach solution design PDFs or change records so the card becomes the single place to confirm readiness.
Pro tip: Keep one card per application so approvals, risks, and attachments never fragment across tickets.
Configure integrations and exercise pilots
As you configure SAML or OIDC, move cards into Integrate & Configure and duplicate the Group Mapping Rule template to document attributes, roles, and provisioning behavior. Assign the engineer or admin doing the work and set due dates for configuration and initial smoke tests so cards keep moving. When you are ready to trial SSO with real users, drag those cards into Test & Pilot and create one Risk / Issue task card for each defect, tagging Blocked or Requires vendor where necessary. Attach mapping spreadsheets, vendor case links, and test plans directly to those issue cards so anyone joining the project can see what has been tried. Keep cards in Test & Pilot until pilot feedback and defects show you are ready for production, then move them forward and close the related issue cards.
Pro tip: Use labels to quickly filter the board down to only pilot apps or blocked items during daily standups.
Run production waves with clear cutover plans
Once pilots are stable, move cards into Production Rollout and group them by wave using labels like Production wave 1 and Production wave 2. Duplicate Cutover Plan and Comms & Training Item templates to outline change windows, rollback plans, comms audiences, and training dates for each wave. Assign change owners and comms owners separately so responsibilities are obvious, and set due dates to match each cutover window. Attach runbooks, CAB approvals, and communication drafts so the whole team can open one card and see everything needed for go-live. During rollout, move cards as each wave completes and check off tasks on the associated cutover and comms cards.
Pro tip: Keep one Instaboard tab open during go-live and drag cards across as runbook steps finish so status reviews are instant.
Stabilize SSO and retire legacy logins
After each wave, move cards into Stabilize & Clean Up to track post go-live work. Use the Risk / Issue template for any incidents that surface and tag High risk on cards that require follow-up analysis. Duplicate Comms & Training Item if you need follow-on training or reminder campaigns, and update due dates to keep clean-up tasks visible. For systems that still allow direct username and password logins, create Legacy login decommission tasks, tag Legacy auth enabled, and attach the relevant runbook. When legacy access is removed and postmortems are attached, clear Blocked labels, check off the final cleanup task, and add a short comment summarizing what changed so the card history is easy to review later.
Pro tip: Treat this board as the long-term home for SSO health by reusing it when you add new applications or rollout phases.
What’s inside
Start-Here lane
A Getting Started section with Start-Here bullets that show you exactly how to duplicate the SSO App Integration card, assign an owner, and move work into the pipeline.
SSO integration micro-templates
Reusable cards for SSO App Integration, Group Mapping Rule, Risk / Issue, Cutover Plan, and Comms & Training Item keep every app documented in a consistent format.
End-to-end rollout stages
Six lists from Discover & Scope through Stabilize & Clean Up mirror the real SSO journey so each card flows through design, configuration, pilot, rollout, and cleanup.
Risk and priority labels
Label sets like Priority app, High risk, Blocked, Requires vendor, and Production wave 1/2 make it easy to filter the board during status reviews.
Built-in evidence trail
Demo cards show where to attach solution designs, vendor tickets, mapping spreadsheets, runbooks, and postmortems and which labels to apply so the board doubles as a lightweight, filterable audit trail.
Why this works
- Keeps every SSO application flowing through the same visible stages
- Combines inventory, approvals, integration details, and rollout plans on one board
- Uses micro-templates so risks, mappings, and cutovers are documented consistently
- Surfaces high-risk and blocked work instantly with labels and due dates
- Leaves behind an audit-friendly trail of decisions, runbooks, and postmortems
FAQ
Who is this SSO rollout template for?
It is designed for IT, security, and identity teams running SSO projects across multiple SaaS and internal applications who need a single view of scope, status, and risk.
Can I adapt this pipeline for a different IdP?
Yes. The stages work with any major IdP; simply edit card fields and labels to match your terminology and protocols while keeping the same left-to-right flow.
How should I handle dozens or hundreds of applications?
Start by bringing in your most critical and high-risk apps, use labels to group by wave or business owner, and then add additional cards over time as capacity allows.
Does this board replace my ticketing system?
No. Use Instaboard to orchestrate the rollout while linking out to tickets or change records from cards so you keep both the visual flow and the system of record in sync.