Resources - Guides and tools

Things we have written down so you do not have to figure them out from scratch.

Identity Quick Scan Overview

Four pages, five-minute read. Covers what the Quick Scan checks, what the output looks like, and how to decide if it is the right starting point for your environment.

Request via email

Engagement Brief

A one-page summary of how persona.how works: what we do, how engagements run, and what to expect. Designed for forwarding to your team or attaching to a budget request.

Request via email

Coming soon

These are being written. If any of them would be useful now, request early access.

Identity hygiene checklist — 60-item checklist based on patterns from 50+ assessments

IAM readiness scorecard — self-assessment for teams evaluating whether they need external help

IDP migration planning checklist — the pre-migration inventory most teams skip

What breaks when you migrate IDPs — article on the undocumented dependencies that cause cutover failures

Need something from the list? Tell us what you are working on.

Book a 30-minute scoping call Start with a Quick Scan ($3K to $5K)