SMB Identity buyer's checklist

TL;DR: Identity touches every point of your business. Here’s a checklist of what you should be asking yourself when shopping for an Identity solution.


Looking at Identity and Access Management (IAM) solutions and shaking your head? Are you wracked by decision paralysis as you weigh options, unsure how to narrow them down? 

We get it: Identity is complex, and it can be easy to miss details when considering your options.

No matter how your Identity search is going, we want to make it easier. When deciding on a provider, a checklist can help create a mental model for evaluating and potentially finding the solution that offers a perfect blend of factors for your business. We know IAM can be complicated and daunting, so we made a checklist of the biggest questions you should answer before you commit to your Identity solution. 

Workforce Identity


For a full comprehensive guide, read our complete IAM Buyer’s Guide whitepaper, or speak with one of our experts.


What’s your time to value?

Leaner teams mean less time to watch the spinny clock during installs. Every second counts. Does your option have a track record of increasing productivity?

Okta Single Sign-On (SSO) is 50% faster than previous solutions for users to adopt, log in, and use new apps.

How much IT support is required?

Going fast while wearing multiple hats can be a rush, but how much time do you really want to spend wearing your IT hat?

Mirador reduced IT and Helpdesk costs by 100% with Okta.

How easy is it to integrate your third-party apps?

IAM simplifies integrations by providing a centralized platform for managing access and authentication across apps and systems. But does your target solution offer the integrations you need?

Okta supports over 7,000 pre-built integrations in the Okta Integration Network. That includes integrations for SSO, provisioning, and workflow automations. 

Can you automate onboarding and offboarding?

Automating tasks and having a single source of truth for Identity provides a foundation for efficiently managing access and security, even when you scale and evolve.

Juni 100% automated onboarding and offboarding for core apps from an IT perspective (two hours of IT effort removed per new hire).


Customer Identity

Can you make login less frustrating? 

55% of consumers have stopped using a website because the login process was too complex.

First impressions are everything in a competitive market, so ensuring a low-friction experience is key to customer satisfaction and retention.

Are your integrations seamless?

49% of customers abandoned brands they were loyal to  because of poor customer experience (CX).  Being able to easily integrate your CIAM with your existing business systems is integral to maintaining your CX. Choosing the right open-standards-based solution today means you can easily integrate behind the scenes and your customers won’t notice a thing.

Will it scale?

Earning new customers can cost six to seven times more than retaining current ones. A CIAM solution that’s cloud-first and platform-agnostic allows for fast scaling now, securing your presence into the future. 

Will it help you stay in compliance?

87% of people will take their business to a competitor if they don’t trust a company to handle their data responsibly

A CIAM solution should adhere to open standards, have industry-standard third-party certifications and authorizations, such as ISO certifications, CSA STAR attestations, and PCI Attestation of Compliance. Solution providers should also offer CIAM solutions that comply with applicable laws and regulations, such as the General Data Protection Regulation (GDPR), the California Consumer Protection Act (CCPA), and the Health Insurance Portability and Accountability Act (HIPAA). 

You might not need to meet threshold data privacy requirements now, but the right CIAM solution will support compliance as you grow.

What about AI?

97% of product engineering teams are expected to use AI tools within 12 months.

Need defensive capabilities without adding more user friction? Bot Detection with Okta AI can filter 79% of bots targeting authentication systems. 

Get the full list

All these tips and more are in our complete SMB Identity buyer's checklist. Find the Identity solution that affords you the ability to fine-tune security, privacy, and CX. 

If you’re ready to begin the journey of delighting your customers and boosting efficiency without compromise, you can also read our complete CIAM Buyer’s Guide or IAM Buyer’s Guide, or speak with one of our experts.

These materials and any recommendations within are not legal, privacy, security, compliance, or business advice. These materials are intended for general informational purposes only and may not reflect the most current security, privacy, and legal developments nor all relevant issues. You are responsible for obtaining legal, security, privacy, compliance, or business advice from your own lawyer or other professional advisor and should not rely on the recommendations herein. Okta is not liable to you for any loss or damages that may result from your implementation of any recommendations in these materials. Okta makes no representations, warranties, or other assurances regarding the content of these materials.  Information regarding Okta's contractual assurances to its customers can be found at