Smart Start – Basic

Statement of Work

Confidentiality Notice

This Statement of Work constitutes Okta Confidential Information and is intended for the internal use of Okta Customers only to evaluate the Statement of Work and may not be duplicated, used or distributed externally or reproduced for external distribution in any form without express written permission of Okta, Inc.

Copyright (c) 2018 Okta, Inc. All Rights Reserved.


1. Project Summary

This Statement of Work (“SOW”) is issued under and subject to the terms and conditions of the Master Subscription Agreement entered into between the parties (“Agreement”).

Smart Start Services “Professional Services” are based on Okta’s best practices for rapidly integrating Okta with Customer on premise Microsoft® Active Directory or LDAP directory service and applications for Single Sign On using Okta Integration Network (“OIN”) connectors or template based application integration wizard. Okta Professional Services will work collaboratively with Customer’s team in a series of virtual technical workshop sessions, or working sessions, to establish an action plan. An Okta project manager will schedule a call with Customer’s team to review prerequisites, schedule planned activities and training webinar(s) for administrative and support resources, and provide additional materials and supporting documentation.

2. Project Scope

The following activities shall be within the scope of this SOW:


In Scope - The Basic Smart Start entitles the Customer to a series of workshops, or working sessions. The workshops are delivered as follows:

Use Case: Project Kick Off Meeting – One (1) Hour

1. Okta project manager and technical team will meet with the customer to review the following:

a. Customer Goals & Requirements
b. Project Timing
c. Resource Availability
d. Environment Readiness
e. Adoption and Consumption Plan (ACP)
f. Project Overview
g. Review Okta Deployment Methodology and Best Practices
h. Project Plan Review

2. Schedule Training

3. Schedule Workshop Sessions with an Okta technical consultant

Planning Workshop – One (1) Hour

1. Okta project manager and technical team will meet with the customer to review the following:

a. a. Proof of Concept results [if any]
b. User Loading Strategy
c. Review environment and functional requirements
d. Directory Integration [if any]
e. Application Deployment Strategy
f. Project Schedule and Planning

Customer Obligations

  • Actively participate in Kick Off Meeting.
  • Collaborate with Okta project manager on creating a high level project schedule, project communication plan, and Kick Off Meeting Agenda.
  • Provide to Okta all relevant user acceptance testing (“UAT”) and production practices, processes, and polices.
  • Provide required resources for participation: executive sponsor, project sponsor, project manager, and technical resources.


  • The Kick Off Meeting will be delivered remotely.
  • The project communication plan is focused on the communication of the Okta and Customer implementation efforts and is not the Customer's end user or business user communication plan.



In Scope - While the Basic Smart Start Service allows for flexibility in activities, the following activities under Planning and Technical Workshop Sessions are based on Okta best practices. This list may be adapted for Customer needs and include other activities that can be accomplished within the allotted Technical Workshop Sessions. Actual activities will be outlined in a mutually agreed upon project plan.

Use Case: Technical Workshop Sessions

1. Provide assistance for:

a. Deploying Active Directory agents
b. Active Directory configuration for Users and Groups
c. Okta groups and application assignments

2. Provide assistance for OIN Integration configuration for Single Sign On (“SSO”)

3. Provide assistance for OIN Integration configuration for Provisioning

4. Provide assistance for configuration of Multi Factor Authentication (“MFA”)

5. Provide assistance for configuration of Okta Desktop Single Sign

a. Deploying IWA instances

6. Provide assistance with testing:

a. AD/LDAP integration
b. Application SSO
c. Application User Management features
d. Group and application assignments
e. MFA
f. Desktop SSO

7. Provide assistance preparing for go-live

Customer Obligations

To ensure that the Customer receives the greatest value from each working session, Okta requests the following:

  • Ensure that working sessions are scheduled and attended by the appropriate resources (SMEs: employees, contractors, or third-party) that are relevant to the working session.
  • Ensure that the working session begin on time and that the resources are available for the duration of the working session.
  • Ensure that all information required for the working sessions (pre-work) is prepared in advance of the working session.
  • Provide access to any third-party services or service providers as required.
  • Provide complete and accurate data for integration with the Okta Service.


  • All working sessions are to be scheduled in one and one-half (1.5) hour blocks.
  • There will be a maximum of five (5), one and one-half (1.5) hour workshop sessions.


3. Out of Scope

Not all Okta functionality, or features, are appropriate for this type of Professional Services or potentially require additional Okta technical resources. The following features, functionality and activities are “out of scope” for this Statement of Work:

  • User Management features not supported within the OIN
  • MFA for devices that are not currently supported by Okta.
  • API Consulting
  • HRMS/HCM “as a master” integration or configuration
  • Integration (Single Sign-On or Lifecycle Management/Provisioning) with on-prem applications
  • External Users (customers and/or partners)
  • Functionality that may have been demonstrated as Roadmap, Beta or Early Release programs
  • Customer staging, end user communication, and change management
  • Multiple Microsoft® Active Directory Domain environments


4. Fees & Expenses

Customer shall pay Okta the Fees and expenses set forth on the applicable Order Form in accordance with the terms of the Agreement. Actual reasonable and out-of-pocket expenses and taxes are not included herein and will be invoiced separately per the terms of the Agreement.

The Professional Services described in this SOW will be provided on a fixed fee basis. All Professional Services subject to this SOW must be fully redeemed within the earlier of: (i) six (6) months from the date of execution of the Order Form, or (ii) during the subscription license Term for the Service as set forth on an applicable Order Form. Professional Services covered in this SOW are available for a term of up to two (2) weeks from the initial Project Kick Off Meeting (as defined above) which may be scheduled after execution of an Order Form (''SOW Term''). If project delays are incurred, due to Customer’s failure to Cooperate (as defined below), this SOW will expire at the end of the SOW Term and Okta will be relieved of any further Professional Services which have not been completed under this SOW. No refunds or credits will be provided for any remaining unused pre-paid Professional Services Fees. Fees will be invoiced upon the execution of this Statement of Work and will be due in accordance with the terms of the Agreement.


5. Scheduling

Each project begins with a Project Kick Off Meeting to review requirements and to ensure that all stakeholders understand project objectives; identify resources, roles, and responsibilities; identify and mitigate risk; develop a project schedule, and maintain velocity during project execution. As such, Okta and Customer project managers will be responsible for planning, management and execution of a project schedule for all resources.

Okta will provide Professional Services during regular business hours (8:00 a.m. to 5:00 p.m.), Monday through Friday, except holidays (''Business Hours''). Okta will work remotely based on a mutually agreed plan throughout the execution of this engagement. For technical consultants, remote work shall be scheduled at a minimum of one and one-half (1.5) hours per day per working session. Customer must cancel any Professional Services scheduled to be provided at least two (2) business days in advance or it will lose the scheduled working session(s) and that particular session/milestone will be marked as complete.


6. Customer Obligations.

General Customer Obligations

The Customer will:

  • Remain engaged throughout the duration of the Professional Services by actively participating, providing requested integration information, and otherwise completing its obligations as set forth in this SOW in a timely manner (“Cooperate”).
  • Complete the functional and technical analysis and discovery.
  • Establish a communication and escalation plan including assigning appropriate resources who are knowledgeable about the technical and business aspects involved in the project including a dedicated project manager.
  • Provide access to any third-party services or software, as required.
  • Procure services or software and license rights necessary for the Okta Service to integrate to such services or software.
  • Pay any service provider costs required to enable SSO on applications that are in scope of this engagement.
  • Provide and test all of the necessary remote access by Okta to Customer systems prior to the commencement of the Professional Service.
  • Be responsible for all hardware/virtual machines operating system(s), browser(s), commercial application(s), code for custom developed applications, application/web server(s), directory(s), database, network, proxy, and firewall maintenance and security as well as an active backup and recovery strategy as applicable for the aforementioned.
  • Provide complete and accurate data for integration with the Okta Service.
  • Prepare and manage all corporate communications and training activities to promote greater adoption and higher satisfaction from Users. Sample communication templates may be provided for Customer use.


7. Assumptions

General Project Assumptions

  • Any service or activity not specifically included in this SOW is not included in the scope of this engagement.
  • Okta and Customer will work together in good faith to resolve any project issues quickly.
  • Okta’s timely performance of the Professional Services are conditioned on Customer continuing to Cooperate. If Customer is unable to Cooperate in a timely manner, not to exceed five (5) business days, Okta may “Suspend” its performance and the Professional Services will be deemed complete and Okta resources may be assigned to other projects. Should Okta Suspend the Professional Services, all Professional Services Fees paid or payable associated shall be considered earned in full and any services listed in this SOW not completed will be voided. Any and all Professional Services requested by the Customer following such Suspension will require Customer to send a written request to Okta seeking re-engagement and execution of a new SOW. Upon execution of a new SOW, Okta will promptly resume the Professional Services. Okta cannot guarantee that the original resources will be re-assigned to the Professional Services and additional hours may be required.
  • Scheduling for the Professional Services to be performed are based upon a first come first serve basis and will be mutually agreed upon by the parties prior to the commencement of the Professional Services hereunder.
  • Okta will follow independent software vendor guidelines for supported and deprecated versions of a product.
  • The Professional Services will be conducted remotely and offsite. Should any work be required at Customer’s site, travel expenses shall be invoiced in accordance with the Agreement and Customer will provide Okta resources an adequate work environment.