Skip to main content

Okta professional services

Identity resilience services for Okta customers.

Fixed-scope implementation, recovery drills, SSO/SCIM setup, and audit evidence for teams that need Okta backup and restore to work in production – not just look good in a demo.

Built for the moments identity teams get measured.

These services are narrow on purpose. We are not trying to be a generic IAM consultancy. Butterfly focuses on Okta disaster recovery, restore proof, SSO/SCIM correctness, Workflows continuity, and compliance evidence.

  • You need Okta recovery evidence for SOC 2, HIPAA, PCI DSS, NIST, ISO 27001, or CIS Controls.
  • You are installing Butterfly and want a guided first backup, restore preview, and schedule setup.
  • You need SSO/SCIM working cleanly before a security review or enterprise rollout.
  • You have Okta Workflows automations that would be painful to recreate during an incident.
  • You want a restore drill with auditable proof instead of a slide that says recovery is possible.

Partner-enabled services

Services should be easy for partners to package and customers to trust.

Okta credibility opens the door. The asset kit, campaign plays, and customer/contact records help partners turn service interest into scoped recovery work.

Okta credibility

Activate tier + OIN listing

Use the Okta relationship as factual trust proof: Activate tier, published Okta Integration Network listing, and Partner Community access.

View partner proof

Partner assets

Collateral tied to action

Every asset maps to a motion: first conversation, audit evidence, implementation, co-branded campaign, competitive response, or certification.

Open assets

Marketing center

Campaign plays with metrics

Campaigns define audience, action, and success metric so partner marketing drives pipeline instead of decorative content.

Start a campaign packet

Customers and contacts

Pipeline records built for proof

Track account, buyer, need, stage, owner, evidence, commercial path, and written authorization so partner-led work is auditable.

Register customer motion

Brand rule: Butterfly can reference its Okta Activate tier, OIN listing, and Partner Community access. Do not imply Okta endorsement, resale authorization, or customer approval unless separately confirmed in writing.

Service catalog

Productized services, scoped for evidence.

Okta DR Readiness Assessment

1 week

Inventory Okta apps, groups, policies, admin roles, Workflows, SCIM dependencies, and recovery gaps. Ends with a ranked remediation plan and Restore Readiness Score baseline.

Deliverables

  • Connection + scope review
  • Backup coverage report
  • Recovery risk register

Backup + Restore Implementation

1–2 weeks

Install Butterfly from the Okta Integration Network, grant required scopes, configure schedules, validate backup coverage, and run restore previews against approved fixtures.

Deliverables

  • OIN install session
  • Scheduled backups
  • Restore-preview evidence

SSO + SCIM Setup

1 week

Configure SAML or OIDC SSO plus SCIM 2.0 provisioning for Butterfly. Validate fail-closed behavior, assignment flows, deprovisioning, and administrator access controls.

Deliverables

  • SSO runbook
  • SCIM lifecycle test
  • Access-control handoff

Okta Workflows Recovery

1–2 weeks

Map critical Workflows, backup folders and flows, document dependencies, and define recovery steps for automation that moves users, groups, or access decisions.

Deliverables

  • Workflow inventory
  • Recovery order
  • Rollback procedure

Restore Drill + Audit Pack

1 day drill + report

Run a tabletop or controlled technical drill. Capture before/after evidence, dry-run output, operator notes, audit logs, and an executive-ready recovery report.

Deliverables

  • Drill timeline
  • Evidence bundle
  • Executive summary

Managed Identity Resilience Retainer

Monthly

Quarterly restore drills, monthly readiness review, policy drift review, backup schedule checks, and incident-response support when identity changes go sideways.

Deliverables

  • Monthly report
  • Quarterly drill
  • On-call escalation path

Delivery model

Implement, validate, regulate, evidence.

The operating model mirrors the way Butterfly is built: every claim needs an artifact, every artifact needs a path back to a command, screenshot, API response, or audit log.

  1. 1

    Scope

    We define the Okta orgs, environments, compliance constraints, mutation boundaries, and the proof required to call the engagement done.

  2. 2

    Baseline

    We capture current state: connection health, scopes, backups, SSO/SCIM posture, Workflows coverage, restore readiness, and audit evidence gaps.

  3. 3

    Implement

    We configure Butterfly, schedules, SSO/SCIM, restore previews, operator runbooks, and any approved remediation tasks.

  4. 4

    Prove

    Every engagement ends with explicit artifacts: command output, screenshots, API responses, audit logs, report files, and a handoff checklist.

Enterprise service standard

Productized delivery with audit-ready proof.

Butterfly should feel like a specialist recovery partner: scoped work, controlled access, dry-run proof, and handoff artifacts that IT, security, procurement, and audit teams can all read.

Scope

Written scope before access

Customer domain, Okta orgs, environments, access roles, safety boundaries, acceptance criteria, and success evidence are recorded before production work starts.

Validate

Dry-run before mutation

Backups, diffs, restore previews, SSO/SCIM lifecycle checks, and Workflows recovery steps are validated before any customer-approved production change.

Evidence

Artifacts are the deliverable

Handoffs include backup IDs, restore-preview IDs, screenshots, API responses, audit logs, report files, open risks, and a completion checklist.

Operate

Runbook and escalation path

Every services motion ends with owners, escalation paths, operating runbooks, next-review cadence, and the proof needed for audit or incident review.

Guided request

Scope Okta services without waiting on a call.

Use one form for backup/restore implementation, SSO/SCIM setup, Workflows recovery, restore drills, audit evidence, or managed resilience. No person is required to continue through docs, demo assets, and scoped package options.

Keep moving now

Submit the form, then continue immediately with motion-specific assets. A person is not required for routing, first proof steps, docs, demo, trust artifacts, package review, or capstone prep.

Communication packet

Treat this as the first Butterfly ↔ partner message. Add customer domain, motion, requested next step, owner, and links to evidence or capstone artifacts in the notes field. Use the same guided request path for follow-up updates.

This creates the routing and communication record, then unlocks the next guided path. Contractual status changes - reseller status, certification badges, production access, discounts, or customer-change authority - still need written terms and evidence.

Start with one scoped outcome

Pick the first proof point: backup, restore, SSO/SCIM, or drill.

We will turn it into a fixed-scope statement of work with deliverables, access requirements, safety boundaries, and the evidence needed to call it complete.