Okta to Entra ID Migration with Intelligent IGA

Industry:

SaaS

Organization Size:

10,000+ employees

Headquarters:

San Francisco, California

Client Overview

A global enterprise operating across multiple geographies, this client sought to standardize its identity and access management (IAM) infrastructure around Microsoft technologies. With over 10,000 employees, 150+ business-critical applications, and strict compliance obligations across financial, healthcare, and regional regulatory frameworks, the organization had long relied on Okta for its IAM needs.

However, with the growing maturity of Microsoft Entra ID (formerly Azure AD) and its broader integration within the Microsoft ecosystem, the company made a strategic decision to migrate its identity architecture to Entra ID and implement intelligent identity governance through Tech Prescient’s Identity Confluence platform.

Business Objectives

The client had a clear set of goals driving the IAM transformation initiative:

Seamless Migration : Transition all users, applications, and configurations from Okta to Entra ID with zero downtime or data loss.
Security & Compliance : Ensure that all security policies, regulatory controls, and compliance reporting remained intact during and after migration.
Standardization : Consolidate identity under Microsoft’s native stack for tighter integration with M365, Teams, Defender, and Azure.
Automation & Governance : Enhance the IAM posture through AI-driven identity governance and automation for user lifecycle, access certification, and risk management.

Challenges

While the goals were strategic, achieving them posed several operational and technical challenges:

Data Integrity :
Migrating identity data—users, groups, roles, and access entitlements—without data loss was critical. Errors in attribute mapping or role configuration could result in access failures or security vulnerabilities.
System Integration :
Over 150 enterprise applications were integrated with Okta using varied protocols (SAML, OAuth, OIDC). Migrating each app to Entra ID without interrupting business processes required careful orchestration.
User Experience :
The organization served over 10,000 employees, partners, and vendors. Ensuring uninterrupted access and avoiding login issues was essential to user satisfaction and business continuity.
Security & Compliance :
The IAM environment had to adhere to internal security standards as well as external regulations like GDPR, HIPAA, and ISO 27001. The migration could not compromise compliance posture.

Solution Delivered by Tech Prescient

Phase 1: Migration to Microsoft Entra ID

Planning & Assessment

Tech Prescient began with a deep-dive discovery phase:

Audited the existing Okta configuration, including user directories, group structures, roles, custom policies, and workflows.
Mapped out integration touchpoints across the 150+ connected applications.
Assessed dependencies, critical paths, and defined a phased migration strategy by region and business unit.

User Data Synchronization

To ensure accurate and complete identity migration:

Employed Azure AD Connect for syncing on-premise and cloud identities.
Defined precise attribute transformation logic to maintain consistency between Okta and Entra ID schemas.
Verified and tested user metadata—email, department, titles, permissions—across both platforms before cutover.

Application Reconfiguration

Each application was assessed for compatibility with Microsoft Entra ID:

Rebuilt app connections using Microsoft’s native protocols: SAML, OAuth 2.0, and OIDC.
Applied role-based access control (RBAC) mappings in Entra ID to maintain granular access levels for each application.
Customized configurations for key applications requiring conditional access, MFA, and delegated administration.

Validation & Testing

Conducted comprehensive testing of authentication, authorization, and directory lookups across all user groups.
Validated audit logs, activity trails, and access controls to ensure they met compliance requirements post-migration.
Performed pilot rollouts to IT teams and select business units before broader rollout.

Rollout & Communication

Migration was executed in waves— starting with internal IT and admin functions, followed by regional offices and departments.
Developed training materials, communication kits, and helpdesk scripts to support change management.
Enabled self-service portals for password reset, MFA setup, and FAQs, reducing load on IT support.

Post-Migration Monitoring

After the final cutover:

Implemented real-time monitoring dashboards for system health, login errors, and app connectivity.
Established feedback loops for continuous improvement from end users and stakeholders.
Scheduled weekly reviews with the client’s IT and security teams to manage exceptions and ensure ongoing optimization.

Phase 2: Intelligent IGA Integration with Identity Confluence

To strengthen identity governance, Tech Prescient deployed its proprietary IGA platform, Identity Confluence, natively integrated with Microsoft Entra ID. This delivered advanced automation, access risk mitigation, and compliance control.

Key Features of Identity Confluence

Automated Lifecycle Management: Implemented end-to-end Joiner-Mover-Leaver (JML) workflows, reducing manual provisioning and deprovisioning errors.
Birthright Access Policies: Automatically assigned base access based on roles and departments.
Access Certification Campaigns: Enabled periodic review of entitlements by managers and application owners.
Segregation of Duties (SoD): Defined conflict rules and monitored for violations across business roles.
Risk-Based Access Controls: Integrated risk scoring into access requests and policy decisions.
Centralized Entitlement Visibility: Offered unified dashboards showing access by user, app, and risk profile.
Compliance Dashboards & Reporting: Delivered audit-ready evidence for internal and external reviews.
Remediation Workflows: Auto-triggered access removal or escalation workflows based on policy violations.

Integration Highlights

Identity Confluence was deployed as a cloud-native service integrated with Entra ID via secure APIs and event triggers.
Governance policies were customized to reflect the client's regulatory landscape, especially for HIPAA, GDPR, and internal SOX reporting needs.
The platform also integrated with the client’s ticketing system (ServiceNow) for automated approvals and exception handling.

Impact & Outcomes

Zero Downtime, Zero Data Loss

Successfully migrated 100% of user records, group policies, application links, and security configurations.
No reported access disruptions across the 10,000+ users and 150+ applications.

Enhanced Governance

Implemented end-to-end lifecycle governance, eliminating unauthorized access and orphaned accounts.
Enabled real-time visibility into access risks, with policy-based remediation.

Compliance Alignment

Retained full compliance posture across HIPAA, GDPR, and ISO frameworks.
Automated access certification and audit reporting drastically reduced manual workload.

IT Productivity & Operational Efficiency

Reduced IT team’s provisioning and deprovisioning load by over 40%.
Enabled faster onboarding and role changes through automation.

Scalable & Future-Ready IAM

Standardized IAM around Microsoft technologies, ready for future innovations in AI and Zero Trust architectures.
Identity Confluence provided a flexible governance layer that could evolve with business growth.

Conclusion

Migrating from Okta to Microsoft Entra ID was more than a lift-and-shift—it was a strategic investment in modernization, automation, and compliance. By partnering with Tech Prescient, the client ensured that the migration was frictionless, secure, and forward-compatible. The addition of Identity Confluence allowed them to reimagine identity not just as a security gate, but as an enabler of operational agility and business trust. As enterprises increasingly seek to consolidate platforms and embrace intelligent identity governance, this project stands as a blueprint for how to deliver transformative IAM outcomes with minimal disruption and maximum control.

Next Step: Schedule Your Demo for Identity Confluence

Ready to explore how Tech Prescient’s Identity Confluence can streamline your identity governance and migration to Microsoft Entra ID?

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Okta to Entra ID Migration with Intelligent IGA

Industry:

SaaS

Organization Size:

10,000+ employees

Headquarters:

San Francisco, California

Client Overview

Business Objectives

The client had a clear set of goals driving the IAM transformation initiative:

Seamless Migration : Transition all users, applications, and configurations from Okta to Entra ID with zero downtime or data loss.

Security & Compliance : Ensure that all security policies, regulatory controls, and compliance reporting remained intact during and after migration.

Standardization : Consolidate identity under Microsoft’s native stack for tighter integration with M365, Teams, Defender, and Azure.

Automation & Governance : Enhance the IAM posture through AI-driven identity governance and automation for user lifecycle, access certification, and risk management.

Challenges

While the goals were strategic, achieving them posed several operational and technical challenges:

Data Integrity : Migrating identity data—users, groups, roles, and access entitlements—without data loss was critical. Errors in attribute mapping or role configuration could result in access failures or security vulnerabilities.

System Integration : Over 150 enterprise applications were integrated with Okta using varied protocols (SAML, OAuth, OIDC). Migrating each app to Entra ID without interrupting business processes required careful orchestration.

User Experience : The organization served over 10,000 employees, partners, and vendors. Ensuring uninterrupted access and avoiding login issues was essential to user satisfaction and business continuity.

Security & Compliance :The IAM environment had to adhere to internal security standards as well as external regulations like GDPR, HIPAA, and ISO 27001. The migration could not compromise compliance posture.

Solution Delivered by Tech Prescient

Phase 1: Migration to Microsoft Entra ID

Planning & Assessment

Tech Prescient began with a deep-dive discovery phase:

Audited the existing Okta configuration, including user directories, group structures, roles, custom policies, and workflows.

Mapped out integration touchpoints across the 150+ connected applications.

Assessed dependencies, critical paths, and defined a phased migration strategy by region and business unit.

User Data Synchronization

To ensure accurate and complete identity migration:

Employed Azure AD Connect for syncing on-premise and cloud identities.

Defined precise attribute transformation logic to maintain consistency between Okta and Entra ID schemas.

Verified and tested user metadata—email, department, titles, permissions—across both platforms before cutover.

Application Reconfiguration

Each application was assessed for compatibility with Microsoft Entra ID:

Rebuilt app connections using Microsoft’s native protocols: SAML, OAuth 2.0, and OIDC.

Applied role-based access control (RBAC) mappings in Entra ID to maintain granular access levels for each application.

Customized configurations for key applications requiring conditional access, MFA, and delegated administration.

Validation & Testing

Conducted comprehensive testing of authentication, authorization, and directory lookups across all user groups.

Validated audit logs, activity trails, and access controls to ensure they met compliance requirements post-migration.

Performed pilot rollouts to IT teams and select business units before broader rollout.

Rollout & Communication

Migration was executed in waves— starting with internal IT and admin functions, followed by regional offices and departments.

Developed training materials, communication kits, and helpdesk scripts to support change management.

Enabled self-service portals for password reset, MFA setup, and FAQs, reducing load on IT support.

Post-Migration Monitoring

After the final cutover:

Implemented real-time monitoring dashboards for system health, login errors, and app connectivity.

Established feedback loops for continuous improvement from end users and stakeholders.

Scheduled weekly reviews with the client’s IT and security teams to manage exceptions and ensure ongoing optimization.

Phase 2: Intelligent IGA Integration with Identity Confluence

To strengthen identity governance, Tech Prescient deployed its proprietary IGA platform, Identity Confluence, natively integrated with Microsoft Entra ID. This delivered advanced automation, access risk mitigation, and compliance control.

Key Features of Identity Confluence

Automated Lifecycle Management: Implemented end-to-end Joiner-Mover-Leaver (JML) workflows, reducing manual provisioning and deprovisioning errors.

Birthright Access Policies: Automatically assigned base access based on roles and departments.

Access Certification Campaigns: Enabled periodic review of entitlements by managers and application owners.

Segregation of Duties (SoD): Defined conflict rules and monitored for violations across business roles.

Risk-Based Access Controls: Integrated risk scoring into access requests and policy decisions.

Centralized Entitlement Visibility: Offered unified dashboards showing access by user, app, and risk profile.

Compliance Dashboards & Reporting: Delivered audit-ready evidence for internal and external reviews.

Remediation Workflows: Auto-triggered access removal or escalation workflows based on policy violations.

Integration Highlights

Identity Confluence was deployed as a cloud-native service integrated with Entra ID via secure APIs and event triggers.

Governance policies were customized to reflect the client's regulatory landscape, especially for HIPAA, GDPR, and internal SOX reporting needs.

The platform also integrated with the client’s ticketing system (ServiceNow) for automated approvals and exception handling.

Impact & Outcomes

Zero Downtime, Zero Data Loss

Successfully migrated 100% of user records, group policies, application links, and security configurations.

No reported access disruptions across the 10,000+ users and 150+ applications.

Enhanced Governance

Implemented end-to-end lifecycle governance, eliminating unauthorized access and orphaned accounts.

Enabled real-time visibility into access risks, with policy-based remediation.

Compliance Alignment

Retained full compliance posture across HIPAA, GDPR, and ISO frameworks.

Automated access certification and audit reporting drastically reduced manual workload.

IT Productivity & Operational Efficiency

Reduced IT team’s provisioning and deprovisioning load by over 40%.

Enabled faster onboarding and role changes through automation.

Scalable & Future-Ready IAM

Standardized IAM around Microsoft technologies, ready for future innovations in AI and Zero Trust architectures.

Data Integrity :
Migrating identity data—users, groups, roles, and access entitlements—without data loss was critical. Errors in attribute mapping or role configuration could result in access failures or security vulnerabilities.

System Integration :
Over 150 enterprise applications were integrated with Okta using varied protocols (SAML, OAuth, OIDC). Migrating each app to Entra ID without interrupting business processes required careful orchestration.

User Experience :
The organization served over 10,000 employees, partners, and vendors. Ensuring uninterrupted access and avoiding login issues was essential to user satisfaction and business continuity.

Security & Compliance :
The IAM environment had to adhere to internal security standards as well as external regulations like GDPR, HIPAA, and ISO 27001. The migration could not compromise compliance posture.