Total Economic Impact

The Total Economic Impact™ Of Okta’s Gold Premier Success Plan

Cost Savings And Business Benefits Enabled By Okta’s Gold Premier Success Plan

A FORRESTER TOTAL ECONOMIC IMPACT STUDY COMMISSIONED BY Okta, January 2026

[CONTENT]

Total Economic Impact

The Total Economic Impact™ Of Okta’s Gold Premier Success Plan

Cost Savings And Business Benefits Enabled By Okta’s Gold Premier Success Plan

A FORRESTER TOTAL ECONOMIC IMPACT STUDY COMMISSIONED BY Okta, January 2026

Forrester Print Hero Background
M
K
[CONTENT]
[CONTENT]

Executive Summary

Security and risk executives face mounting pressure to manage identity and access without hindering business agility or compromising user experience.1 As identity environments grow more complex, traditional support models often fall short, leading to operational inefficiencies, delayed escalations, and increased reliance on costly third-party services. Organizations can address these challenges by leveraging comprehensive success programs that help maximize the value of their identity programs and lead to reduced end-user downtime through faster resolution of complex identity incidents, reduced reliance on external support, improved identity resource productivity, and accelerated onboarding for new applications and employees.

Okta’s Gold Premier Success Plan provides customers with comprehensive training resources, including content and live learning sessions to grow critical knowledge, 24/7 support availability online and via phone with priority response times for critical issues, and access to experts who can provide business and technical guidance to accelerate time to value and help customers drive their identity maturity.

Okta commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) enterprises may realize by deploying Okta’s Gold Premier Success Plan.2 The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Okta’s Gold Premier Success Plan on their organizations.

103%

Return on investment (ROI)

 

$805K

Net present value (NPV)

 

To better understand the benefits, costs, and risks associated with this investment, Forrester interviewed five decision-makers with experience using the Gold Premier Success Plan. For the purposes of this study, Forrester aggregated the experiences of the interviewees and combined the results into a single composite organization, which is a multinational enterprise with 15,000 employees that generates $4 billion in annual revenue.

Interviewees said that prior to using the Gold Premier Success Plan, their organizations relied on basic Okta support and third-party partners, which provided essential assistance but did not include 24/7 support availability, strategic planning, or technical best practices. As organizations’ identity environments grew more complex and became more essential to operational resilience, they sought additional capabilities to address challenges such as manual, time-consuming processes, slower escalations, limited visibility into best practices and security posture, and increased reliance on external contractors for specialized guidance. These gaps created operational inefficiencies, delayed onboarding for applications and new hires, and introduced preventable risks to their security postures due to limited access to best practice guidance and timely escalation paths.

After the investment in Okta’s Gold Premier Success Plan (referred to as “Gold”), the interviewees reported a more proactive, relationship-driven success and support experience that improved operational efficiencies and security postures. Key results from the investment include reduced end-user downtime from faster resolution of complex identity incidents, routine identity task productivity gains, cost savings from reduced reliance on third-party services, improved business continuity through reduced customer-facing severity 1 (SEV1) downtime, and accelerated onboarding for Okta-enabled applications and new hires.

Key Findings

Quantified benefits. For interviewed customers, Okta’s Gold Premier Success Plan functioned as a success and support layer that helped them realize or accelerate outcomes from their existing Okta deployments. Three-year, risk-adjusted present value (PV) quantified benefits for the composite organization include:

  • Reduction in resolution time for end-user downtime-causing identity incidents by 70% enabled by Gold. The composite organization restores employee access faster by resolving authentication failures, multifactor authentication (MFA) or single sign-on (SSO) blocks, provisioning errors, and other complex identity incidents more efficiently. Gold’s structured support, technical best practices, and direct customer success manager (CSM) and technical account manager (TAM) involvement accelerate issue resolution. Over three years, this improvement yields a risk-adjusted present value of $546,000.

  • Reduction in resolution time for escalated identity administration issues by 75% enabled by Gold. The composite organization cuts the time Okta administrators spend on escalated identity admin issues, including performance degradation, misconfigured integrations, and edge-case scenarios. Gold provides dedicated escalation pathways, proactive guidance, continuous training, and expert monitoring to resolve issues more quickly and enable Okta administrators to focus on value-added work. Over three years, this improvement yields a risk-adjusted present value of $35,000.

  • Productivity gains for routine identity tasks of 35% for IT resources and 50% for Okta admins enabled by Gold. The composite organization accelerates routine identity tasks, including user and group management, access requests, and ticket troubleshooting. Gold’s training resources, business and technical guidance, and accelerated support enable improved adoption of new features that improve administrative workflows and automations. Over three years, these productivity gains yield a risk-adjusted present value of $218,000.

  • Support partner cost reductions by $150,000 annually enabled by Gold. The composite organization eliminates its reliance on costly third-party consultants and training by leveraging Gold’s direct access to specialized experts, who can provide business and technical guidance and comprehensive learning resources. Internal teams gain confidence managing platform administration and integrations without external services. Over three years, these cost savings yield a risk-adjusted present value of $443,000.

  • Revenue recapture totaling $3.4 million over three years from reduced customer-facing SEV1 downtime accelerated by Gold. The composite organization minimizes downtime for customer-facing applications by using Gold’s 24/7 support, rapid initial response, and real-time expertise. Identity teams resolve critical incidents faster to reduce disruption to revenue-generating operations and use Okta’s insights to reduce the incidence of downtime events proactively. Over three years, this improvement yields a risk-adjusted present value of $225,000.

  • Reduction in time to onboard new Okta-enabled applications by 15% accelerated by Gold. The composite organization accelerates application deployment through Gold’s direct access to specialized experts, frameworks, and proactive guidance. Faster onboarding reduces errors and rework, which enables identity teams to deploy new Okta-enabled applications more efficiently. Over three years, this improvement yields a risk-adjusted present value of $24,000.

  • Reclaimed time from faster new hire application access of 5,850 hours accelerated by Gold. The composite organization accelerates access provisioning for new employees through Gold’s real-time support, increased knowledge through training, and proactive guidance from specialized experts. New hires gain access to critical systems sooner for unhindered contribution to business activities. Over three years, these time savings yield a risk-adjusted present value of $96,000.

Unquantified benefits. Benefits that provide value for the composite organization but are not quantified for this study include:

  • Strategic guidance and roadmap alignment. The composite gains proactive support from access to specialized experts to help align identity initiatives with broader business objectives and prioritize upcoming product capabilities.

  • Strong relationship with Okta. The composite benefits from Okta’s collaborative, flexible approach, which supports unique requirements, licensing adjustments, major identity transformations, and evolving identity maturity.

  • Policy optimization and governance best practices. The composite receives technical best practices on MFA configuration, adaptive authentication, and lifecycle management policies that balance security and user experience while meeting compliance needs.

  • Enterprise-scale preparedness during growth. The composite leverages advanced resources to scale identity programs securely during rapid workforce and technology expansion, which helps it avoid common pitfalls and accelerate time to value.

  • Maximizing Okta investment. The composite accelerates adoption, optimization, and ROI through benchmarking, identity strategy best practices, and expert guidance, which increases overall confidence in fully leveraging Okta capabilities.

Costs. Three-year, risk-adjusted PV costs for the composite organization include:

  • Fees to Okta totaling $547,000 over three years. The composite pays predictable, scalable Gold Premier Success Plan fees tied to its total Okta spend, which adjust annually to reflect growth in identity usage and adoption of additional products.

  • Initial onboarding and training costs of $16,000 over three years. The composite conducts onboarding for Okta admins, IT staff, and business users that covers resources including training, workflows for incident management, escalations, and access to specialized experts for business and technical guidance.

  • Ongoing costs of $219,000 over three years. The composite conducts regular training and vendor management activities with CSMs and TAMs to maintain proficiency and optimize business and technical outcomes. It also engages third-party professional services for special rollout needs, such as device access or additional product configuration (e.g., Okta Verify).

The financial analysis that is based on the interviews found that a composite organization experiences benefits of $1.6 million over three years versus costs of $782,000, adding up to a net present value (NPV) of $805,000 and an ROI of 103%.

Employee time reclaimed due to faster complex identity incident resolution over three years

32,400 hours

Total time to onboard new Okta-enabled apps reclaimed over three years

720 hours

“The Okta [Gold] support we’ve gotten is some of the best we’ve ever seen. Quite literally. It provides us with super detailed analysis. We can see a lot of things through Okta and when we go and talk to them, they see even more. It’s been nothing but excellent since we’ve been with them.”

VP, infrastructure and service desk, manufacturing

“We have a real relationship with Okta; it’s not about how much more we are going to buy. I’ve been very pleased with them taking a longer-term view than other companies we’ve dealt with.”

VP, infrastructure and service desk, manufacturing

Key Statistics

103%

Return on investment (ROI) 

$1.6M

Benefits PV 

$805K

Net present value (NPV) 

<6 months

Payback 

Benefits (Three-Year)

[CHART DIV CONTAINER]
Reduced end-user downtime due to faster resolution of complex identity incidents enabled by Gold Faster resolution of complex identity admin issues enabled by Gold Routine identity task productivity gains enabled by Gold Cost savings from reduced reliance on third-party services enabled by gold Improved business continuity due to reduced customer-facing SEV1 downtime accelerated by Gold Faster onboarding of Okta-enabled applications accelerated by Gold Faster new hire onboarding accelerated by Gold

The Okta Gold Premier Success Plan Customer Journey

Drivers leading to the Gold Premier Success Plan investment
Interviews
Role Industry Region Employees Revenue Okta products
Solutions architect, identity and access Subscription management and billing Multinational 2,000 $400M Okta Workforce
VP, infrastructure and service desk Manufacturing Multinational 16,000 $5B Okta Workforce
Auth0
Lead platform security architect Health insurance US 5,000 $800M Okta Workforce
Okta Customer Identity
Global director, IT Wholesale Multinational 2,600 $3.5B Okta Workforce
Auth0
Director, identity and access management IT services Multinational 70,000 $15B Okta Workforce
Key Challenges

Prior to investing in Okta’s Gold Premier Success Plan, interviewees relied on either basic Okta support or third-party partners that provided foundational assistance but did not include training resources, 24/7 support, strategic guidance, or visibility into technical best practices and product roadmap updates. As their organizations grew and identity environments became more complex, their reliance on contractors to fill knowledge and strategic gaps increased. As a result, interviewees noted how their organizations struggled with common challenges, including:

  • Basic support with limited proactive guidance. Fundamental Okta support or third-party partners in place before the Gold investment lacked accelerated support, strategic advice, and technical guidance. Additionally, they had lean teams and gaps in support that they backfilled with contractors who lacked historical knowledge or familiarity with the organizations’ applications and implementations. As a result, escalations were slow and inconsistent and often left internal teams on their own when it came to troubleshooting the more complex issues. Moreover, also due to lean teams, prior environments often lacked 24/7 support and fast response times. Organizations were left exposed and unsupported as their businesses sought to scale.

  • Manual, time-consuming processes. In their prior environments, access provisioning, onboarding, and configuration were manual, repetitive processes. Internal teams’ productivity took a hit, which resulted in an inordinate reliance on expensive contractors and less bandwidth for strategic initiatives such as roadmap planning, security posture improvements, identity architecture optimization, and enterprise-scale integrations.

  • Visibility and confidence limitations. Teams had minimal insight into new features, identity best practices, and training resources, which increased the risk of misconfigurations and of missing opportunities to optimize existing licenses. Additionally, teams lacked transparency into product fit and industry benchmark data to influence future roadmaps.

  • Operational and security risks. Delays in incident resolution, lack of proactive monitoring, and manual governance increased exposure to security threats, compliance gaps, and potential service disruptions.

  • End-user and employee impact. Many of the backend process delays experienced in organizations’ prior states also impacted end users (employees and customers alike) due to slow onboarding and frequent access delays. Additionally, repetitive manual tasks negatively impacted employee productivity and morale.
    The solutions architect of identity and access at a subscription management and billing organization highlighted the impact to employees during the onboarding process specifically, stating, “[Before Gold], it used to take new hires almost a month to get up and running and have access to what they needed.” The same interviewee also described the impact of operational efficiencies on end users more generally: “Most companies have employees go to their helpdesk app and request access to an application, and then that goes into a queue, and it sits while [the employee] waits until somebody gets [the request], looks up the application, and understands how to get the employee access. And that’s annoying because, for the end user, they’re used to [the speed of] the internet.”

Investment Objectives

The interviewees searched for a solution that could:

  • Reduce operational overhead and reliance on expensive, specialized contractors for repetitive troubleshooting and general access management.

  • Provide proactive guidance, technical best practices, and roadmap alignment to maximize Okta ROI and feature adoption and ensure alignment with identity best practices.

  • Boost productivity for IT, security, and identity teams so they could focus on enterprise-scale identity architecture, roadmap planning, and strategic initiatives.

  • Accelerate security and compliance outcomes by ensuring faster adoption of best practices for identity governance, MFA, and risk reduction to minimize exposure from misconfigurations and delayed updates.

  • Speed up workforce enablement by reducing friction in onboarding and access provisioning for employees, contractors, and partners to improve confidence in identity systems and time to productivity.

After evaluating internal needs and support options, interviewees’ organizations chose Okta’s Gold Premier Success Plan for the following reasons:

  • 24/7 support availability and accelerated response times.

  • Relationship-driven success and support with access to specialized experts.

  • Comprehensive training for IT staff, including Expert Learning Passes.

  • Special access programs and robust resources, including personalized recommendations and guided adoption plans.

“It’s rare that you get [contractors] on a long-term engagement. You would get different people who didn’t have historical knowledge. If they did have skills in identity and access management, they weren’t familiar with how [the products] were implemented. There was also a delay when we needed assistance because we needed to explain to everybody the problem and ask them to troubleshoot. So that was a big failure.”

Global director, IT, wholesale

Composite Organization

Based on the interviews, Forrester constructed a TEI framework, a composite company, and an ROI analysis that illustrates the areas financially affected. The composite organization is representative of the interviewees’ organizations, and it is used to present the aggregate financial analysis in the next section. The composite organization has the following characteristics:

  • Description of composite. The multinational, $4 billion-dollar, industry-agnostic organization has 15,000 employees. It operates a hybrid identity environment spanning on-premises and cloud systems, with increasing SaaS adoption and integration complexity. It anticipates continued growth in identity complexity driven by cloud expansion and emerging AI integrations.
    Before the investment in Gold, the composite relied on a combination of basic Okta support and external contractors to support its workforce and customers. The composite upgrades Okta Workforce and Auth0 to Gold. Gold users include six Okta administrators (e.g., senior engineers and identity architects) to manage users, groups, access policies, and escalations; 10 IT support or helpdesk users to handle routine access requests and identity-related support tickets; and two business users to consult with specialized Okta and Auth0 experts on business and technical strategy, identity security best practices, roadmap alignment, and feature adoption.

  • Deployment characteristics. The composite organization begins using Gold to support Okta Workforce and Auth0 to address its internal and customer-facing identity security needs, respectively. Gold features include accelerated 24/7 support availability, access to specialized Okta and Auth0 experts, best practice reviews against Okta baseline benchmarks, comprehensive training and Expert Learning Passes, and the special access programs. Gold supports the entire user population, including 100% of internal employees and external customers.

 KEY ASSUMPTIONS

  • $4 billion annual revenue

  • 15,000 employees

  • 100% of workforce and external users supported by Gold

  • Okta Workforce and Auth0 supported by Gold

Analysis Of Benefits

Quantified benefit data as applied to the composite
Total Benefits
Ref. Benefit Year 1 Year 2 Year 3 Total Present Value
Atr Reduced end-user downtime due to faster resolution of complex identity incidents enabled by Gold $320,760 $178,200 $142,560 $641,520 $545,980
Btr Faster resolution of complex identity admin issues enabled by Gold $15,066 $13,811 $12,555 $41,432 $34,543
Ctr Routine identity task productivity gains enabled by Gold $87,601 $87,601 $87,601 $262,802 $217,850
Dtr Cost savings from reduced reliance on third-party services enabled by Gold $178,200 $178,200 $178,200 $534,600 $443,157
Etr Improved business continuity due to reduced customer-facing SEV1 downtime accelerated by Gold $102,283 $89,498 $76,713 $268,494 $224,585
Ftr Faster onboarding of Okta-enabled applications accelerated by Gold $6,696 $10,044 $13,392 $30,132 $24,450
Gtr Faster new hire onboarding accelerated by Gold $38,610 $38,610 $38,610 $115,830 $96,017
  Total benefits (risk-adjusted) $749,216 $595,963 $549,630 $1,894,809 $1,586,582
Reduced End-User Downtime Due To Faster Resolution Of Complex Identity Incidents Enabled By Gold

Evidence and data. Interviewees reported that Gold materially reduced downtime for employees who were unable to access critical applications due to identity-related disruptions. These incidents directly impacted business productivity because affected employees could not perform their core work until access was restored. Interviewees cited incidents including authentication failures, MFA or SSO blocks that prevented logins, provisioning and directory sync errors, conditional access misconfigurations, environment parity issues, and internal outages that blocked employees from accessing their work applications.

With Gold, employees affected by these disruptions regained access to critical systems much faster, which cut productivity losses and kept their workflows on track. Interviewees highlighted that Gold’s fast support and expert monitoring accelerated resolution. By providing clear troubleshooting paths, tailored technical guidance, and direct specialized expert involvement, Gold enabled interviewees’ organizations to sustain workforce continuity and focus on strategic, value-generating work. Interviewees also noted that beyond accelerating resolution of complex identity incidents, Gold’s proactive guidance, continuous education, and technical best practices helped minimize recurring issues and reduce internal-facing downtime risk over time.

  • The VP of infrastructure and service desk at the manufacturing organization explained that their CSM invested time in understanding their organization’s environment to provide tailored guidance, which allowed them to anticipate and resolve identity incidents faster. They stated: “[Our CSM] is very quick to contact us with security concerns. I can tell there’s time put into the monthly report that comes out because it’s very customized to our organization. It’s saved us from having to cut our teeth on something that would’ve taken too much time for the value we would’ve gotten. We’ve had direct examples where they’ve advised us on practices that prevent these kinds of incidents from happening.”

  • The director of identity and access management at an IT services organization explained that the guidance and recommendations provided with Gold helped prevent issues before they reached end users, ultimately reducing the likelihood of access disruptions. The director noted: “The team at Okta gives me metrics that are very meaningful to me to remain proactive. We also see personalized insights through Gold — like, ‘Hey, you could actually do even better if you did this.’ Sometimes it points out capabilities I hadn’t considered or misunderstood. It’s very helpful.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite organization has 15,000 employees.

  • On average, 3% of employees are impacted per complex identity incident.

  • The composite experiences six complex identity incidents in Year 1, five incidents in Year 2, and four incidents in Year 3 that result in internal-facing downtime.

  • The mean time to resolve a complex identity incident before Gold is 8 hours. With Gold, the composite achieves a 70% reduction in resolution time for downtime-causing identity incidents, reclaiming 6 hours per incident.

  • The average fully burdened hourly rate for a general employee is $44.

  • For this benefit, the composite has a productivity recapture rate of 50%. Employees spend half of the time they save on activities that generate business value, but not all reclaimed time is dedicated to value-added work.

Risks. This benefit will vary among organizations based on the:

  • Number of employees.

  • Average percentage of employees impacted per complex identity incident.

  • Frequency of complex identity incidents that result in downtime.

  • Mean time to resolve complex identity incidents before Gold.

  • Average fully burdened hourly rates of affected employees.

Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $546,000.

70%

Percentage reduction in resolution time for end-user downtime-causing identity incidents

Reduced End-User Downtime Due To Faster Resolution Of Complex Identity Incidents Enabled By Gold
Ref. Metric Source Year 1 Year 2 Year 3
A1 Employees Composite 15,000 10,000 10,000
A2 Percentage of employees impacted by identity incidents Composite 3% 3% 3%
A3 Average employees impacted by identity incidents A1*A2 450 300 300
A4 Identity incidents that result in downtime Composite 6 5 4
A5 Mean time to resolve complex identity  incidents before Gold (hours) Composite 8 8 8
A6 Reduction in mean time to resolve complex identity incidents that result in end-user downtime with Gold Interviews 70% 70% 70%
A7 Mean time to resolve complex identity incidents reclaimed with Gold (hours) A5*A6 6 6 6
A8 Total employee time reclaimed due to faster complex identity incident resolution (hours) A3*A4*A7 16,200 9,000 7,200
A9 Average fully burdened hourly rate of a general employee Composite $44 $44 $44
A10 Productivity recapture TEI methodology 50% 50% 50%
At Reduced end-user downtime due to faster resolution of complex identity incidents enabled by Gold A8*A9*A10 $356,400 $198,000 $158,400
  Risk adjustment 10%      
Atr Reduced end-user downtime due to faster resolution of complex identity incidents enabled by Gold (risk-adjusted)   $320,760 $178,200 $142,560
Three-year total: $641,520 Three-year present value: $545,980
Faster Resolution Of Complex Identity Admin Issues Enabled By Gold

Evidence and data. Interviewees explained that Gold significantly accelerated the resolution of complex identity administration issues handled by internal Okta administrators — issues that did not necessarily result in end-user downtime but consumed significant admin time. They highlighted that Gold helped them address high-priority issues such as identity workflow slowdowns, MFA and SSO performance degradations, application launch problems caused by misconfigured identity integrations, new identity governance and provisioning process changes, and edge cases like unusual user roles or API token handling.

Gold reduced the time required to investigate and resolve these issues, often shortening multiday problem resolution cycles to just a few hours. Interviewees emphasized that faster resolution not only minimized disruption to identity services but also freed senior engineers and architects to focus on value-added administrative work and system improvements rather than repeatedly troubleshooting support issues without guidance. Gold’s proactive insights, clear escalation paths, and direct access to product experts ensured that internal admins could act decisively, resolve incidents faster, and maintain system reliability. Interviewees also added that Gold’s proactive guidance, continuous education, and technical best practices helped reduce the incidence of complex identity admin issues over time.

  • The lead platform security architect at a health insurance organization noted how their CSM handled escalations and brought in additional resources as needed, explaining: “The CSM jumps in and handles any kind of escalation. She makes sure that any tickets we open, especially priority ones, are handled quickly, and she can pull in resources outside of Okta support to help us. For instance, we recently had an issue, and she actually was able to get a product engineer on a call to help us work through something. That’s huge. Otherwise, you’re trying to manage just through your own support resources.”

  • The director of identity and access management at an IT services organization explained: “We use Gold to report issues as they arise and receive regular status updates. It’s great to have more visibility than someone without Gold. When we found something in our environment that wasn’t right, we used [the resources included in] Gold to figure out if it was really an issue or something else. Gold has given me that capability I would not have had otherwise. Faster resolution for issues absolutely shortens something that might have taken a couple of days down to an hour or two.”

  • The global director of IT at a wholesale organization highlighted how Gold reduced the number of resources needed to resolve complex issues, stating: “We would usually need six internal people to work alongside our previous third-party support partner to handle an issue. Now, generally, two to three people handle an issue of the same severity, sometimes less depending on timing. With Gold, the right internal resources already have the historical knowledge and guidance they need, so we no longer need a large team to resolve an issue.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite experiences 12 complex identity administration issues that require escalation in Year 1, 11 in Year 2, and 10 in Year 3.

  • The average time to resolve a complex identity admin issue before Gold is 40 hours.

  • With Gold, the composite achieves a 75% reduction in mean time to resolve complex identity admin issues, reclaiming 30 hours per issue.

  • The average fully burdened hourly rate of an Okta admin is $93.

  • For this benefit, the composite has a productivity recapture rate of 50%. Okta admins spend half of the time they save on activities that generate business value, but not all reclaimed time is dedicated to value-added work.

Risks. This benefit will vary among organizations based on the:

  • Frequency of complex identity admin issues requiring escalation.

  • Average time to resolve complex identity admin issues before Gold.

  • Average fully burdened hourly rates of Okta admins.

Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $35,000.

75%

Reduction in resolution time for escalated identity admin issues with Gold

Faster Resolution Of Complex Identity Admin Issues Enabled By Gold
Ref. Metric Source Year 1 Year 2 Year 3
B1 Complex identity administration issues requiring escalation Composite 12 11 10
B2 Average time to resolve an identity admin issue before Gold (hours) Composite 40 40 40
B3 Reduction in resolution time for escalated identity admin issues with Gold Interviews 75% 75% 75%
B4 Average time to resolve identity admin issues reclaimed with Gold (hours) B2*B3 30 30 30
B5 Total time to resolve identity admin issues reclaimed (hours) B1*B4 360 330 300
B6 Average fully burdened hourly rate of an Okta admin Composite $93 $93 $93
B7 Productivity recapture TEI methodology 50% 50% 50%
Bt Faster resolution of complex identity admin issues enabled by Gold B5*B6*B7 $16,740 $15,345 $13,950
  Risk adjustment 10%      
Btr Faster resolution of complex identity admin issues enabled by Gold (risk-adjusted)   $15,066 $13,811 $12,555
Three-year total: $41,432 Three-year present value: $34,543
Routine Identity Task Productivity Gains Enabled By Gold

Evidence and data. Internal identity resources — including senior engineers, identity architects, and IT staff — previously spent substantial portions of their time on repetitive tasks such as managing access requests, provisioning or deprovisioning users, configuring groups and policies, troubleshooting stalled tickets, and addressing recurring workflow issues.

Gold addresses these challenges by providing distinct, targeted support features, including:

  • Expert support for escalations. Gold gave identity teams direct access to experienced CSMs and TAMs who could step in on stalled or complex tickets, escalate issues, and bring in the right technical resources. Senior engineers and architects spent less time investigating issues themselves, while IT staff handling routine access requests and identity support tickets resolved them more efficiently without needing to escalate internally.

  • Proactive monitoring and actionable metrics. Gold provided insights into system health, recurring misconfigurations, and potential security gaps. Okta admins catching issues early reduced firefighting and prevented repetitive troubleshooting, which reduced the number of incidents that interviewees’ organizations experienced and allowed their engineers and architects to focus on high-priority projects rather than recurring operational tasks.

  • Guidance, training, and automation support. Gold delivered best practices, training, workflow guidance, and recommendations for automating routine identity tasks such as provisioning, group management, and access policy enforcement.

With the time reclaimed through Gold, engineers and architects focused on strategic identity initiatives, optimized identity governance, and implemented improvements to access policies and workflows, while IT staff handled higher volumes of routine requests and tickets more efficiently without additional resources.

  • The lead platform security architect in health insurance said: “With Gold, I’m able to spend more time looking at my roadmap and my strategy and other areas of identity. I don’t have to spend another 10% of my time doing a lot of those routine tasks.”

  • The solutions architect of identity and access for a subscription management and billing organization, added: “The support resources that we get with Gold are amazing versus being in a general queue with all the other Okta customers that are asking for stuff. When you’re able to go to somebody, if you’re stuck or not getting the support you need on a ticket, having that [access to a] TAM and account team as part of our Gold plan has been really helpful. When we need help with a ticket, we’re able to get them to light some fires and help get those things done.”
    The solutions architect continued: “The support we get with Gold frees everyone up to focus on what they’re good at. Some support engineers are great at working with people and fielding tickets. For others, it’s the last thing they want to do. Freeing people up from that allows them to focus on what they want to do, which improves morale a lot. The people we do get to employ are given more challenging work that they’re excited about.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite has 10 IT resources involved in routine access requests and identity-related support tickets.

    • Each IT resource spends 20% of their time on these routine identity tasks.
    • With Gold, the composite achieves a 50% productivity lift for IT resources performing routine identity tasks.
    • The average fully burdened annual salary of an IT resource is $72,800.

  • The composite also has six Okta admins involved in managing users, groups, and access policies.

    • Each of these admins spends 30% of their time managing users, groups, and access policies.
    • With Gold, the composite achieves a 35% productivity lift for Okta admins performing these tasks.
    • The average fully burdened annual salary of an Okta admin is $193,440.

  • For this benefit, the composite has a productivity recapture rate of 50%. Identity resources spend half of the time they save on activities that generate business value, but not all reclaimed time is dedicated to value-added work.

Risks. This benefit will vary among organizations based on the:

  • Number of IT resources and Okta admins involved in identity tasks.

  • Percentage of time spent on routine identity tasks.

  • Average fully burdened annual salaries of IT resources and Okta admins.

Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $218,000.

50%

IT productivity lift on routine access requests and identity-related support tickets enabled by Gold

Routine Identity Task Productivity Gains Enabled By Gold
Ref. Metric Source Year 1 Year 2 Year 3
C1 IT resources handling routine access requests and identity support tickets Composite 10 10 10
C2 Percentage of IT time spent on routine access requests and identity-related support tickets Composite 20% 20% 20%
C3 IT productivity lift with Gold Interviews 50% 50% 50%
C4 Average fully burdened annual salary of an IT resource Composite $72,800 $72,800 $72,800
C5 Productivity recapture TEI methodology 50% 50% 50%
C6 Subtotal: IT productivity gains C1*C2*C3*C4*C5 $36,400 $36,400 $36,400
C7 Okta admins involved in managing users, groups, and access policies Composite 6 6 6
C8 Percentage of admin time spent on managing users, groups, and access policies Composite 30% 30% 30%
C9 Okta admin productivity lift with Gold Interviews 35% 35% 35%
C10 Average fully burdened annual salary of an Okta admin B6*2,080 hours $193,440 $193,440 $193,440
C11 Productivity recapture TEI methodology 50% 50% 50%
C12 Subtotal: Okta admin productivity gains C7*C8*C9*C10*C11 $60,934 $60,934 $60,934
Ct Routine identity task productivity gains enabled by Gold C6+C12 $97,334 $97,334 $97,334
  Risk adjustment 10%      
Ctr Routine identity task productivity gains enabled by Gold (risk-adjusted)   $87,601 $87,601 $87,601
Three-year total: $262,802 Three-year present value: $217,850
Cost Savings From Reduced Reliance On Third-Party Services Enabled By Gold

Evidence and data. Prior to investing in Gold for their Okta products, interviewees’ organizations relied heavily on third-party services for training, consulting, and technical guidance. Hiring contractors to fill internal capability gaps was expensive, and external training for staff was time-consuming.

With Gold, organizations gained on-demand guidance, training resources, and direct support from specialized experts including CSMs and TAMs. This enabled internal teams to reduce reliance on external consultants with limited historical knowledge, accelerate internal capability building, and focus on strategic initiatives. The combination of structured training, accelerated support, and specialized and proactive guidance allowed staff to confidently manage platform administration, integrations, and access management internally, while avoiding significant third-party costs.

  • The VP of infrastructure and service desk in manufacturing explained that Gold enabled their organization to save up to $200,000 annually in consulting fees by leveraging the expert success and support resources included with the plan. These savings represent only a portion of the broader value their organization has unlocked through Gold’s comprehensive success and support features.

  • The lead platform security architect in health insurance shared: “We have a fixed headcount, so, for me, having the skills in-house to provide advanced support in our environment means hiring contractors, which is extremely expensive, especially when you’re talking about the identity space in security. We don’t have to do that with Gold.”

  • The global director of IT in wholesale shared: “The level of training we get with Gold is much more defined and formalized than the training courses we previously outsourced. These are dedicated courses that train our people well.”
    The global director of IT continued: “The training and enablement component is incredibly valuable because the people that get certification provide tremendous value back to our organization. We’re not subject matter experts, but [Gold] really gives the people who are working on this to feel more confident in what they’re doing.”

  • The solutions architect in identity and access at the subscription management and billing organization said: “The training that Gold offers is smart in that they don’t let you jump into something that would be over your head right away. They will train you up all the way from the bottom to the top, and that is key. The learning resources are great because the people they have around the labs are always really knowledgeable and have a lot of experience. It’s not somebody who just learned how to train a course; it’s somebody who works at Okta on that specific Okta product.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • Before Gold, the composite spent $150,000 annually on support partner costs to fill in expertise gaps.

  • The composite has 16 Okta admins and IT staff participating in Okta-specific platform and access management training through a third-party provider.

  • Each participant attends one third-party training course per year.

  • The average cost per third-party training course per participant is $3,000.

  • With Gold, the composite completely eliminates these third-party support and training costs.

Risks. This benefit will vary among organizations based on:

  • Annual support partner costs before Gold.

  • Number of Okta admins and IT staff requiring training.

  • Average cost per third-party training course.

Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $443,000.

“Identity and access management is a perfect storm for high prices for contractors because the skill level is very specific. When you talk about money saved, we’d need several of those to support this product if we didn’t have the expertise and support from Gold.”

Lead platform security architect, health insurance

Cost Savings From Reduced Reliance On Third-Party Services Enabled By Gold
Ref. Metric Source Year 1 Year 2 Year 3
D1 Support partner costs before Gold Composite $150,000 $150,000 $150,000
D2 Okta admin and IT staff participating in Okta-specific platform and access management training through a third-party before Gold Composite 16 16 16
D3 Third-party training courses per participant Composite 1 1 1
D4 Average cost per third-party training course per participant Interviews $3,000 $3,000 $3,000
Dt Cost savings from reduced reliance on third-party services enabled by Gold D1+(D2*D3*D4) $198,000 $198,000 $198,000
  Risk adjustment 10%      
Dtr Cost savings from reduced reliance on third-party services enabled by Gold (risk-adjusted)   $178,200 $178,200 $178,200
Three-year total: $534,600 Three-year present value: $443,157
Improved Business Continuity Due To Reduced Customer-Facing SEV1 Downtime Accelerated By Gold

Evidence and data. Before investing in Gold, interviewees’ organizations periodically experienced SEV1 incidents, critical events that caused significant service disruptions. These incidents affected customer-facing applications integrated with Okta security and often involved identity-related issues such as authentication failures, misconfigured access policies, or integration breakdowns between Okta’s customer identity and access management solution and critical applications during peak usage. According to interviewees, initial responses under their prior support structures could take several hours, during which customer-facing applications were inaccessible to users, which prevented transactions and, subsequently, revenue generation.

With Gold, organizations gained accelerated 24/7 support coverage and access to specialized experts, which made support readily available whenever such critical incidents occurred. One interviewee noted that Gold’s 30-minute initial response time drastically improved the speed at which they addressed customer-facing SEV1 incidents, compared with the several hours it could take under their prior support structure. Real-time troubleshooting guidance from Gold experts enabled identity teams to resolve the identity-related components of incidents more efficiently, which shortened investigation and remediation time and minimized downtime for customer-facing applications. Together, these capabilities helped organizations maintain critical operations and reduce the revenue impact of SEV1 incidents affecting key customer-facing services.

  • The global director of IT at a wholesale organization said: “Dealing with SEV1 issues with Gold is like night and day. We get technical resources and extremely capable, confident, historical knowledge so we’re not reinventing the wheel. We can go ahead and jump into something to troubleshoot, and it’s actually saved us a number of times since we’ve been on Gold because we’re not subject matter experts. That’s why we have that level of support.”
    The global director of IT continued: “[Before Gold], these SEV1 incidents were not something we could generally plan for. But when something hits the fire and you have to be reactive, having that level of support saves time, money, all different things.”

  • The VP of infrastructure and service desk in manufacturing shared: “I would say we have to spend half as much time on a SEV1-type issue because we know from an Okta perspective, we don’t have to do all of the investigating ourselves. Before Gold, if an incident took 16 hours from our engineer, it’s something that easily would be cut in half in terms of the time they have to spend. And of course, we have to provide information to Okta about our context, but we don’t have to dig for a bunch of stuff from the Okta side that’s readily available from them.”

  • The director of identity and access management in IT explained: “I got a direct messages from [our] Gold expert resources saying: ‘We may have found a potential hole in your security you may want to know about. It may not be anything. Can you find time to talk?’ And we found time to talk the same day, and then discovered, well, not a big deal. But it’s nice that because of our relationship, we have the insight to look into things before they escalate and pose an operational risk to the business.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite generates $4 billion in annual revenue.

  • Seventy percent of annual revenue is tied to customer-facing applications secured by Okta, which operate 24/7 (8,760 hours per year), resulting in a potential revenue loss of $319,635 for each hour of downtime.

  • The composite experiences four customer-facing SEV1 downtime events in Year 1, 3.5 in Year 2, and three in Year 3.

  • The average downtime duration per customer-facing SEV1 event before Gold is 4 hours.

  • With Gold, the composite achieves a 15% reduction in downtime duration per SEV1 event, reclaiming 1 hour per event.

  • The composite’s operating margin is 10%.

Risks. This benefit will vary among organizations based on the:

  • Annual revenue and percentage attributable to customer-facing applications integrated with Okta.

  • Frequency of customer-facing SEV1 downtime events.

  • Average downtime duration per customer-facing SEV1 event before Gold.

  • Operating margins.

Results. To account for these risks, Forrester adjusted this benefit downward by 20%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $225,000.

15%

Reduction in downtime duration per SEV1 event accelerated by Gold

$3.4 million

Recaptured revenue from reduced SEV1 customer-facing downtime over three years accelerated by Gold

“Every hour we’re down, we lose over two million dollars. There’s a big difference in dollar signs between waiting 5 hours compared to 30 minutes for an initial response to a SEV1 incident.”

Global director, IT, wholesale

Improved Business Continuity Due To Reduced Customer-Facing SEV1 Downtime Accelerated By Gold
Ref. Metric Source Year 1 Year 2 Year 3
E1 Revenue Composite $4,000,000,000 $4,000,000,000 $4,000,000,000
E2 Average percentage of revenue attributable to customer-facing applications with Okta identity security Composite 70% 70% 70%
E3 Operating time for customer-facing apps (hours) 365 days*24 hours 8,760 8,760 8,760
E4 Revenue loss per 1 hour of downtime of customer-facing applications integrated with Okta security (E1*E2)/E3 $319,635 $319,635 $319,635
E5 Average customer-facing SEV1 downtime events Composite 4.0 3.5 3.0
E6 Average downtime duration per customer-facing SEV1 event before Gold (hours) Composite 4 4 4
E7 Reduction in downtime duration per customer-facing SEV1 event with Gold Interviews 15% 15% 15%
E8 Average downtime duration reclaimed per customer-facing SEV1 event with Gold (hours) E6*E7 1 1 1
E9 Total additional uptime with Gold (hours) E5*E8 4.0 3.5 3.0
E10 Revenue recaptured with Gold E4*E9 $1,278,540 $1,118,723 $958,905
E11 Operating margin Composite 10% 10% 10%
Et Improved business continuity due to reduced customer-facing SEV1 downtime accelerated by Gold E10*E11 $127,854 $111,872 $95,891
  Risk adjustment 20%      
Etr Improved business continuity due to reduced customer-facing SEV1 downtime accelerated by Gold (risk-adjusted)   $102,283 $89,498 $76,713
Three-year total: $268,494 Three-year present value: $224,585
Faster Onboarding Of Okta-Enabled Applications Accelerated By Gold

Evidence and data. Before investing in Gold, interviewees described onboarding new Okta-enabled applications as complex, error-prone processes. Teams often faced incomplete documentation, inconsistent configuration guidance, and the need to troubleshoot integrations in real time. Misconfigurations and missing integration standards could delay deployment and create unnecessary rework, particularly for applications supporting critical business operations or tied to revenue.

Gold provided interviewees’ organizations with direct access to specialized experts, proactive best practices on configuration and policy setup, and standardized integration frameworks for common applications. This allowed identity teams to validate applications quickly, ensure compliance with identity standards like SSO and SCIM, and avoid common pitfalls during onboarding. Structured guidance, real-time troubleshooting, and best practice knowledge reduced guesswork and accelerated deployment timelines.

Additionally, Gold enabled more strategic planning of application integrations. Access to roadmap insights, beta feature previews, and configuration guidance allowed identity teams to prioritize applications effectively, avoid missteps, and ensure integrations met security and functionality requirements from the start.

  • The global director of IT at a wholesale organization said: “If you call regular support and say, ‘I’m building this application’ or ‘I’m customizing this application,’ they are not going to help you because that’s not what support typically does. But with access to Gold’s [specialized experts], that’s exactly what they do. They provide guidance, they provide best practices to get our apps up and running quickly.”

  • The solutions architect of identity and access in subscription management and billing explained: “Because of the level of support we’ve had with Gold over the last couple of years, new apps can be integrated and reviewed quickly. When an app lands for onboarding, it’s already been through tests, verified secure, and checked to support SAML, SSO, and SCIM. The documentation for how to do it has been obtained. For example, all the AI products that have come online in the last 12 months were reviewed, contracted, and onboarded within a couple of months. Most of that time was legal and access scoping, not technical integration.”
    The solutions architect of identity and access continued: “Onboarding new apps is fast because we have multiple people with good knowledge who’ve worked directly with Okta. With accurate documentation and the settings we need, I can turn it up in minutes. Working with the success and support team, we built a framework for [our organization’s] identity systems and app integrations.”
    The solutions architect concluded: “Before, onboarding Okta complicated, especially if the app was built around direct authentication and lacked SSO integration. Now teams build apps using standard libraries for authentication, come prepared, and integrate seamlessly. When teams come to us now, they’re ready, provide the configuration bits we need, and we can plug that into our app framework to deploy apps quickly.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite deploys 10 Okta-integrated applications per quarter in Year 1, 15 in Year 2, and 20 in Year 3.

  • The average time to onboard a new Okta-integrated application before Gold is 24 hours.

  • With Gold, the composite achieves a 15% reduction in onboarding time, reclaiming 4 hours per application.

  • The average fully burdened hourly rate of an Okta admin is $93.

  • For this benefit, the composite has a productivity recapture rate of 50%. Okta admins spend half of the time they save on activities that generate business value, but not all reclaimed time is dedicated to value-added work.

Risks. This benefit will vary among organizations based on the:

  • Number of Okta-integrated applications deployed per quarter.

  • Average time to onboard a new Okta-integrated application before Gold.

  • Average fully burdened hourly rate of Okta admins.

Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $24,000.

15%

Reduction in time to onboard new Okta-enabled applications accelerated by Gold

Faster Onboarding Of Okta-Enabled Applications Accelerated By Gold
Ref. Metric Source Year 1 Year 2 Year 3
F1 Okta-enabled applications deployed per quarter Composite 10 15 20
F2 Average time to onboard new Okta-enabled app before Gold (hours) Composite 24 24 24
F3 Reduction in time to onboard new Okta-enabled applications accelerated by Gold Interviews 15% 15% 15%
F4 Average time to onboard each new Okta-enabled app reclaimed with Gold (hours) F2*F3 4 4 4
F5 Total time to onboard new apps reclaimed with Gold (hours) F1*4 quarters*F4 160 240 320
F6 Average fully burdened hourly rate of an Okta admin B6 $93 $93 $93
F7 Productivity recapture TEI methodology 50% 50% 50%
Ft Faster onboarding of Okta-enabled applications accelerated by Gold F5*F6*F7 $7,440 $11,160 $14,880
  Risk adjustment 10%      
Ftr Faster onboarding of Okta-enabled applications accelerated by Gold (risk-adjusted)   $6,696 $10,044 $13,392
Three-year total: $30,132 Three-year present value: $24,450
Faster New Hire Onboarding Accelerated By Gold

Evidence and data. Interviewees reported that during the onboarding phase, new hires were able to gain access to applications more quickly with Gold. Access provisioning tasks, which previously caused delays and required coordination through prior support channels, were resolved faster with direct guidance from Okta experts. This helped reduce bottlenecks and enabled IT teams to provision access to apps efficiently so that new employees could begin using critical systems and start contributing to business activities sooner. Gold also provided proactive insights and guidance on best practices to help IT teams anticipate and address potential access issues before they impacted new hires.

  • The solutions architect of identity and access at a subscription management and billing organization said: “When someone new would join our organization, it would take almost a month for them to get up and running. Now, they’re up and running the first day. In sales, especially, that means from day one they have access to what they need. Once they finish onboarding, they sit down and start doing what they do to get new business, talking to customers. The value of that across all our employees is huge. The amount of time we get back is significant. Beyond that, we see it in the way people smile. They’re happy, they’re confident with Okta. That comfort and confidence is a huge return.”

  • The director of identity and access management in the IT services industry explained how direct, real-time access to Okta support through Gold accelerated onboarding and provisioning for new hires, stating: “It’s that real-time access to somebody at Okta. That’s what Gold gave me — I could call them right away and check if they could accommodate what I needed, instead of waiting weeks for responses via email.”

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite has 15,000 employees.

  • The composite has an average voluntary turnover rate of 13%, which yields 1,950 new employees per year.

  • The average initial onboarding time related to access provisioning per employee before Gold is 5 hours.

  • With Gold, the composite achieves a 10% reduction in time to provide new hires access to applications, reclaiming 1 hour per employee.

  • The average fully burdened hourly rate of a general employee is $44.

  • For this benefit, the composite has a productivity recapture rate of 50%. Employees spend half of the time they save on activities that generate business value, but not all reclaimed time is dedicated to value-added work.

Risks. This benefit will vary among organizations based on the:

  • Number of employees.

  • Average voluntary turnover rate.

  • Average initial onboarding time related to access provisioning per employee before Gold.

  • Average fully burdened hourly rate of general employees.

Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $96,000.

10%

Percentage reduction in time to provide new hires access to apps accelerated by Gold

Faster New Hire Onboarding Accelerated By Gold
Ref. Metric Source Year 1 Year 2 Year 3
G1 Employees Composite 15,000 15,000 15,000
G2 Average voluntary turnover rate Composite 13% 13% 13%
G3 New employees G1*G2 1,950 1,950 1,950
G4 Average initial onboarding time related to access provisioning per employee before Gold (hours) Composite 5 5 5
G5 Percentage reduction in time to provide new hires access to apps accelerated by Gold Interviews 10% 10% 10%
G6 Time to provide new hires with access to apps reclaimed per employee (hours) G4*G5 1 1 1
G7 Total time to provide new hires with access to apps reclaimed (hours) G3*G6 1,950 1,950 1,950
G8 Average fully burdened hourly rate of general employees A9 $44 $44 $44
G9 Productivity recapture TEI methodology 50% 50% 50%
Gt Faster new hire onboarding accelerated by Gold G7*G8*G9 $42,900 $42,900 $42,900
  Risk adjustment 10%      
Gtr Faster new hire onboarding accelerated by Gold (risk-adjusted)   $38,610 $38,610 $38,610
Three-year total: $115,830 Three-year present value: $96,017
Unquantified Benefits

Interviewees mentioned the following additional benefits that their organizations experienced but were not able to quantify:

  • Strategic guidance and roadmap alignment. Interviewees emphasized that having access to specialized experts, such as CSMs and TAMs, provided critical support for long-term planning and product adoption. With regular check-ins and proactive outreach, organizations were able to stay informed about new features and best practices without diverting internal resources. Beyond tactical support, CSMs and TAMs helped align identity initiatives with broader business objectives through roadmap planning sessions to ensure that customers could prioritize upcoming Okta capabilities and prepare for future releases.
    The lead platform security architect in health insurance explained: “Having a dedicated CSM through Gold is a tremendous help because it helps me with strategic planning for our Okta investment. I meet with a CSM [regularly], and when things come up in between meetings, she’ll reach out. During [those regular] meetings we go over all the new features, and it’s a very large suite of SaaS products. That’s almost immeasurable, the help that I get through just having [access to a] CSM.”

  • Strong relationship with Okta. Interviewees noted that Okta’s approach to customer relationships was collaborative and flexible, even in challenging scenarios. Interviewees appreciated Okta’s willingness to work with them to adapt to unique requirements and support them through unexpected situations. For example, interviewees described receiving proactive guidance during major identity transformations, including roadmap planning sessions, and tailored success strategies to ensure smooth rollouts. This customer-first approach fostered trust and strengthened long-term partnerships.
    The VP of infrastructure and service desk in manufacturing shared: “Okta is more relationship-focused than most companies. It’s not like they start turning down your service or really turning the screws on you. We had a couple of scenarios where we were over licensed and under licensed, and they gave us time to rectify the situations. They’ve been flexible in providing us with additional environments when we need them, which has been great help to us.”

  • Policy optimization and governance best practices. Interviewees’ organizations leveraged Gold to strengthen identity governance and security posture through consultative guidance and best practice recommendations. With access to specialized experts and identity strategy planning sessions, customers received tailored advice on configuring policies such as MFA, adaptive authentication, and lifecycle management to balance security with user experience. These engagements helped organizations align their identity strategy with compliance requirements and business objectives, while avoiding overly restrictive settings that could disrupt operations.
    The VP of infrastructure and service desk in manufacturing explained: “The higher-quality success and support services we receive allows us to better configure our policies such as MFA, to get consultative advice on what settings to make in what situations so that on the one hand, we’re getting as secure as possible, but we’re also not impacting our business by making it too rigid.”

  • Enterprise-scale preparedness during growth. Interviewees described Gold as critical for scaling their organizations’ identity programs during periods of rapid growth. As companies expanded their workforces and technology footprints, Gold provided advanced resources such as prescriptive guidance and accessible expertise, which helped ensure identity architectures could scale securely and efficiently. These engagements helped organizations avoid common pitfalls during high-growth phases and accelerate time to value for new initiatives.
    The solutions architect of identity and access at the subscription management and billing organization said: “When I came on board, it was toward the tail end of that growth, moving from a small to medium business to train teams to run their stuff like an enterprise. That’s when you need advanced resources. We realized we didn’t even have an advanced level of support with access to critical expertise. We needed to add this to our account.”

  • Maximize Okta investment. Gold enabled interviewees’ organizations to fully realize the value of their Okta investment by providing expert guidance on configuration, adoption, and optimization. CSMs and TAMs offered benchmarking insights and best practices drawn from other enterprises, helping customers make informed decisions and accelerate ROI. This eliminated trial-and-error approaches and gave teams confidence that their identity strategies aligned with industry standards and business goals.
    The solutions architect of identity and access at the subscription management and billing organization explained: “I would say we were between 60% and 75% confident in our ability to really fully leverage our Okta products to the best of our ability before Gold. After having Gold, we’re between 90% and 100% confident we’re doing things right. Having the guidance from specialized experts makes that go so much faster. You get rid of the learning curve. They’re able to say, ‘Here’s how we see our other customers doing it, and this is what we see is successful.’ That really makes us comfortable with what we’re doing.”

Flexibility

The value of flexibility is unique to each customer. There are multiple scenarios in which a customer might implement Gold Premier Success Plan and later realize additional uses and business opportunities, including:

  • Early access to innovation. Interviewees shared that Gold provided direct access to specialized experts that could help align Okta’s product teams and roadmap discussions, allowing them to advocate for new capabilities, participate in beta programs, and prioritize internal development based on upcoming features. This level of engagement helped their organizations accelerate delivery and ensure their identity strategies remained aligned with evolving business needs.
    The director of identity and access management in IT services explained: “What Gold has done is it has just allowed me to move faster and get my voice heard by those decision-makers in the hopes of getting capability built-in that we need. If I was doing it without them on my own, I would be stuck submitting ideas through an external forum. With the relationship that we have, I can actually take time with Okta teams and say, ‘Here is where your product is deficient. This is a capability you need. Here’s why you need that capability and here’s how everyone else can benefit from it.’ And then they’ll say, ‘Hey, these are the new features on the roadmap. If you’d like to talk to somebody about them or get a demo while they’re still in beta mode, let’s do it.’ That allows me to prioritize my roadmap to get things done.”

Flexibility would also be quantified when evaluated as part of a specific project (described in more detail in Total Economic Impact Approach).

Analysis Of Costs

Quantified cost data as applied to the composite
Total Costs
Ref. Cost Initial Year 1 Year 2 Year 3 Total Present Value
Htr Fees to Okta $0 $210,000 $220,500 $231,525 $662,025 $547,089
Itr Initial onboarding and training $15,803 $0 $0 $0 $15,803 $15,803
Jtr Ongoing costs $0 $88,015 $88,015 $88,015 $264,046 $218,881
  Total costs (risk-adjusted) $15,803 $298,015 $308,515 $319,540 $941,873 $781,773
Fees To Okta

Evidence and data. Interviewees emphasized that annual Gold fees were predictable, scalable, and aligned with the value delivered. They explained that pricing was based on their organization’s annual recurring revenue (ARR) with Okta and adjusted over time to reflect growth in identity usage and additional Okta product adoption.

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite pays an annual fee for Gold equal to a percentage of its annual Okta spend.

  • Fees for Gold increase 5% year over year to reflect anticipated growth and standard escalation terms.

  • Pricing may vary. Contact Okta for additional details.

Risks. This cost will vary among organizations based on:

  • The size and growth trajectory of the organization’s Okta deployment and overall ARR.

  • Specific licensing terms, discounts, or custom pricing structures negotiated with Okta.

Results. To account for these risks, Forrester adjusted this cost upward by 5%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $547,000.

Fees To Okta
Ref. Metric Source Initial Year 1 Year 2 Year 3
H1 Okta Gold Premier annual licensing fee Composite   $200,000 $210,000 $220,500
Ht Fees to Okta H1   $200,000 $210,000 $220,500
  Risk adjustment 5%        
Htr Fees to Okta (risk-adjusted)   $0 $210,000 $220,500 $231,525
Three-year total: $662,025 Three-year present value: $547,089
Initial Onboarding And Training

Evidence and data. Interviewees reported that the Gold Premier Success Plan included an initial onboarding process designed to help organizations effectively leverage the plan to support their existing Okta products. This onboarding guided Okta admins, IT staff, and business users on how to access plan resources, engage with specialized experts, and establish workflows for incident management and proactive guidance. Organizations noted that onboarding helped them maximize the value of the Gold Premier Success Plan and establish ongoing processes for support and optimization.

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • Six Okta admins dedicate 20 hours each to initial onboarding and training.

    • The average fully burdened hourly rate of an Okta admin is $93.

  • Ten IT resources dedicate 10 hours each to initial onboarding and training.

    • The average fully burdened hourly rate of an IT resource is $35.

  • Two business users dedicate 5 hours each to initial onboarding and training.

    • The average fully burdened hourly rate of a business user is $39.

Risks. This cost will vary among organizations based on:

  • The size and complexity of the organization’s Okta deployment, including the number of products and integrations supported.

  • The level of prior experience and skill of Okta admins, IT staff, and business users with support workflows and incident management.

Results. To account for these risks, Forrester adjusted this cost upward by 5%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $16,000.

Initial Onboarding And Training
Ref. Metric Source Initial Year 1 Year 2 Year 3
I1 Okta admins Composite 6 6 6 6
I2 Average time dedicated to initial onboarding and training on Gold (hours) Interviews 20 0 0 0
I3 Average fully burdened hourly rate of an Okta technical FTE B6 $93 $93 $93 $93
I4 IT resources involved with Okta Composite 10 10 10 10
I5 Average time dedicated to initial onboarding and training on Gold (hours) Interviews 10 0 0 0
I6 Average fully burdened hourly rate of an IT resource C4/2,080 hours $35 $35 $35 $35
I7 Business users involved with Okta Composite 2 2 2 2
I8 Average time dedicated to initial onboarding and training on Gold (hours) Interviews 5 0 0 0
I9 Average fully burdened hourly rate of a business user Composite $39 $39 $39 $39
It Initial onboarding and training (I1*I2*I3)+(I4*I5*I6)+(I7*I8*I9) $15,050 $0 $0 $0
  Risk adjustment 5%        
Itr Initial onboarding and training (risk-adjusted)   $15,803 $0 $0 $0
Three-year total: $15,803 Three-year present value: $15,803
Ongoing Costs

Evidence and data. Interviewees reported that ongoing training and vendor management were critical to maintaining and maximizing the value of Gold. Organizations highlighted that regular training helped Okta admins and IT staff stay current on best practices, new features, and evolving identity maturity. Business users involved in vendor management leveraged training and periodic check-ins with specialized experts to ensure alignment with organizational processes, optimize identity program outcomes, and address escalations efficiently.

As modeled in Benefit D, Gold eliminates the composite organization’s previous broad annual spend on third-party support partners and outsourced training. However, after investing in Gold, interviewees noted that their organizations occasionally relied on targeted professional services for highly specialized engineering or architecture tasks — such as device access configuration or Okta Verify setup — that fell outside Gold’s scope. These engagements were smaller and more focused than the prior broader third-party support but remained necessary to fully realize Gold-enabled outcomes.

Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:

  • The composite pays an annual professional services fee of $50,000 to a third-party firm to address more complex engineering or architecture needs.

  • The composite organization conducts regular training for Okta admins and IT staff each quarter to maintain proficiency in Okta and Auth0 products, as well as identity strategy and maturity best practices.

    • Sixteen internal resources (Okta admins and IT staff) participate in these sessions, dedicating an average of 8 hours per quarter.
    • The blended fully burdened hourly rate for these internal resources is $64, based on the average of Okta admin and IT staff rates.

  • Vendor management activities occur quarterly and involve two Okta admins and one business user, who each dedicate 2 hours per quarter to coordination and check-ins with CSMs and/or TAMs.

    • The blended fully burdened hourly rate for vendor management participants is $66, based on the average of Okta admin and business user rates.

Risks. This cost will vary among organizations based on:

  • The scope and quality of the third-party professional services engagement, including differences in expertise and coverage.

  • The frequency and depth of ongoing training sessions, which may differ depending on organizational priorities or resource availability.

  • The complexity of vendor management requirements, including the number of stakeholders involved and the cadence of check-ins with CSMs or TAMs.

Results. To account for these risks, Forrester adjusted this cost upward by 5%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $219,000.

Ongoing Costs
Ref. Metric Source Initial Year 1 Year 2 Year 3
J1 Professional services fee Composite $0 $50,000 $50,000 $50,000
J2 Okta admin and IT staff participating in ongoing Gold training D2 16 16 16 16
J3 Average time spent on ongoing Gold training offerings per quarter (hours) Interviews 0 8 8 8
J4 Blended fully burdened hourly rate of Okta admins and IT staff (B6+I6)/2 $64 $64 $64 $64
J5 Subtotal: Ongoing training costs J2*J3*4 quarters*J4 $0 $32,768 $32,768 $32,768
J6 Business users involved in vendor management Composite 1 1 1 1
J7 Okta admins involved in vendor management Composite 2 2 2 2
J8 Blended time spent on vendor management per quarter (hours) Interviews 0 2 2 2
J9 Average fully burdened hourly rate of Okta admins and business users (B6+I9)/2 $66 $66 $66 $66
J10 Subtotal: Vendor management costs J6*J7*J8*4 quarters*J9 $0 $1,056 $1,056 $1,056
Jt Ongoing costs J1+J5+J10 $0 $83,824 $83,824 $83,824
  Risk adjustment 5%        
Jtr Ongoing costs (risk-adjusted)   $0 $88,015 $88,015 $88,015
Three-year total: $264,046 Three-year present value: $218,881

Financial Summary

Consolidated Three-Year, Risk-Adjusted Metrics

Cash Flow Chart (Risk-Adjusted)

[CHART DIV CONTAINER]
Total costs Total benefits Cumulative net benefits Initial Year 1 Year 2 Year 3
Cash Flow Analysis (Risk-Adjusted)
  Initial Year 1 Year 2 Year 3 Total Present Value
Total costs ($15,803) ($298,015) ($308,515) ($319,540) ($941,873) ($781,773)
Total benefits $0 $749,216 $595,963 $549,630 $1,894,809 $1,586,582
Net benefits ($15,803) $451,201 $287,447 $230,090 $952,936 $804,809
ROI           103%
Payback           <6 months

 Please Note

The financial results calculated in the Benefits and Costs sections can be used to determine the ROI, NPV, and payback period for the composite organization’s investment. Forrester assumes a yearly discount rate of 10% for this analysis.

These risk-adjusted ROI, NPV, and payback period values are determined by applying risk-adjustment factors to the unadjusted results in each Benefit and Cost section.

The initial investment column contains costs incurred at “time 0” or at the beginning of Year 1 that are not discounted. All other cash flows are discounted using the discount rate at the end of the year. PV calculations are calculated for each total cost and benefit estimate. NPV calculations in the summary tables are the sum of the initial investment and the discounted cash flows in each year. Sums and present value calculations of the Total Benefits, Total Costs, and Cash Flow tables may not exactly add up, as some rounding may occur.

From the information provided in the interviews, Forrester constructed a Total Economic Impact™ framework for those organizations considering an investment in Okta’s Gold Premier Success Plan.

The objective of the framework is to identify the cost, benefit, flexibility, and risk factors that affect the investment decision. Forrester took a multistep approach to evaluate the impact that Okta’s Gold Premier Success Plan can have on an organization.

Due Diligence

Interviewed Okta stakeholders and Forrester analysts to gather data relative to Okta’s Gold Premier Success Plan.

Interviews

Interviewed five decision-makers at organizations using Okta’s Gold Premier Success Plan to obtain data about costs, benefits, and risks.

Composite Organization

Designed a composite organization based on characteristics of the interviewees’ organizations.

Financial Model Framework

Constructed a financial model representative of the interviews using the TEI methodology and risk-adjusted the financial model based on issues and concerns of the interviewees.

Case Study

Employed four fundamental elements of TEI in modeling the investment impact: benefits, costs, flexibility, and risks. Given the increasing sophistication of ROI analyses related to IT investments, Forrester’s TEI methodology provides a complete picture of the total economic impact of purchase decisions. Please see Appendix A for additional information on the TEI methodology.

Total Economic Impact Approach
Benefits

Benefits represent the value the solution delivers to the business. The TEI methodology places equal weight on the measure of benefits and costs, allowing for a full examination of the solution’s effect on the entire organization.

Costs

Costs comprise all expenses necessary to deliver the proposed value, or benefits, of the solution. The methodology captures implementation and ongoing costs associated with the solution.

Flexibility

Flexibility represents the strategic value that can be obtained for some future additional investment building on top of the initial investment already made. The ability to capture that benefit has a PV that can be estimated.

Risks

Risks measure the uncertainty of benefit and cost estimates given: 1) the likelihood that estimates will meet original projections and 2) the likelihood that estimates will be tracked over time. TEI risk factors are based on “triangular distribution.”

Financial Terminology
Present value (PV)

The present or current value of (discounted) cost and benefit estimates given at an interest rate (the discount rate). The PVs of costs and benefits feed into the total NPV of cash flows.

Net present value (NPV)

The present or current value of (discounted) future net cash flows given an interest rate (the discount rate). A positive project NPV normally indicates that the investment should be made unless other projects have higher NPVs.

Return on investment (ROI)

A project’s expected return in percentage terms. ROI is calculated by dividing net benefits (benefits less costs) by costs.

Discount rate

The interest rate used in cash flow analysis to take into account the time value of money. Organizations typically use discount rates between 8% and 16%.

Payback

The breakeven point for an investment. This is the point in time at which net benefits (benefits minus costs) equal initial investment or cost.

Appendix A

Total Economic Impact

Total Economic Impact is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders.

Appendix B

Endnotes

1 Source: Making The Business Case For Identity And Access Management, Forrester Research, Inc., March 20, 2025.

2 Total Economic Impact is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders.

Disclosures

Readers should be aware of the following:

This study is commissioned by Okta and delivered by Forrester Consulting. It is not meant to be used as a competitive analysis.

Forrester makes no assumptions as to the potential ROI that other organizations will receive. Forrester strongly advises that readers use their own estimates within the framework provided in the study to determine the appropriateness of an investment in Okta’s Gold Premier Success Plan. For any interactive functionality, the intent is for the questions to solicit inputs specific to a prospect’s business. Forrester believes that this analysis is representative of what companies may achieve with Okta’s Gold Premier Success Plan based on the inputs provided and any assumptions made. Forrester does not endorse Okta or its offerings. Although great care has been taken to ensure the accuracy and completeness of this model, Okta and Forrester Research are unable to accept any legal responsibility for any actions taken on the basis of the information contained herein. The interactive tool is provided ‘AS IS,’ and Forrester and Okta make no warranties of any kind.

Okta reviewed and provided feedback to Forrester, but Forrester maintains editorial control over the study and its findings and does not accept changes to the study that contradict Forrester’s findings or obscure the meaning of the study.

Okta provided the customer names for the interviews but did not participate in the interviews.

Consulting Team:

Zahra Azzaoui

Published

January 2026