Cloudflare One Onboarding Plan for Startups
A streamlined onboarding plan for startups adopting Cloudflare One, focusing on essential security and access configurations.
Version: 1.0.0
2 Departments
8 Tasks
19 Subtasks
Initial Setup & Zero Trust Configuration
Core tasks to set up Cloudflare One and configure basic Zero Trust security.
Competencies
Network Security Basics
Identity Management
Cloudflare Dashboard Navigation
Cloudflare One Activation
Activate the Cloudflare One subscription for your organization.
Goals
- Enable Cloudflare One services.
Deliverables
- Cloudflare One subscription activated.
Select Cloudflare One Plan
Choose the appropriate Cloudflare One plan based on startup needs.
Goals
- Determine required features and pricing.
Deliverables
- Selected Cloudflare One plan.
Configure Billing
Set up billing information for the Cloudflare One subscription.
Goals
- Ensure service continuity.
Deliverables
- Billing information configured.
Connect Identity Provider (IdP)
Integrate your existing IdP (e.g., Okta, Google Workspace) with Cloudflare One.
Goals
- Enable Single Sign-On (SSO) and user management.
Deliverables
- IdP connected to Cloudflare One.
Choose IdP Integration Method
Select a supported method for IdP integration (e.g., SAML, OAuth).
Goals
- Determine the appropriate integration approach.
Deliverables
- Selected IdP integration method.
Configure IdP Settings
Configure the necessary settings on both Cloudflare One and the IdP.
Goals
- Establish communication between systems.
Deliverables
- IdP settings configured.
Test SSO Login
Verify that users can successfully log in to Cloudflare One applications via SSO.
Goals
- Confirm successful integration.
Deliverables
- Successful SSO login test.
Install Cloudflare WARP
Deploy the Cloudflare WARP client on user devices.
Goals
- Secure device traffic and enable Zero Trust policies.
Deliverables
- Cloudflare WARP client installed on target devices.
Plan WARP Deployment
Determine the deployment strategy for WARP (e.g., manual, MDM).
Goals
- Choose an efficient deployment method.
Deliverables
- WARP deployment plan.
Deploy WARP Client
Distribute and install the WARP client on user devices.
Goals
- Ensure client availability.
Deliverables
- WARP client deployed.
Configure WARP Settings
Configure WARP settings (e.g., gateway settings, device posture).
Goals
- Customize WARP behavior.
Deliverables
- WARP settings configured.
Set Up Zero Trust Policies
Define initial Zero Trust policies to control access to applications.
Goals
- Implement secure access controls.
Deliverables
- Basic Zero Trust policies configured.
Define Application Access Needs
Identify the applications and resources that require Zero Trust protection.
Goals
- Determine access requirements.
Deliverables
- List of applications to secure.
Create Zero Trust Rules
Create rules based on user identity, device posture, and other factors.
Goals
- Control access based on context.
Deliverables
- Zero Trust access rules created.
Test Access Policies
Verify that the Zero Trust policies are working as expected.
Goals
- Confirm policy effectiveness.
Deliverables
- Successful policy tests.
Configure DNS Filtering (Optional)
Set up DNS filtering for an additional layer of security.
Goals
- Enhance security with DNS-based protection.
Deliverables
- DNS filtering configured (if needed).
Define DNS Filtering Policies
Configure rules to block malicious or inappropriate domains.
Goals
- Control DNS resolution.
Deliverables
- DNS filtering policies defined.
Test DNS Filtering
Verify that DNS filtering is blocking access to specified domains.
Goals
- Confirm filtering effectiveness.
Deliverables
- Successful DNS filtering tests.
Ongoing Management & Optimization
Tasks for continuous management and improvement of Cloudflare One setup.
Competencies
Security Monitoring
Policy Tuning
Performance Optimization
Monitor Security Events
Regularly review security logs and events in the Cloudflare One dashboard.
Goals
- Identify and respond to security threats.
Deliverables
- Security events monitored regularly.
Subtasks
Configure Alerts
Set up alerts for critical security events.
Goals
- Enable proactive threat detection.
Deliverables
- Security alerts configured.
Analyze Security Logs
Review security logs to identify patterns and anomalies.
Goals
- Improve security posture.
Deliverables
- Security logs analyzed.
Tune Zero Trust Policies
Adjust Zero Trust policies based on usage patterns and security requirements.
Goals
- Optimize access control and security.
Deliverables
- Zero Trust policies tuned.
Review Policy Effectiveness
Evaluate the effectiveness of existing Zero Trust policies.
Goals
- Identify areas for improvement.
Deliverables
- Policy effectiveness reviewed.
Update Policies as Needed
Modify policies to address new requirements or risks.
Goals
- Maintain optimal security.
Deliverables
- Policies updated.
Optimize Performance
Monitor and optimize the performance of Cloudflare One services.
Goals
- Ensure fast and reliable access.
Deliverables
- Performance optimized.
Monitor Network Performance
Track network latency and throughput.
Goals
- Identify performance bottlenecks.
Deliverables
- Network performance monitored.
Adjust Settings as Needed
Adjust Cloudflare One settings to improve performance.
Goals
- Enhance user experience.
Deliverables
- Settings adjusted.