Onboarding
From an empty workspace to a system your team can run.
Your team does not have to set anything up alone. Onboarding defines scope, roles and the first use case, brings existing work across and guides your team to a documented handover. Pace and depth follow your starting state.
The onboarding plan
- Set up
Setup, scope and roles
We provision the workspace, confirm the agreed scope and assign the people responsible for the first working state.
- Workspace ready, users invited, roles assigned
- Kickoff completed: scope, goals, responsibilities clear
- First framework activated (ISO 27001, BSI or NIS2)
- Source and first use case confirmed
- Bring in
Import and structure
We bring in the prepared source, map its structure and resolve the first gaps together.
- Prepared data source imported
- Objects and ownership checked
- First links between requirements, risks and controls created
- Import findings prioritised
- Put to work
First workflow and evidence trail
The team completes one representative workflow from the source record to an assigned action and evidence.
- First risk, policy or control managed in the system
- Owner and due date assigned
- Evidence trail checked
- First management view prepared
- Hand over
Handover and next operating rhythm
We hand over the working state, agree the review rhythm and record the next prioritised tasks.
- Handover into operation completed
- Open items handed over with priorities
- Review rhythm and responsibilities agreed
- Follow-on model agreed (self-service, review or vCISO)
What should stand up after onboarding
The number of clicks does not matter. Scope, first output and accountability in operations do.
- Scope
- Scope and roles
- Management systems, accountable owners, target state and first use case are defined together.
- Output
- First usable working state
- A relevant risk, policy or report is managed with owner, status and evidence in the system.
- Handover
- Next operating rhythm
- The team knows accountability, review rhythm and the next prioritised tasks.
Why onboarding looks different here
We do not sell you a tool and then leave you to it. We build a workspace with you where your management systems live.
Guided
A dedicated contact guides kickoff, working sessions and handover. KaitoSec AI can prepare drafts on the record between sessions; decisions remain with your team.
Structured
Each stage has a goal and a defined outcome. Nothing ends open.
Handed over
After the agreed handover, your team runs the working state independently. Further guidance remains optional.
Partner · Accelerated path
Onboarding with aiio: processes and owners already in place
aiio is an AI-native Process Intelligence Platform for process management, BPMN modelling and 'Organisational Crowd Mining'. Where aiio is in place, your process map, roles and ownership already exist in structured form. We build on that instead of re-capturing it in workshops.
- Dimension
- Standard onboarding
- With aiio in place
- Process map
- Captured in interviews with IT and functions
- Taken from aiio BPMN models, gaps visible
- Ownership
- Discussed in kickoff, refined step by step
- Derived from aiio role profiles, only confirmed
- Org knowledge
- Pulled from one-on-one interviews
- Already aggregated through 'Organisational Crowd Mining'
- Microsoft 365 anchor
- Via standard integrations, tool by tool
- Native through aiio in Teams and SharePoint
Less workshop time
Where aiio already models the processes, you skip the discovery. Functions stay free for the security discussion itself.
Better data quality
BPMN models beat a chain of emails. Roles, sites and processes come from a maintained source, not from memory.
Audit argument
A maintained process model makes provenance, roles and changes traceable and can support evidence for relevant requirements.
Exact integration scope is agreed in the discovery call. Requires an active aiio instance at the customer.
Included vs. optional
Onboarding is included in the licence. Larger rollouts are planned as their own implementation project.
Included in onboarding
- Kickoff meeting
- Guided onboarding with your team
- Platform tips and check-ins via email and in-app
- Activation of your first framework
- Admin training
- Review with a feedback round
Bookable on top
- Gap analysis before onboarding
- Migration from a legacy system (see migration)
- Training modules by audience (end-user, admin and security officer, specialist topics)
- Accelerated path with aiio integration
- vCISO mandate after onboarding
- Regular reviews for existing customers
Which first working state creates value for your team?
We review frameworks, existing data, roles and the next date that matters to your team.