Onboarding at KaitoSec is not a setup call. It is a structured plan that moves you from day zero to productive operation by day 30. Kickoff, quick wins, check-ins, clean handover.
Targets
Three targets our customer-success team holds itself to. No vanity metric.
First tangible output (first risk, first policy, first report) within two weeks at the latest.
Share of customers that finish the four onboarding weeks rather than stalling after setup.
30-day check-in with NPS capture and logged feedback. Promoter, passive and detractor flagged in the CRM.
Principles
We do not sell a tool and leave you to it. We build a workspace where your ISMS lives.
A dedicated customer success contact across four weeks. Kickoff over video, async help over email and in-app, plus Cmd+J on any record for a working answer between sessions.
Each week has a goal and a deliverable. No open endings, no open-door frustration.
After day 30 you run the system. We stay reachable, you stay independent.
Four weeks, four stages
Standard path for Standard and Professional customers. Enterprise rollouts are planned individually.
Account provisioning, kickoff meeting and three quick wins that create visible value on day one. Each role lands on the right screen: ISB on the dashboard, risk owner on risks, control owner on requirements, auditor on monitoring.
Outcome after week 1
First risk assessment, controls captured, owners assigned. Daily pro tips during week 1, weekly from here on.
Outcome after week 2
Progress review, gap-spotting, audit trail check. First reminders if open items remain.
Outcome after week 3
30-day check-in with NPS, handover into operation. Decision on vCISO, quarterly review or self-service.
Outcome after week 4
Accelerated path
aiio is an AI-native Process Intelligence Platform for process management, BPMN modelling and 'Organizational 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.
Where aiio already models the processes, you skip the discovery. Functions stay free for the security discussion itself.
BPMN models beat a chain of emails. Roles, sites and processes come from a maintained source, not from memory.
Auditors love traceability. A live process model from aiio is a strong piece of evidence for clause 4 and Annex A.5.
Exact integration scope is agreed in the discovery call. Requires an active aiio instance at the customer.
What is included
Onboarding for Standard and Professional is included in the licence. Enterprise rollouts are their own implementation project.
30 minutes. We talk about your frameworks, your team and which path fits.
KaitoSec