Onboarding

From an empty workspace to an accountable working state.

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.

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Outcome points

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.

Principles

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.

One day, four stages

The onboarding plan

A guided working day with a first use case agreed in advance. Enterprise rollouts are planned individually.

09:00

Setup, scope and roles

We provision the workspace, confirm the agreed scope and assign the people responsible for the first working state.

Outcome after stage 1

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

10:30

Import and structure

We bring in the prepared source, map its structure and resolve the first gaps together.

Outcome after stage 2

Prepared data source imported
Objects and ownership checked
First links between requirements, risks and controls created
Import findings prioritised

13:00

First workflow and evidence trail

The team completes one representative workflow from the source record to an assigned action and evidence.

Outcome after stage 3

First risk, policy or control managed in the system
Owner and due date assigned
Evidence trail checked
First management view prepared

15:00

Handover and next operating rhythm

We hand over the working state, agree the review rhythm and record the next prioritised tasks.

Outcome after stage 4

Handover into operation completed
Open items handed over with priorities
Review rhythm and responsibilities agreed
Follow-on model agreed (self-service, review or vCISO)

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 '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.

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 'Organizational 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.

What is included

In the onboarding vs. optional

Onboarding for Standard and Professional is included in the licence. Enterprise rollouts are their own implementation project.

Included in onboarding

Kickoff meeting (60 minutes)
One guided onboarding day
Platform tips and check-ins via email and in-app
Activation of your first framework
Admin training (module M2)
30-day review with a feedback round

Bookable on top

Gap analysis before onboarding (2 to 5 days)
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 from day 30
Quarterly review 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.

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