Platform Onboarding

Get from platform access to a usable operating-model environment.

A new environment needs more than user accounts. The first organizational structures, operating-model content, roles, standards, scopes, permissions, and use cases need to be in place before anything is usable.

Onboarding starts from a first use case
Customize Applied SAFe®Integrate existing processesEstablish compliance mappingsRun an internal assessmentPrepare process adherenceEnable CopilotPrepare an agentic-engineering pilot
Start with a real operating-model use case.
Overview

An empty platform is not a starting point.

Platform Onboarding provides a structured starting point for introducing Applied SAFe® Platform into the organization, built around the customer's first operating-model and assurance use cases.

Objective

Establish a usable initial environment around the customer's first operating-model and assurance use cases.

Typical onboarding scope

What gets configured, depending on the use case.

  • Environment activation
  • Organization and tenant configuration
  • Core user roles
  • Initial access setup
  • Applied SAFe® baseline activation
  • Organizational process structure
  • Initial standards or policies
  • Initial scopes
  • Representative tailoring context
  • Selected repositories or integrations
  • Report and output configuration
  • First-use-case preparation
How the service works

Six steps from first use case to agreed ownership.

  1. Define the first use cases

    Agree what the customer wants to achieve first.

  2. Configure the organization

    Set up the initial structures, roles, permissions, and required configuration.

  3. Prepare the operating model

    Activate the relevant baseline and customer-specific starting content.

  4. Configure initial content and integrations

    Add the standards, repositories, scopes, or connectors required for the selected use case.

  5. Validate with representative users

    Walk through the initial workflow with the people who will use and own the platform.

  6. Transition to operation

    Document open items, ownership, and the next adoption steps.

Deliverables
  • Configured initial platform environment
  • Organizational setup
  • Selected baseline and initial content
  • Initial roles and permissions
  • First-use-case walkthrough
  • Open items and ownership
  • Next adoption steps
Benefits
  • Start from a real use case rather than an empty environment.
  • Get the first users productive quickly.
  • Establish ownership from the beginning.
  • Avoid configuration decisions that have to be undone later.
Continues with
Product Training

Give each role the depth it needs once the environment exists.

Platform Adoption Roadmap

Define how the platform expands beyond the first use case.

Start with a real operating-model use case.