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Guided onboarding

Start guided onboarding

Six short steps, roughly ten minutes. Progress saves as you type, and a resume link is sent to your email so you can return with your documents to hand.

What it will include

Planned scope

Company & contact

Legal name, country of registration, entity type, and the person we should talk to.

Supply chain

Countries of operation, sourcing model, volume band and supplier count.

Current position

Existing policies, prior assessments, systems in use, and documents you can upload.

Objectives

Target timeline, modules of interest and team size, which shape the recommended sequence.

Review & consent

Everything entered, shown back before submission.

Readiness report

Current state, missing controls and documents, priority gaps and a proposed implementation sequence.

Status

Phase 2 — not live yet

The onboarding engine is Phase 2 of the build. It needs autosave, cross-device resume via a 30-day magic link, virus-scanned uploads stored outside the web root, server-side validation and a generated PDF report. None of that is stubbed here: a six-step form that silently discarded a part-finished submission would waste the ten minutes it asked for.