Prepare for Onboarding
Decide what Oblive should own and gather the minimum evidence for each selected department.
Good onboarding is concrete, current, and operational. A polished brand story alone is less useful than a plain document that names customers, owners, constraints, systems, and recurring workflows.
Define the Operating Scope
Before opening the setup flow, decide:
- Which operations Oblive may own immediately.
- Which actions always require approval.
- Which decisions remain with a named person.
- Which departments need active profiles.
- Which external systems should begin read-only.
- What evidence should be available before work begins.
Organization Context
Organization context should answer:
- What does the company do?
- Who are its customers?
- What is the current product and business stage?
- What goals matter now?
- What must never be assumed?
- Who owns strategy, money, legal decisions, and escalations?
- Which tools and source systems are authoritative?
Department Context
Every selected department needs at least one written or uploaded source.
Growth
Include audiences, positioning, channels, lifecycle stages, campaign constraints, analytics sources, and approval rules for external communication or spend.
Engineering
Include repositories, environments, deployment practices, architecture constraints, issue tracking, quality gates, incident expectations, and technical ownership.
Support
Include customer segments, support channels, response standards, escalation paths, refund or account policies, known product limitations, and authoritative customer data.
Prefer Evidence That Can Drive Work
Useful sources include:
- operating manuals and checklists;
- product and positioning documents;
- architecture and integration notes;
- support policies and escalation matrices;
- release, deployment, and incident procedures;
- customer lifecycle definitions;
- CSV or JSON exports that explain stable business structure; and
- concise owner-written Markdown filling gaps between systems.
Avoid uploading secrets, raw credential files, obsolete strategy documents without labels, or large unfiltered exports that do not help an operator make decisions.
Readiness Check
You are ready when the organization and every selected department can answer: “What do we own, what evidence guides us, what are the constraints, and when do we stop for a person?”