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Maturity-Aware Onboarding Path

Experienced or already-compliant customers found the platform over-engineered, with many guided tasks feeling redundant given their existing compliance frameworks.

Proposed Solutions:

  • Add a branching onboarding flow that asks whether the customer is starting from scratch or already has a framework/certification history.

  • Allow existing evidence or AI-generated outputs to pre-populate a slimmed-down task list for experienced customers.

  • Collapse redundant guided tasks into consolidated steps where possible.

Acceptance Criteria:

  • New customers select their starting profile (from-scratch vs. existing framework) during onboarding.

  • Customers with existing frameworks see a reduced task list compared to first-time customers.

  • Redundant tasks identified in feedback are consolidated or removed for the "existing framework" path.

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