🌐 Institutional Onboarding by Profile

Objective

Provide one clean, actionable entry point for collaborators, employees, partners, suppliers, and clients with explicit human traceability from day 1.

Experience Map (Day 1)

Phase 01

Orientation

Enter the portal and understand in 2 minutes what we govern, why, and how it is validated.

Phase 02

First action

Pick a real GitHub Project v2 task and execute the minimum validation flow.

Phase 03

Human evidence

Record explicit role-based decision and link technical/business evidence.

Path by actor type

🤝 Collaborator

Onboards through guided tasks with runbook execution and issue/PR evidence.

Minimum path

🧑‍💼 Employee

Runs daily workflows under explicit human protocol and institutional quality controls.

Human protocol

🤝 Partner

Aligns adoption strategy, delivery commitments, and shared governance model.

Trust pack

🏭 Supplier

Contributes to technical delivery chain under compliance and secret-protection controls.

Security & compliance

🧭 Client

Sees value, process transparency, and regulated delivery governance in one view.

One-pagers

Unified institutional flow

graph LR
    A[Portal Entry] --> B[Task in Project v2]
    B --> C[Runbook + Validation]
    C --> D[Explicit Human Decision]
    D --> E[Evidence-Based Delivery]

    style A fill:#f1f5f9,stroke:#182232,stroke-width:2px,color:#182232
    style B fill:#e7ae4c,stroke:#333,stroke-width:2px,color:#fff
    style C fill:#37a880,stroke:#333,stroke-width:2px,color:#fff
    style D fill:#5dc6d1,stroke:#2a8690,stroke-width:2px,color:#182232
    style E fill:#182232,stroke:#0b1626,stroke-width:2px,color:#fff

Onboarding quality criteria

1. each person understands their first step in under 2 minutes.
2. each role knows its mandatory human approval signal.
3. each flow leaves verifiable evidence for audit and learning.

Onboarding quiz Open Project v2 Collaboration hub Learning path 7-day UAT plan