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Onboarding

Onboarding Timeline

A simple, guided path for your Data Administrators and Stewards — designed to be easy to run and easy to adopt.

1
Week 1
Kickoff Call

Clarity first — roles, outcomes, success measures.

  • Provision your CryspIQ® instance
  • Confirm Data Admins & Stewards
  • Set roles and access permissions
  • Agree governance objectives & KPIs
2
Week 3
Data & System Setup

2 weeks — Lumen® proposes the mappings, your team confirms them.

  • Connect your data sources (guided)
  • Lumen proposes source-to-target field mappings for your team to confirm
  • Define and standardise business terms
3
Weeks 3–11
User Training

Eight weeks, hands-on, at your team's pace.

  • Run Admin + Steward training with real examples
  • Apply CryspIQ® methodology in practice
  • Manage user roles and access controls
4
Week 12
Go-Live Confirmation

Final checks, then live — with ongoing support after.

  • Final governance and access checks
  • Validate key reporting outputs
  • 30/60/90-day check-ins after launch

Timeline assumes the standard connectors included in your plan. Additional or custom connectors are scoped and quoted separately, and may extend the schedule above.

A Clear, Structured Start for Data Administrators and Stewards​

CryspIQ® onboarding is designed to be straightforward and practical.
No complex architecture work. No disruption to existing systems.

We guide your Data Administrators and Stewards step-by-step — so they can confidently manage governance, mappings and business definitions from day one.

Most organisations are fully operational within 12 weeks.


Step 1 – Kickoff Call (Week 1)​

We begin by understanding how your organisation manages data today.

During this phase:

  • Your CryspIQ® instance is provisioned and configured
  • Key Data Administrators and Stewards are identified
  • Roles and permissions are clearly defined
  • Governance objectives and success measures are agreed
  • Communication channels are established

This ensures clarity before any configuration begins.


Step 2 – Data & System Setup (Week 3)​

Two weeks in, this is where your data starts taking shape inside CryspIQ®.

We guide your team through:

  • Connecting your source systems
  • Lumen® proposes source-to-target field mappings, which your team reviews and confirms
  • Defining and standardising business terms
  • Validating initial data quality and lineage

Nothing here requires heavy engineering work on your side — it's guided, step by step.

Timeline assumes the standard connectors included in your plan. Additional or custom connectors are scoped and quoted separately, and may extend the schedule above.

Step 3 – User Training (Weeks 3–11)​

Eight weeks of hands-on work, at your team's pace — this is where your team becomes confident and self-sufficient.

Your Data Administrators and Stewards will learn how to:

  • Apply CryspIQ® methodology in a practical way
  • Monitor data quality and lineage on an ongoing basis
  • Manage user roles and access controls
  • Validate data integrations

Training sessions are hands-on, practical and focused on real examples from your environment.

We provide:

  • Guided product walkthroughs
  • Administrator training
  • Steward-focused governance training
  • Documentation and short reference guides
  • Ongoing access to expert support

The goal is confidence — not dependency.


Step 4 – Go-Live Confirmation (Week 12)​

Before launch, we perform structured checks to ensure:

  • Data mappings are accurate
  • Governance controls are operating correctly
  • Access permissions are aligned
  • Reporting outputs are validated

Once approved, your teams begin using CryspIQ® in live workflows.

After go-live, we continue to support you with:

  • 30 / 60 / 90 day check-ins
  • Usage insights and adoption guidance
  • Governance health monitoring
  • Ongoing optimisation recommendations

What This Means for Your Data Team​

For Data Administrators:

  • Clear control over mappings and definitions
  • Visibility of lineage and usage
  • Confidence in governance enforcement

For Data Stewards:

  • Simple tools to manage business meaning
  • Consistent definitions across departments
  • Reduced ambiguity in reporting

For Finance and Leadership:

  • Faster, trusted reporting
  • Fewer reconciliation cycles
  • Clear accountability for data ownership

Designed to Be Simple​

CryspIQ® onboarding is not a technical transformation project.

It is a structured enablement programme that equips your governance team to manage enterprise data with clarity and control.

From setup to steady-state, we focus on making governance manageable — and measurable.