Onboarding
Onboarding Timeline
A simple, guided path for your Data Administrators and Stewards — designed to be easy to run and easy to adopt.
Clarity first — roles, outcomes, success measures.
- Provision your CryspIQ® instance
- Confirm Data Admins & Stewards
- Set roles and access permissions
- Agree governance objectives & KPIs
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
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
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.