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Customer Success

Where your adoption journey lives: onboarding progress, success milestones, and what the platform suggests you take on next.

What you see

Element What it means
Journey stages Your position on the adoption path — from first sign-in to steady-state governance.
First-success flow The guided first-run (also reachable from Home on a fresh tenant) that gets you to a governed estate fastest.
Milestones What you have completed, and what unlocks next.

What you do here

  1. On week one: follow the guided flow rather than exploring randomly — it sequences the estate for you.
  2. After that: check in when momentum drops; the next milestone is usually smaller than it looks.

Honest note

Two journeys existed historically (the first-run wizard and the staged programme); they are converging. If a stage looks duplicated, prefer the recommended next action on Home — it is always live.