Application Onboarding

Updated 2026-04-25

Track the work required to prepare an application for operational readiness and go-live.

Application Onboarding tracks the work required to prepare an application for operational readiness and go-live. This may include stage progression, validation checks, approvals, attachments, and comments.

What onboarding can include

Application onboarding may include:

  • stage-based progression
  • readiness milestones
  • validation checks
  • support model setup
  • knowledge connection
  • workflow state setup
  • pilot and go-live review

Typical onboarding stages

Your environment may differ, but common onboarding stages can include:

  • register application
  • define scope
  • connect knowledge
  • configure support model
  • configure escalations
  • validate AI scope
  • pilot
  • go live

Validation and readiness

Onboarding also supports validation checks that help teams confirm whether an application is ready for broader operational use. These checks may cover:

  • knowledge readiness
  • support scope
  • escalation paths
  • pilot readiness
  • go-live approval

Collaboration during onboarding

Supported work items may also allow:

  • comments and activity
  • attachments
  • assignments
  • approval workflows

Best practice

Treat onboarding as an operational readiness process, not only a setup checklist. Use comments, activity, validation, and approvals to make handoff and go-live decisions easier to review later.

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