Step 1
Corporate agreement
Attach MSA, DPA, security addenda, and launch approvals.
Supports
enterprise parent company, multiple subsidiaries
Required inputs
signed MSA, DPA, security terms
BeeKeeper Assurance Demo
Enterprise Implementation Wizard
Customer onboarding workflow for parent companies, subsidiaries, sectors, departments, locations, connector activation, evidence policy, AI Jury, WORM retention, marketplace, partners, revenue rules, and launch scan.
Wizard progress
21%
Steps ready without customer input
Steps
14
Enterprise onboarding gates
Subsidiaries
3
Multi-tenant demo profile
Sectors
6
Selected implementation sectors
Implementation profile
Multi-sector enterprise parent company
Parent tenant with subsidiary, department, location, role, and connector-level isolation.
Subsidiaries
North America Logistics Co, Critical Facilities Group, Retail Food Safety Division
Sectors
Logistics, Cold Chain, Manufacturing, Data Centers, Healthcare, Retail Food Safety
Departments
Finance, Operations, IT Security, Procurement, Facilities, Compliance
Locations
Dallas, Phoenix, Savannah, Ashburn, Atlanta
READY
Step 2
Tenant creation
Register the enterprise parent company, subsidiaries, locations, and tenant root.
Supports
enterprise parent company, multi-tenant isolation
Required inputs
legal company name, tenant slug, primary admin
Step 3
Industry selection
Select operating sectors for portfolio-specific experience and policies.
Supports
multiple sectors, multiple subsidiaries
Required inputs
industry list, sector sponsors
Step 4
Department creation
Model operating divisions, finance, IT, operations, and regional owners.
Supports
multiple departments, multiple locations
Required inputs
department list, division owners
Step 5
User import
Import users, roles, departments, and initial admin assignments.
Supports
multiple departments, multi-tenant isolation
Required inputs
user CSV, role mapping, department mapping
Step 6
SSO configuration
Configure Azure AD, Okta, Google Workspace, SAML, or OIDC with MFA and session policies.
Supports
multi-tenant isolation, multiple departments
Required inputs
IdP metadata, group mappings, test users
Step 7
Connector activation
Choose ServiceNow, SAP, Oracle, Salesforce, Microsoft Graph, Google, REST, GraphQL, Webhook, SFTP, CSV, and Excel lanes.
Supports
multiple sectors, multiple locations
Required inputs
connector owners, credential secret IDs
Step 8
Permission review
Map RBAC, read scopes, tenant boundaries, field visibility, and evidence references.
Supports
multi-tenant isolation, multiple departments
Required inputs
role matrix, data scopes
Step 9
Evidence policy
Set evidence types, duplicate checks, chain-of-custody, and upload policies.
Supports
multiple sectors, multiple locations
Required inputs
evidence policy, retention policy
Step 10
AI Jury policy
Set judges, confidence thresholds, escalation rules, and decision ownership.
Supports
multiple departments, multiple sectors
Required inputs
judge policy, thresholds, approvers
Step 11
Marketplace policy
Define RFQ categories, vendor eligibility, award rules, and approval gates.
Supports
multiple sectors, partner companies
Required inputs
service categories, award rules
Step 12
Revenue policy
Confirm 1.0% coordination fee, customer-direct vendor payment, no custody, and invoice separation.
Supports
enterprise parent company, CFO governance
Required inputs
fee policy, invoice owner, finance approver
Step 13
Validation
Evaluate credentials, database, security, narration, integrations, customer data readiness, WORM retention, and partner attribution.
Supports
enterprise parent company, multiple sectors
Required inputs
runtime mode, credential status, database status
Step 14
Go Live
Produce launch checklist with owners, blockers, security approvals, and deployment gates.
Supports
enterprise parent company, multi-tenant isolation
Required inputs
go-live owner, launch date, approvers