Skip to Content
🚀 Design Partner Program — Limited spots available →
Getting StartedQuickstart Overview

Quickstart Overview

What You’ll Set Up

The 30-Minute Path to First Value

This guide walks you through everything you need to go from a blank account to your first service economics check-in. By the end, you’ll have:

  • An organisation with at least one team member
  • A service with an active engagement
  • Templates configured to track finance, performance, and capacity
  • Your first monthly check-in entered
  • A dashboard showing the health of your engagement

Prerequisites

All you need is an email address and a modern web browser. No installation, no downloads, no credit card required for the free tier.

Step-by-Step Overview

Step 1: Create Your Organisation

Sign up, confirm your email, and set up your organisation details. This takes about 2 minutes. See Create Your Organisation.

Step 2: Define a Service

Create your first service — the thing you deliver to customers. Give it a name, description, category, and owner. See Services, Engagements & Contracts.

Step 3: Create an Engagement

An engagement is a specific instance of delivering that service to a specific customer. Create one, link it to your service, and assign delivery parties. See Services, Engagements & Contracts.

Step 4: Configure Templates

Templates define what you track per engagement. Set up finance line items (revenue, costs), performance KPIs, and capacity roles from the catalog. Assign templates to your engagement. See Configure Your Templates.

Step 5: Enter Your First Check-in

Go to Operations, open your engagement, and enter actual values for the current month. Watch automated calculations fire — labour costs from hours, SLA penalties from breaches. See Your First Check-in.

Step 6: Read Your Dashboard

Return to the dashboard to see health scores, variance indicators, and attention items. See Reading Your Dashboard.

The Onboarding Checklist

Essential Steps (5 required)

  1. Create your organisation
  2. Add at least one service
  3. Create an engagement under that service
  4. Assign a finance, performance, or capacity template
  5. Enter at least one month of actuals
  1. Invite team members and assign roles
  2. Create a contract and link it to your engagement
  3. Set up rate cards for automatic labour cost calculation
  4. Define SLA terms in your contract for automatic breach detection
  5. Organise services into portfolios
  6. Connect your AI tools via MCP

What to Do Next

Once you’ve completed your first check-in, explore Guides for deeper workflows like running scenarios, generating executive summaries, and setting up cross-domain automations.

FAQServices, Engagements & Contracts