💡 What should be considered during onboarding?

Do you already have a defined funnel or stage-gate process for use cases?

If not: Would you like Casebase support in setting it up?

If yes: Can your process be mapped to the Casebase structure?
- Maturity Levels (e.g. Idea, Pilot, Operation)
- Quality Gates per level (e.g. In Planning, Decision Required, Done)
- Checklist Items per gate (e.g. Target group defined, Business & Tech aligned, Initial business case)
Do you already use documentation templates?
(e.g. for target group descriptions, data requirements, handover docs, lessons learned)

Which metadata should be included in the use case card?
(e.g. benefits cluster, use case family, strategic area)
Which field types should be used?
(dropdowns, checkboxes, tags, text fields)

Have you defined criteria to evaluate business value?
Have you defined criteria for technical feasibility?
Would you like to use a numerical rating scale (e.g. 1-5) or verbal labels (e.g. high/medium/low)?

Will you use one central workspace or several (e.g. per department)?
Should some settings (funnel, ratings, fields) be centrally defined and inherited by workspaces?

Would you like to apply your corporate design (logo, colors, icons)?
Will you maintain an info page at account or workspace level?
(e.g. to publish an AI policy, FAQs, internal resources)

Should login be via Microsoft SSO?
If yes: Who will configure Entra ID internally?
Go to SSO integration guide
Who should get access? (All employees, selected groups)
Who will be assigned which roles? (Admin / Moderator / Members / Visitor)
Go to role overview ↗

Do you use Jira or Azure DevOps as task management tool and should ticket links be added per use case?
Are there other tools you want to integrate?

THIS CHECKLIST GUIDES YOU THROUGH THE MOST IMPORTANT DECISIONS BEFORE GOING LIVE.