AIM Getting Started — Part 1: Account Setup & Assessment Completion

[00:00] Part 1: Your first assessment in AIM
Welcome to AIM. Part one shows how a provisioned organization moves from first login to structured assessment intake.

[00:09] Governed onboarding
Organizations are provisioned through governed onboarding. Users arrive by invitation after contract setup.

[00:18] The command center
After sign-in, the command center is your portfolio of decision records — not a project tracker.

[00:29] Organization sector
Sector selection drives document types, labor rates, and compliance framing for every assessment.

[00:40] Invite colleagues by role
Invite teammates before assessment work. Roles control who can create, edit, review, or view.

[00:51] Register systems once
Document systems in the org registry and reuse them across assessments.

[00:59] Step 1 — Project basics
Create an assessment: name, organization type, archetype, scope areas, and size.

[01:15] Scope-conditional questions
AIM only asks follow-ups relevant to the scope areas you selected.

[01:25] Step 2 — Context
Describe the problem, outcome, environment, budget, and regulatory scope in plain language.

[01:45] Supply chain risk
Set tolerance, criticality, supplier evidence, and remediation requirements.

[01:58] Step 3 — Sizing
Sizing and delivery inputs feed TCO and staffing models.

[02:13] Assessment created
Submit the wizard to create one governed decision record for the organization.

[02:21] Assessment workspace
The workspace organizes intake into summary, systems, constraints, evidence gaps, and more.

[02:32] Link systems
Attach registry systems to this assessment without re-entering inventory.

[02:43] Evidence and constraints
AIM structures constraints into methodology-backed evidence.

[02:55] Evidence gaps
Evidence gaps surface what still needs clarification before major outputs.

[03:04] Next: Part 2
Part two covers recommendations, architecture, and defensible decision documents.