Quickstart

Get Value in Days, Not Months

🎯 Objective

This Quickstart guide helps you activate the platform, gain immediate visibility, and start reducing risk within your first days of use.

By following these steps, you will:

• Establish a centralized risk view

• Identify your most critical exposures

• Begin building a resilient security culture

• Create momentum toward continuous risk management

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🧭 Step 1: Platform Setup & Access

✔️ What to Do

• Create your organization profile

• Define basic company information

• Assign core roles:

  • Platform Admin

  • CISO / Security Owner

  • Risk Owners

🎯 Outcome

A structured foundation for governance, accountability, and reporting.

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🧠 Step 2: Complete Baseline Security Questionnaire (Auto-Fill AI)

This step establishes your initial security posture using AI-driven automation.

✔️ What to Do

• Launch & complete the Baseline Security Questionnaire

• View your organization security score in page "Security Profile"

• After that Auto-Fill AI will be able to:

  • Pre-populate answers based on your inputs, documents, and platform context

  • Identify gaps and inconsistencies

• Review and validate AI-generated responses

🤖 How Auto-Fill AI Helps

• Reduces manual effort and time

• Ensures consistency across answers

• Highlights missing controls and weak areas

• Accelerates time-to-value

🎯 Outcome

A validated baseline security assessment that automatically feeds:

• Initial risk entries into ERM

• Compliance insights into GRCM

• Prioritized focus areas for remediation

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🌐 Step 3: Enable External Attack Surface Management (EASM)

✔️ What to Do

• Add your primary domain

• Start automated external asset discovery

• Review newly discovered assets and exposures

🎯 Outcome

Immediate visibility into your external digital footprint and unknown exposures.

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🧩 Step 4: Onboard Your First Vendors (TPRM)

✔️ What to Do

• Add your critical vendors

• Assign vendor risk tiers

• Send the first security questionnaire

🎯 Outcome

Visibility into third-party risk and compliance gaps that could impact your organization.

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🧬 Step 5: Launch Security Culture

✔️ What to Do

• Invite employees to the platform

• Launch baseline security awareness training

• Run your first phishing simulation

🎯 Outcome

Measured insight into human risk and employee readiness.

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📊 Step 6: Review Dashboards, Insights & Take Action

✔️ What to Do

• Review the executive dashboard

• Identify:

  • Top external risks

  • High-risk vendors

  • Human risk trends

• Assign mitigation tasks

🎯 Outcome

Clear, prioritized actions with ownership and deadlines.

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🔄 Step 7: Enable Continuous Improvement

✔️ What to Do

• Schedule periodic reassessments

• Enable alerts for critical changes

• Track risk reduction over time

🎯 Outcome

A continuous, automated security lifecycle rather than one-time assessments.

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🚀 What You Achieve in the First 7 Days

• ✅ Centralized enterprise risk register

• ✅ Full visibility into external exposure

• ✅ Initial third-party risk posture

• ✅ Measured phishing and awareness baseline

• ✅ Executive-level security insights

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🧠 Best Practices for Success

• Start with visibility, not perfection

• Focus on critical risks first

• Use automation wherever possible

• Review dashboards weekly at leadership level

• Treat security as a continuous process

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🧩 What’s Next?

Once Quickstart is complete, you can:

• Mature phishing and awareness programs

• Add advanced compliance frameworks

• Integrate threat intelligence

• Prepare for audits and certifications

Start small. Gain visibility. Reduce risk. Scale securely.