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Quick Start Guide

This guide walks through a first end-to-end pass: from signing in to producing a business case.

Purpose

Get a new user to their first packaged deliverable quickly.

Audience

  • End user
  • Admin

Prerequisites

  • An invitation to a ValuePact workspace (organization).
  • A signed-in session. ValuePact supports SSO and multi-organization selection on sign-in.

Steps

  1. Sign in and choose a workspace. After authenticating, select your organization (workspace). New users may be guided through onboarding.
  2. Open Accounts. From the left rail, open Accounts and select an existing prospect account or create a new one.
  3. Gather Intelligence. In the Intelligence workspace, work through the tabs: Signals → Drivers → Evidence → Stakeholders.
  4. Build the value model in Value Studio. Move to Value Studio and progress through Action Plan → Value Model → Narrative, using the calculator and driver tree as needed.
  5. Package Deliverables. Open Deliverables to generate a business case and the CFO, executive, or technical views for sharing.
  6. Check Governance. Review the audit trail, provenance, and compliance status for your work in the Governance domain.

Next steps

  • Learn the User Roles and what each tier can access.
  • Explore Core Concepts to understand value drivers, ROI, and realization in depth.