Accessing Your Roadmap
You can access the Onboarding Roadmap from:
The main dashboard after activating your first framework
The navigation menu is accessed by clicking on the roadmap icon
Direct links within welcome emails and notifications
The roadmap displays your currently active framework at the top, with a progress indicator showing your completion percentage.
The Four Phases
The Onboarding Roadmap is organized into four sequential phases, each building on the previous one:
Phase 1: Onboarding
This foundational phase focuses on basic setup and framework activation. Key tasks include:
Select frameworks: Choose the compliance standards relevant to your business
Check Controls: Review which controls apply to your organization and scope
Assemble your team: Invite team members and assign compliance ownership
Connect your Identity Provider: Link Google Workspace or Microsoft 365
Connect core integrations: Set up cloud, development, and communication tools
Estimated time: 30-45 minutes
Most tasks in this phase include "time to complete" estimates and direct action buttons to launch the relevant setup flow.
Phase 2: Policies & People
Once your foundation is set, this phase focuses on documentation and personnel management:
Create or customize security policies
Assign policy owners and reviewers
Set up policy approval workflows
Configure personnel security requirements
Document organizational structure and responsibilities
Estimated time: 2-4 hours (can be distributed across team members)
This phase typically involves more stakeholders, as different team members will own different policies.
Phase 3: Automated Tests & Risks
With policies in place, this phase activates monitoring and risk management:
Review automated test results from your integrations
Configure custom tests for your specific requirements
Address any failing tests or control gaps
Identify and document organizational risks
Create risk treatment plans
Estimated time: 3-6 hours
This is where DSALTA's automation really shines—many controls are automatically verified through your integrated systems.
Phase 4: Trust & Audit Readiness
The final phase prepares you for external engagement:
Set up your public Trust Center
Organize evidence for audit requirements
Review control completion status
Prepare audit documentation packages
Configure external auditor access
Estimated time: 2-3 hours
Completing this phase means you're ready for formal audits and can confidently share your security posture with customers.
Understanding Task Status
Each task in the roadmap shows its current status:
Checkmark (Green): Task completed
Empty checkbox: Task not yet started
In progress indicator: Task partially completed
Click on any task to expand it and view:
Detailed description of what needs to be done
Estimated time to complete
Action buttons to launch the relevant workflow
Additional context or best practices
Time Estimates and Planning
The roadmap provides time estimates for each task to help you plan your compliance program implementation:
Quick tasks (1-5 min): Can be completed immediately
Short tasks (10-15 min): Good for between-meeting time slots
Longer tasks (30+ min): Schedule dedicated time to complete
These estimates are averages—your actual time may vary based on your organization's complexity and how much preparation you've done.
Getting Help
If you're stuck on any roadmap task, you have several options:
Click the help icon (?) next to any task for additional guidance
Visit the DSALTA Help Center for detailed articles on specific topics
Book a 1-on-1 onboarding session with the DSALTA team using the "Book a Meeting" button at the bottom of the roadmap
Progress Tracking
Your overall progress is calculated based on completed tasks weighted by their importance. The progress bar at the top provides a quick visual indicator of how far you've come.
Remember: you don't need to complete every single task to be compliant. The roadmap includes recommended tasks, but your specific requirements may vary based on your organization's scope and risk profile.
Beyond the Roadmap
Once you've completed the Onboarding Roadmap, DSALTA continues to guide you through:
Ongoing compliance maintenance
Periodic control reviews and updates
New framework implementations
Audit preparation workflows
The roadmap ensures you start strong, but DSALTA's value continues long after these initial tasks are complete.
Next Steps
Start with Phase 1 and work through tasks sequentially. The roadmap is designed so that later tasks build on earlier ones—for example, you can't effectively run automated tests until you've connected your integrations.
Focus on completing one phase at a time, and don't hesitate to involve your team members to distribute the work efficiently.