Pilot activation
Customer Onboarding
Guided workflow from tenant creation to pilot go-live. Every step routes through canonical surfaces — no shortcuts around the accounting engine or Financial Event Bus.
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Overall progress
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Organization setup
Create the pilot org, invite core users, set roles and tenant isolation.
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Accounting setup
Chart of accounts, fiscal periods, opening balances, and mapping registry.
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Integration setup
Register the ServiceConnect client and validate the Financial Event Bus contract.
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Testing
Run the pilot validation harness end-to-end before activation.
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Go-live checklist
Cutover authorization and pilot activation.
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Reference surfaces
- Data migration staging:
/admin/migration - Integration Test Center:
/admin/integration-testing - Production Readiness:
/admin/readiness - Financial Event Bus:
/admin/financial-events - Runbook:
docs/ledgeros/26-serviceconnect-pilot-runbook.md