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Welcome!

This guide will walk you through your first 5 minutes with Stage3. By the end, you’ll know how to navigate the application, view processes, and ask the AI questions. Let’s get started!

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Your First 5 Minutes

1

Log in to your account

Open your web browser and go to your organization’s Stage3 URL. You should have received login credentials via email.Enter your email address and password, then click “Sign In”. If this is your first time logging in, you may be asked to change your password.
Can’t find your login email? Check your spam folder or contact your system administrator.
2

Explore your dashboard

After logging in, you’ll land on your dashboard. This is your home base.Take a moment to look around:
  • Left sidebar: The main navigation menu (Platform) with Dashboard, Process Framework, Tasks & Work, Assessments, AI Chat, and Administration
  • My Tasks: Shows tasks assigned to you
  • My Workflows: Displays active workflows you’re participating in
  • Shared Resources: Resources shared with you by team members
  • Quick Overview: Metrics showing Active Tasks, Active Workflows, and Shared Resources counts
  • Team Overview: Shows Process Cores, Workflow Templates, Active Workflows, and Team Tasks
  • Top right: Notifications bell and your user menu
The dashboard shows you what’s happening across your processes and what you’ve been working on recently.
Your dashboard is personalized to show the most relevant information for you.
3

View your first process

Let’s find and view a process:Navigate to Business Processes:
  • Click “Process Framework” in the left sidebar
  • Select “Business Processes” from the submenu
  • You’ll see a list of process categories (Strategic Planning Layer, Core Value Chain, Enabling Processes)
  • Click on any Master Process to see its Core Processes
  • Click on a Core Process to view its details, activities, and documentation
When viewing a process, you’ll see tabs for:
  • RACI: Responsibility matrix showing who does what
  • SOP: Standard Operating Procedures
  • Visual: Process Flow diagram
  • Swimlane: Cross-functional process view
  • KPIs: Key Performance Indicators
Take your time to explore these different views and see how processes are organized.
4

Ask the AI a question

One of the most powerful features is the AI assistant. Let’s try it:
  • Click “AI Chat” in the left sidebar (under Platform navigation)
  • This opens the AI Chat Assistant
  • Type a question like “How do I submit a time-off request?”
  • Press Enter and wait for the AI to respond
The AI searches through all your processes and gives you an answer based on your company’s actual procedures.
The AI can only answer questions about processes that exist in your system. If you’re not getting good answers, try rephrasing your question or make sure the process is documented.
5

Customize your experience

Before you finish, let’s personalize your account:
  • Click “Administration” in the left sidebar
  • Select “Team Settings”
  • You can manage your organization information and team members here
  • Review notification preferences by clicking the notifications bell icon and then “Preferences”
  • Customize which notifications you receive via Email and In-App
You’re all set!

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What to Do Next

Now that you’ve completed the basics, here’s what to explore next:

Learn About Your Role

Understand what you can do based on your role (Owner, Admin, or Member)

Explore the Dashboard

Get more details about what’s on your dashboard and how to use it

Master Navigation

Learn how to quickly find your way around the application

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Common First-Day Questions

Try these approaches:
  1. Navigate through Business Processes in the Process Framework menu
  2. Ask the AI Chat assistant your question in plain English
  3. Browse by process category (Strategic Planning Layer, Core Value Chain, Enabling Processes)
  4. Ask a team member or your administrator
It depends on your role. Members can typically view processes, while Admins and Owners can edit them. Check the Understanding Roles page for details.
You’ll see notifications in the bell icon at the top right. The dashboard also shows recent activity. You can learn more on the Notifications page.
You have several options:
  • Ask the AI Chat assistant from the left sidebar
  • Browse this help documentation
  • Contact your system administrator
  • Reach out to your team’s process owner
Take it slow! You don’t need to learn everything at once. Focus on finding and viewing processes first, then explore other features as you need them.