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Phase 4 - Platform Deployment

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Onboarding & Initialization Protocol

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Organizational Onboarding
To ensure an organization or network knows where to start and what to do when interacting with the Holonic Dashboard, especially in the context of your current Lovable + Supabase implementation, here is a structured breakdown of how onboarding and orientation can be handled through the dashboard UI logic:
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🧭 Entry Point: Onboarding & Initialization Flow

When a new user or team accesses the Holonic Dashboard, they’re guided through a structured Org Setup Wizard that does the following:
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1. Welcome & Context Setting

Screen Title: "Welcome to the Holonic Dashboard"
Purpose Description: “This system helps you structure, govern, and coordinate your organization or network using holonic principles.”
Prompt: “To begin, let’s understand what kind of system you’re setting up.”
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2. Select Model Type

Dropdown or Button Group: “Select Your Organizational Model”
Agile Organization
Enterprise Organization
Social System
Network
Network of Networks
✅ Triggers:
Auto-loads:
Default Design + Management templates
Governance logic
Coordination schema
Signal pathways
Metrics dashboard views
🛈 Optional Display: Brief description of each model once selected.
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3. Role & Structure Setup

Auto-generated Interface:
Preconfigured nested holon layout (editable)
Initial role templates populated
Prompts to:
Name holons
Assign members
Define purpose per holon
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4. Dashboard Overview / Guided Tour

Interactive tour walks them through:
Intelligence Dashboards (for decisions, signals, actions)
Governance Module (rules, permissions, votes)
Resource Flows (who has what, needs what)
Holonic Map View (visual nesting of system)
Communication Channels (signals, updates, tasks)
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5. Recommended First Actions

Based on selected model type, users are offered:
Table 20
Model Type
Recommended First Step
Agile Org
Create Team Holons & assign project roles
Enterprise
Define Departments as Holons and map hierarchy
Social System
Invite participants and define social protocols
Network
Map Holonic Nodes & Shared Agreements
Network of Networks
Connect with other networks, federate protocols
There are no rows in this table
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6. Live System Activation

Once basics are in place:
All components become editable and usable.
System prompts are available via a contextual assistant (eventually LikeInMind-integrated).
Optional: activate preview mode to simulate interactions.
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🔁 Ongoing Interaction Experience

After onboarding:
Users operate in a dynamic workspace tailored to their chosen model.
Dashboards adjust based on role, holon membership, and model type.
Smart signals and governance triggers appear contextually.
The UI nudges them with relevant:
Tasks
Coordination prompts
Metrics
System health checks
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🔒 Developer Note

All of this can be structured around:
A single org_profile table that stores selected model type and flags
Template pre-loaders for design_templates, governance_protocols, and signal_settings
Conditional UI components driven by model_type
Guided tour logic that activates based on onboarding_complete flag
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