Internal · Walkthrough
Walk every persona end-to-end
One click into each lens — see the experience as that persona sees it. The hot-key column documents the ⌘K shortcut to the same place.
Click any row to open in this window
Walk as Operator
OPERATOR — plant manager / process eng / QA tech
Daily-use surfaces. HMI, operations, quality, maintenance, workforce. The persona-aware home tiles their loop in 1 click.
Hotkey
⌘K · 'Go to Operations'
Walk as Sales
SALES — CivOps rep selling a deal
Sequential pathway. 8 steps from finding a prospect to promoting a customer to PRODUCTION. Every click is telemetered.
Hotkey
⌘K · 'Sales pathway'
Walk as Marketing
MARKETING — CivOps marketer running the funnel
Sequential pathway. 4 steps from pain-points editing to funnel tracking. Brand-pack curation lives here.
Hotkey
⌘K · 'Marketing pathway'
Walk as Consultant
CONSULTANT — CivOps assessor running an engagement
Open engagement → confirm self vs assessor-led → run intake → sign QA → hand off to engineering. Demo-context breadcrumb keeps you anchored when you step into /platform/* to demonstrate.
Hotkey
⌘K · 'Consultant pathway'
Walk as Customer (LEAD)
CUSTOMER · LEAD — sales just issued a brand pack
Retrieve-only library. Sees demos sales has issued + brand-pack collateral. No demo creation. Stage gating hides assess/pilot/connect until they're advanced.
Hotkey
⌘K · 'Portal: Library'
Walk as Customer (EVALUATOR · self)
CUSTOMER · EVALUATOR — chose self-driven assessment
Self-driven assessment entry. Lighter UI, more guidance, links to /assessment/[id]/intake. Same engagement record as guided mode.
Hotkey
⌘K · 'Portal: Assess'
Walk as Customer (EVALUATOR · guided)
CUSTOMER · EVALUATOR — assessor-led mode
Read-only view of the consultant's work. RACI, schedule, evidence requests. Customer signs at the QA gate before report delivery.
Hotkey
⌘K · 'Portal: Assess'
Walk as Customer (PILOT)
CUSTOMER · PILOT — uploading sample data to preview output
Sandboxed CSV/XLSX upload — wraps /assessment/benchmark + the demo-tenant pattern. Shows what the platform output looks like on their own data.
Hotkey
⌘K · 'Portal: Pilot'
Walk as Customer (PRODUCTION)
CUSTOMER · PRODUCTION — connector cutover
Wraps /platform/setup — the existing 10-step wizard. PRODUCTION-stage only. Ties their existing systems into the appliance.
Hotkey
⌘K · 'Portal: Connect'
Why this exists
Patrick's principle (2026-05-14): every persona reaches what they want in ≤2 clicks, with no help, with no clutter. This page lets you walk each lens and validate that the principle holds. See docs/AARP_NAVIGATION_2CLICK.md for the audit.