Getting started

Bring one real process.
Find the fit by doing.

Use the sandbox to explore your model and workflows. Build confidence through a bounded evaluation before expanding the scope.

01

Choose one meaningful process.

Pick a process with a clear start, an accountable decision, and evidence you can inspect. A material receipt, a production step, or an inspection is a better first scope than the entire organization.

You should leave withA bounded intended use, owner, and success measure.
02

Start with a template or your own model.

Open the sandbox and choose a relevant starting point. Review the record types, fields, relationships, terminology, and rules with the people who do the work.

You should leave withA workspace model your team recognizes.
03

Author the operating content.

Create specific material, instruction, specification, and procedure records under the published types. Keep type configuration distinct from the content in those records.

You should leave withSample records and an approved-source scenario to exercise.
04

Try the difficult paths.

Run the expected flow, then introduce a missing attachment, a held input, an out-of-range observation, and a user without approval authority. Check the resulting behavior and explanation.

You should leave withEvidence of the behavior you need, including blocked paths.
05

Review the surrounding operation.

Map external systems, source ownership, migration, permissions, training, and assurance needs. Agree how work performed outside Helix will be represented and checked.

You should leave withA concrete deployment scope and division of responsibilities.
06

Decide how to proceed.

Keep exploring in the free sandbox, choose a plan, or schedule a consultation. Before production use, complete the configuration review, verification, training, and acceptance required by your organization.

You should leave withAn informed next step, with an accountable go-live decision.
Help when you need it

Make the conversation specific.

Show us the process, the systems around it, and the decision you need the evaluation to support.

Questions & answers

A focused start, with room to grow.

Your next step

Your workspace is the place to start.

Choose a template, shape your workspace, and try the work for yourself. The sandbox is free forever.

Try for yourself Explore plans & pricing