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Start from the dashboard

Click New Blueprint from the Panaptico dashboard. You’ll be asked to describe your implementation intent.

Describe your intent

Tell the Systems Architect what you’re implementing. Be specific about:
  • What systems are involved — “We’re deploying Snowflake with SSO through Okta and data pipelines from our AWS data lake”
  • What the goal is — “Migrate from on-prem SQL Server to Snowflake with zero downtime”
  • What constraints exist — “Must be SOC 2 compliant, production cutover by Q3”
The more context you provide, the more targeted the generated blueprint will be.

Review the generated blueprint

The Systems Architect will:
  1. Connect to your providers and discover your current environment
  2. Generate a systems ontology mapping what exists
  3. Produce a phased implementation checklist
  4. Create architecture diagrams, process flows, and stakeholder maps
  5. Identify risks, gaps, and inferred relationships that need confirmation
The generated blueprint is a starting point. Review inferred mappings (marked with an “Inferred” badge), confirm or flag them, and adjust the checklist to match your actual rollout plan.

Configure the blueprint

After generation, you should:

Confirm system mappings

In the Systems Ontology view, review items marked as “Inferred” and either confirm them or flag them for further review.

Assign ownership

In the Stakeholder Map, review suggested ownership assignments and RACI roles. Fill in any missing ownerships — these will be surfaced as blockers if left unresolved.

Set goals

In the Goals sheet, select applicable success metrics and define target values for tracking.

Review the checklist

In the Implementation Checklist, review task ordering, dependencies, acceptance criteria, and evidence requirements. Add, remove, or reorder tasks as needed.

Start execution

Once your blueprint is configured, begin working through the checklist. See the Executing tasks guide for details.

Next steps

Connecting providers

Set up provider connections for discovery

Executing tasks

Work through the checklist