Ravi Patel, Customer Admin

Helix Surgical

Device manufacturer (surgical robotics) · Munich, DE

InvitedPart II Not started

Overview

Part I completion

8%

8%

step 1 of 9

Blocking findings

3

0 advisory open

Ecosystems selected

Locked

0%

opens at Customer active

Access assignments

0

0%

none yet

Onboarding journey

Case OBC-1101 · opened 24 Aug 2026 · Noor Haddad · step 1 of 9

  1. Initiate and verify (current phase)Step 1
  2. Establish organization (pending)Step 2
  3. Configure trust posture (pending)Step 3
  4. Build company presence (pending)Step 4
  5. Define catalog (pending)Step 5
  6. Preview and validate (pending)Step 6
  7. Review and approve (pending)Step 7
  8. Activate and publish (pending)Step 8
  9. Operate and govern (pending)Step 9

3 blocking findings hold step 1

Activation waits until every blocking rule passes. Review

Open blockers

Blocked
Primary domain verification pending (DNS TXT not yet observed)Tendai Osei · 24 Aug 2026
Blocked
Primary contact invitation not yet accepted (reminder day 2 sent 26 Aug)Noor Haddad · 26 Aug 2026
Blocked
Tenant decision pending: dedicated tenant requested for EU residency and independent contractNoor Haddad · 25 Aug 2026
Blocked

Owners and relationship

Customer Success
Noor Haddad
Account owner
Felix Grant
Implementation lead
Unassigned
Support tier
Premier (proposed)

Recent decisions

  1. Onboarding case opened from CRM opportunityIdempotent create (key CRM-ACC-91544); duplicate scan returned no verified-identifier match.Noor Haddad · DEC-0301