How to Create a New Maturity Assessment
This guide walks you through the process of initializing a new maturity assessment within the platform Gradum.io. By following these steps, you can select specific industry frameworks (such as SOC-CMM, SOC360), define the scope of your audit, and set target maturity goals to benchmark your organization's maturity posture against the desired standard or regulation.
Prerequisites
- You must be logged into your User Dashboard.
- Ensure you have sufficient "Assessment Quota" available in your subscription plan.
Step-by-Step Guide
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Initiate the Assessment
From your main dashboard, locate and click the purple New assessment button in the top right corner. A pop-up window will appear confirming your remaining quota; click Create Assessment to proceed. -
Select Your Model
You will be taken to the "Model Selection" step.- Assessment Details: Enter a unique Assessment Name (e.g., "Annual SOC Assessment") and a brief Description to help identify this project later. You may also add a Client Name if applicable.
- Select Assessment Model: Use the search bar or scroll through the list to find the framework that fits your needs (e.g., SOC Capability Maturity Model (SOC-CMM)). Click the radio button next to your choice and then click Next.
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Configure General Information
Provide core context for the assessment to ensure accurate reporting.- Core Information: Select the Date of assessment and enter the Name of Assessor.
- Business Information: Fill in details such as Departments Assessed, Purpose of assessment, and Scope.
- Select your Business size, Industry, and operational details like SOC years in operation and SOC team size.
- Click Next to continue.
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Exclude Sections (Optional)
Customize the assessment to fit your specific environment by removing irrelevant topics.- Review the list of domains (People, Processes, Technology, etc.).
- Click the arrow icon to expand a category (e.g., Technology) to see specific sub-categories.
- Check the box next to any item you wish to exclude (e.g., User and Entity Behavior Analytics (UEBA)). Excluded sections will not be part of the scoring.
- Click Next.
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Set Target Levels
Define the desired maturity goals for each domain to measure your current performance against.- For each category (e.g., Risk Integration), click the dropdown menu on the right.
- Select the target maturity level, such as Managed (2), Defined (3), or Quantitatively Managed (4).
- Click Next once all targets are set.
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AI Configuration & Finalization
- Toggle the AI-supported Improvement suggestions enabled switch if you want the system to provide tailored recommendations based on your results.
- Click the Create Assessment button to finalize the setup.
Tips / Outcome
After clicking create, you will see a "Loading assessment data" screen followed by a success message. You will be automatically redirected to the Assessment Details page for your new project, where you can verify the progress is at 0% and begin answering the assessment questions.
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