The first place to start is to capture the current state environment. The Organisation Designer is where most of this happens. For some of it though, you'll use the Add Application wizard. There are five steps to modelling your organisation properly.
Tell cloudstep about the various pieces of infrastructure in your environment. Provide the original purchase date, refresh interval and monthly operating costs for each item.
Teams and Functions are a key part of the model. These tell cloudstep who carries out which tasks using particular applications. You can add your own teams and functions through the Add Wizards or you can select from a series of pre-loaded teams and functions to get setup quicker.
The next step in building the model is to import the list of virtual machines in your ESX environments. This guide shows how to export the information from vCenter and prepare it for upload to cloudstep.
You should use the Add Application wizard to walk through the steps to add an application. The most important thing here is to tell cloudstep how the app is currently deployed. If its on-premises say "On-Premises" so that the Application Designer will show the app and let you drag VMs onto it
The Application Designer will let you associate VMs with your applications by simply dragging and dropping them onto each other. This seems like a slog but its worth it to get the best use out of the Planning Tools in the next step.