Structured templates and guidance any team member can execute.
THE OPERATING LAYER
OnboardingIQ
OnboardingIQ is the operating layer between your systems of record and the people doing SaaS customer onboarding and implementation work.
PDL builds the customer-onboarding operating system. OnboardingIQ makes that operating system executable across implementation workflows—observable through live execution data, and improvable in live customer work.
PDL builds the customer-onboarding operating system. OnboardingIQ makes it executable, observable and improvable.
EXECUTABLE — Governed work becomes controlled live execution. OBSERVABLE — Live execution produces operational evidence. IMPROVABLE — Evidence creates a disciplined feedback loop.
Important distinction. OnboardingIQ does not automatically perform continual improvement. It creates the execution evidence, signals, governance context and feedback loop that make disciplined continual improvement possible.
Integration architecture
Systems of Record → OnboardingIQ → Operations / BI
OnboardingIQ sits between your existing systems and the people doing onboarding work — synchronizing operational data without replacing your systems of record.
Systems of Record
CRM, HRIS, project systems, and other authoritative sources
OnboardingIQ
The operating layer for customer-onboarding work
Operations / BI
Dashboards, BI, and leadership reporting
Data flowing into OnboardingIQ
- Customers and customer reference data
- Staff, roles, and assignments
- Projects and implementations
- Products and other agreed operational reference data
Data flowing out of OnboardingIQ
- Onboarding status and milestones
- Task and completion information
- Exceptions, blockers, and risk signals
- Operational measures for dashboards and BI
Bidirectional where appropriate. Integration design is determined by your systems, ownership of master data, workflow requirements, security model, and reporting needs. PDL does not promise universal integrations or prebuilt connectors. Integration requirements are assessed individually and quoted under a separate Statement of Work.
Operating capabilities
How OnboardingIQ supports the Five Controls
Governed canon embedded in workflow context — trusted operating knowledge where work happens.
Defined delivery workflows with clear stages, ownership, and handoffs.
Operational dashboard and measures that reveal progress, risk, and emerging customer impact.
Feedback from live execution creates the evidence needed to identify, prioritize and support governed system improvements.
What OnboardingIQ is not
OnboardingIQ is not generic project management software, a CRM, an LMS, knowledge management software, or another AI-powered SaaS platform.
- Not a CRM or sales system
- Not project management software
- Not a learning management system
- Not a generic AI-powered SaaS platform
Subscription model
One platform. Sized to your team.
Every plan includes the complete OnboardingIQ platform. Foundation, Growth, and Scale differ only by included user count. There is no feature gating by plan.
Foundation
Up to 10 users
Complete platform. No feature restrictions.
Growth
Up to 25 users
Complete platform. No feature restrictions.
Scale
Up to 50 users
Complete platform. No feature restrictions.
Enterprise
50+ users or complex environments
Complete platform. Commercial terms quoted to reflect scale and cost-to-serve.
Integrations and custom development are not included in the standard OnboardingIQ subscription. Requirements are assessed individually and quoted under a separate Statement of Work.
Where process and canon are already mature, some organizations qualify for OnboardingIQ directly rather than a full operating-model rebuild.
Build the operating system. Make it executable in live work.
The Delivery Capacity Assessment establishes where delivery control is breaking down — no charge. PDL builds the operating system through the 90-Day Implementation. OnboardingIQ makes that system executable, observable and improvable in live customer work.