Follow structured stages, ownership, and handoffs so each customer implementation stays consistent.
OPTIONAL SOFTWARE · PRICED SEPARATELY
OnboardingIQ
Software that helps implementation owners run the agreed customer-onboarding process in live work—see status, surface blockers, assign actions, and track resolution.
PDL consulting can work with suitable tools you already use. OnboardingIQ is selected where it is the right fit for the operating model you need—not a required purchase.
What it helps teams do
Make governed onboarding work executable day to day
OnboardingIQ gives delivery teams a shared place to follow defined stages, keep governed guidance in context, and produce the operational signals leaders need—without replacing your CRM or other systems of record.
Identify exceptions early, assign clear owners, and track resolution before customers escalate.
Surface progress, risk, and completion measures that support leadership visibility and improvement decisions.
Illustrative workflow
From blocker to resolution
Example based on product capabilities described for OnboardingIQ (status, exceptions/blockers, ownership, and operational measures). Not a product screenshot.
-
1 · Spot it
Implementation owner sees a blocker
A customer implementation stalls—for example, a required configuration decision is overdue. The exception appears on the operational view with context.
-
2 · Assign it
Action is owned
The owner assigns a concrete next action to the right role, with stage and knowledge guidance available in the same workflow context.
-
3 · Resolve & learn
Resolution is tracked
Completion updates status and risk signals. The evidence remains available so the team can improve the process—not only close the ticket.
Executable, observable, and improvable—when teams use the evidence
EXECUTABLE — Governed work becomes controlled live execution. OBSERVABLE — Live execution produces operational evidence. IMPROVABLE — Evidence supports a disciplined feedback loop.
OnboardingIQ does not automatically improve your process. It creates the execution evidence and signals that make disciplined continual improvement practical.
How it fits your stack
Systems of Record → OnboardingIQ → Operations / BI
OnboardingIQ sits between your existing systems and the people doing onboarding work—synchronizing operational data without replacing systems of record.
Systems of Record
CRM, HRIS, project systems, and other authoritative sources
OnboardingIQ
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
Integrations are scoped per client. Design depends on your systems, master-data ownership, workflow, security, and reporting needs. PDL does not promise universal connectors. Integration and custom development are assessed individually and quoted under a separate Statement of Work.
Operating capabilities
How OnboardingIQ supports the Five Controls
The Five Controls are the operating conditions behind reliable delivery capacity. OnboardingIQ supports them in live work:
Structured templates and guidance team members can execute.
Governed canon embedded in workflow context—trusted 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 evidence to identify, prioritize, and support governed improvements.
OnboardingIQ is purpose-built for customer-onboarding operations. It is not a CRM, generic project tool, LMS, or stand-alone AI 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. Subscription is priced separately from consulting.
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.
Start with evidence. Decide on software separately.
Take the free Delivery Capacity Assessment. If you engage PDL, the operating model can run in suitable existing tools or—where appropriate—in OnboardingIQ.