Client Onboarding
Onboarding pipeline and progress tracker
Active Onboardings
5
Avg Days to Go-Live
45d
Completed This Month
2
Pending Steps
8
Discovery1
Müller Automotive
goldStarted Mar 15Tech: Alex Rivera
Phase progress90%
✓Needs assessment interview
✓Network topology documented
✓Risk assessment report
Proposal signed off
3/4 done
Setup1
Streamline Health
goldStarted Mar 5Tech: Jordan Mills
Phase progress80%
✓Initial kickoff completed
✓Hardware inventory submitted
✓HIPAA policies configured
Staff user accounts created
3/4 done
Integration1
Nexus Financial
platinumStarted Mar 1Tech: Alex Rivera
Phase progress65%
✓Network discovery scan
✓AD integration configured
Endpoint agent deployed
Monitoring dashboards live
2/4 done
Training1
Blackwell Partners
platinumStarted Mar 10Tech: Casey Park
Phase progress40%
✓Platform walkthrough — IT team
Admin training session
End-user training session
Documentation delivered
1/4 done
Go-Live1
Ruiz Innovations
silverStarted Feb 15Tech: Jordan Mills
Phase progress95%
✓All systems connected
✓Monitoring alerts configured
✓SLA baseline established
Handover call completed
3/4 done