Implementation tracker

Guide Migration · Data in/Out · three priority applications · Center of excellence

11 Aug 2026
Applications — active (3)
Staffology Payroll
To Do
0 of 21 tasks complete 0%
Started: 3 Aug 2026
Due: 30 Nov 2026
Host Kickoff with App Team NEXT TBD
Install Completed 0 of 4 complete
Install Complete - Lower Environment TBD
Install Complete - Production Environment TBD
Review and Confirm Install TBD
Record Installation Details in Implementation Overview Document TBD
Use Case Identified 0 of 4 complete
Conduct Use Case Discovery Workshop TBD
Priority Business Outcome is Defined TBD
Define Pendo Implementation Plan & Timelines TBD
Implementation Plan Approved by App Team TBD
Operationally Ready 0 of 7 complete
Enable on Pendo Page and Feature Tagging TBD
Create Tagging to Track Workflows Related to Business Outcome TBD
Enable on Pendo Analytics TBD
Establish Baselines in Pendo TBD
Build Pendo Reporting and Dashboards Using Analytics TBD
Enable on Pendo Guides TBD
Build Guide Themes and Layouts, as Needed TBD
Experience Activated 0 of 2 complete
Build Guide Themes and Layouts, as Needed TBD
Guides to Influence Business Outcome are Built and Deployed TBD
Outcomes Measured 0 of 3 complete
Impact of Guides is Measured TBD
Services Closeout Call Completed with App Team TBD
Future Iterations and Use Cases are Identified TBD
IRIS Elements
To Do
0 of 21 tasks complete 0%
Started: 12 Aug 2026
Due: 12 Aug 2026
Host Kickoff with App Team NEXT TBD
Install Completed 0 of 4 complete
Install Complete - Lower Environment TBD
Install Complete - Production Environment TBD
Review and Confirm Install TBD
Record Installation Details in Implementation Overview Document TBD
Use Case Identified 0 of 4 complete
Conduct Use Case Discovery Workshop TBD
Priority Business Outcome is Defined TBD
Define Pendo Implementation Plan & Timelines TBD
Implementation Plan Approved by App Team TBD
Operationally Ready 0 of 7 complete
Enable on Pendo Page and Feature Tagging TBD
Create Tagging to Track Workflows Related to Business Outcome TBD
Enable on Pendo Analytics TBD
Establish Baselines in Pendo TBD
Build Pendo Reporting and Dashboards Using Analytics TBD
Enable on Pendo Guides TBD
Build Guide Themes and Layouts, as Needed TBD
Experience Activated 0 of 2 complete
Build Guide Themes and Layouts, as Needed TBD
Guides to Influence Business Outcome are Built and Deployed TBD
Outcomes Measured 0 of 3 complete
Impact of Guides is Measured TBD
Services Closeout Call Completed with App Team TBD
Future Iterations and Use Cases are Identified TBD
IAS
To Do
0 of 21 tasks complete 0%
Started: 12 Aug 2026
Due: 12 Aug 2026
Host Kickoff with App Team NEXT TBD
Install Completed 0 of 4 complete
Install Complete - Lower Environment TBD
Install Complete - Production Environment TBD
Review and Confirm Install TBD
Record Installation Details in Implementation Overview Document TBD
Use Case Identified 0 of 4 complete
Conduct Use Case Discovery Workshop TBD
Priority Business Outcome is Defined TBD
Define Pendo Implementation Plan & Timelines TBD
Implementation Plan Approved by App Team TBD
Operationally Ready 0 of 7 complete
Enable on Pendo Page and Feature Tagging TBD
Create Tagging to Track Workflows Related to Business Outcome TBD
Enable on Pendo Analytics TBD
Establish Baselines in Pendo TBD
Build Pendo Reporting and Dashboards Using Analytics TBD
Enable on Pendo Guides TBD
Build Guide Themes and Layouts, as Needed TBD
Experience Activated 0 of 2 complete
Build Guide Themes and Layouts, as Needed TBD
Guides to Influence Business Outcome are Built and Deployed TBD
Outcomes Measured 0 of 3 complete
Impact of Guides is Measured TBD
Services Closeout Call Completed with App Team TBD
Future Iterations and Use Cases are Identified TBD
Center of excellence
Establish Pendo Center of Excellence
To Do
0 of 22 tasks complete 0%
Started: 8 Sep 2026
Due: 8 Sep 2026
COE Kickoff Completed 0 of 3 complete
Host COE Kickoff Call NEXT 8 Sep
Draft Initial COE Charter 8 Sep
Create a Shared Space for COE Documentation and Processes (SharePoint, G-Drive, etc.) 8 Sep
COE Foundations Completed 0 of 9 complete
Establish Pendo Naming Conventions and Product Areas TBD
Establish Team Member Roles & Responsibilities TBD
Create and Document Standard Segments TBD
Create and Document Metadata Processes TBD
Create Guide Themes and Layouts TBD
Establish Guide Intake, Review, and Publishing Process TBD
Configure Guide Ordering and Throttling TBD
Define Analytics Governance: Dashboard Templates, Requirements, & Reporting Cadence TBD
Document Tagging Processes and Best Practices TBD
Impact Measurement + Insights Completed 0 of 3 complete
Define Process for Measuring, Documenting, and Communicating Use Case Success Criteria and Results TBD
Define Process for Sharing Learnings & Insights Within & Across Teams TBD
Publish Impact Measurement & Insights Resources TBD
Experience Change Control Completed 0 of 1 complete
Once Deployed, Monitor Guide Performance Across App Teams and Use Cases TBD
Sustain and Scale Planning Completed 0 of 6 complete
Complete RACI Framework for Scaled Teams to Leverage TBD
Establish COE Cadence TBD
Establish COE Roadmap TBD
Establish Pendo Maintenance Process, Requirements, & Cadence TBD
Finalize & Publish Resources, Governance, & Playbooks TBD
Revise COE Charter as Needed TBD

Source: Rocketlane project plan · Tasks without dates show as TBD