IRIS × Pendo – Implementation Tracker

Programme phases (2)

Guide Migration

In Progress

1 of 5 tasks complete 20%

Started: 13 Aug 2026

Due: 30 Sep 2026

✓

Migration scope alignment Done

Migration work NEXT 13 Aug – 28 Aug

Polish guides and target them 15 Sep – 30 Sep

Guides Enablement 7 Sep – 18 Sep

Tagging Enablement 1 Sep – 11 Sep

Data in / Out

In Progress

1 of 4 tasks complete 25%

Started: 17 Aug 2026

Due: 9 Oct 2026

✓

Kickoff Call Done

Consultation meetings NEXT 20 Aug – 30 Sep

Data Validation 15 Sep – 30 Sep

Knowledge Transfer 14 Sep – 9 Oct

Applications — active (3)

Staffology Payroll

In Progress

0 of 10 tasks complete 0%

Started: 20 Aug 2026

Due: 30 Nov 2026

Install Review NEXT 24 Aug

Tagging Enablement 31 Aug – 4 Sep

Guides Enablement 7 Sep – 11 Sep

Use Case Discovery 5 Oct

Hands-on Workshops 31 Aug – 30 Nov

Analytics Enablement 14 Sep – 18 Sep

Establish Baselines 5 Oct

Experience Activated 5 Oct – 30 Nov

Outcomes Measured 5 Oct – 30 Nov

Install into Production 20 Aug

IRIS Elements

In Progress

1 of 10 tasks complete 10%

Started: 11 Aug 2026

Due: 30 Nov 2026

✓

Install completed Done

Install Review NEXT 17 Aug – 20 Aug

Tagging Enablement 24 Aug – 28 Aug

Guides Enablement 31 Aug – 4 Sep

Use Case Discovery 5 Oct

Hands-on Workshops 24 Aug – 30 Nov

Analytics Enablement 7 Sep – 11 Sep

Establish Baselines 5 Oct

Experience Activated 5 Oct – 30 Nov

Outcomes Measured 5 Oct – 30 Nov

IAS

In Progress

1 of 7 tasks complete 14%

Started: 18 Aug 2026

Due: 30 Nov 2026

✓

Install Planning Done

Install Review NEXT 24 Aug – 11 Sep

Establish Baselines 14 Sep – 18 Sep

Use Case Discovery 14 Sep – 18 Sep

Analytics Enablement 21 Sep – 9 Oct

Build Dashboards 12 Oct – 30 Nov

Install Completed TBD

Center of excellence

Establish Pendo Center of Excellence

To Do

0 of 20 tasks complete 0%

Started: 8 Sep 2026

Due: 13 Nov 2026

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

Establish Pendo Naming Conventions and Product Areas 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

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

Once Deployed, Monitor Guide Performance Across App Teams and Use Cases 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

Implementation tracker