Programme phases (2)
Guides migrated to 5 apps. Other guides were migrated successfully outside GX. Once Pendo installation is confirmed on the remaining apps, we will migrate those guides too.
✓
Migration scope alignment
Done
✓
Tagging Enablement (for product teams)
Done
✓
Guides Polish Enablement
Done
✓
Push all guides out from GX
Done
✓
Polish guides and target them
Done
Test Guides in Stagging In progress
15 Sep – 30 Sep
Remove Gainsight tags NEXT
28 Sep – 30 Sep
Snowflake integration is approved and in flight. We're moving to direct integration rather than a full pipeline build. Dell will follow up when Pendo is ready. Data is flowing from multiple apps, not only Elements and Payroll.
Consultation meetings In progress
20 Aug – 29 Oct
Data Validation NEXT
8 Oct – 29 Oct
Knowledge Transfer
16 Oct – 6 Nov
Applications — active (3)
Analytics enablement went well in live Staffology; the team explored paths, funnels, and dashboards, and will retest segments after scoping eligibility to Staffology Payroll, with processing notes as the leading workflow use case.
✓
Install into Production
Done
✓
Tagging Enablement
Done
✓
Use Case Discovery
Done
✓
Analytics Enablement
Done
Establish Baselines NEXT
9 Oct – 23 Oct
Experience Activated
23 Oct – 6 Nov
Outcomes Measured
26 Oct – 13 Nov
Elements moved from GTM installation to direct snippet installation, with iframe support settings enabled as agreed. While we complete injection of the snippet into Tax so tagging works natively in those frames, the team can continue using the established GTM approach for Tax in the interim; we will confirm once the direct installation is live across both surfaces.
✓
Install Review/ Validation of Pendo Designer
Done
✓
Tagging Enablement
Done
Use Case Discovery NEXT
5 Oct – 16 Oct
Analytics Enablement
12 Oct – 23 Oct
Guides Enablement
19 Oct – 30 Oct
Establish Baselines
21 Oct – 6 Nov
Hands-on Workshops
21 Oct – 6 Nov
Experience Activated
5 Nov – 27 Nov
Outcomes Measured
11 Nov – 27 Nov
The 2 October track event review confirmed 106 events reaching Pendo with no data issues; production is live to a small cohort with wider rollout ahead, and product-area alignment with Elements is the main prep before analytics.
✓
Confirm Track Events
Done
Analytics Enablement NEXT
13 Oct
Establish Baselines
16 Oct – 30 Oct
Outcomes Measured
2 Nov – 13 Nov
Center of excellence
This week we aligned on installation approach and permissions; next we will define the guide creation and approval workflow.
✓
Host COE Kickoff Call
Done
✓
Create a Shared Space for COE Documentation and Processes (Sharepoint)
Done
✓
Draft Initial COE Charter
Done
✓
Document installation processes
Done
✓
Document user roles, permissions, and access request process
Done
✓
Document rollout plan for future applications
Done
✓
Document Tagging Processes and Best Practices
Done
✓
Establish Pendo Naming Conventions
Done
Document onboarding plan for new apps / Pendo users
5 Oct – 23 Oct
✓
Define guide creation and approval workflow
Done
✓
Define roles and responsibilities for change control
Done
Agree how success criteria are measured
20 Oct – 30 Oct
Create reporting template
20 Oct – 30 Oct
Define Dashboard requirements
20 Oct – 30 Oct
Define reporting cadence
20 Oct – 30 Oct
Define success measurement cadence
20 Oct – 30 Oct
Document 6–12 month CoE roadmap
9 Nov – 20 Nov
Establish COE Cadence
9 Nov – 20 Nov
Finalise and publish governance and COE resource library
9 Nov – 20 Nov
Formalise maintenance cadence (audits, governance reviews)
9 Nov – 20 Nov
