Challenge
Streamlining the complex onboarding lifecycle of B2B school acquisitions across multiple departments with differing operational needs.
Full Stack · Office · Internal
OnboardIQ - B2B Onboarding Platform
OnboardIQ serves as the central hub for managing B2B school acquisitions, registrations, training lifecycles, and book deliveries. It features a dual-pane workspace, real-time alerts, and a dynamic School Health score to monitor account readiness. The platform automates task provisioning and provides role-based access for Executive Admins, Sales, Operations, CS, and Logistics teams to ensure a smooth onboarding process.
Solution
Developed a centralized platform featuring a dual-pane details console, automated task generation, strike protocols for scheduling, and dynamic health scoring.
Outcome
Improved operational transparency and reduced onboarding friction across Sales, Operations, and Customer Success teams.