Customer Onboarding · 60-Day Implementation

See implementation stall before it becomes churn.

This card shows one new hire’s onboarding board. ETBZ tracks every sign of life, highlights risk early, and tells managers exactly where to step in.

Alex Rivera · VP Ops · DataFlow Day 28 of 60 Verified progress 56% Drift status On track
Employee story
On track
AR
Alex Rivera
VP Operations · DataFlow Inc.
Kickoff Feb 10, 2026 CSM: Rachel · CS Lead

Alex is 28 days in. DataFlow completed technical setup and data migration, and is now in the team rollout phase. One thing is blocking them: SSO integration that has been waiting on DataFlow's IT team for four days.

Phase 1 · Technical Phase 2 · Migration Phase 3 · Rollout Phase 4 · Adoption
Completion
14 / 25
Implementation tasks
Awaiting approval
2
Manager / Buddy
Bingo lines
2
Rewards unlocked
Progress verified 56%
Data migration complete · CS verified accuracy.
Today · “Deliver” category
SSO integration waiting · 4 days blocked by customer IT.
Rule: 72h blocker → CS escalation
Admin training · Completed 2 of 3 admin sessions.
Week 3 · “Network” & “Culture”
60-Day Implementation Board
Grid 5×5 Day 38 Lines 2/5
Column 1 Priority support unlocked
Row C Executive QBR session
Diagonal 1 cell away · extended trial
✓
A1
Technical
Complete technical kickoff and environment provisioning.
Day 1 S Self
✓
A2
Training
Team lunch – meet everyone.
Week 1 P Buddy
✓
A3
Rollout
Open your first pull request – even a tiny fix.
Week 3 A Evidence
•
A4
Rollout
Complete your first user story in the sprint.
Week 6 · in progress S Self
A5
Success
Give a 10‑minute internal tech talk.
Week 10 P Manager
✓
B1
Integration
Complete Nexboard Academy basic course.
Week 1 S Self
✓
B2
Rollout
First code review received and passed.
Today P Buddy
!
B3
Technical
Production environment access granted.
Blocked · 3 days P DevOps
✓
B4
Adoption
1‑on‑1 meetings with three other teams.
Week 4 S Self
B5
Success
Create internal knowledge base article.
Week 9 S Self
✓
C1
Technical
Day‑1 expectations meeting with manager.
Day 1 P Manager
✓
C2
Integration
Shadow a real customer call.
Week 3 S Self
✓
C3
Training
Self‑intro at newcomers ceremony.
Week 4 S Self
✓
C4
Rollout
Fix a bug from the backlog (“free pick”).
Week 4 A PR link
✓
C5
Adoption
Weekly buddy meetings · 4 in a row.
Week 4 P Buddy
✓
D1
Training
Attend first company all‑hands.
Week 2 S Self
✓
D2
Technical
Set up Slack, Jira, GitHub, Figma.
Day 2 S Self
…
D3
Integration
Feature‑flag demo in team meeting.
Manager review P Manager
✓
D4
Success
Positive feedback in code review.
Week 5 P Reviewer
D5
Rollout
Full company rollout — all departments live.
Week 8 S Self
✓
E1
Adoption
First CSM check-in · 30 minutes.
Day 1 S Self
E2
Rollout
Co-building session with solutions engineer.
Week 7 P Senior
•
E3
Integration
Learn CloudSync architecture — integrations map.
Week 6 · in progress S Self
E4
Training
Submit product feedback via portal.
Week 10 S Self
E5
Success
60-day review · ROI and renewal planning.
Week 13 P Manager
Done
Active
Awaiting approval
Blocked
Re‑plan
Meta‑actions
Configured once · reused across programs

Click a cell on the board to see what Noah can report – and how ETBZ reacts. We'll start with Production access as an example.

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