Case study
Partner onboarding hub
Checklist-driven onboarding, DocuSign handoffs, and Salesforce sync—so partnerships stop stalling in email threads.
Overview
Partner onboarding hub
Scope, timeline, and context—how the work was framed before a single sprint shipped.
A single hub where partner managers track tasks, legal steps, and technical integration status from kickoff to production.
Organization
Cove Health
Duration
11 weeks
Project type
Partner operations portal
Role
Workflow and CRM integrations
Case study
How we got there
From constraint to release: the problem, the approach, the build, and what changed after go-live.
The problem
Onboarding lived in shared drives and Slack; nobody knew which partners were blocked on legal vs. technical work.
The approach
We modeled stages with SLAs, automated reminders, and two-way CRM updates when milestones completed.
The solution
Partners log in for assignments; internal owners see a live pipeline with risk flags before deadlines slip.
Product views
Partner onboarding hub
Interface moments that show hierarchy, density, and polish—the same bar we bring to stakeholder reviews.
Results
The result
Outcomes we optimize for: less manual work, faster decisions, and software that stays trustworthy in production.
Average go-live accelerated, stalled deals surfaced earlier, and executive reviews finally used one chart.
Time to go-live
50% faster
Median partner
Stale deals
−40%
Past SLA without update
CRM accuracy
96%
Stage sync match rate
Next step
Want a build like this?
We scope in milestones, ship in slices, and keep communication crisp—so your roadmap stays honest.