Lanetix extends the Solution Design process into the Customer Onboarding workflow, ensuring that everyone has a consistent understanding of the definition of success. Notification and approval tasks, top-down visibility of the entire process and step-by-step Gantt charts in the Lanetix timeline ensure that nothing falls between the cracks.  When exceptions occur, Lanetix ensures that the proper notifications are secured, so there aren’t any last-minute surprises.

 

  • Onboarding intake wizard
  • Aggregations on insight header
  • Risk and Action log
  • Project Gantt chart view
  • Overview and implementation pages where ALL implementation content and data is stored
  • Conversations to ensure customer information is shared with the team
  • Scrolling through Conversations to show the history
  • Assigning an approval with a notification.

 

 

Key Features