Monthly active users
35 / 10,000
0.35% of 2026 deployment target
Active applications
4
ActOne XSE · DataIQ · AML/Fraud · XS Portal
Applications — active (4)
✓
Host Kickoff with App Team
Done
✓
Conduct Use Case Discovery Workshop
Done
✓
Priority Business Outcome is Defined
Done
✓
Define Pendo Implementation Plan & Timelines
Done
✓
Install Complete - Lower Environment
Done
✓
Review and Confirm Install
Done
✓
Install Complete - Production Environment
Done
✓
Record Installation Details in Implementation Overview Document
Done
✓
Enable on Pendo Page and Feature Tagging
Done
Create Tagging to Track Workflows Related to Business Outcome In progress
1 Jul – 18 Sep
Enable on Pendo Analytics
13 Sep – 25 Sep
Establish Baselines in Pendo
28 Sep – 21 Oct
Build Pendo Reporting and Dashboards Using Analytics
14 Sep – 6 Oct
Enable on Pendo Guides
5 Oct – 23 Oct
Build Guide Themes and Layouts, as Needed
26 Oct – 30 Oct
Guides to Influence Business Outcome are Built and Deployed
2 Nov – 13 Nov
Impact of Guides is Measured
16 Nov
Future Iterations and Use Cases are Identified
17 Nov
✓
Host Kickoff with App Team
Done
✓
Conduct Use Case Discovery Workshop
Done
✓
Priority Business Outcome is Defined
Done
✓
Define Pendo Implementation Plan & Timelines
Done
✓
Implementation Plan Approved by App Team
Done
✓
Review and Confirm Install
Done
✓
Install Complete - Lower Environment
Done
✓
Install Complete - Production Environment
Done
✓
Enable on Pendo Page and Feature Tagging
Done
✓
Create Tagging to Track Workflows Related to Business Outcome
Done
✓
Enable on Pendo Analytics
Done
Establish Baselines in Pendo In progress
27 Jul – 31 Jul
Build Pendo Reporting and Dashboards Using Analytics In progress
25 Aug – 11 Sep
✓
Enable on Pendo Guides
Done
Build Guide Themes and Layouts, as Needed In progress
18 Aug – 31 Aug
Impact of Guides is Measured
11 Sep
Future Iterations and Use Cases are Identified
27 Sep – 9 Oct
✓
Host Kickoff with App Team
Done
✓
Conduct Use Case Discovery Workshop
Done
✓
Priority Business Outcome is Defined
Done
✓
Define Pendo Implementation Plan & Timelines
Done
✓
Enable on Pendo Page and Feature Tagging
Done
Create Tagging to Track Workflows Related to Business Outcome In progress
9 Jul – 4 Sep
Enable on Pendo Analytics
7 Sep – 18 Sep
Establish Baselines in Pendo
21 Sep
Build Pendo Reporting and Dashboards Using Analytics
22 Sep
Enable on Pendo Guides
23 Sep – 2 Oct
Build Guide Themes and Layouts, as Needed
27 Jul
Guides to Influence Business Outcome are Built and Deployed
5 Aug
Impact of Guides is Measured
7 Sep
Future Iterations and Use Cases are Identified
TBD
✓
Host Kickoff with App Team
Done
Use Case Identified NEXT
TBD
✓
Install Complete - Lower Environment
Done
Review and Confirm Install
31 Aug – 11 Sep
Install Complete - Production Environment
11 Sep – 30 Sep
Enable on Pendo Page and Feature Tagging
21 Sep – 2 Oct
Create Tagging to Track Workflows Related to Business Outcome
5 Oct
Enable on Pendo Analytics
6 Oct
Establish Baselines in Pendo
7 Oct
Build Pendo Reporting and Dashboards Using Analytics
8 Oct
Enable on Pendo Guides
6 Oct – 16 Oct
Build Guide Themes and Layouts, as Needed
22 Oct – 5 Nov
Guides to Influence Business Outcome are Built and Deployed
5 Nov – 27 Nov
Impact of Guides is Measured
30 Nov
Future Iterations and Use Cases are Identified
30 Nov
Center of excellence
✓
Host COE Kickoff Call
Done
✓
Draft Initial COE Charter
Done
✓
Create a Shared Space in Confluence
Done
Establish Pendo Naming Conventions and Product Areas
2 Sep – 30 Sep
✓
Document installation process
Done
Create Guide Themes and Layouts
9 Oct – 31 Oct
Establish Guide Intake, Review, and Publishing Process
1 Oct – 31 Oct
Define Analytics Governance: Dashboard Templates, Requirements, & Reporting Cadence
25 Sep – 16 Oct
Document Tagging Processes and Best Practices
2 Sep – 30 Sep
Define Process for Measuring, Documenting, and Communicating Use Case Success Criteria and Results
9 Oct – 15 Oct
Define Process for Sharing Learnings & Insights Within & Across Teams
9 Oct – 15 Oct
Establish COE Cadence
13 Nov – 10 Dec
Establish Pendo Maintenance Process, Requirements, & Cadence
13 Nov – 10 Dec
Finalize & Publish Resources, Governance, & Playbooks
13 Nov – 10 Dec
Revise COE Charter as Needed
13 Nov – 10 Dec