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Join the Future of Onboarding with GUIDE 2.0

Built from the ground up to improve performance and increase efficiency.

Let’s Talk 2.0

The Only Platform That Moves as Fast as You Do

Stop reacting to delays and start preventing them. GUIDE 2.0 is a complete transformation designed with two goals in mind: improve performance and increase efficiency. By migrating to 2.0, you get lightning-fast load times and AI-driven project coaching that ensures your team stays ahead of every deadline. 

Our engineering and product teams are focusing 100% of their energy on 2.0 to ensure you have the most secure, stable, and feature-rich experience possible.

Why You’ll Love GUIDE 2.0

Lightning-Fast Performance

Experience a seamless interface and significantly reduced load times that keep up with your workflow.

50% Fewer Clicks

We’ve streamlined your day-to-day activities, making navigating, editing, and executing easier than ever with half the manual effort.

Centralized Project Hub

Give every user an immediate snapshot of their highest priorities to move projects forward instantly from the all-new home page.

Flag Risks

Flag risks across your entire portfolio the moment a project shows signs of slipping with real-time, actionable project warnings.

Fix Risks

Fix risks with an RAG Agentic Coach, an AI Agent that assigns Red, Amber, or Green scores based on real-time data, providing contextual mitigation plans to coach your team.

Make Better Decisions

Make more informed decisions and seamlessly identify the best candidates for project tasks with a stack-ranked list based on a match score.

See more about the 100+ Improvements we’ve made to 2.0

Ready to See the Difference?

Migration is simpler than you think. Schedule a 15-minute sync with Customer Success to align on your goals, and we will kick off the process by migrating your templates for you!

Let’s Talk 2.0

Frequently Asked Questions

Everything you need to know about GUIDE 2.0.

You can experience the smarter, faster version of GUIDEcx by selecting “Try 2.0” in the product banner within GUIDEcx.

The first thing you should do is migrate your project templates, then you can use one of them to create a new project in GUIDE 2.0 and see the improvements for yourself! 

1. Go to the templates page in GUIDE 2.0

2. Click on “Migrate Templates” in the top right corner 

3. Select the templates you would like to migrate

4. Click “Migrate”

The best experience for you and your customers is to finish active projects in GUIDE 1.0 and create new projects in GUIDE 2.0.

We’ve streamlined daily activities to require 50% fewer clicks. Navigating, editing, and executing tasks now takes half the manual effort.

The RAG agentic Coach is an AI-powered assistant that assigns Red, Amber, or Green scores to your projects based on real-time data. It then provides contextual mitigation plans to coach your team on how to fix risks before they become problems.

In GUIDE 2.0 you will experience significantly reduced load time, zero-lag navigation, and a seamless interface across the entire platform.