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CASE STUDY

43%

decrease in onboarding time

Read the Kount story
BUILT-IN REPORTS

Turn data into a diagnostic tool

Integrate with best-in-class BI tooling to track project performance, identify common blockers, improve process efficiency, and ensure every customer’s onboarding is smooth and successful.

Key Features:

  • Project Health
  • Template Analyzer 
  • Status Change Reasons
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CUSTOM DASHBOARDS

Slice, dice, and analyze projects on your terms

Customize layouts and create dashboards with GUIDEreports. Drag & drop from hundreds of charts in our library, or define totally new visualizations from scratch in seconds.

Key Features:

  • GUIDEreports
  • Data Feed
AI GUIDANCE

Unlock data insights with AI

Our AI assistant intelligently guides you through your data analysis with natural-language conversation, contextualized insights, and meaningful visualizations. Get an actionable pulse on business health and the metrics that matter most.

Key Features:

  • AI Chat
  • Dashboard Creation
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CUSTOMER SENTIMENT

Turn customer feedback into better onboarding

Send CSAT surveys to capture feedback throughout onboarding. Understand what’s working, fix issues as they arise, and make improvements that delight customers and strengthen your process.

Key Features:

  • CSAT Survey
  • CSAT Reporting
EMBEDDED ANALYTICS

Take action within your workflows

Inline analytics provide health scores, risk alerts, and mitigation guidance, allowing project managers to make course corrections in real time to prevent project setbacks.

Key Features:

  • RAG Agentic Coach
  • Project Warnings
Warnings
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SCHEDULED INSIGHTS

Bring transparency to onboarding performance

Keep key metrics top of mind and in focus. Set a recurring cadence for email delivery of any report, and set reporting thresholds so you are notified any time a metric falls behind.

Key Features:

  • Dynamic Alerts
  • Scheduled Reports


Meet the New Projects Overview

The fastest way to understand what’s happening across your projects.

See it Live


Get it done with these features

  • Template Analyzer
  • Optimize template performance with real-time insights into efficiency and task flows.
  • Report Builder
  • Customize layouts and create reports in your own analytics environment.
  • CSAT
  • Capture and utilize customer sentiment to improve project outcomes.
  • AI Chat
  • Get an actionable pulse on business health and the metrics that matter most.
  • Project Health
  • Track projects, progress, and pipeline to optimize workflows and maximize revenue. 
  • Status Change Reasons
  • Pinpoint and address the root causes of delays and bottlenecks.
  • RAG Agentic Coach
  • AI-generated project health scores and prescribed mitigation plans.
  • Data Feed
  • Feed reporting data into the systems your team depends on.

Connect AI to Your Onboarding Data

The GUIDEcx Analytics API gives AI agents secure access to onboarding data, project health, timelines, stakeholders, and risk signals through MCP-compatible integrations.

See Advanced Reporting in GUIDEcx

Explore the platform at your own pace and see how your onboarding can be more transparent than ever.

Take a Tour of GUIDEcx


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“The data we’ve been compiling on tasks and overall completion time has provided our Onboarding Lead with valuable insights. This has allowed us to modify and rework our implementation schedule, with the goal of reducing time to Go-Live while improving customer comprehension of the product.”

Kacie Jester | School Pathways CEO