edtech

EDTECH

Simple, Safe, and Secure Onboarding for New EdTech Clients

A good EdTech implementation works like a good syllabus: It shows your clients exactly what to expect, clearly outlines everyone’s responsibilities, and keeps them engaged through every step of the process.

GUIDEcx® is an EdTech implementation and onboarding platform that makes it easy to manage and track projects, involve the right stakeholders, and shorten implementation timelines. We do all this while keeping your project information and your customers’ personal information private and secure.

With GUIDEcx, EdTech project managers can unite stakeholders and increase project buy-in by inviting, guiding, and engaging teams throughout the client implementation process.

edtech

GUIDEcx® is an EdTech implementation and onboarding platform that makes it easy to manage and track projects, involve the right stakeholders, and shorten implementation timelines. We do all this while keeping your project information and your customers’ personal information private and secure.

With GUIDEcx, EdTech project managers can unite stakeholders and increase project buy-in by inviting, guiding, and engaging teams throughout the client implementation process.

Ready to shorten timelines and increase engagement? Start a free trial today—no credit card required.

Popular Features for EdTech Projects

easy project access

Easy
Project Access

Users can access their GUIDEcx projects however and wherever they prefer—through the web portal, email, or mobile app—with no login required. Even your least tech-savvy customers can easily get and stay engaged.

group tracking

Group Task
Tracking

Assign a single task to multiple people, including on your customers’ or vendors’ teams, and track when each person has completed their part for increased accountability.

project automation

Project and
Task Automation

Get projects done faster—and increase your capacity to manage more implementations—by automating manual, repetitive actions like project updates, tasks, and reminders. Replicate successful projects and tasks with the template feature.

client visibility

Client
Visibility

End confusion and blame with full transparency into project status, next steps, and go-live date. Unified views—through the web portal, via email, or on the mobile app—help keep everyone engaged and accountable.

guest

Unlimited
Guest Invites

Reduce the time between purchase date and project completion by adding all the right people to the project. You only pay for administrator and project manager licenses. Everyone else is free.

What Our Customers Are Saying on G2

Featured Resources

GUIDEcx is Now Available on the Salesforce AppExchange

We are proud to announce that GUIDEcx is now available on the Salesforce AppExchange. GUIDEcx subscribers can enjoy increased confidence in the quality and security of the managed package, higher visibility before installing and automatic updates within the Salesforce...

Is it Time to Redesign Your Client Onboarding Process? How to Know

You never get a second chance to make a first impression.  The customer onboarding process is the first impression that starts the path toward success or failure. Successful client onboarding will drive customer retention rates, shorten the time it takes the customer...

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