OpsDesk

Context

A B2B startup onboarding around thirty new customers a month. A four-person team handles setup, training and the first invoice.

Problem

Onboarding is tracked in one large shared spreadsheet. Steps get skipped, two people sometimes do the same task, and nobody can tell at a glance which customers are stuck.

What I did

I built an internal web app with a record for each customer, a step-by-step onboarding checklist, an owner and a due date for every step, email reminders, and an overview page for the team lead. Login and roles keep each person focused on their own tasks.

Result

Each customer has a clear status and a clear owner. Overdue steps are flagged automatically, and the team lead sees the whole pipeline on one screen instead of scrolling through rows.