For implementation teams
Keep complex implementations moving, with ownership on every task
Configuration, data migration, integrations, training — each a tracked task with a clear owner and a due date, visible to the client.
Tasks · Setup
Configure SSO
ClientAdminComplete company profile
ClientAdminProvision staging environment
CSMEveryoneRead-only — managed by your CSM
Invite your team
ClientEnd userWithout a shared onboarding plan
- Implementation plans live in a doc that goes stale after week one
- Blocked tasks sit unnoticed because the client owes you an input
- Go-live slips with no clear record of what's outstanding
- Status meetings exist mainly to reconstruct where things stand
With livegoal
- A live phase plan both sides update as work completes
- Client-owned tasks are explicit, with due dates the client can see
- Overdue phases and tasks are flagged automatically
- A go-live phase with a real checklist and a clear finish line
What implementation teams need
Client-vs-team task ownership
Every task is assigned to the client or your team, so a blocked dependency is obvious.
Overdue flagging
Phases and tasks past their due date are flagged on the timeline for both sides.
Phase management
Add, edit, reorder, and block phases as the shape of an implementation changes.
Risk Alerts
Stalled projects surface from real signals — days since activity, overdue-task ratio, go-live slippage.
Go-live: an actual finish line
Overdue tasks and stalled phases are flagged automatically — so go-live isn't just a target, it's the point you actually reach.
Frequently asked questions
Can we customize the phases per project?
Yes. Start from a template, then add, edit, reorder, or block phases on any individual project as its scope evolves.
How do we handle tasks the client keeps missing?
Client-owned tasks show a due date and an overdue flag in the client's own view, so they act without being chased. Risk Alerts escalate an account that keeps slipping.
Is there a clear end to the project?
Yes. The final phase (typically Go-Live) has its own checklist and completion state, so both sides agree when onboarding is done.