Case study
Onbord Client Onboarding Platform
Onbord was designed to reduce onboarding friction for service businesses by centralizing client tasks, status visibility, and document requests.
Client
Onbord
Industry
B2B SaaS
Timeline
10 weeks
Year
2026
The challenge
Clients were missing onboarding steps across long email threads, creating delays, repeated follow-ups, and inconsistent delivery handoffs.
The solution
Waypoint built a checklist-first SaaS workflow with branded portals, shared status tracking, and role-aware task progression so teams and clients could align from one source of truth.
Business impact
- Reduced onboarding handoff friction through one shared task timeline
- Improved completion consistency with visible checklist ownership
- Enabled consultants to scale onboarding without adding coordination overhead