PORTFOLIO DEMONSTRATION / 2026
Onboarding System
Demo scenario: a step-by-step client onboarding and account-setup dashboard for new FenceOS accounts.
The challenge
Demo scenario: onboarding a new client involved a long manual checklist tracked in a spreadsheet, easy to lose track of mid-setup.
The approach
Demo scenario: a guided dashboard walks new accounts through setup steps in order, with progress saved and visible to both the client and the internal team.
What’s inside
- Guided
- ordered setup checklist
- Shared progress view for client and internal team
- Same data model this portfolio's Automation Lab uses for the Client Onboarding workflow
A closer look
