Connecting multiple PMO templates
Hello - Has anyone amalgamated the Client Implementation template with the Customer Onboarding template? They both have areas that would be helpful as one template/dashboard, or having them as separate but still linked somehow.
Thanks for your help!
Answers
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Great question! Customer Onboarding and Client Implementation often represent two phases of the same journey—onboarding typically comes first, covering account setup, introductions, and initial training. In contrast, implementation focuses on actual delivery, like configuration, integration, and go-live. Integrating the two can create a seamless experience for both teams and customers.
Though I am not so familiar with those templates, here are a few integration ideas that can be applied to any kind of templates:
- Combined Gantt Report
I created a report pulling rows from both templates. To unify the view:- I standardized column names (e.g., changed “At Risk?” in the Implementation Timeline sheet to “At Risk”, and “Internal Owner” in the Onboarding sheet to “Assigned To”).
- I aligned cell formatting to ensure similar fields appear consistently.
- I added a “Parent” checkbox column with the formula
=COUNT(CHILDREN()) > 0to show only parent rows for a cleaner overview. - I added a “Breadcrumbs” column with
=JOIN(ANCESTORS([Task Name]@row), "> ")to display task hierarchy. - In the report, I filtered by Parent = checked and grouped by sheet name, changing the Onboarding sheet's name to add "_" in front to come to the top.
- Combined Dashboard Navigation
I built a summary dashboard with:- Shortcut widgets at the top for quick access to each dashboard.
- Web Content widgets using the published embed code of each individual dashboard (for demo purposes).
- On each individual dashboard, I also added shortcuts back to the combined view to ensure smooth navigation.
(In actual use, it’s better to use the real dashboard links rather than public embed codes.)
This setup helped stakeholders get both a high-level and detailed view of onboarding and implementation progress—without toggling between unrelated sheets.
- Combined Gantt Report
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@jmyzk_cloudsmart_jp thank you so much! I will give this a try and see how it all lands. I appreciate it!
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Happy to help!😁
