Implementation & PSA
Project management and professional-services automation for high-touch delivery.
Rocketlane
An agentic professional-services automation platform for managing projects, resources, time, financials and customer delivery in one system.
GUIDEcx
An enterprise customer-onboarding platform for dependency-led projects, customer portals, program management and resource operations.
monday.com
A general work management platform that many teams use to track onboarding internally – with the customer-facing side of onboarding left to guests, forms and email.
Frequently asked questions
What is PSA software in onboarding?
PSA (professional services automation) software runs onboarding as a staffed delivery project: templates, milestones, resourcing, time tracking and billing, plus a customer portal. It suits high-touch, services-led implementations.
Read next
How teams put implementation & psa to work in real onboarding.
- Alternatives · 7 min readRocketlane alternatives in 2026: the 4 tools worth evaluatingThe four Rocketlane alternatives worth evaluating in 2026: Valuecase for customer-facing onboarding workspaces, GUIDEcx for governed implementation programs, and Certinia or Kantata for teams that need a deeper professional-services platform.
- Comparison · 8 min readOnboarding workspaces vs. project tools: which do you actually need?Choose an onboarding workspace when the shared customer experience is the priority. Choose a project or PSA tool when internal delivery operations are the priority.
- Guide · 13 min readHow to build a customer onboarding process that actually worksMost onboarding processes are designed for the company, not the customer. A framework for designing one that gets customers to value faster, with fewer drop-offs and less manual chasing.