Advisory Engagement

Pendo Center of Excellence Accelerator

Without shared governance, every team runs Pendo their own way. Standards fragment. Guides go live without review. Nobody owns the data. A Center of Excellence fixes that.

Balboa's Pendo Center of Excellence Accelerator is an 8-week advisory engagement designed to guide your team in building, launching, or improving your Pendo CoE.

How It Works

1

Phase 1 · Week 1–2

Initiate

Assess current state, close governance gaps, and assemble the right team at the enterprise and application level.

Current State Assessment CoE Charter Org Chart & RACI
2

Phase 2 · Week 3–4

Design & Build

Co-build governance, standards, and operating model through facilitated workshops. We bring the templates; you shape them to fit.

Governance Model Operating Model & Comm Plan Naming Conventions Guide Approval Workflow Metadata Standards SOPs & Process Flows
3

Phase 3 · Week 5–7

Pilot & Coach

Run one app team through the full CoE process. We shadow, give real-time feedback, and coach each role group until they're operating independently.

Role-Based Coaching Sessions Onboarding Playbook Pilot Retrospective
4

Phase 4 · Week 8

Transition

Hand off a self-service resource hub for future app teams, plus a scheduled post-engagement check-in.

Self-Service Resource Hub Executive Summary Post-Engagement Check-In

What You Get

4

Governance Tools

Operating model, RACI, charter, and comm plan your team owns

5+

Tailored Standards Guides

Naming conventions, guide workflow, metadata standards, and SOPs

2

Live Pilot Apps

Up to 2 app teams coached through the full CoE process end to end

1

Scaling Playbook

Self-service resource hub for onboarding every app team that follows

The CoE Succeeds When

  • Enterprise Pendo standards are established
  • The CoE is operational — roles staffed, meetings running
  • App teams are trained and self-sufficient
  • Your team can scale Pendo to new apps independently

Who This Is For

  • Pendo deployed across multiple teams or apps
  • Scaling usage or onboarding new app teams
  • Preparing for renewal with governance maturity
  • Existing CoE that needs a structured refresh

Why Balboa

Balboa is a Pendo Certified Partner. We've helped both large and small organizations alike stand up a Center of Excellence. We go beyond advisory to help build the governance model, coach your teams through it, and hand off a system that runs without us.

Pendo

Pendo Impact Partner of the Year

2026

$25,000

Fixed Fee

8-week engagement

Senior consultant + Pendo architect. Deliverable-based scope for up to two applications.

Custom packages available for organizations with more complex needs.

Ready to get started?

Stand up a Pendo Center of Excellence in less than 8 weeks. Fixed scope, fixed fee, true governance from day one.