Cloud Coach Ultimate

Project Portfolio Management (PPM) for your advanced business needs

Cloud Coach Ultimate includes and builts on the functionality from Cloud Coach Enterprise by providing the tools you need to prioritize project demand with strategic business objectives, sort into portfolios, do cost vs benefit analysis, and approve the most important projects to your business.

Manage Demand

Intake project requests from the business

Manage your intake
    If you’re like most PMOs, you get bombarded with requests for projects from all over your organization. Cloud Coach Ultimate gives you a way to manage your intake and analysis of this demand.
  • Accept requests via email, forms, and portals
  • Use charters to get all the information you need
  • Perform cost-benefit analysis before starting
2_dimonds
Manage your intake

Use Portfolios

To organize demand

Use portfolios to organize demand
    Assign your demand into portfolios, rolling-up key information for reporting.
  • Align effort with strategic business goals
  • Prioritize projects within portfolios
  • Invest in the best opportunities
2_dimonds
Use portfolios to organize demand

Determine What Gives

The best ROI

Determine what gives the best ROI
    Cost vs. benefit analysis, along with qualitative scorecards mean with Cloud Coach you can always pick the projects that will bring the most benefit to your business.
  • Implement custom scorecards for your needs
  • Use quantitative and qualitiative scoring metrics
  • Measure direct financial benefits
2_dimonds
Determine what gives the best ROI

Get the Right Approvals

At the right time

Get the right approvals
    No matter whether you need approval for a new billion dollar initiative or a simple change request, Cloud Coach Ultimate gives you the ability to create approval processes to match.
  • Approve at any step throughout the process
  • Create complex approval processes easily
  • Qualify portfolio investments with approvals
2_dimonds
Get the right approvals

Mange Project Timelines

Easily and effectively

Manage project timelines
    Once you have moved into project execution, visualize your project performance with baselines, critical path, late task filters and one-click follow-ups.
  • One-page management with modern Gantt views
  • Track changes to your timeline with snapshots
  • Follow-up with late tasks with a single click
2_dimonds
Manage project timelines

Track Financial Performance

Across all your portfolios

Track financial performance
    Whether you want to track planned versus actuals, CAPEX vs. OPEX or Earned Value, Cloud Coach Ultimate captures all the information you need.
  • Report on any data you capture
  • Reporting available 24/7, 365 days a year
  • Create visual representations of your data
2_dimonds
Track financial performance

Risks, Issues, Change

Easily manage whatever comes up

Risks, Issues, Change
    When it comes to complex project delivery, things rarely go to plan. That’s why Cloud Coach comes with full change, risk and issue management tools
  • Create and manage your risk register
  • Track and approve change requests
  • Monitor risks to keep projects on track
dimond 2_dimonds
Risks, Issues & Change

Keep Track of Progress

Across all your projects

Keep track of progress
    Leverage related lists and portfolio list views to get an instant side-by-side view of how all your projects are progressing in a single, easy to customize view.
  • Get a 360° view of your portfolio
  • See project status at-a-glance
  • Update details on the fly
2_dimonds
Keep track of progress

Track Resource

Load and capacity

Track resource load and capacity
    Visualize your capacity to take on new work, and how busy your teams are with our skills-based resourcing.
  • Find the right person for each task – every time
  • Visually monitor your resource load
  • Plan projects at the right time with capacity planning
2_dimonds
Track resource load and capacity

Classic or Lightning?

Runs seamlessly in either view

Classic or Lightning
    Whether you’re an early adopter of Lightning or still run in Classic, Cloud Coach Ultimate will run seamlessly in both interfaces. You don’t need to worry no matter what interface your org runs now or in the future.
  • Modern, easy-to-use interfaces
  • Highly customizable with Salesforce tools
  • Advanced security settings to control visibility
2_dimonds
Classic or Lightning