Professional Service Automation
Optimize project and service oriented organizations
Cloud Coach provides professional service automation software to help increase the efficiency of how projects are planned, budgeted, created, staffed, scheduled and implemented. Collect and analyze actionable data through the powerful reporting engine. Plus your team has the tools they need to properly execute projects and collaborate on project tasks.
- Successfully plan project delivery
- Collaborate throughout project execution
- Measure project profitability
Plan Each Detail
Successfully deploy projects from opportunities
Cloud Coach makes it easy for professional service organizations to automate the creation of projects that follow your own best practices. By utilizing our advanced skills-based resourcing engine, you can find and assign the best resources to complete your project, while tracking the risks and issues that threaten to derail your projects.
- Seamlessly connect projects to opportunities
- Create projects from best-practice templates
- Track and resolve risks and issues
Better Project Execution
Easily implement best practices
Projects are executed by people. With Cloud Coach PSA tools, your team can manage their assignments, collaborate on project tasks and documents, and track time. Your project moves forward automatically with notifications for task completion as well as any challenges your projects face.
- Integrated time tracking available on all CRM objects
- Collaboration on project tasks and documentation
- Automatic notifications on project task completion
Improve Project Profitability
Track project delivery cost seamlessly
Running your projects is one thing. Cloud Coach helps you make sure they’re profitable too. Track all project costs with our expense system, including tracking internal project execution costs based on time tracking. Manage retainers for ongoing client engagements and bill clients appropriately based on variable rate cards.
- Use skill-based client rate cards
- Set client retainers based on hours or cost criteria
- Roll-up expenses and labor costs
Detailed reporting makes it easy
Access and analyze the data you collect throughout your projects with advanced reporting tools and visual dashboards. Report on project profitability, resource utilization, and upcoming capacity. Dive into the details anytime – day or night.
- Report on project execution and profitability
- Build your own reports
- Schedule executive dashboards