Sales to Project Handoff
Use best practice project templates and Salesforce flows to automatically create projects when your opportunities close (or earlier in your sales process):
- Select Template based on Opportunity or CQP line item details
- Pass details from Opportunity to the Project such as ‘Services Revenue’
- Share Project details with your Customer
Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime:
- Filter Kanban processes by Department
- Link Projects to any Salesforce record or create them standalone
- Leverage existing templates or start from new
Choose your Project Methodology
Group your project tasks together into phases to build out your multi-level WBS:
- View your critical path at any time
- Take progress snapshots
- Color code tasks such as those with outstanding customer deliverables
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization:
- Move cards between columns to show progress through your process
- Drag and drop card prioritization
- Tag and filter cards to quickly find the task at hand
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks:
- Lets each team work the way they want on your project
- Roll board completion and effort up to your tasks
- Get the best of both worlds
Capture Customer Goals
Projects take time and money to deliver, so it’s important to know your team are prioritizing their efforts on the items that deliver the most value to your external & internal clients:
- Capture the Goals / desired outcomes for your Project
- Rate Requirements on their impact towards the Goal
- Break Requirements down into deliverables for the team to work on
Whether your onboarding a new customer or trying to align an internal project to your strategic Goals, Goal setting at the Project level is key:
- Capture Project Goals
- Add Requirements to your Goals
- As Tasks complete see your progress towards Goals update in real time
Capturing Goals is one thing. Making sure your working on the requirements that deliver the most bang for the buck is another.
- Organize requirements by area of work
- Link Requirements back to your Goals
- Rate Requirements based on how important each one is to meeting your Goals
Skills Based Resourcing
Track and manage your resources effectively during every part of your process.
Track hard skills, soft skills, proficiency and more against your team.
For the resources you will need on your project week to week.
Filter down by department or other criteria, and drill into the details against any team member.
Filter on hard skills, soft skills and view availability.
And capture when your team has PTO, or is on site with a customer.
From before you can manage the availability of your team with skills based resourcing.
Time Tracking
Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner.
With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed for approval to the relevant manager(s).
Use AI to see which records you have interacted with but not recorded time on.
Time entry is no one’s favourite task so why not make things easier for your team with our Timecard Genius, which leverages AI to let your team know what they have worked on but not recorded time on in the week.
Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time.
- Route time to different managers according to your business rules
- Send rejected time entries back to users to get more details
- Leverage delegated approvers when your out of office
Create Project from Any Salesforce records
Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have:
- Select Template based on customer object details
- Pass details from your Custom Object to the Project
- Or if you don’t want to use automation use our project creation wizard available in the related record of your custom object
Not ready to automate Project creation? No problem. Use the ‘New Project Wizard’ to create Projects anytime.
- Filter Kanban processes by Department
- Link Projects to any Salesforce record or create them standalone
- Leverage existing templates or start from new
Choose your Project Methodology
Group your project tasks together into phases to build out your multi-level WBS:
- View your critical path at any time
- Take progress snapshots
- Color code tasks such as those with outstanding customer deliverables
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization:
- Move cards between columns to show progress through your process
- Drag and drop card prioritization
- Tag and filter cards to quickly find the task at hand
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks:
- Lets each team work the way they want on your project
- Roll board completion and effort up to your tasks
- Get the best of both worlds
Sales to Project Handoff
Not ready to automate Project creation? No problem. Use the ‘New Project Wizard’ to create Projects anytime.
- Filter Kanban processes by Department
- Link Projects to any Salesforce record or create them standalone
- Leverage existing templates or start from new
Use best practice project templates and Salesforce flows to automatically create projects when your opportunities close (or earlier in your sales process):
- Select Template based on Opportunity or CQP line item details
- Pass details from Opportunity to the Project such as ‘Services Revenue’
- Share Project details with your Customer
Choose your Project Methodology
Unlike other tools, with Cloud Coach you have choice. No more forcing round peg into square holes!
Group your project tasks together into phases to build out your multi-level WBS:
- View your critical path at any time
- Take progress snapshots
- Color code tasks such as those with outstanding customer deliverables
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization:
- Move cards between columns to show progress through your process
- Drag and drop card prioritization
- Tag and filter cards to quickly find the task at hand
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks:
- Lets each team work the way they want on your project
- Roll board completion and effort up to your tasks
- Get the best of both worlds
Connect to Field Service Lightning
Projects and Field Service go together like peanut butter and jam. Use your overall project gantt to manage the timelines of the deployment, then deploy work orders and service requests for your field technicians, perfect for complex use cases including:
- Equipment installation
- Telecom cell towers
- Shop & premise fit outs
Skills Based Resourcing
Track and manage your resources effectively during every part of your process.
Track hard skills, soft skills, proficiency and more against your team.
For the resources you will need on your project week to week.
From before you can manage the availability of your team with skills based resourcing.
Filter on hard skills, soft skills and view availability.
And capture when your team has PTO, or is on site with a customer.
From before you can manage the availability of your team with skills based resourcing.
ITSM to Project Handoff
Use best practice project templates and Salesforce flows to automatically create projects when trigger points are reached in your ITSM/C processes:
- Select Template based on Incident details
- Pass details from Incident to the Project such as ‘Related CMDB’
- Share Project progress with your Employees
Not ready to automate Project creation? No problem. Use the ‘New Project Wizard’ to create Projects anytime.
- Filter Kanban processes by Department
- Link Projects to any Salesforce record or create them standalone
- Leverage existing templates or start from new
Time Tracking
Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner.
With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed for approval to the relevant manager(s).
Time entry is no one’s favourite task so why not make things easier for your team with our Timecard Genius, which leverages AI to let your team know what they have worked on but not recorded time on in the week.
Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time:
- Route time to different managers according to your business rules
- Send rejected time entries back to users to get more details
- Leverage delegated approvers when your out of office
Turn any Salesforce Record into a Project
Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have:
- Select Template based on customer object details
- Pass details from your Custom Object to the Project
- Or if you don’t want to use automation use our project creation wizard available in the related record of your custom object
Not ready to automate Project creation? No problem. Use the ‘New Project Wizard’ to create Projects anytime.
- Filter Kanban processes by Department
- Link Projects to any Salesforce record or create them standalone
- Leverage existing templates or start from new
Choose your Project Methodology
Group your project tasks together into phases to build out your multi-level WBS:
- View your critical path at any time
- Take progress snapshots
- Color code tasks such as those with outstanding customer deliverables
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization:
- Move cards between columns to show progress through your process
- Drag and drop card prioritization
- Tag and filter cards to quickly find the task at hand
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks:
- Lets each team work the way they want on your project
- Roll board completion and effort up to your tasks
- Get the best of both worlds
Milestones Tracking
Define one or more Milestone processes for your business including:
- Which tasks trigger which Milestones to complete
- Updates to Invoicing on Milestone completion
- Updates to Rev Rec on Milestone completion
All this can be added to your templates for repeatable best practice processes.
Documents & Meetings
Files, Meeting Minutes, Quip Documents, Process Maps and more.
Build best practice agendas into your Meeting templates and use Salesforce automation to initiate the right meeting at the right time in your process.
Capture your meeting minutes, and action items during the meeting then share meeting minutes with your attendees in one click.
Leverage coaching notes so your team discuss the right things at the right times.
Choose your Project Methodology
Unlike other tools, with Cloud Coach you have choice. No more forcing round peg into square holes!
Group your project tasks together into phases to build out your multi-level WBS:
- View your critical path at any time
- Take progress snapshots
- Color code tasks such as those with outstanding customer deliverables
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization:
- Move cards between columns to show progress through your process
- Drag and drop card prioritization
- Tag and filter cards to quickly find the task at hand
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks:
- Lets each team work the way they want on your project
- Roll board completion and effort up to your tasks
- Get the best of both worlds
Skills Based Resourcing
Track and manage your resources effectively during every part of your process.
Track hard skills, soft skills, proficiency and more against your team.
For the resources you will need on your project week to week.
From before you can manage the availability of your team with skills based resourcing.
Filter on hard skills, soft skills and view availability.
And capture when your team has PTO, or is on site with a customer.
From before you can manage the availability of your team with skills based resourcing.
Risks, Issues, Change Requests
Proactively manage the unknowns against your Project to keep on schedule & deliver maximum value.
Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record.
Then use customizable forms to capture your Risks, Issues, Change Requests and more, quickly and easily.
All the data your Risk, Issue and Change data is captured by Cloud Coach and stored on Salesforce so you can report upon it 24 hours a day.
- Visual dashboards
- Accessible from anywhere
- Tweak to your own needs
Capture Customer Goals
Projects take time and money to deliver, so it’s important to know your team are prioritizing their efforts on the items that deliver the most value to your external & internal clients:
- Capture the Goals / desired outcomes for your Project
- Rate Requirements on their impact towards the Goal
- Break Requirements down into deliverables for the team to work on
Whether your onboarding a new customer or trying to align an internal project to your strategic Goals, Goal setting at the Project level is key:
- Capture Project Goals
- Add Requirements to your Goals
- As Tasks complete see your progress towards Goals update in real time
Capturing Goals is one thing. Making sure your working on the requirements that deliver the most bang for the buck is another:
- Organize requirements by area of work
- Link Requirements back to your Goals
- Rate Requirements based on how important each one is to meeting your Goals
Skills Based Resourcing
Track and manage your resources effectively during every part of your process.
Track hard skills, soft skills, proficiency and more against your team.
For the resources you will need on your project week to week.
From before you can manage the availability of your team with skills based resourcing.
Filter on hard skills, soft skills and view availability.
And capture when your team has PTO, or is on site with a customer.
From before you can manage the availability of your team with skills based resourcing.
Stage / Phase Gates
Define the Stage Gate processes that are right for your organization, including what steps are necessary to pass each gate.
At each gate have your steering committee evaluate the information and apply one of the following classifications:
- Approved
- On Hold
- Skipped
- Re-work
- Rejected
Help your team take the right steps with automatically updating checklists to complete for each gate before bringing the gate to your review meeting for approval.
See Gate progress for each project grouped by Portfolio, Program or your own custom views.
Time Tracking
Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner.
With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed for approval to the relevant manager(s).
Use AI to see which records you have interacted with but not recorded time on.
Time entry is no one’s favourite task so why not make things easier for your team with our Timecard Genius, which leverages AI to let your team know what they have worked on but not recorded time on in the week.
Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time:
- Route time to different managers according to your business rules
- Send rejected time entries back to users to get more details
- Leverage delegated approvers when your out of office
Document your Stakeholders
Define your key activities and capture responsibilities for each stakeholder.
Finances
Track planned and realised KPI’s against your project for the items you can measure in monetary terms.
Track your planned and actual labor costs of your project by month.
See all the time entries against your project in one place, with rates, cost and utilization information.
Track planned, forecast and actual costs for each projects, split out by cost area, CAPEX and OPEX.
Track burndown across your projects along with your projected profitability.
Time Tracking
Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner.
With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed for approval to the relevant manager(s).
Use AI to see which records you have interacted with but not recorded time on.
Time entry is no one’s favourite task so why not make things easier for your team with our Timecard Genius, which leverages AI to let your team know what they have worked on but not recorded time on in the week.
Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time:
- Route time to different managers according to your business rules
- Send rejected time entries back to users to get more details
- Leverage delegated approvers when your out of office
Document your Stakeholders
Define your key activities and capture responsibilities for each stakeholder.
Milestones Tracking
Define one or more Milestone processes for your business including:
- Which tasks trigger which Milestones to complete
- Updates to Invoicing on Milestone completion
- Updates to Rev Rec on Milestone completion
All this can be added to your templates for repeatable best practice processes.
Milestones Tracking
Define one or more Milestone processes for your business including:
- Which tasks trigger which Milestones to complete
- Updates to Invoicing on Milestone completion
- Updates to Rev Rec on Milestone completion
All this can be added to your templates for repeatable best practice processes.
Documents & Meetings
Files, Meeting Minutes, Quip Documents, Process Maps and more.
Build best practice agendas into your Meeting templates and use Salesforce automation to initiate the right meeting at the right time in your process.
Capture your meeting minutes, and action items during the meeting then share meeting minutes with your attendees in one click.
Leverage coaching notes so your team discuss the right things at the right times.
Milestones Tracking
Define one or more Milestone processes for your business including:
- Which tasks trigger which Milestones to complete
- Updates to Invoicing on Milestone completion
- Updates to Rev Rec on Milestone completion
All this can be added to your templates for repeatable best practice processes.
Documents & Meetings
Files, Meeting Minutes, Quip Documents, Process Maps and more.
Build best practice agendas into your Meeting templates and use Salesforce automation to initiate the right meeting at the right time in your process.
Capture your meeting minutes, and action items during the meeting then share meeting minutes with your attendees in one click.
Leverage coaching notes so your team discuss the right things at the right times.
Documents & Meetings
Files, Meeting Minutes, Quip Documents, Process Maps and more.
Build best practice agendas into your Meeting templates and use Salesforce automation to initiate the right meeting at the right time in your process.
Capture your meeting minutes, and action items during the meeting then share meeting minutes with your attendees in one click.
Leverage coaching notes so your team discuss the right things at the right times.
Risks, Issues, Change Requests
Proactively manage the unknowns against your Project to keep on schedule & deliver maximum value.
Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record.
Then use customizable forms to capture your Risks, Issues, Change Requests and more, quickly and easily.
All the data your Risk, Issue and Change data is captured by Cloud Coach and stored on Salesforce so you can report upon it 24 hours a day.
- Visual dashboards
- Accessible from anywhere
- Tweak to your own needs
Risks, Issues, Change Requests
Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record.
Then use customizable forms to capture your Risks, Issues, Change Requests and more, quickly and easily.
All the data your Risk, Issue and Change data is captured by Cloud Coach and stored on Salesforce so you can report upon it 24 hours a day.
- Visual dashboards
- Accessible from anywhere
- Tweak to your own needs
Document your Stakeholders
Group Stakeholders by company, then arrange by reporting lines / roles.
Define your key activities and capture responsibilities for each stakeholder.
Capture Demand Intake
Group them together and start your ROI analysis by comparing costs to potential benefits.
Take the requests you get from the business, organize them by area and portfolio then run them through your scoring process to determine where the most value lies for your business based on criteria such as:
- What are the fiscal benefits?
- What are the soft benefits?
- How much will it cost?
- What is the level of risk?
Leverage the power of Salesforce approval workflows to ensure projects get the approval to proceed in an expedient manner:
- Route records to different managers according to your business rules
- Send rejected records back to users to get more details
- Leverage delegated approvers when your out of office
- Set approvals criteria as individuals or committees
Align Projects to Strategic Goals
Projects take time and money to deliver, so it’s important to know your team are prioritizing their efforts on the items that deliver the most value to your external & internal clients:
- Capture the Goals / desired outcomes for your Project
- Rate Requirements on their impact towards the Goal
- Break Requirements down into deliverables for the team to work on
Whether your onboarding a new customer or trying to align an internal project to your strategic Goals, Goal setting at the Project level is key.
- Capture Project Goals
- Add Requirements to your Goals
- As Tasks complete see your progress towards Goals update in real time
Capturing Goals is one thing. Making sure your working on the requirements that deliver the most bang for the buck is another.
- Organize requirements by area of work
- Link Requirements back to your Goals
- Rate Requirements based on how important each one is to meeting your Goals
Visualize your key PSA metrics
Tailor your PSA dashboards to what your team needs to see, be it rev rec, utilization, invoicing and more.
Track ROI from your projects, earned value, variance and more as your projects progress towards completion.
Track revenue recognition across all your projects, include revenue left to recognize in the month and which team it’s from.
Track spend against retainers and how your projects are performing against burndown targets.
Track how your projects are performing from a planned vs actual billable rate perspective, and drill down into the details.
Track utilization and billability of your team for the week or month and plot trends over time to see where you need to act.
Risks, Issues, Change Requests
Proactively manage the unknowns against your Project to keep on schedule & deliver maximum value.
Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record.
Then use customizable forms to capture your Risks, Issues, Change Requests and more, quickly and easily.
All the data your Risk, Issue and Change data is captured by Cloud Coach and stored on Salesforce so you can report upon it 24 hours a day.
- Visual dashboards
- Accessible from anywhere
- Tweak to your own needs
Document your Stakeholders
Group Stakeholders by company, then arrange by reporting lines / roles.
Define your key activities and capture responsibilities for each stakeholder.
Documents & Meetings
Files, Meeting Minutes, Quip Documents, Process Maps and more.
Build best practice agendas into your Meeting templates and use Salesforce automation to initiate the right meeting at the right time in your process.
Capture your meeting minutes, and action items during the meeting then share meeting minutes with your attendees in one click.
Organize into Portfolios & Programs
Create your adaptable structure to run your Project Management Office (PMO).
With interfaces that can be tailored to your specific needs, Cloud Coach lets you roll up and visualize key metrics at each level in your organizational hierarchy, such as this Portfolio level view showing:
- Portfolio Margin
- Project ROI
- Portfolio Health
Track Health metrics, Financials, Completion Progress and much more.
Time Tracking
Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner.
With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed for approval to the relevant manager(s).
Use AI to see which records you have interacted with but not recorded time on.
Time entry is no one’s favourite task so why not make things easier for your team with our Timecard Genius, which leverages AI to let your team know what they have worked on but not recorded time on in the week.
Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time:
- Route time to different managers according to your business rules
- Send rejected time entries back to users to get more details
- Leverage delegated approvers when your out of office
Stakeholders & Deliverables
Define your key activities and capture responsibilities for each stakeholder.
Finances
Unlike other tools, with Cloud Coach you have choice. No more forcing round peg into square holes!
Track planned and realised KPI’s against your project for the items you can measure in monetary terms.
Track financial benefits of your projects as they occur and compare to what you were projecting.
See all the time entries against your project in one place, with rates, cost and utilization information.
Track planned, forecast and actual costs for each projects, split out by cost area, CAPEX and OPEX.
Reports & Dashboards
Tailor your project manager dashboards to what your team needs to see, be it health, task status, milestones and more.
Track ROI from your projects, earned value, variance and more as your projects progress towards completion.
Track risks, issues, change requests and more against your projects, and visualize progress towards resolution.
Tailor your resource manager dashboards to what your team needs to see, be it utilization, missing allocations and more.
Finances
Unlike other tools, with Cloud Coach you have choice. No more forcing round peg into square holes!
Track planned and realised KPI’s against your project for the items you can measure in monetary terms.
Track financial benefits of your projects as they occur and compare to what you were projecting.
See all the time entries against your project in one place, with rates, cost and utilization information.
Track planned, forecast and actual costs for each projects, split out by cost area, CAPEX and OPEX.
Stakeholders Engagement
Group Stakeholders by company, then arrange by reporting lines / roles.
Define your key activities and capture responsibilities for each stakeholder.
Finances
Unlike other tools, with Cloud Coach you have choice. No more forcing round peg into square holes!
Whether your retainers are one time, or monthly, based on hours, spend or skills, Cloud Coach has you covered.
Milestone driven revenue recognition, so you can be sure your meeting all your regulatory requirements.
Take your team’s time entries and run them through our market leading rating engine to create accurate invoices for your clients and accurate costs for your business.
See all the time entries against your project in one place, with rates, cost and utilization information.
Measure the utilization & billability of your team each week, and trend over time.
Track burndown across your projects along with your projected profitability.
Reports & Dashboards
Tailor your project manager dashboards to what your team needs to see, be it health, task status, milestones and more.
Track ROI from your projects, earned value, variance and more as your projects progress towards completion.
Track risks, issues, change requests and more against your projects, and visualize progress towards resolution.
Risks, Issues, Change Requests
Proactively manage the unknowns against your Project to keep on schedule & deliver maximum value.
Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record.
Then use customizable forms to capture your Risks, Issues, Change Requests and more, quickly and easily.
All the data your Risk, Issue and Change data is captured by Cloud Coach and stored on Salesforce so you can report upon it 24 hours a day.
- Visual dashboards
- Accessible from anywhere
- Tweak to your own needs
Choose your Project Methodology
Group your project tasks together into phases to build out your multi-level WBS:
- View your critical path at any time
- Take progress snapshots
- Color code tasks such as those with outstanding customer deliverables
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization:
- Move cards between columns to show progress through your process
- Drag and drop card prioritization
- Tag and filter cards to quickly find the task at hand
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks.
- Lets each team work the way they want on your project
- Roll board completion and effort up to your tasks
- Get the best of both worlds
Capture Your Goals
Projects take time and money to deliver, so it’s important to know your team are prioritizing their efforts on the items that deliver the most value to your external & internal clients:
- Capture the Goals / desired outcomes for your Project
- Rate Requirements on their impact towards the Goal
- Break Requirements down into deliverables for the team to work on