Use repeatable best practice processes to deliver maximum value
CUSTOMER ONBOARDING
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
“Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.”
JACKSON WITHERILL
Senior Product Management Associate
Use best practice project templates and Salesforce flows to automatically create projects when your opportunities close (or earlier in your sales process):
Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime:
CUSTOMER ONBOARDING
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
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:
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization:
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks:
CUSTOMER ONBOARDING
If you’re not mapping your efforts towards your customers goals, what value are you really bringing them? With Cloud Coach you can track your clients, Goals & Requirements right through from workshops to deployed solution.
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:
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:
Capturing Goals is one thing. Making sure your working on the requirements that deliver the most bang for the buck is another.
CUSTOMER ONBOARDING
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
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.
CUSTOMER ONBOARDING
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
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).
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.
CUSTOMER SUCCESS
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
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
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks
INSTALLATION & FIELD SERVICE
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
“Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.”
JACKSON WITHERILL
Senior Product Management Associate
Use best practice project templates and Salesforce flows to automatically create projects when your opportunities close (or earlier in your sales process)
Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime
INSTALLATION & FIELD SERVICE
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
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
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks
INSTALLATION & FIELD SERVICE
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
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
Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime
INSTALLATION & FIELD SERVICE
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
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
IT PROJECTS
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
“Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.”
JACKSON WITHERILL
Senior Product Management Associate
Use best practice project templates and Salesforce flows to automatically create projects when trigger points are reached in your ITSM/C processes
Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime
INSTALLATION & FIELD SERVICE
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
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)
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
ANY PROJECT
Whether the start point for your project is an opportunity, a case or a custom object, leverage our clone helper to automate the creation of the right project based on your business rules.
“Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.”
JACKSON WITHERILL
Senior Product Management Associate
Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have
Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime
IT PROJECTS
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
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
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks
INSTALLATION & FIELD SERVICE
Create one or more milestone process for your business and apply to your project templates, so you get accurate insight to where each project is in your process at any time.
Define one or more Milestone processes for your business including:
All this can be added to your templates for repeatable best practice processes
INSTALLATION & FIELD SERVICE
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
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
ANY PROJECT
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
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
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks
IT PROJECTS
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
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
