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Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
How CivicPlus Cut Project Setup Time in Half with Cloud Coach Automation
CivicPlus is a government technology company committed to powering and empowering governments to efficiently operate, serve, and govern through the use of innovative and integrated technology solutions.
Reduced manual work
Automation reduces the need for duplicate data entry
Improved resourcing
CivicPlus can now track estimated hours against actual hours
Project setup
Project setup, which took an hour previously, has now been halved
“Cloud Coach has halved the amount of time project setup is taking”
Janelle Roza
Applications Support Analyst, Civic Plus
View Video Testimonial
Key Capabilities
The challenges
The solutions
The challenge
Prior to implementing Cloud Coach, CivicPlus could spend over an hour setting up new projectsThe solution
Project creation process streamlined with record-triggered Salesforce flows, directly from closed-won opportunities - halving overall project setup timeThe challenge
The previous system used by CivicPlus resulted in a significant amount of manual work and wasted time because of duplicate data entryThe solution
Manual workload reduced for project setup teams thanks to an automated solution built on SalesforceThe challenge
It was difficult from CivicPlus to track who was doing what, making it hard to understand where billable time was being spent and also making it difficult to adequately plan resourcesThe solution
Reporting functionality has provided new project insights at an executive level, providing the opportunity for better metric-guided decision making. CivicPlus can now track estimated hours against actual hours, tracking project utilizationThe challenge
CivicPlus has grown significantly, highlighting the need for standardized processesThe solution
Cloud Coach's templatized process and projects have made it easy to onboard new team members, ensuring information is captured in a standardized way across the organizationThe challenge
Changes to project scope were previously handled in an external systemThe solution
CivicPlus has created a new change management ticket process, streamlining visibility, providing transparency and ensuring important historic project information can be found quickly and easilyNo Workarounds.
No Lost Hours.
Want to See
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