SS&C Eze

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries.

Industry

Computer Software

Employees

10,000+

Real-time billable hour reporting for invoicing

Entire delivery team in one standardized solution

Increased visibility into project processes

“If it wasn’t for Cloud Coach, we wouldn’t be able to advance and scale to the level we would like to be as an organization.”

Stephen Cooper

Senior Director, Client Engagement

Key Capabilities

The challenges

The solutions

The challenge

Business functions across SS&C all worked in different systems despite needing to collaborate jointly on projects

The solution

Cloud Coach’s flexible solution can conform to the different needs of each contributing function and the type of work being done

The challenge

The client services group worked a large number of engagements at a time and needed a solution to quickly identify and prioritize this work

The solution

Cloud Coach enables SS&C to be a projects-oriented organization. Every service request ties to a repeatable template that displays timelines and required resources. Formalizing these requests have dramatically improved planning and expectations for the business

The challenge

SS&C lacked accurate reporting to show the utilization of their staff. The business had limited insight into resource productivity and whether certain members were being overworked

The solution

Cloud Coach allows the entire delivery organization to enter time from anywhere within Salesforce using flexible time entry widgets and an intuitive timesheet UI

The challenge

SS&C Eze had limited visibility into the overall performance of their different service offerings

The solution

With every service being a project, traditional project metrics such as average duration, hours, margin, and estimates vs actuals has allowed SS&C to assess the performance of their service offerings for improvement and continuation

No Workarounds.
No Lost Hours.
Want to See

Take control of your services delivery with a PSA that works as fast as you do.

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SS&C Eze

Real-time billable hour reporting for invoicing

Entire delivery team in one standardized solution

Increased visibility into project processes

“If it wasn’t for Cloud Coach, we wouldn’t be able to advance and scale to the level we would like to be as an organization.”

Key Capabilities

The challenges

The solutions

No Workarounds.
No Lost Hours.
Want to See

Schedule a tailored demo with one of our project specialists.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.

SS&C Eze

Real-time billable hour reporting for invoicing

Entire delivery team in one standardized solution

Increased visibility into project processes

“If it wasn’t for Cloud Coach, we wouldn’t be able to advance and scale to the level we would like to be as an organization.”

Key Capabilities

The challenges

The solutions

No Workarounds. No Lost Hours. Want to See

Schedule a tailored demo with one of our project specialists.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.

No Workarounds.
No Lost Hours.
Want to See