How Cloud Coach Provided the Foundation for a Services Organization Transformation at SS&C Eze
SS&C Eze is a leading global provider of mission-critical, cloud-based software and solutions for the financial industry.
PRIMARY USE CASE
Professional Services
HEADQUARTERS
Windsor, CT
INDUSTRY
Software Development
EMPLOYEES
1,000+
Scalability
Standardized processes and controls underpin all projects
Consistency
Project managers no longer need to use Excel or Smartsheets
One platform
Ensuring scalable project processes for SS&C Eze’s services organization
“Customer success and satisfaction is the driving force behind everything we do.”
Aaron Santana-Smith
Director, SS&C Eze
The challenges
The solutions
- As SS&C Eze grew, it became apparent that its existing structure would not be scalable. With hundreds of projects underway at any one time, SS&C Eze was concerned about project governance
- Cloud Coach provided executive visibility into what was happening across hundreds of projects, while also ensuring processes and controls were followed throughout
- SS&C Eze did not have a consistent tool to manage projects, with some team members using Smartsheets and others using Excel
- Customers can be confident that projects have been completed fully, and Cloud Coach’s single source of truth provides a paper trail throughout a project lifecycle
- SS&C Eze had recently introduced Salesforce, so was wary about implementing another third-party tool or application
- By using one platform to record customer information and services projects, Cloud Coach has helped SS&C Eze develop a scalable project process for its services organization
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