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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.
Audit Time for Implementation Managers Reduced Significantly
improved Visibility into ClearCompany Software Usage by Customers
Ability to track the cost of goods sold
“We got a lot less paperwork, a lot more visibility about what was happening with our customers during implementation, and a lot of backend business intelligence that let us know how effective we were being with Implementation Manager time. We couldn’t do any of that without Cloud Coach.”
Jo Tatti
Senior Director Services
Key Capabilities
The challenges
The solutions
The challenge
For HR reviews, Implementation Managers (IMs) had to manually record points-based measures in spreadsheets.The solution
Project plans for customers were built into tasks and subtasks in Cloud Coach. ClearCompany assigned a series of points to those tasks, so each time one was completed, they would be added automatically.The challenge
A lack of visibility on what work has been completed for customers during implementation.The solution
With Cloud Coach’s reporting functionality, ClearCompany has a good visibility on how many points IMs are earning.
This has helped ClearCompany enable IMs to use their time more effectively and ultimately improve the customer experience.
The challenge
Lack of business intelligence about what software features were being used.The solution
All the data on what features have been enabled for customers is now easily accessible, and can be used in ClearCompany’s customer tracking software.The challenge
Hard for IMs to understand what targets had been met and whether or not they were on track for a quarterly bonus.The solution
IMs can now easily see, on a Cloud Coach dashboard, how many points have been accrued. Additionally, they could open up project plans and view all of the areas they could potentially target in future.
This allowed IMs to forecast how they were going to score in each quarter, while also seeing how much earned value they had on their project rolling forward into the next KPI quarter.
The challenge
Unable to accurately track the cost of goods sold.The solution
ClearCompany now has complete visibility on much it is paying per point in bonuses and can see how much it costs to implement each customer, in addition to fixed salary costs.No Workarounds.
No Lost Hours.
Want to See
Take control of your services delivery with a PSA that works as fast as you do.
