SS&C Eze

“Cloud Coach is a “one stop shop” that has allowed us to improve our efficiency and ability to effectively manage projects.”

Eric Ritter

Director of Client Engagement

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SS&C Eze is helping 1,900+ global asset managers transform their investment process to optimize operational and investment alpha and grow their business. 

Industry: Investment Software
Employees: 1,000

Achievements

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Visibility – Project and Program level utilization metric for executives

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Challenges

Solutions

SS&C Eze lacked standardized project management processes.

With Cloud Coach, SS&C Eze can standardize processes through project templates, improving efficiency throughout the organization.

There was no easy way to capture metrics and give executives accurate reporting.

Cloud Coach allows SS&C Eze to accurately capture the relevant data needed to report up to executives at a both a project and program level

It was difficult to accurately track time and document processes.

SS&C Eze’s people track time now because Cloud Coach’s timecard is easy to use, and the ability to attach documents to the project helps them manage various groups and keep everyone on the same page.

The company needed a solution that integrated with Salesforce.

Cloud Coach is fully native to the Salesforce platform, so SS&C Eze can leverage its investment with Salesforce to gain a full front to back streamlining of processes 

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Want to Learn More?

We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.

Schedule a bespoke demo with one of our project specialists.

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