ANY PROJECT Whether the start point for your project is an opportunity, a case or a custom object, leverage our clone helper to automate the creation of the right project based on your business rules. “Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.” JACKSON WITHERILL Senior
Use best practice project templates and Salesforce flows to automatically create projects from any Salesforce record and process you have Select Template based on customer object details Pass details from your Custom Object to the Project Or if you don’t want to use automation use our project creation wizard available in the related record of
Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime Filter Kanban processes by Department Link Projects to any Salesforce record or create them standalone Leverage existing templates or start from new
ANY PROJECT Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
Unlike other tools, with Cloud Coach you have choice. No more forcing round peg into square holes!
Group your project tasks together into phases to build out your multi-level WBS View your critical path at any time Take progress snapshots Color code tasks such as those with outstanding customer deliverables
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization Move cards between columns to show progress through your process Drag and drop card prioritization Tag and filter cards to quickly find the task at hand
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks Lets each team work the way they want on your project Roll board completion and effort up to your tasks Get the best of both worlds
ANY PROJECT Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
Track and manage your resources effectively during every part of your process
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