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.

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

View Video Testimonial

Key Capabilities

The challenges

The solutions

The challenge

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

The solution

Cloud Coach provided executive visibility into what was happening across hundreds of projects, while also ensuring processes and controls were followed throughout

The challenge

SS&C Eze did not have a consistent tool to manage projects, with some team members using Smartsheets and others using Excel

The solution

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

The challenge

SS&C Eze had recently introduced Salesforce, so was wary about implementing another third-party tool or application

The solution

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

No Workarounds.
No Lost Hours.
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