“If it wasn’t for Cloud Coach, we wouldn’t be able to advance and scale to the level we would like to be as an organization.”
Stephen Cooper
Senior Director, Client EngagementÂ
SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries.
Industry: Computer Software
Employees: 10,000+
Achievements
Real-time billable hour reporting for invoicing
Entire delivery team in one standardized solution
Increased visibility into project processesÂ
Challenges
Solutions
Business functions across SS&C all worked in different systems despite needing to collaborate jointly on projects
Cloud Coach’s flexible solution can conform to the different needs of each contributing function and the type of work being done
The client services group worked a large number of engagements at a time and needed a solution to quickly identify and prioritize this work
Cloud Coach enables SS&C to be a projects-oriented organization. Every service request ties to a repeatable template that displays timelines and required resources. Formalizing these requests have dramatically improved planning and expectations for the business
SS&C lacked accurate reporting to show the utilization of their staff. The business had limited insight into resource productivity and whether certain members were being overworked
Cloud Coach allows the entire delivery organization to enter time from anywhere within Salesforce using flexible time entry widgets and an intuitive timesheet UI
SS&C Eze had limited visibility into the overall performance of their different service offerings
With every service being a project, traditional project metrics such as average duration, hours, margin, and estimates vs actuals has allowed SS&C to assess the performance of their service offerings for improvement and continuationÂ
Want to Learn More?
We’d be happy to provide a custom 1:1 demo on how Cloud Coach can benefit your business.
