Customer Onboarding

Successfully on board customers in less time

Slide

Features Index

Sales to Project Handoff
Slide 1
Create Projects from your Opportunities
Slide 2
Create Projects, anywhere with the ‘Project Wizard’
Slide 3
Choose your Project Methodology
Slide 4
Pick the right type of project for the challenge at hand
Slide 5
Waterfall
Slide 6
Agile (Kanban)
Slide 7
Water-Scrum-Fall
Slide 8
Capture Customer Goals
Slide 9
Deliver the items that add maximum value to the business
Slide 10
Define your Project level Goals
Slide 11
Capture, organize and rate business Requirements
Slide 12
Skills Based Resourcing
Slide 13
End to End Skills Based Resource Management
Slide 14
Map out the skillbase
Slide 15
Populate your templates with placeholders
Slide 16
See the resource load across your organization
Slide 17
Convert placeholders to named resources
Slide 18
Block out time for non project work such as support
Slide 19
Get a 360 view of your Team
Slide 20
Time Tracking
Slide 21
Track Time on Projects, Admin, Cases, and more…
Slide 22
Cost and Rate Time Entries based on Skill Sets
Slide 23
Genius – So you never miss a time entry again
Slide 24
Route time approvals to the right people
Slide 25
Milestones Tracking
Slide 26
See Milestones progress from all your Projects in one view
Slide 27
Documents & Meetings
Slide 28
Capture all your Project Documents in one place
Slide 29
Hold the right meeting at the right time
Slide 30
Bring ‘best practices’ to all of your meetings
Slide 31
Risks, Issues, Change Requests
Slide 32
Risk, Issues & Change Management
Slide 33
Easily capture, categorize, sort and filter your RAID
Slide 34
Report on RAID at Project, Program or Portfolio level
Slide 35
Stakeholders & Deliverables
Slide 36
Map out the key stakeholders for your initiative
Slide 37
RACI never looked so good
Slide 38
Finances
Slide 39
Track financial metrics as your project progresses
Slide 40
Manage Client Retainers
Slide 41
Revenue Recognition
Slide 42
Invoicing & Billing
Slide 43
Project Time
Slide 44
Utilization
Slide 45
Project burndown and profitability
Slide 46
Reports & Dashboards
Slide 47
Project Managers Dashboard
Slide 48
Project Financials Dashboard
Slide 49
RAID Dashboard
Slide 50
Retainer & Project Burndown Dashboard
Slide 51
Utilization & Billability
Slide 52
Jump to Section…
Sales to Project Handoff
Slide 1
Create Projects from your Opportunities
Slide 2
Create Projects, anywhere with the ‘Project Wizard’
Slide 3
Choose your Project Methodology
Slide 4
Pick the right type of project for the challenge at hand
Slide 5
Waterfall
Slide 6
Agile (Kanban)
Slide 7
Water-Scrum-Fall
Slide 8
Capture Customer Goals
Slide 9
Deliver the items that add maximum value to the business
Slide 10
Define your Project level Goals
Slide 11
Capture, organize and rate business Requirements
Slide 12
Skills Based Resourcing
Slide 13
End to End Skills Based Resource Management
Slide 14
Map out the skillbase
Slide 15
Populate your templates with placeholders
Slide 16
See the resource load across your organization
Slide 17
Convert placeholders to named resources
Slide 18
Block out time for non project work such as support
Slide 19
Get a 360 view of your Team
Slide 20
Time Tracking
Slide 21
Track Time on Projects, Admin, Cases, and more…
Slide 22
Cost and Rate Time Entries based on Skill Sets
Slide 23
Genius – So you never miss a time entry again
Slide 24
Route time approvals to the right people
Slide 25
Milestones Tracking
Slide 26
See Milestones progress from all your Projects in one view
Slide 27
Documents & Meetings
Slide 28
Capture all your Project Documents in one place
Slide 29
Hold the right meeting at the right time
Slide 30
Bring ‘best practices’ to all of your meetings
Slide 31
Risks, Issues, Change Requests
Slide 32
Risk, Issues & Change Management
Slide 33
Easily capture, categorize, sort and filter your RAID
Slide 34
Report on RAID at Project, Program or Portfolio level
Slide 35
Stakeholders & Deliverables
Slide 36
Map out the key stakeholders for your initiative
Slide 37
RACI never looked so good
Slide 38
Finances
Slide 39
Track financial metrics as your project progresses
Slide 40
Manage Client Retainers
Slide 41
Revenue Recognition
Slide 42
Invoicing & Billing
Slide 43
Project Time
Slide 44
Utilization
Slide 45
Project burndown and profitability
Slide 46
Reports & Dashboards
Slide 47
Project Managers Dashboard
Slide 48
Project Financials Dashboard
Slide 49
RAID Dashboard
Slide 50
Retainer & Project Burndown Dashboard
Slide 51
Utilization & Billability
Slide 52
Quick Demo

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Cloud Coach is secure and customisable platform for successfully delivering customer projects of all shapes and sizes.

Veracode uses Cloud Coach to drive customer consumption of their entitlements purchased.

George Filos,
Lead of Services and Operations
Veracode
Read Case Study
Lead of Services and Operations
Veracode is an application security company providing SaaS application security solutions that integrate application analysis into development pipelines.
INDUSTRY: Technology
  |  
EMPLOYEES: 800

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