eBook
How to Identify and Prevent Revenue Leakage
Professional services teams lose $553bn of billable hours yearly, thanks to poor time tracking, resource utilization, forecasting & project overruns.
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
REVENUE LEAKAGE
Small Professional Services Revenue Leaks Are Costing You Big
Revenue leakage isn’t always obvious. It hides in plain sight, buried in the day-to-day complexity of running a professional services team. At Cloud Coach, we can help you plug those costly leaks!
Prevent costly project overruns by removing disconnected project management silos
Your projects are overrunning. And it’s costing your business more money than you think. Cloud Coach provides a unified solution that streamlines project planning, resource management, and real-time visibility, enabling you to focus on what really matters: adding value to your business.
Consolidate Fragmented Data
Bring all project, resource, and time-tracking data into one platform, ensuring everyone works with the most up-to-date information. Eliminate Inconsistent Reporting
With Cloud Coach, data is unified and accessible, eliminating the need to manually consolidate reports from various tools, reducing errors.Break Down Adoption Barriers
At Cloud Coach, we understand that all projects are different – and that means you need choice! Choose from Gantt charts, Kanban Boards, Checklists… or even a combination of all three: something we call Water-Scrum-Fall. Consolidate Fragmented Data
Bring all project, resource, and time-tracking data into one platform, ensuring everyone works with the most up-to-date information.
Eliminate Inconsistent Reporting
With Cloud Coach, data is unified and accessible, eliminating the need to manually consolidate reports from various tools, reducing errors.
Break Down Adoption Barriers
At Cloud Coach, we understand that all projects are different – and that means you need choice! Choose from Gantt charts, Kanban Boards, Checklists… or even a combination of all three: something we call Water-Scrum-Fall.
"The biggest value add has been having that central tool where we can see what everyone is doing and where things are trending."
Zach Burchaw, Practice Lead, Canidium
Maximize resource utilization by getting resources in the right place at the right time
Improving utilization is all about working smarter. By optimizing processes, leveraging data, and maintaining a healthy workplace, professional services firms can achieve sustainable growth while keeping teams motivated and productive.
Understand Utilization & Productivity
Track key metrics such as billable hours, non-billable hours, and overall resource utilization rates to make informed decision Allocate Resources
Allocate resources to projects based on availability and skill sets, ensuring the right resources are assigned to the right tasks.See the Full Picture
Cloud Coach offers customizable dashboards and detailed reports that provide real-time visibility into resource utilization. Managers can see at a glance how resources are being used and where there may be bottlenecks Understand Utilization & Productivity
Track key metrics such as billable hours, non-billable hours, and overall resource utilization rates to make informed decision
Allocate Resources
Allocate resources to projects based on availability and skill sets, ensuring the right resources are assigned to the right tasks.
See the Full Picture
Cloud Coach offers customizable dashboards and detailed reports that provide real-time visibility into resource utilization. Managers can see at a glance how resources are being used and where there may be bottlenecks
"Cloud Coach has made us more efficient and more scalable as a company."
Dan Williams, Co-Founder & MD, Comnexa
Forget failing forecasts and manage projections with confidence for projects months, or even years in advance
Accurate forecasting is crucial for the success of any business. It’s particularly important for professional services teams, which rely heavily on resource allocation, revenue prediction, and project timelines to ensure that both client commitments and businesses profitability needs are met. Here’s how we can help.
Forecast Demand
With Cloud Coach, you can predict future resource needs based on project pipelines and historical data. This helps in proactive resource planning and avoids last-minute resource crunches. Plan Future Scenarios
Simulate different project scenarios to understand their impact on resource utilization and capacity, enabling better strategic planning and decision-making.View Business as Usual
To visualize your organization’s Business as Usual, you need to go beyond just focusing on project work. Cloud Coach provides a comprehensive view that understands utilization levels in non-project-related tasks and activities. Forecast Demand
With Cloud Coach, you can predict future resource needs based on project pipelines and historical data. This helps in proactive resource planning and avoids last-minute resource crunches.
Plan Future Scenarios
Simulate different project scenarios to understand their impact on resource utilization and capacity, enabling better strategic planning and decision-making.
View Business as Usual
To visualize your organization’s Business as Usual, you need to go beyond just focusing on project work. Cloud Coach provides a comprehensive view that understands utilization levels in non-project-related tasks and activities.
"My Day is the most unique time entry platform I’ve seen. Those are billable hours. That’s how we get paid!"
Dan Quinn, VP Professional Services, Sovos
Use accurate time tracking to stop billable hours going missing
In professional services, time is money. Yet, many organizations face significant revenue leakage due to untracked or poorly tracked billable time. Once your team is entering time accurately and on time, you can gain full transparency into how time is spent across your teams -, enabling you to optimize resource allocation, improve project timelines, and ensure accurate billing, without ever leaving the Salesforce platform.
Understand Utilization
Track key metrics such as billable hours, non-billable hours, and overall resource utilization rates to make informed decision You can even optimize billing processes by logging billable hours, ensuring clients are charged correctly - and save time on time entry with our Genius functionality. Enhanced Productivity Monitoring
Track employee tasks efficiently, helping identify bottlenecks and optimize time allocation. We also streamline the approval process - giving you quick oversights and single-click approvals.Approve timesheets
Cloud Coach simplifies the process of approving timesheets, saving time and reducing administrative burden. You can even run your team’s time through an approval process before sending that bill out to your client, or recharging your time to another department in your business. Understand Utilization
Track key metrics such as billable hours, non-billable hours, and overall resource utilization rates to make informed decision You can even optimize billing processes by logging billable hours, ensuring clients are charged correctly - and save time on time entry with our Genius functionality.
Enhanced Productivity Monitoring
Track employee tasks efficiently, helping identify bottlenecks and optimize time allocation. We also streamline the approval process - giving you quick oversights and single-click approvals.
Approve timesheets
Cloud Coach simplifies the process of approving timesheets, saving time and reducing administrative burden. You can even run your team’s time through an approval process before sending that bill out to your client, or recharging your time to another department in your business.
