Cloud Coach

Any Project Process

Bring success to every project your business needs to deliver

1. Initiation

Follow best practice with advanced templates

2. Timelines

What needs doing, and when?

3. Resources

Put your team together

4. Documents

Capture all your project documentation

5. Controls

Manage change and risk

6. Finances

Track planned vs actual costs

With Cloud Coach’s ‘Any Project Process’ and Salesforce ‘Lightning’ you can deliver projects of all shapes and sizes with dynamic tailored views specific to the type of project you are delivering. So when you need to bring the business together on a common tool, Cloud Coach & Salesforce is the serious choice.

Want To See It In Action?

Choose from a quick overview, or if you have more time, why not take a deep dive?

Of course we can’t cover everything in these videos, so if there are other features you’d like to see, feel free to request a demo.

Create Projects

Turn your opportunities into projects

Whether it’s a customer onboarding project, IT development effort, or a marketing campaign, Cloud Coach lets you initiate projects directly from your favorite Salesforce records. Not a Salesforce user, no problem projects can be standalone too:

  • Agile or Waterfall
  • Leverage project templates
  • Launch projects based on your business rules
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

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Get Full Control

Of all aspects of your projects

  • Projects are more than just tracking schedules and at Cloud Coach not only do we support comprehensive processes, but we’ve baked it into the core framework of our tool so that you can manage all elements within one consolidated space

     

  • Summarize information with status reports at a glance. Manage timelines using best of breed gantts and list views. Store all project documents in one place. Mitigate risks, issues, and change requests with project controls. Find the best available user with integrated resource management. Track project financials in real-time.
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Soft or Hard

Reserve and approve resources

Whether you’re looking for a specific known person or just know the skill needed for the work you are looking to assign, with Cloud Coach you can:

  • Create soft bookings
  • Route for approval
  • Convert into hard bookings
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

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Capture Key Documents

Meetings, goals, requirements & more

Successful onboarding is about much more than managing timelines, a document strategy is critical to overall success. With Cloud Coach we have document capabilities that grow with each tier, from file and link storage (all tiers) to meeting management in our Enterprise tier.

  • Store relevant files and links
  • Record & share meeting minutes and actions
  • Capture & deliver against requirements
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Manage the unknowns

Risks, issues, and change management

Like life, your projects don’t always go to plan, key client stakeholders might leave, unforeseen issues crop up, and change requests are the sort of unknowns that you might need to manage during your delivery. With Cloud Coach you can:

  •  Capture and plan for risks
  • Track and resolve issues
  • Manage the schedule and cost impact of change requests
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

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FI 609 Earned Value 1

Track Planned & Actuals

On any financial metric you like!

Whether you want to track the cost, utilization and billability of time entries or  related expenses on your project, including CAPEX and OPEX, Cloud Coach has the tools you need. With next generation rate cards, retainers and billing, coupled with performance metrics such as earned and planned value, no matter what you need Cloud Coach has you covered. 

  • Billable & non billable time
  • Planned and actuals
  • Get any value metric you like!
Tier 1 1

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Want to Learn More?

We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.

Schedule a bespoke demo with one of our project specialists.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.