Webinar
Customer Onboarding
Successfully on board customers in less time
1. Sales to Project Handoff
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
2. Choose your Project Methodology
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
3. Capture Customer Goals
If you’re not mapping your efforts towards your customers goals, what value are you really bringing them? With Cloud Coach you can track your clients, Goals & Requirements right through from workshops to deployed solution.
Customer Onboarding Videos
4. Skills Based Resourcing
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
5. Time Tracking
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
6. Stakeholders & Deliverables
Capture the key stakeholders whose input will be needed to make your projects and initiative successful, and display in a organizational tree view, so it’s easy for everyone to know where everyone fits in.
7. Documents & Meetings
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
8. Risks, Issues, Change Requests
No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.
9. Reports & Dashboards
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
1. Sales to Project Handoff
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
2. Choose your Project Methodology
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
3. Connect to Field Service Lightning
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
4. Skills Based Resourcing
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
5. Time Tracking
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
6. Milestones Tracking
Create one or more milestone process for your business and apply to your project templates, so you get accurate insight to where each project is in your process at any time.
7. Documents & Meetings
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
8. Risks, Issues, Change Requests
No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.
9. Reports & Dashboards
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
1. Sales to Project Handoff
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
2. Choose your Project Methodology
Cloud Coach lets you pick from multiple project types for each project.
3. Milestones Tracking
Create one or more milestone process for your business and apply to your project templates, so you get accurate insight to where each project is in your process at any time.
4. Skills Based Resourcing
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
5. Time Tracking
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
6. Documents & Meetings
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
7. Risks, Issues, Change Requests
No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.
8. Finances
Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
9. Reports & Dashboards
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
1. Create Project from Any Salesforce records
Whether the start point for your project is an opportunity, a case or a custom object, leverage our clone helper to automate the creation of the right project based on your business rules.
2. Choose your Project Methodology
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
3. Capture Customer Goals
If you’re not mapping your efforts towards your customers goals, what value are you really bringing them? With Cloud Coach you can track your clients, Goals & Requirements right through from workshops to deployed solution.
4. Document your Stakeholders
Capture the key stakeholders whose input will be needed to make your projects and initiative successful, and display in a organizational tree view, so it’s easy for everyone to know where everyone fits in.
5. Milestones Tracking
Create one or more milestone process for your business and apply to your project templates, so you get accurate insight to where each project is in your process at any time.
6. Documents & Meetings
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
7. Time Tracking
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
8. Risks, Issues, Change Requests
No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.
9. Reports & Dashboards
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
1. Capture Demand Intake
Capture requests for work and projects from across your organization. Categorize requests, analyze ROI & business value before getting executive approval to progress.
2. Organize into Portfolios & Programs
Align your initiatives and projects with your business, by organizing them into Portfolios and Programs for analysis and execution.
3. Improve Quality with Stage / Phase Gates
With configurable Stage Gate processes, you can make sure your team is working on the initiatives that will drive the most value for your organization.
4. Choose your Project Methodology
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
5. Skills Based Resourcing
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
6. Documents & Meetings
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
7. Risks, Issues, Change Requests
No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.
8. Finances
Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
9. Reports & Dashboards
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
1. Stage / Phase Gates
With configurable Stage Gate processes, you can make sure your team is working on the initiatives that will drive the most value for your organization.
2. Choose your Project Methodology
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
3. Capture Your Goals
If you’re not mapping your efforts towards your customers goals, what value are you really bringing them? With Cloud Coach you can track your clients, Goals & Requirements right through from workshops to deployed solution.
4. Skills Based Resourcing
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
5. Time Tracking
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
6. Documents & Meetings
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
7. Risks, Issues, Change Requests
No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.
8. Finances
Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
9. Reports & Dashboards
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
1. ITSM to Project Handoff
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
2. Choose your Project Methodology
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
3. Skills Based Resourcing
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
4. Time Tracking
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
5. Milestones Tracking
Create one or more milestone process for your business and apply to your project templates, so you get accurate insight to where each project is in your process at any time.
6. Documents & Meetings
Capture the key stakeholders whose input will be needed to make your projects and initiative successful, and display in a organizational tree view, so it’s easy for everyone to know where everyone fits in.
7. Risks, Issues, Change Requests
No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.
8. Finances
Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
9. Reports & Dashboards
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
1. Turn any Salesforce Record into a Project
Whether the start point for your project is an opportunity, a case or a custom object, leverage our clone helper to automate the creation of the right project based on your business rules.
2. Choose your Project Methodology
Cloud Coach lets you pick from multiple project types for each project, so whether your a traditional waterfall, modern agile or next generation water-scrum-fall company we have you covered.
3. Skills Based Resourcing
Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.
4. Time Tracking
User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.
5. Document your Stakeholders
Capture the key stakeholders whose input will be needed to make your projects and initiative successful, and display in a organizational tree view, so it’s easy for everyone to know where everyone fits in.
6. Documents & Meetings
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
7. Risks, Issues, Change Requests
No matter how well planned your project is, not everything is going to go to plan, so you need a way to manage all the extra balls that get thrown at you.
8. Finances
Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
9. Reports & Dashboards
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
Slide
Features Index
Sales to Project Handoff
Create Projects from your Opportunities
Create Projects, anywhere with the ‘Project Wizard’
Choose your Project Methodology
Pick the right type of project for the challenge at hand
Waterfall
Agile (Kanban)
Water-Scrum-Fall
Capture Customer Goals
Deliver the items that add maximum value to the business
Define your Project level Goals
Capture, organize and rate business Requirements
Skills Based Resourcing
End to End Skills Based Resource Management
Map out the skillbase
Populate your templates with placeholders
See the resource load across your organization
Convert placeholders to named resources
Block out time for non project work such as support
Get a 360 view of your Team
Time Tracking
Track Time on Projects, Admin, Cases, and more…
Cost and Rate Time Entries based on Skill Sets
Genius – So you never miss a time entry again
Route time approvals to the right people
Milestones Tracking
See Milestones progress from all your Projects in one view
Documents & Meetings
Capture all your Project Documents in one place
Hold the right meeting at the right time
Bring ‘best practices’ to all of your meetings
Risks, Issues, Change Requests
Risk, Issues & Change Management
Easily capture, categorize, sort and filter your RAID
Report on RAID at Project, Program or Portfolio level
Stakeholders & Deliverables
Map out the key stakeholders for your initiative
RACI never looked so good
Finances
Track financial metrics as your project progresses
Manage Client Retainers
Revenue Recognition
Invoicing & Billing
Project Time
Utilization
Project burndown and profitability
Reports & Dashboards
Project Managers Dashboard
Project Financials Dashboard
RAID Dashboard
Retainer & Project Burndown Dashboard
Utilization & Billability
Jump to Section…
Sales to Project Handoff
Create Projects from your Opportunities
Create Projects, anywhere with the ‘Project Wizard’
Choose your Project Methodology
Pick the right type of project for the challenge at hand
Waterfall
Agile (Kanban)
Water-Scrum-Fall
Capture Customer Goals
Deliver the items that add maximum value to the business
Define your Project level Goals
Capture, organize and rate business Requirements
Skills Based Resourcing
End to End Skills Based Resource Management
Map out the skillbase
Populate your templates with placeholders
See the resource load across your organization
Convert placeholders to named resources
Block out time for non project work such as support
Get a 360 view of your Team
Time Tracking
Track Time on Projects, Admin, Cases, and more…
Cost and Rate Time Entries based on Skill Sets
Genius – So you never miss a time entry again
Route time approvals to the right people
Milestones Tracking
See Milestones progress from all your Projects in one view
Documents & Meetings
Capture all your Project Documents in one place
Hold the right meeting at the right time
Bring ‘best practices’ to all of your meetings
Risks, Issues, Change Requests
Risk, Issues & Change Management
Easily capture, categorize, sort and filter your RAID
Report on RAID at Project, Program or Portfolio level
Stakeholders & Deliverables
Map out the key stakeholders for your initiative
RACI never looked so good
Finances
Track financial metrics as your project progresses
Manage Client Retainers
Revenue Recognition
Invoicing & Billing
Project Time
Utilization
Project burndown and profitability
Reports & Dashboards
Project Managers Dashboard
Project Financials Dashboard
RAID Dashboard
Retainer & Project Burndown Dashboard
Utilization & Billability
Quick Demo
Customer Onboarding
Sales to Project Handoff
Keep everyone in the organization on the same page with an automated hand off from sales team to delivery team so no time or information is lost.
“Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes.”
JACKSON WITHERILL
Senior Product Management Associate
Available across all tiers
Sales to Project Handoff
Create Projects from your Opportunities
Applicable tiers
Use best practice project templates and Salesforce flows to automatically create projects when your opportunities close (or earlier in your sales process):
- Select Template based on Opportunity or CQP line item details
- Pass details from Opportunity to the Project such as ‘Services Revenue’
- Share Project details with your Customer
Sales to Project Handoff
Create Projects, anywhere with the ‘Project Wizard’
Applicable tiers
Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime:
- Filter Kanban processes by Department
- Link Projects to any Salesforce record or create them standalone
- Leverage existing templates or start from new
Choose your Project Methodology
Pick the right type of project for the challenge at hand
Applicable tiers
Choose your Project Methodology
Waterfall
Applicable tiers
Group your project tasks together into phases to build out your multi-level WBS:
- View your critical path at any time
- Take progress snapshots
- Color code tasks such as those with outstanding customer deliverables
Choose your Project Methodology
Agile (Kanban)
Applicable tiers
Define colorful Kanban Board Processes and Columns for different departmental use cases across your organization:
- Move cards between columns to show progress through your process
- Drag and drop card prioritization
- Tag and filter cards to quickly find the task at hand
Choose your Project Methodology
Water-Scrum-Fall
Applicable tiers
Combine the best of Waterfall and Agile together by integrating Kanban boards into your schedule of tasks:
- Lets each team work the way they want on your project
- Roll board completion and effort up to your tasks
- Get the best of both worlds
Capture Customer Goals
Deliver the items that add maximum value to the business
Applicable tiers
Projects take time and money to deliver, so it’s important to know your team are prioritizing their efforts on the items that deliver the most value to your external & internal clients:
- Capture the Goals / desired outcomes for your Project
- Rate Requirements on their impact towards the Goal
- Break Requirements down into deliverables for the team to work on
Capture Customer Goals
Define your Project level Goals
Applicable tiers
Whether your onboarding a new customer or trying to align an internal project to your strategic Goals, Goal setting at the Project level is key:
- Capture Project Goals
- Add Requirements to your Goals
- As Tasks complete see your progress towards Goals update in real time
Capture Customer Goals
Capture, organize and rate business Requirements
Applicable tiers
Capturing Goals is one thing. Making sure your working on the requirements that deliver the most bang for the buck is another.
- Organize requirements by area of work
- Link Requirements back to your Goals
- Rate Requirements based on how important each one is to meeting your Goals
Skills Based Resourcing
End to End Skills Based Resource Management
Applicable tiers
Track and manage your resources effectively during every part of your process.
Skills Based Resourcing
Map out the skillbase
Applicable tiers
Track hard skills, soft skills, proficiency and more against your team.
Skills Based Resourcing
Populate your templates with placeholders
Applicable tiers
For the resources you will need on your project week to week.
Skills Based Resourcing
See the resource load across your organization
Applicable tiers
Filter down by department or other criteria, and drill into the details against any team member.
Skills Based Resourcing
Convert placeholders to named resources
Applicable tiers
Filter on hard skills, soft skills and view availability.
Skills Based Resourcing
Block out time for non project work such as support
Applicable tiers
And capture when your team has PTO, or is on site with a customer.
Skills Based Resourcing
Get a 360 view of your Team
Applicable tiers
From before you can manage the availability of your team with skills based resourcing.
Time Tracking
Track Time on Projects, Admin, Cases, and more…
Applicable tiers
Your team works on multiple items during the week so it’s important to give them a user-friendly way to capture time, in an accurate and timely manner.
With Cloud Coach you can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can be routed for approval to the relevant manager(s).
Time Tracking
Cost and Rate Time Entries based on Skill Sets
Applicable tiers
Time Tracking
Genius – So you never miss a time entry again
Applicable tiers
Use AI to see which records you have interacted with but not recorded time on.
Time entry is no one’s favourite task so why not make things easier for your team with our Timecard Genius, which leverages AI to let your team know what they have worked on but not recorded time on in the week.
Time Tracking
Route time approvals to the right people
Applicable tiers
Leverage the power of Salesforce approval workflows to ensure time gets approved in an expedient manner so your invoices all go out on time.
- Route time to different managers according to your business rules
- Send rejected time entries back to users to get more details
- Leverage delegated approvers when your out of office
Milestones Tracking
See Milestones progress from all your Projects in one view
Applicable tiers
Define one or more Milestone processes for your business including:
- Which tasks trigger which Milestones to complete
- Updates to Invoicing on Milestone completion
- Updates to Rev Rec on Milestone completion
All this can be added to your templates for repeatable best practice processes.
Documents & Meetings
Capture all your Project Documents in one place
Applicable tiers
Files, Meeting Minutes, Quip Documents, Process Maps and more.
Documents & Meetings
Hold the right meeting at the right time
Applicable tiers
Build best practice agendas into your Meeting templates and use Salesforce automation to initiate the right meeting at the right time in your process.
Capture your meeting minutes, and action items during the meeting then share meeting minutes with your attendees in one click.
Documents & Meetings
Bring ‘best practices’ to all of your meetings
Applicable tiers
Leverage coaching notes so your team discuss the right things at the right times.
Risks, Issues, Change Requests
Risk, Issues & Change Management
Applicable tiers
Proactively manage the unknowns against your Project to keep on schedule & deliver maximum value.
Risks, Issues, Change Requests
Easily capture, categorize, sort and filter your RAID
Applicable tiers
Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record.
Then use customizable forms to capture your Risks, Issues, Change Requests and more, quickly and easily.
Risks, Issues, Change Requests
Report on RAID at Project, Program or Portfolio level
Applicable tiers
All the data your Risk, Issue and Change data is captured by Cloud Coach and stored on Salesforce so you can report upon it 24 hours a day.
- Visual dashboards
- Accessible from anywhere
- Tweak to your own needs
Stakeholders & Deliverables
Map out the key stakeholders for your initiative
Applicable tiers
Stakeholders & Deliverables
RACI never looked so good
Applicable tiers
Define your key activities and capture responsibilities for each stakeholder.
Finances
Track financial metrics as your project progresses
Applicable tiers
Unlike other tools, with Cloud Coach you have choice. No more forcing round peg into square holes!
Finances
Manage Client Retainers
Applicable tiers
Whether your retainers are one time, or monthly, based on hours, spend or skills, Cloud Coach has you covered.
Finances
Revenue Recognition
Applicable tiers
Milestone driven revenue recognition, so you can be sure your meeting all your regulatory requirements.
Finances
Invoicing & Billing
Applicable tiers
Take your team’s time entries and run them through our market leading rating engine to create accurate invoices for your clients and accurate costs for your business.
Finances
Project Time
Applicable tiers
See all the time entries against your project in one place, with rates, cost and utilization information.
Finances
Utilization
Applicable tiers
Measure the utilization & billability of your team each week, and trend over time.
Finances
Project burndown and profitability
Applicable tiers
Track burndown across your projects along with your projected profitability.
Reports & Dashboards
Project Managers Dashboard
Applicable tiers
Tailor your project manager dashboards to what your team needs to see, be it health, task status, milestones and more.
Reports & Dashboards
Project Financials Dashboard
Applicable tiers
Track ROI from your projects, earned value, variance and more as your projects progress towards completion.
Reports & Dashboards
RAID Dashboard
Applicable tiers
Track risks, issues, change requests and more against your projects, and visualize progress towards resolution.
Reports & Dashboards
Retainer & Project Burndown Dashboard
Applicable tiers
Track spend against retainers and how your projects are performing against burndown targets.
Reports & Dashboards
Utilization & Billability
Applicable tiers
Track utilization and billability of your team for the week or month and plot trends over time to see where you need to act.
Want to see Cloud Coach in action?
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 
Veracode is an application security company providing SaaS application security solutions that integrate application analysis into development pipelines.
INDUSTRY: Technology
| EMPLOYEES: 800
