Customer Onboarding

Successfully on board customers in less time

Sales to Project Handoff

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.
Learn MoreView Slides
Choose your Project Methodology

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.
Learn MoreView Slides
Capture Customer Goals

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.
Learn MoreView Slides
Skills Based Resourcing

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.
Learn MoreView Slides
Time Tracking

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.
Learn MoreView Slides
Stakeholders & Deliverables

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.
Learn MoreView Slides
Documents & Meetings

7. Documents & Meetings

Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Learn MoreView Slides
Risks, Issues, Change Requests

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.
Learn MoreView Slides
Reports & Dashboards

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.
Learn MoreView Slides

Project
Start
Customer Onboarding
Play video

Project
End
Sales to Project Handoff

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.
Learn MoreView Slides
Choose your Project Methodology

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.
Learn MoreView Slides
Connect to Field Service Lightning

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.
Learn MoreView Slides
Skills Based Resourcing

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.
Learn MoreView Slides
Time Tracking

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.
Learn MoreView Slides
Milestones Tracking

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.
Learn MoreView Slides
Documents & Meetings

7. Documents & Meetings

Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Learn MoreView Slides
Risks, Issues, Change Requests

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.
Learn MoreView Slides
Reports & Dashboards

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.
Learn MoreView Slides

Project
Start
Installation and Field Service
Play video

Project
End
Sales to Project Handoff

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.
Learn MoreView Slides
Choose your Project Methodology

2. Choose your Project Methodology

Cloud Coach lets you pick from multiple project types for each project.
Learn MoreView Slides
Milestones Tracking

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.
Learn MoreView Slides
Skills Based Resourcing

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.
Learn MoreView Slides
Time Tracking

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.
Learn MoreView Slides
Documents & Meetings

6. Documents & Meetings

Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Learn MoreView Slides
Risks, Issues, Change Requests

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.
Learn MoreView Slides
Finances

8. Finances

Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
Learn MoreView Slides
Reports & Dashboards

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.
Learn MoreView Slides

Project
Start
Professional Services Automation
Play video

Project
End
Create Project from Any Salesforce records

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.
Learn MoreView Slides
Choose your Project Methodology

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.
Learn MoreView Slides
Capture Customer Goals

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.
Learn MoreView Slides
Document your Stakeholders

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.
Learn MoreView Slides
Milestones Tracking

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.
Learn MoreView Slides
Documents & Meetings

6. Documents & Meetings

Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Learn MoreView Slides
Time Tracking

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.
Learn MoreView Slides
Risks, Issues, Change Requests

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.
Learn MoreView Slides
Reports & Dashboards

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.
Learn MoreView Slides

Project
Start
Customer Success
Play video

Project
End
Capture Demand Intake

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.
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Organize into Portfolios & Programs

2. Organize into Portfolios & Programs

Align your initiatives and projects with your business, by organizing them into Portfolios and Programs for analysis and execution.
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Improve Quality with Stage / Phase Gates

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.
Learn MoreView Slides
Choose your Project Methodology

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.
Learn MoreView Slides
Skills Based Resourcing

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.
Learn MoreView Slides
Documents & Meetings

6. Documents & Meetings

Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Learn MoreView Slides
Risks, Issues, Change Requests

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.
Learn MoreView Slides
Finances

8. Finances

Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
Learn MoreView Slides
Reports & Dashboards

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.
Learn MoreView Slides

Project
Start
Project Portfolio Management
Play video

Project
End
Stage / Phase Gates

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.
Learn MoreView Slides
Choose your Project Methodology

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.
Learn MoreView Slides
Capture Your Goals

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.
Learn MoreView Slides
Skills Based Resourcing

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.
Learn MoreView Slides
Time Tracking

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.
Learn MoreView Slides
Documents & Meetings

6. Documents & Meetings

Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Learn MoreView Slides
Risks, Issues, Change Requests

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.
Learn MoreView Slides
Finances

8. Finances

Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
Learn MoreView Slides
Reports & Dashboards

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.
Learn MoreView Slides

Project
Start
Research & Development
Play video

Project
End
ITSM to Project Handoff

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.
Learn MoreView Slides
Choose your Project Methodology

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.
Learn MoreView Slides
Skills Based Resourcing

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.
Learn MoreView Slides
Time Tracking

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.
Learn MoreView Slides
Milestones Tracking

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.
Learn MoreView Slides
Documents & Meetings

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.
Learn MoreView Slides
Risks, Issues, Change Requests

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.
Learn MoreView Slides
Finances

8. Finances

Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
Learn MoreView Slides
Reports & Dashboards

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.
Learn MoreView Slides

Project
Start
IT Projects
Play video

Project
End
Turn any Salesforce Record into a Project

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.
Learn MoreView Slides
Choose your Project Methodology

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.
Learn MoreView Slides
Skills Based Resourcing

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.
Learn MoreView Slides
Time Tracking

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.
Learn MoreView Slides
Document your Stakeholders

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.
Learn MoreView Slides
Documents & Meetings

6. Documents & Meetings

Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Learn MoreView Slides
Risks, Issues, Change Requests

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.
Learn MoreView Slides
Finances

8. Finances

Track any financial metric you need from planned vs actuals, through KPI & Benefit tracking.
Learn MoreView Slides
Reports & Dashboards

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.
Learn MoreView Slides

Project
Start
Any Project Process
Play video

Project
End
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

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
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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