Customer Onboarding

Successfully onboard your 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.
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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.
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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.
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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.
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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.
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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.
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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