Timelines & Collaboration
List of Benefits
Start your Timelines & Collaboration trail here
Automate Project Creation and Save Time
Project Templates and automation
You should spend your time working on projects, not on admin! Get a head start on project creation by launching new projects quickly and easily from your own best-practice project templates. With Cloud Coach, you can even automate project creation.
- Create templates to follow your best practices
- Pre-assign resource skills to speed up delivery
- Save time by automatically creating projects
Sales to Project Handoff
Sales to Project Handoff
Project Scheduling Your Way
Waterfall, Kanban, Checklist or Water-Scrum-Fall
There’s no one-size-fits-all solution for running a project. Whether you prefer working with a Gantt style timeline, a Kanban board, or even a combination of the two, Cloud Coach provides the flexibility for you to run projects your way.
- Classic Gantt charts and Kanban boards
- Water-Scrum-Fall projects, combining the best of waterfall and agile
- Intuitive checklists projects
Stage Gates
Use decision points for maximum ROI
Define and templatize your gate process(s) to keep your team on the right path and reduce training time for new hires with:
- Templatized gate checklists
- Go/No Go decision points
- Automated gate process updates
- Visual gate progress across all your projects
Stage Gates
Align to Client Goals
Centralize Project Documentation
Requirements, Meetings
Gaining a comprehensive project overview requires meticulous document tracking. Cloud Coach provides you with a competitive advantage by offering:
- Centralized storage for all project documents
- Repository for meeting minutes
- Project requirement capture capabilities
Monitor Project Risks
Project RAID
Every organization needs a way to proactively manage the unknowns against projects to keep on schedule and deliver maximum value.
- Consolidate your ‘Risk Register,’ ‘Issue Log,’ and ‘Change Request List’ in a single platform
- Use the risk matrix to quickly assess problems
- Customizable displays for distinct record types
Skills based resourcing
User Friendly Time Tracking
Keep Stakeholders Engaged
External Project View
Whether you’re handling client-facing projects or overseeing internal IT initiatives, the responsibility of managing and keeping both internal and external stakeholders informed can be difficult. Our External Project View allows you to share key information, even if your stakeholders aren’t Cloud Coach users themselves.
- Communicate real-time project status with clients
- Monitor project stakeholders, both internal and external
- Only share the information relevant to each stakeholder
Visualize Progress
Cross Project View
If you’re working on multiple projects, you’re going to need a way to keep them both organized and on track. Cloud Coach’s Cross Project View provides you with a high-level view across all of your projects – reducing your administrative burden and keeping your projects running smoothly.
- Create your own views based on project type
- View timelines and status information
- Update project information quickly and easily
View Client Stakeholders
Want to see Cloud Coach in action?
Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.
