Customer Onboarding

PM: Project Manager or Profit Manager?

2 min read23rd of November 2016

The world of project management is changing quickly. We see the results of the increased speed of collaboration, distributed teams, and even higher pressure to perform faster. The pressure isn’t just from executive teams – it’s also from customers,...

Align Projects to Business Strategy

4 min read16th of November 2016

With a new year just a few weeks away, many of us are deep into planning for 2017. Beyond budget and financial goals, you’re also setting strategic business goals that move your business forward. To achieve those goals, you’ll...

4 Steps to Implementing Project Portfolio Management [Infographic]

1 min read21st of October 2016

According to PMI, organizations with mature project portfolio management practices complete 35 percent more of their programs successfully. They fail less often and waste less money. In this infographic, we outline the four steps to successfully implementing a project...

Configuring Time Entry Approval Processes

11 min read21st of October 2016

Time tracking is a core feature of Cloud Coach that provides simple, fast data entry so users spend less time punching in numbers and more time managing their projects. The two primary features of time tracking—Time Entry Widget and...

Creating a Financial Reporting Button for your Investments

7 min read17th of October 2016

Investments are one of those tools in Cloud Coach that is so powerful it can easily intimidate new as well as veteran users. Not only does it utilize robust scoring to determine whether your investment is worth pursuing, but...

Project Management Round-Up October 10-16, 2016

3 min read14th of October 2016

70%: The Long-Term and Strategic Side of Project Management (PM Perspectives Blog) – Project management helps the whole management team to think long term. Antonio Nieto-Rodriguez suggests that managers currently only spent about 10% of their time on project...

Measuring Performance in Professional Service Organizations

6 min read14th of October 2016

In a professional services organization, you’re not selling widgets or software. You’re selling one of the most valuable commodities: time. Each person only gets a total of 8760 hours each year, so it’s important to make the most of...

Project Management Round-Up October 3 – 9, 2016

3 min read10th of October 2016

The Art of Giving Feedback (Listful PM) – Providing feedback to employees or project team members helps provide motivation for better performance in the future. Giving helpful and constructive feedback is an art to be the most effective. Read...

Automating Project Creation

6 min read7th of October 2016

One of the great new features in the upcoming release of Cloud Coach is the ability to use Process Builder to automate process creation. This functionality opens up a number of opportunities to tie project creation to company specific...

Defining a Customer Onboarding Process [Infographic]

1 min read4th of October 2016

A successful customer onboarding process does more than just accomplish your goal of getting customers using your software. It also sets your customers up for success – and to accomplish their goals. In fact, it’s even more important that...