Any Project Process

Bring success to every project your business needs to deliver.

1. Initiation

Follow best practice with advanced templates

2. Timelines

What needs doing, and when?

3. Resources

Put your team together

4. Documents

Capture all your project documentation

5. Controls

Manage change and risk

6. Finances

Track planned vs actual costs

With Cloud Coach’s ‘Any Project Process’ and Salesforce ‘Lightning’ you can deliver projects of all shapes and sizes with dynamic tailored views specific to the type of project you are delivering. So when you need to bring the business together on a common tool, Cloud Coach & Salesforce is the serious choice.

Want To See It In Action?

Check out our quick overview video of how this use case could work for you within Salesforce.

OR view some screenshots of a working solution.

Onboarding Process

Create Projects

Turn your opportunities into projects

Whether it’s a customer onboarding project, IT development effort, or a marketing campaign, Cloud Coach lets you initiate projects directly from your favorite Salesforce records. Not a Salesforce user, no problem projects can be standalone too:

  • Agile or Waterfall
  • Leverage project templates
  • Launch projects based on your business rules

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Get Full Control

Of all aspects of your projects
  • Projects are more than just tracking schedules and at Cloud Coach not only do we support comprehensive processes, but we’ve baked it into the core framework of our tool so that you can manage all elements within one consolidated space

     

  • Summarize information with status reports at a glance. Manage timelines using best of breed gantts and list views. Store all project documents in one place. Mitigate risks, issues, and change requests with project controls. Find the best available user with integrated resource management. Track project financials in real-time.

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Gantt Chart
Resource Request by Skill

Soft or Hard

Reserve and approve resources

Whether you’re looking for a specific known person or just know the skill needed for the work you are looking to assign, with Cloud Coach you can:

  • Create soft bookings
  • Route for approval
  • Convert into hard bookings

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Capture Key Documents

Meetings, goals, requirements & more

Successful onboarding is about much more than managing timelines, a document strategy is critical to overall success. With Cloud Coach we have document capabilities that grow with each tier, from file and link storage (all tiers) to meeting management in our Enterprise tier.

  • Store relevant files and links
  • Record & share meeting minutes and actions
  • Capture & deliver against requirements

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Meeting Minutes
Risks and Opportunities

Manage the unknowns

Risks, issues, and change management

Like life, your projects don’t always go to plan, key client stakeholders might leave, unforeseen issues crop up, and change requests are the sort of unknowns that you might need to manage during your delivery. With Cloud Coach you can:

  •  Capture and plan for risks
  • Track and resolve issues
  • Manage the schedule and cost impact of change requests

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Track Planned & Actuals

On any financial metric you like!

Whether you want to track the cost, utilization and billability of time entries or  related expenses on your project, including CAPEX and OPEX, Cloud Coach has the tools you need. With next generation rate cards, retainers and billing, coupled with performance metrics such as earned and planned value, no matter what you need Cloud Coach has you covered. 

  • Billable & non billable time
  • Planned and actuals
  • Get any value metric you like!

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Earner Value by Week

Got Questions?

Talk to a Cloud Coach advisor who can help point you in the right direction