Information Technology
Business success starts with Information Technology.
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Check out our quick overview video of how this use case could work for you within Salesforce.
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Information Technology - Highlights Video
Link Projects
Whether your internal processes call for projects to help resolve incidents, service requests or change management, Cloud Coach can help you maintain visibility of your teams effort throughout your IT lifecycle
- Leverage project templates
- Launch projects based on your business rules
- Connect with your ITSM of choice
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Manage your critical path
As you put together your project schedule it’s important to remember that not all tasks are created equal. Certain tasks must be completed on time, if the overall schedule of the project is not to slip. Cloud Coach can help you master your project schedule:
- Plan your task timelines
- Visualize your critical path
- Report on timeline status
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Or choose to go Agile
Sometimes it makes more sense to run your projects in an agile way. With Cloud Coach you can select from waterfall, agile or something inbetween, so there’s always a style of project to make everyone on your team happy.
- Use one of our best practice processes
- Or choose to create your own
- Drag, drop and complete your work
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Put the team together
With your project created it’s time to select the team to deliver success to your customer. With Cloud Coach you get resourcing capabilities that grow with each tier, from speedy one click assignment (all tiers) to advanced skills-based resourcing in our Enterprise tier. So that as your resourcing needs grow, Cloud Coach grows with you.
- Easily find your favourite team members
- Assign out task individually or on mass
- Notify your team what they need to work on
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Store Documents
Successful projects are 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 goals & requirement management in our Enterprise tier.
- Store relevant files and links
- Record & share meeting minutes and actions
- Capture & deliver against requirements
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Centralize RAID
Centralize and keep control of RAID during your project delivery with the tools that let you capture, catalog and resolve risks, assumptions, issues and dependencies no matter where or when they arise.
- Centralize and simplify data capture
- Track and resolve issues & risks
- Record your assumptions
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Budget vs Actuals
Tracking the financial performance of your project is an important part of IT’s role. Cloud Coach allows you to prepare your budget, route it for approval, and track changes over time. Then as the actual costs come in over the course of your project, you can update your forecasted position
- Plan & approve budgets
- Track changes over time
- Report on earned value & more
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Still confused?
Talk to an advisor who can help point you in the right direction
