PPM & PMO

Drive strategic objectives across your organization by aligning work around the right outcomes.

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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.

Project Update Screen

Capture Demand

From across your business

As a large and growing organization, your team is likely to get hit with lots of requests for projects and initiatives from the business. We make it easy to capture these requests from your business via:

  • Email
  • Web forms
  • Self-service portals

Available in Cloud Coach

APPLICABLE TO ULTIMATE TIER

Group by Portfolios

Business units and more

Once you have a stream of demand coming in from the business, organizing it so you can work on them in the appropriate manner is easy. Cloud Coach allows you to group demand by:

  • Functional Areas
  • Business Units
  • Portfolios

Available in Cloud Coach

APPLICABLE TO CLOUD TIER

Portfolio Dashboard
Cost Benefit Graph

Cost vs Benefit Analysis

Build your ROI scorecards

Taking in demand is one thing, knowing what will bring the best ROI to your business is another. That’s where our scorecarding comes in, giving you a way to view all your investment demand through ROI views based on:

  • Strategic goal alignment
  • Fiscal costs and benefits
  • Qualitative benefits vs risks

Available in Cloud Coach

APPLICABLE TO ULTIMATE TIER

Get Approval

From the right person at the right time

Of course when you are looking at spending millions of dollars / pounds / euros on an initiative, it’s imperative that you first get the appropriate approval from all the stakeholders.

  • Criteria based routing
  • Single or multiple approvals
  • Alerts on approval or rejection

Available in Cloud Coach

APPLICABLE TO ULTIMATE TIER

Project Approval Request
Task Progress Indiciator

Execute

With the ‘Any Project Process’

Once you’ve approved a project to begin in earnest, tracking the execution of the project becomes critical. Many PPM’s will hand you off to a 3rd party tool and a painful integration, but at Cloud Coach we have a fully connected solution giving you real time information on project execution 24 by 7 including:

  • Timeline Progress
  • Financial Performance
  • Risks & Issues

Available in Cloud Coach

APPLICABLE TO ULTIMATE TIER

Analyze Performance

Planned vs actual costs

Create, control, and switch between multiple dashboards tailored to your business so you can view your KPI’s and portfolio performance metrics in real time.

  • Create dashboards for your key metrics
  • Control who has access to what dashboards
  • Drill into report details from your dashboards

Available in Cloud Coach

APPLICABLE TO ULTIMATE TIER

Retainer Information

Still confused?

Talk to an advisor who can help point you in the right direction