Cloud Coach - Project Portfolio Management (PPM) for the Enterprise

User-Friendly PPM Tool

My organization has been with Cloud Coach for close to a year now. With Salesforce being our enterprise CRM tool, and the source of many of our innovation projects, it made sense to integrate Cloud Coach PPM. It was also a cost effective solution for our Innovation Stage Gate PMO needs. As we look ahead at the planned move to an ERP system, it was even more important to leverage the platform connection for PLM linkages. I love how user-friendly the Cloud Coach system is, for our Project Managers as well as our internal end-users. Though we have just begun to customize our environment and there are endless opportunities to continue to improve the system for our specific use-case and business needs -- the OOTB features meet our needs! I also appreciate the constant continuous improvement from the Cloud Coach side - quarterly releases of new or improved features based on customer feedback. I will say that again -- based on customer feedback. I would recommend this app to others.

So customizable!

We are just starting our journey with Cloud Coach, however, out of the gate we are gaining so much automation for our manual processes! This time savings is going to make our team so much more nimble. Cloud Coach implementation team literally built a custom front end for us. Our project intake is pretty elaborate and there is no doubt this build was tedious but they did not flinch at all of our intricate requests. I am so excited to get our PM team into the system to be able to pull reports on demand instead of burning countless hours in manual spreadsheet style updates for our executives. Our next endeavor, a phase two, will be the request to integrate with some of our other systems so we can take full advantage of financial information flow, as well as, linking into our AD to provide ease of user management. Our Enterprise Project Management Office is spinning up to bring all of our PMs onto this tool, allowing our executive team to take advantage of total visibility of working being done across our 11 hospital locations. We have not yet begun our relationship, fully, with our CSM but the offerings to keep us in the know with the latest changes and the help I have received thus far has been absolutely a dream. Response time, amazing. I am sure I will be updating this review with more great things as my knowledge and use of the system evolve and grow.

4 years with Cloud Coach - Ultimate is a game changer.

Now IT Matters helps nonprofits maximize their impact using Salesforce and needed a native Salesforce PM solution. We started using Cloud Coach in early 2014 and have seen the Cloud Coach team consistently push releases to this product. It was solid in 2014, good in 2016, and is great in 2018. We were half our current size and without it we would still be half our size. This product has helped us scale our services and develop our staff. We can easily see project status at a glance, profit margin, cash and revenue forecasting, expense management, rate cards for clients and projects, resource planning, and client KPIs. Cloud Coach has been responsive to suggestions and feature requests. They live up to the coaching part of their name: we sent two of our PM's to the annual gathering and they came back with a rollout plan (in cloud coach) to onboard features we weren't using. Ultimate is the add-on that I've personally been most excited about because of its ability to move past the standard metrics on deliverability and into strategic forecasting and it's ability to handle strategic objective for investments and measure their effectiveness using KPIs at the project level. Every tier of Cloud Coach adds value, but as we've focused more on strategic growth, this is the best investment we've made. If you have questions how we've used it and what to expect from Cloud Coach, feel free to reach out: timlockie@nowitmatters.com.

Awesome App, Excellent Customer Support

If you need to manage a Professional Services team, this App is a must have. My team needs visibility into over a hundred thousand investments totaling nearly $2-billion; while I can’t say that managing an undertaking of this size is easy, I can say this is the best tool I’ve found to do it.