Cloud Coach Implementation

Yes, you can use Cloud Coach to track both! By tracking billable and non-billable hours over time, Cloud Coach can help you to better understand your team’s efficiency. You can view trending utilization reports, setup dashboards, and even receive automated notifications if a user’s time goes below a certain billable percentage.

Resource availability is tracked in real-time as users are assigned to tasks. In Cloud Coach, each task carries fields for duration and hours, which together calculate the expected end date of the task.

When a user is assigned to a task, this information is pulled into the user’s overall resource availability, providing Resource Managers with real-time information into their talent pool’s workload and availability.

Resources are searchable in Cloud Coach, and can be filtered by their assigned Work Types or Skill Sets. Once you’ve refined your search down to the people with the necessary experience for the task, the Resourcing View provides a color-coded visualization of resource availability. You can see at a glance which resources are under or over allocated, allowing you to distribute work appropriately and plan your projects as efficiently as possible.

Within Cloud Coach, you can also add Placeholders and Soft Allocations to help with future project planning and even receive notifications for projects which have no resources assigned to them.

At its core, time tracking allows you to understand the level of effort going into your projects. Any team armed with accurate time tracking information can start to take their project processes to the next level!

Are projects taking too long? Have we assigned the right resources? How much will we be invoicing the customer? How long is a typical project implementation? Who on my team is performing? And who isn’t?

These are the kinds of questions Cloud Coach answers. You can surface relevant metrics & KPIs to help you steer a project towards success. Without good time tracking data, a project manager is essentially driving blind.

Cloud Coach’s Revenue capabilities can be configured to allow you to track a wide range of project financials. After all, no two businesses are the same!

You can track multiple revenue lines across projects, including:

• Managed Service Revenue
• Support Revenue
• Onboarding Revenue

With Cloud Coach, revenue can be recognized at the end of a month, at phase completion, milestone completion or even upon a certain percentage completion of a project. This information can then be automatically pushed to outside accounts and ERP systems for invoicing and billing.

That means no extracting data or performing your own calculations offline. You are not dependent on data exports or tedious, manual processes.

Keeping track of multiple project portfolios at once can be difficult, but Cloud Coach’s Cross Project makes it easy. Cross Project View provides a powerful overview of all your Cloud Coach projects in one place. It presents you with intuitive project health indicators, milestone completions, notifications of late project tasks, and more, giving you insight into key metrics to help guide better decision making.

There are two two types of utilization:

• Billable
• Non-billable

Billable utilization measures the percentage of an employee’s time spent on tasks directly billable to clients, reflecting their contribution to revenue generation.

Non-billable utilization, on the other hand, represents the percentage of time devoted to activities that cannot be billed to clients, like Admin time for example. Tracking non-billable time offers insights into internal operations and overall workforce productivity.

There are multiple ways to track billable and non-billable time using Cloud Coach’s time entry functionality.

Users can select these options themselves when entering time. Alternatively, this information can be pre-defined at either a task or a project level, taking the burden off individual users.

Business as usual (BAU) can be categorized within Cloud Coach in whatever way makes the most sense for your organization. PTO, vacation, business travel, meetings, and admin work, are among some of the most common categories typically created.

BAU categories can feed into total resource utilization, providing Resource Managers with real-time insights into different user’s schedules & workloads.

For each project, a link is generated for an External Project view. Customers given that link can view project plans, summary details, meeting info, stakeholders, and other project controls. They can actively post messages to a project, specific tasks, or a ticket related to the project.

Custom components such as Flow Screens or Lightning web components can also be employed to expand customer interactions. External Project View uses Salesforce Experience Cloud, making it totally flexible. You can even add your company logo for consistency in branding & presentation.