Why Choose Solvit for Cloud Coach Implementation?

With over 20 years of experience as a Salesforce partner, and more than 7 years with Cloud Coach, we’ve implemented Cloud Coach to fit vastly different needs. We understand that adopting a new professional services automation (PSA) tool can be a change management exercise, which is why we make sure your team is set up with the training and knowledge required to succeed.

Your Goals Become Ours

Understanding how you achieved your current place in business, and your direction of growth, is the foundation of our work together. This consultative approach might be uncommon in the industry, but it’s what we attribute to many of our wins.

Planning For a Brighter Future

Foundational planning is incredibly important; with Cloud Coach that means configuring a program that fits into your business’ culture and goals. The implementation process is backed by our solution architects, who will tailor your Cloud Coach configuration, to optimize your business processes.

Leave It to the Experts

Consult with our team to unlock key Cloud Coach features that streamline operations, making it easier for you to keep track of all logistics in one place.

Value That Lasts

Don’t worry, we’re not going to disappear once your Cloud Coach system is up and running. Our dedicated managed services team is focused on assisting you with system navigation and insights as you adapt to your powerful new system. Solvit’s Amplify, our Managed Service offering, helps you to leverage Cloud Coach and deploy additional modules as needed.  Our team can also assist you with enhancements and building customized reports and dashboards.

Frequently Asked Questions

Can I use Cloud Coach to track billable and non-billable resource utilization?

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.

How does Cloud Coach track resource availability?

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.

How do I identify the best resource to assign to a task?

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.

What makes time tracking so essential to good project management?

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.

What revenue recognition models can I use to track project financials?

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

How can revenue recognition be automated?

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.

How can I manage multiple projects at once in Cloud Coach?

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.

What types of utilization can be tracked in Cloud Coach?

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.

How does Cloud Coach track billable and non-billable time on projects?

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.

How can I track non billable PTO or vacation time?

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.

How do users interact with the Cloud Coach External Project View?

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.

It All Starts
With a Conversation

If you’re looking to partner with a team of PSA and Salesforce experts that puts your business’s operational needs first, look no further. Solvit designs and delivers implementation, integration, and custom solutions that will free you from frustrating work-arounds — so you can get back to working on your business.

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