Gain the complete picture to drive informed decisions across complex implementations.
Real-time visibility into implementation health with automated RAG status calculations, milestone tracking, and prioritization dashboards
Utilize RAG statuses for efficient task prioritization
Monitor revenue milestones and track implementation fees
View all new feature requests from customers in one click
Automate tedious tasks so your team can focus on high-impact activities.
Eliminate tedious and manual processes with out-of-the-box templates and intelligent task automation
Accelerated customer onboarding with customizable templates
Auto-calculate RAG statuses without human involvement
Dashboard highlights customers, projects and modules needing attention
Break down silos for seamless coordination across teams and with customers.
Shared customer portals to align implementation, support, product and customer teams
Delegate tasks to internal and customer team members
Distribute automated, personalized project status reports
Enable collaboration between onboarding and product/tech teams
Consolidate customer information into a single source of truth.
Consolidated customer data repository encompassing all projects, use cases, tasks and dependencies
Complete customer context available in a single view to inform leadership decisions
Eliminate data isolation and manual information gathering
Instantly access all customer projects, use cases and tasks
Identify and direct focus towards opportunities with the greatest revenue impact.
Proprietary algorithms analyze implementations to spotlight high-revenue impact priorities
No longer rely on manual prioritization using complex spreadsheets
Expedite prioritization and revenue recognition
Spotlight product roadmap priorities influencing revenue
Ensure a structured customer hand-off process between sales and implementation.
Integrate with CRM to capture structured customer objectives, projects and tasks
Establish single source of truth for critical customer documents across sales to implementation
Organize handovers with comprehensive customer context
Standardize data into structured formats
"As part of PeopleStrong's ongoing initiatives to accelerate value delivery for our customers, we evaluated many tools and selected CogniSaaS based on clear product differentiators to track value delivery and, more importantly, because the team understood our challenges in-depth with their strong domain experience in customer success. In the last 12 months, the CogniSaaS team not only provided excellent support for our numerous requests under aggressive timelines but also helped us implement the best practices from their experience. It's been a very successful partnership!"
"CogniSaaS team listens to the customer onboarding challenges and brings the right solution in the product. Getting the value delivery faster is the key for any SaaS business and this tool helps in scaling the project execution, improving productivity within your team and finally it creates a wow experience to the customer by making the first value delivery quicker."
"We selected CogniSaaS after evaluating other customer onboarding tools as the CogniSaaS team truly understands the pain points of the Implementation Team and brings best practices and gives clarity to the customer success team. CogniSaaS has enabled us to have a single source of truth for collaboration with customers as well as tracking internal cross-functional dependencies. Now we can track the RAG status for each business outcome/module within a project instead of just the task status. More interestingly, we also get system-generated actionable insights for prioritization, saving us tons of manual tracking. The result is faster time-to-value for our customers and faster revenue recognition to us at scale."
"CogniSaaS is truly helping us obtain meaningful insights into our operational model & its deliverables, thereby allowing us to focus on our customer and taking proactive measures to ensure customer delight. The refreshed interface is truly intuitive and the options to customize are very helpful in ensuring good adoption at all levels. With the CogniSaaS team being very approachable to diverse viewpoints, we hope to co-create a whole new way of working for ourselves and the industry."
"CogniSaaS provides a single window to both customers & service providers for tracking their ‘Quote to Bill to BAU journey’, while integrating seamlessly with the existing tools.This solves an industry wide problem for not only end users but also influencers and decision makers. Kudos to the CogniSaaS team for this vision and solving the age-old industry problem"
"CogniSaaS has helped us not only to digitize and structure the onboarding process but also adopt the best practices"