Streamline Onboarding &
Deliver Flawless Implementations.

Reduce onboarding complexity, accelerate adoption, and deliver faster time to value for your customers.

Trusted by value delivery teams at

CogniSaaS Features for Implementation/Project/Delivery Managers

Streamline Onboarding and Accelerate Value Delivery

  • Pre-built Onboarding Templates: Launch consistent and efficient onboarding experiences with easy-to-use templates.

  • Flexible Project Views: Prioritize tasks intuitively with various views (List, Board, Excel, Gantt) and gain real-time visibility into progress.

  • Proactive Risk Management: Identify and address potential delays early on with automatic RAG calculations and forecasted end dates, keeping projects on track.

  • Centralized Document Management: Enhance information access for both internal teams and customers with a well-organized and hierarchical document repository.

Deliver Delighting Experiences and Improve Customer Satisfaction

  • Empower Collaboration: Foster transparency and engagement by inviting customers into a shared portal to track progress, and readily provide feedback, and project updates.

  • Real-time Feedback: Capture customer sentiment at key milestones with automated CSAT surveys, allowing you to identify areas for improvement and address concerns early on.

  • Effortless Reporting: Generate and share clear and insightful reports showcasing project progress with just a single click, fostering better communication and building trust.

Deliver Value Faster with Modular Planning and Rollouts

  • Template-Based Module Planning: Break down complex projects into bite-sized modules using pre-built templates, enabling easier planning and management.

  • Granular Progress Tracking: Track the progress of each module individually with its RAG status, allowing for informed Go/No-Go decisions at every stage.

  • Aligned Value Delivery: Ensure all delivered features align seamlessly with the subscribed modules within the SOW, guaranteeing maximum value realization for your customers.

Eliminate Silos and Boost Efficiency with Powerful Integrations

  • Seamless CRM Integration: Bridge the gap between sales and implementation. Upon winning a deal, complete customer details (modules, SOW, questionnaires, checklists) are automatically populated within CogniSaaS.

  • Effortless JIRA Integration: Effortlessly track product gaps and raise customer-driven feature requests directly within CogniSaaS.

  • Enhanced Slack Integration: View your to-do list and share updates directly within Slack.

Portfolio Management & Prioritization

  • Client Portfolio View: Access a centralized dashboard showcasing client-level metrics for a comprehensive overview of your client portfolio.

  • Monitor and adapt: Optimize resources, priorities, and strategies for evolving business goals.

  • Prioritize for Maximum Revenue: Identify the revenue impact of potential delays with a single click and leverage actionable recommendations to prioritize projects for maximum revenue recognition.

Customizable Reporting & Insights

  • Library of pre-built reports: Gain immediate insights tailored to common KPIs like profitability, revenue, and CSATs, facilitating informed decision-making.

  • Track custom KPIs and fields: Craft personalized dashboards and reports enabling tailored data analysis.

  • Data Visualizations & Aggregation: Get diverse visualizations, seamless drill-down, user-controlled filtering, shareable reports, and powerful data aggregation for comprehensive insights.

Resource & Capacity Management

  • Data-driven resource allocation: Assign the right people to the right projects based on skills, workload, and availability.

  • Soft allocation:  Secure the right talent for upcoming projects through soft resource allocation, identifying potential conflicts, and ensuring smooth execution.

  • Efficient Utilization: Effectively balance workloads using real-time data on availability and utilization, preventing burnouts.

  • Data-driven hiring: Leverage data to make informed hiring decisions based on project needs.

Standardization and Governance

  • Customizable Templates: Ensure consistent and efficient onboarding across teams through well-defined playbooks for given industries & segments.

  • RAID Logs: Identify and monitor internal and external risks, actions, issues, and decisions to ensure proactive mitigation.

  • Access Control: Leverage RBAC for granular access control, ensuring team members see only relevant information based on their roles.

Why Our Customers Select Us?

Actionable Insights from Customer Onboarding
Faster Revenue Recognition
Actionable insights on prioritization of product roadmap and implementation tasks
Personalized dashboards for customer onboarding
Reduction in Time to
Personalized dashboards and email notifications that give early warnings on potential delays
Dedicated Portal for Customers in Customer Onboarding
Increase in
Dedicated portal for customers to view project status and get clarity on the next steps
Automation of reporting, templates, resources for client onboarding
Reduction in
Man Hours
Automation of reporting, templates, resource management, and efficient collaboration among teams

CogniSaaS connects with your existing tools

Collaborate seamlessly with other internal teams, keep all the tools in sync, and ensure nothing falls through the cracks

How CogniSaaS integrates with your existing CRM, Communication, CS, Ticketing and Roadmap tools

Customers love CogniSaaS!

CogniSaaS reviews sourced by G2

Our Awards

Featured Blogs

Moxo Alternative for Client Onboarding

CogniSaaS: Customer Onboarding and Implementation Software For Project Leader

CogniSaaS: Customer Onboarding and Implementation Software For Delivery Manager

Don't Wait - Start WOWing Your Customers Today!

Book a discovery call