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