What can CogniSaaS do for you?

SaaS customer onboarding best practicesSaaS customer onboarding best practices
Intelligent Focus

Automate busywork to help the team focus on what matters most

Faster customer onboarding with configurable templates for projects and use cases

SaaS implementation best practices

Platform calculates RAG statuses of customer, project, use case and task with no human intervention

SaaS implementation best practices

Bi-directional integration with JIRA to track dependencies with product and tech teams in a single place

SaaS implementation best practices

Automated adjustments of forecasted dates in case of delays in tasks

Work Together

Manage dependencies with internal and customer stakeholders on a common platform

SaaS customer onboarding checklist

Assign tasks to internal team members and customer stakeholders. Collaborate with the customer's team on a shared portal.

SaaS customer onboarding checklist

Hierarchical task tracking at project level and each SOW use cases. BRAG statuses to easily track delays and dependencies.

SaaS customer onboarding checklist

Time tracking, Gantt chart, resource utilisation map and more to seamlessly manage projects at scale.

SaaS customer onboarding checklist

Onboarding teams can seamlessly collaborate with product/tech teams on new feature requests, tech tasks, bugs, api integrations

Effortless Visibility

Get full picture of every situation to make better decisions

One click generation of current statuses of tasks, use cases, projects and customers.

SaaS customer onboarding checklist
SaaS customer onboarding checklist

BRAG status allows you to prioritize tasks that are on highest priority.

SaaS customer onboarding checklist

Revenue milestones and implementation fee tracking at every use case level.

SaaS customer onboarding checklist

Single click view of all the customers who requested for a new feature

Contextual Insights

Manage all critical information in a single source of truth

SaaS customer onboarding best practices

Holistic view of customer data in one place eliminates information silos and saves valuable time and bandwidth.

SaaS customer onboarding best practices

Single click view of all the projects, use cases, tasks and product dependencies associated with a customer.

SaaS customer onboarding best practices

Custom fields to tailor functionality to your business needs

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Minimize Revenue Risks

Managerial decision making made easy

onboarding and implementation platform

Proprietary algorithm provides actionable insights and recommendations to accelerate prioritization and revenue recognition

onboarding and implementation platform

Focus time and energy on customer use cases/tasks that have the highest impact on the bottom line and time to value.

Document Repository

No more losing important information during ‘Sales to Implementation’ handoff

onboarding and implementation platformonboarding and implementation platform
onboarding and implementation platform

Templatize all information in a structured format with details of use cases, revenue & timeline

onboarding and implementation platform

Bid adieu to legacy project management tools by adopting a single platform right from customer onboarding to go-live

Move from Legacy Project Management to Value Delivery

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