We are High Performers in the Client Onboarding, Workflow, Product and Task Management Categories on G2. Learn more

Trusted by value delivery teams at

What makes CogniSaaS the best GUIDEcx alternative?

Use Case
Module Wise Tracking of Implementations
Multilevel implementation tracking: Track RAG status at 4 levels- client, project, module/use case and task
Only task tracking available
Product Roadmap Prioritization
- Track mapping between customers, new features requests and use-cases
- Get product roadmap prioritization insights based on total revenue impact and go-live dates
Not Supported
Single Source of Truth for Implementation Tracking
Native integrations to solve
- sales to implementation handover with CRM, 
- streamline collaboration with product and engineering teams with Jira,
- track customer health score after go-live with ticketing and CS tools
Limited integration options
Prioritization to Prevent Project Delays
System-generated actionable insights on which projects, modules and tasks to prioritize first to prevent go-live delays and revenue risk
Not Supported
Professional Services Automation
- Comprehensive solution for resource & capacity planning
- One click P & L report for implementations based on resources, time, revenue and cost
- Native timesheets tracking feature
Not supported
Collaboration with Implementation Partners
- Collaboration with partners on their tasks
- Portal for partners to track project status and tasks
- CSAT survey for partners
Not supported

Why our customers select us?

1.5X

Faster Revenue Recognition

50%

Reduction in Time to Go-Live

40%

Increase in CSAT/NPS Score

25%

Reduction in Man Hours

Why choose CogniSaaS for customer onboarding over GUIDEcx?

Effortless Visibility

Get all the information in one place in just a few clicks!

  • The BRAG status allows you to prioritize tasks that are of the highest priority.

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

  • Single-click view of all the customers who requested a new feature.

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

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Intelligent Focus

Automate busy work to help the team focus on what matters most!

  • Faster customer onboarding with configurable templates for projects and use cases.

  • One-click calculation of RAG statuses of customer, project, use case or module, and task with no human intervention.

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

  • Automated adjustments of forecasted dates in case of delays in tasks.

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Cross-Functional Collaboration

Manage dependencies with internal and customer stakeholders on a common platform!

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

  • Generate and share a customizable project status report with customers with a few clicks.

  • Onboarding teams can seamlessly collaborate with product/tech teams on new feature requests, tech tasks, bugs, and API integrations.

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Contextual Insights

Manage all critical information in a single source of truth platform!

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

  • Single-click view of all the project's use cases, tasks, and product dependencies associated with a customer.

  • Custom fields to tailor functionality to your business needs.

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Revenue Risk Mitigation

Gone are the days of revenue leakage and manual prioritization!

  • A proprietary algorithm provides actionable insights and recommendations to accelerate prioritization and revenue recognition.

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

  • Identify revenue leaks and opportunities across all modules, tasks, and clients well in advance.

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Document Repository

Never lose important information during the ‘Sales to Implementation’ handoff!

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

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

  • Build a library of all important documents so as to never lose any important information down the line.

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What our customers are saying

"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!"

Ritu Bhardwaj Head, India Delivery and Client Success
customer onboarding at capillary

"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."

Sridhar Bollam Chief Customer Officer, North America
customer onboarding at capillary

"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."

Jobin Jose Co-founder & CEO
customer onboarding at capillary

"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."

Rohan Menon Vice President, Customer Onboarding
customer onboarding at capillary

"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"

Daryl Mathew Senior Director, Global Service Delivery
customer onboarding at capillary

"CogniSaaS has helped us not only to digitize and structure the onboarding process but also adopt the best practices"

Dhruv Agarwal Co-Founder
customer onboarding at capillary

"For HR tech companies customer implementations can involve significant complexity due to local regulations, company-specific HR policy customizations, multiple integrations, and long implementation cycles.
We evaluated multiple tools for customer onboarding and selected CogniSaaS because of their track record of solving these challenges for many HR tech companies and their domain knowledge of complex enterprise implementations.
CogniSaaS enabled our CS team to streamline the end-to-end project planning and execution with not only standardization, automation, and custom dashboards for actionable insights, but also with best practices from our industry for driving customer success."

Keerthi KariappaChief Customer Officer
customer onboarding at capillary
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$30M+

Value of projects managed

2000+

Number of projects managed

1500+

Number of users

12+

No. of countries with our users

Our Awards on G2

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