Deliver Customer Projects
At Scale

Purpose-built software for onboarding, implementation, and professional services teams to deliver value faster and profitably.

Trusted by value delivery teams at

Our Solution

Project & Task Management

Manage projects from start to finish. Track progress to deliver value rapidly and effectively.

  • Craft custom project plans in a single click with templates, ensuring repeatable success.

  • Drive proactive interventions by automatically calculating RAG status and forecasting projected end dates intelligently.

  • Organize your work more effectively through flexible task visualization using list, board, Excel, or Gantt views.

  • Track RAID of non-project related items that impact successful delivery or timely go-live

  • Store documents centrally in a hierarchical structure across multiple levels like client, project, and module for ease of access.

Customer Collaboration

Collaboration with internal cross-functional teams, and customers on a shared platform to track and manage dependencies

  • Track customer progress, requests, and satisfaction with Customer Portfolio Dashboard.

  • Invite clients to collaborate on plans, track progress, and provide feedback directly in the client portal.

  • Assign responsibilities to customers and internal teams for ownership and accountability

  • Automate CSAT surveys at key milestones, gauging customer sentiment and catching issues early

  • Generate custom weekly reports with a single click, delivered automatically

Module Wise Implementation Tracking

Dive deep into project health with multi-level RAG status (Client →Project →Module → Task) and immediate action-triggering alerts.

  • Standardize project execution with modular plans from reusable templates for streamlined, repeatable success.

  • View RAG status at the module level across customer projects to track rollout progress and highlight modules needing attention.

  • Gain visibility into which customers have purchased which product modules over time to understand expansion opportunities.

  • Track differences between what customers signed up for, what has been delivered, and what is still pending in real-time dashboards

Timesheet Tracking

Capture every minute worked, across all projects, for accurate billing and increased revenue.

  • Easily categorize billable and non-billable time, and generate reports to identify potential cost savings and improve profitability.

  • Review and approve timesheets easily.

  • View the details of the time spent by every user on every project and task

  • Compare planned estimates to actuals to identify overruns

  • Save time prefilling timesheets with scheduled tasks, expediting the submission

Custom Dashboard and Reporting

Get visibility into delayed client projects, modules, and tasks from easily generated reports and dashboards without needing separate analytics tools.

  • Access built-in project, people, and partner performance reports for actionable insights to drive improvements.

  • Easily visualize integrated data with customized charts and graphs tailored to your analysis needs

  • View project forecasts and profitability through the Project Profitability Report.

  • Adjust functionalities and dashboards with custom fields to match your KPIs.

  • View revenue impact from delays and actionable recommendations to prioritize projects for maximum revenue recognition through the one-click revenue impact dashboard.

Resource and Capacity Management

Assign the right people to the right project and make data-driven hiring decisions.

  • Plan ahead with soft resource allocation, securing talent, and avoiding potential resource conflicts in the pipeline.

  • Optimize project outcomes by assigning tasks based on skills, roles, time-offs, and current workload.

  • Get a bird's-eye view of your team's utilization and optimize bandwidth

  • Use data-driven insights to match team capacity with project needs.

Why Our Customers Select Us?

Actionable Insights from Customer Onboarding
1.5X
Faster Revenue Recognition
Actionable insights on prioritization of product roadmap and implementation tasks
Personalized dashboards for customer onboarding
50%
Reduction in Time to
Go-Live
Personalized dashboards and email notifications that give early warnings on potential delays
Dedicated Portal for Customers in Customer Onboarding
40%
Increase in
CSAT/NPS Score
Dedicated portal for customers to view project status and get clarity on the next steps
Automation of reporting, templates, resources for client onboarding
25%
Reduction in
Man Hours
Automation of reporting, templates, resource management, and efficient collaboration among teams

Our Awards

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

What our customers are saying

We have undergone a transformative experience with CogniSaaS. This tool has been instrumental in accelerating our project execution, elevating team productivity, and generating significant value through the direct derivation of dashboard insights from the platform. The flexibility of the tool and the actionable insights it generates contributes to a quicker time-to-value for our clients and an accelerated recognition of revenue on our end. The redesigned interface not only offers intuitiveness but is also customizable, fostering widespread adoption throughout all levels of our team. The approachability and openness to diverse viewpoints of the CogniSaaS team have seamlessly facilitated collaboration.

Dr. Kaviraj Singh Managing Director
customer onboarding at capillary

"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

"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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