Get a comprehensive understanding of each situation to make informed and improved decision-making.
Utilize the RAG status to rank tasks of the higher priority effectively.
Monitor revenue milestones and track implementation fees for each individual use case.
Access a comprehensive list of customers who have requested new features with a single click.
Automate routine tasks so the team can concentrate on what really counts.
Accelerated customer onboarding facilitated by customizable project and use case templates.
Effortless calculation of RAG status for customers, projects, use cases, modules, and tasks, all automated without human involvement.
An intelligent dashboard that intuitively highlights recently deviating and advancing clients, projects, and modules, allowing you to concentrate on critical matters without any additional interactions.
Handle dependencies with both internal and customer stakeholders on one shared platform.
Delegate assignments to both internal team members and customer stakeholders, fostering collaboration through a shared portal with the customer's team.
Effortlessly create and share a personalized project status report with customers in a few simple clicks.
Enable seamless collaboration between onboarding teams and product/tech teams, facilitating communication on new feature requests, technical tasks, bug tracking, and API integrations.
Centralize all crucial data within a single source of truth platform.
A comprehensive perspective on customer data consolidated into a single location eradicates data fragmentation and conserves valuable time and resources.
Access all projects, use cases, tasks, and product dependencies linked to a customer effortlessly with just one click.
Customize functionality to align with your specific business requirements effortlessly using customizable fields.
No more revenue leakage and manual prioritization.
The period of manual prioritization during weekly meetings among Sales, Customer Success, and Product teams using intricate Excel spreadsheets is a thing of the past.
A unique algorithm offers practical insights and suggestions to expedite prioritization and enhance revenue recognition.
Direct your efforts towards product roadmap items and implementation tasks that wield the most significant influence on top-line growth and time-to-value.
Say goodbye to losing critical information during the transition from sales to implementation.
Ensure a comprehensive transition process in a structured manner by integrating with CRM to capture the complete context of customers and their business objectives.
Standardize all data into an organized format that includes project, use case, and task details.
Establish a unified repository for all critical documents, guaranteeing the preservation of essential information throughout the process.
"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!"
"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."
"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."
"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."
"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"
"CogniSaaS has helped us not only to digitize and structure the onboarding process but also adopt the best practices"