How Cloud Coach Provided the Foundation for a Services Organization Transformation at SS&C Eze

SS&C Eze is a leading global provider of mission-critical, cloud-based software and solutions for the financial industry. [WATCH VIDEO](#video) PRIMARY USE CASE Professional Services HEADQUARTERS Windsor, CT INDUSTRY Software Development EMPLOYEES 1,000+

Scalability

Standardized processes and controls underpin all projects

Consistency

Project managers no longer need to use Excel or Smartsheets

One platform

Ensuring scalable project processes for SS&C Eze’s services organization “Customer success and satisfaction is the driving force behind everything we do.”

Aaron Santana-Smith

Director, SS&C Eze

The challenges

The solutions

• As SS&C Eze grew, it became apparent that its existing structure would not be scalable. With hundreds of projects underway at any one time, SS&C Eze was concerned about project governance

• Cloud Coach provided executive visibility into what was happening across hundreds of projects, while also ensuring processes and controls were followed throughout

• SS&C Eze did not have a consistent tool to manage projects, with some team members using Smartsheets and others using Excel

• Customers can be confident that projects have been completed fully, and Cloud Coach’s single source of truth provides a paper trail throughout a project lifecycle

• SS&C Eze had recently introduced Salesforce, so was wary about implementing another third-party tool or application

• By using one platform to record customer information and services projects, Cloud Coach has helped SS&C Eze develop a scalable project process for its services organization

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