How CivicPlus Cut Project Setup Time in Half with Cloud Coach Automation

CivicPlus is a government technology company committed to powering and empowering governments to efficiently operate, serve, and govern through the use of  innovative and integrated technology solutions.   WATCH VIDEO PRIMARY USE CASE PSA HEADQUARTERS Manhattan, Kansas INDUSTRY IT Services EMPLOYEES 501-1,000

reduced manual work

Automation reduces the need for duplicate data entry

IMPROVED RESOURCING

CivicPlus can now track estimated hours against actual hours

PROJECT SETUP

Project setup, which took an hour previously, has now been halved “Cloud Coach has halved the amount of time project setup is taking”

Janelle Roza

Applications Support Analyst, Civic Plus

The challenges

The solutions

• Prior to implementing Cloud Coach, CivicPlus could spend over an hour setting up new projects

• Project creation process streamlined with record-triggered Salesforce flows, directly from closed-won opportunities - halving overall project setup time

• The previous system used by CivicPlus resulted in a significant amount of manual work and wasted time because of duplicate data entry

• Manual workload reduced for project setup teams thanks to an automated solution built on Salesforce

• It was difficult from CivicPlus to track who was doing what, making it hard to understand where billable time was being spent and also making it difficult to adequately plan resources

• Reporting functionality has provided new project insights at an executive level, providing the opportunity for better metric-guided decision making. CivicPlus can now track estimated hours against actual hours, tracking project utilization

• CivicPlus has grown significantly, highlighting the need for standardized processes

• Cloud Coach’s templatized process and projects have made it easy to onboard new team members, ensuring information is captured in a standardized way across the organization

• Changes to project scope were previously handled in an external system

• CivicPlus has created a new change management ticket process, streamlining visibility, providing transparency and ensuring important historic project information can be found quickly and easily

Want to see Cloud Coach in action?

In less than an hour, let us show you why Cloud Coach is the highest-rated Customer Onboarding & PSA solution native to Salesforce.   SCHEDULE A DEMO