Customer Story
Customer Story

Benefit Technology Resources

Benefit Technology Resources has become one of the leading HR technology consulting firms in the US. Its specialty is helping insurance brokers, employers, and their clients improve the efficiency and functionality of their existing technology.

Benefit Technology Resources logo

Use Case

Headquarters

Industry

IT Services & Consulting

Employees

100+

The Results

Improved attainment of key dates

Visibility across both internal and external stakeholders

Consolidated processes across five disparate systems

“Cloud Coach is super usable for every aspect of our business. From day-to-day users to administration to leadership, the ability to see views in a gantt, or a list, everybody can get to what they need to do in the view they want to see.”

Jaime Ferguson

Technical System Analyst

The challenges

The solutions

Benefit Technology Resources was using five disparate systems to manage the varying processes within just one project

A comprehensive solution that can support project schedule management, collaboration, resource management, project controls, and time entry

Key dates were easily missed with a spreadsheet based schedule tracking tool

An intuitive project gantt which can bring attention to key dates and milestones in conjuction with automated alerts

Leadership lacked visibility and predictability across project initiatives, leading to preventable workforce pressure and an inability to escalate when needed

Cloud Coach’s reporting functionality has allowed leadership teams to get better oversight of projects and see project health overall across divisions

With external project stakeholders, Benefit Technology Resources needed a single solution that could be used to effectively communicate project status to their customers

Cloud Coach’s external views let Benefit Technology Resources better communicate deliverables with external clients and stakeholders, providing more transparency and accountability across projects

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved

Customer Onboarding, PSA, & Customer Success solutions that drive efficiency and results.

© 2026 Cloud Coach - All Rights Reserved