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.
Use Case
PSA
Headquarters
Manhattan, Kansas
Industry
IT Services
Employees
501-1,000
The Results
✓
Reduced manual work
✓
Improved resourcing
✓
Project setup
“Cloud Coach has halved the amount of time project setup is taking”
Janelle Roza
Applications Support Analyst, Civic Plus
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