Closed Loop Intelligence
Closed Loop Intelligence
Closed Loop Intelligence
Energy Projects Run Long. Your Visibility Shouldn't Run Short.
Energy Projects Run Long. Your Visibility Shouldn't Run Short.
Energy Projects Run Long.
Your Visibility Shouldn't Run Short.
A complex go-live decides whether a contract renews or churns.
When delivery runs ad hoc across regions and field teams who aren’t watching a dashboard, the most important signals are the least visible ones in the business.
A complex go-live decides whether a contract renews or churns.
When delivery runs ad hoc across regions and field teams who aren’t watching a dashboard, the most important signals are the least visible ones in the business.
Every Region. Every Crew. One Governed Program.
Every Region. Every Crew. One Governed Program.
Every Region. Every Crew.
One Governed Program.
A complex go-live decides whether a contract renews or churns. When delivery runs ad hoc across regions and field teams who aren’t watching a dashboard, the most important signals are the least visible ones in the business.
Three solutions. One Salesforce-native platform. Delivery Intelligence threaded through all of it.
A complex go-live decides whether a contract renews or churns. When delivery runs ad hoc across regions and field teams who aren’t watching a dashboard, the most important signals are the least visible ones in the business.
Everything Field Programs Demand.
From long-cycle complexity to regional resourcing, field-ready automation, and live rollups.
Four ways Cloud Coach keeps energy programs on contract.
01
Manage real projects with real complexity
Project Planning & Delivery.
Gantt charts, dependencies, and milestone tracking built for long-cycle field programs.
Project Planning & Delivery.
Gantt charts, dependencies, and milestone tracking built for long-cycle field programs.
02
See your full resource picture across every region
Resourcing & Capacity Management.
Portfolio-level visibility into capacity, allocation, and conflicts before they become delivery failures.
Resourcing & Capacity Management.
Portfolio-level visibility into capacity, allocation, and conflicts before they become delivery failures.
03
Automate the process work that slows field teams down
Automate the process work that slows field teams down
Configurable Workflows. Repeatable processes that adapt to how field teams actually deliver.
Configurable Workflows.
Repeatable processes that adapt to how field teams actually deliver.
Configurable Workflows.
Repeatable processes that adapt to how field teams actually deliver.
04
Get program rollup without the manual build
Get program rollup without the manual build
Reporting & Project Health. Portfolio dashboards and delivery metrics that update in real time, wherever the team is working.
Reporting & Project Health.
Portfolio dashboards and delivery metrics that update in real time, wherever the team is working.
Reporting & Project Health.
Portfolio dashboards and delivery metrics that update in real time, wherever the team is working.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
Delivery Intelligence for Energy
Delivery Intelligence for Energy
Delivery Intelligence for Energy
Field Visibility is One Thing. Intelligence is Another.
Portfolio Visibility is One Thing.
Intelligence is Another.
Long-cycle energy programs generate the data to see problems coming, if anyone’s watching it.
Cloud Coach Delivery Intelligence surfaces risk and resource conflicts before they become field-level failures.
Long-cycle energy programs generate the data to see problems coming, if anyone’s watching it.
Cloud Coach Delivery Intelligence surfaces risk and resource conflicts before they become field-level failures.
Long-cycle energy programs generate the data to see problems coming, if anyone’s watching it.
Cloud Coach Delivery Intelligence surfaces risk and resource conflicts before they become field-level failures.
Stop Guessing on Delivery Risk. Ask Project Copilot.
Ask which projects are at risk or where resource conflicts are building, across every region.

See Client Risk Coming with
Customer Signal Intelligence.
Every Customer Signal.
Zero Blind Spots.
For customer-facing field programs, know which relationships need attention before they escalate.
Catch Churn with Customer Signal Intelligence

Every Meeting. Half the Overhead.
AI Meeting Manager.
Every Meeting.
Half the Overhead.
AI Meeting Manager.
Eliminate the overhead of program status meetings with automatic agendas and action item tracking.

Proven in Energy
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
1 / 9
“Cloud Coach lets us create a dedicated user experience and then lets us extend beyond that.”
Todd Bursey
VP of Professional Services, Twilio
Proven in Energy
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
1 / 27
“Cloud Coach lets us create a dedicated user experience and then lets us extend beyond that.”
Todd Bursey
VP of Professional Services, Twilio
Proven in Energy
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
1 / 9
“Cloud Coach lets us create a dedicated user experience and then lets us extend beyond that.”
Todd Bursey
VP of Professional Services, Twilio
