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.

field programflowing
Survey
Permits
Install
Energize
field programfield program

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.

region coveragebalanced
North70%
South67%
East72%
West48%
crew conflictswatching

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.

field workflowauto ⚡
Work orderqueuedqueued
Safety checkqueuedqueued
Crew assignqueuedqueued
Site reportqueuedqueued
manual stepsmanual fallback

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.

program rolluplive
network uptime
97.1%fleet avg
Sites Live46
At Risk4
Uptime97.1%
Utilization73%
rollupbuilding

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.

Supercharge Your Workflow

Fewer Escalations. Stronger Renewals.

When energy implementations run on a Salesforce-native PSA with delivery intelligence built in, go-live dates hold, billable hours stop leaking between implementation and invoice, and every project stays audit-ready by default.

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.

Supercharge Your Workflow

Fewer Escalations. Stronger Renewals.

When energy implementations run on a Salesforce-native PSA with delivery intelligence built in, go-live dates hold, billable hours stop leaking between implementation and invoice, and every project stays audit-ready by default.

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.

Supercharge Your Workflow

Fewer Escalations. Stronger Renewals.

When energy implementations run on a Salesforce-native PSA with delivery intelligence built in, go-live dates hold, billable hours stop leaking between implementation and invoice, and every project stays audit-ready by default.

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.

Project – Advisor
Ask me a question…

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

Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Abrigail Minton opened the meeting, welcoming Brad Lee and Marian Baxter for a structured project status review.
Action Items
Complete Pre-Kickoff Questionnaire
5/13/26
Update Revised Due Dates
5/14/26
Overdue Items Review
Six overdue items flagged as foundational blockers — kickoff meeting identified as the most critical.
Action Items
Confirm and Schedule Kickoff Meeting
5/13/26
Assign and Close Ticket 236
5/15/26
Sentiment Analysis
Attendee
Sentiment
Abrigail Minton
Positive
Brad Lee
Neutral
Marian Baxter
Negative

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.

Transcript Analysis: Suggestions
Based on the supplied transcript, we have identified the following agenda items that may be relevant to you.
Opening & Meeting Introduction
Action Items
Send recap to attendees
5/13/26
Confirm Phase 2 readiness
5/14/26
Overdue Items Review
Action Items
Schedule kickoff meeting
5/13/26
Close stakeholder ticket
5/15/26
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

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