Rated 4.5 out of 5

Stop Losing Margin to Spreadsheets.

AI can draft the deliverable. It can't protect your utilization, realization, or project margin. Cloud Coach governs the delivery data that actually drives your numbers, natively inside Salesforce.

Rated 4.5 out of 5

Stop Losing Margin to Spreadsheets.

AI can draft the deliverable. It can't protect your utilization, realization, or project margin. Cloud Coach governs the delivery data that actually drives your numbers, natively inside Salesforce.

Rated 4.5 out of 5

Your Margin Lives in Billable Hours. Not Spreadsheets.

AI can draft the deliverable. It can't protect your utilization, realization, or project margin. Cloud Coach governs the delivery data that actually drives your numbers, natively inside Salesforce.

AI Changed the Draft.
Now Change the Margin.

AI made it easy to draft anything. It didn't make it easy to protect your margin. Professional services firms are replacing spreadsheets and legacy PSA with something that governs the numbers that actually matter.

Three solutions. One Salesforce-native platform. Delivery Intelligence threaded through all of it.

Everything Health-Tech Delivery Demands.

From go-live risk to stakeholder capacity, compliance evidence, and billing accuracy. Four ways Cloud Coach keeps clinical implementations on time, audit-ready, and fully invoiced.

Implementation riskon track
Discovery
Build
Validation
Cutover
buffer8 days left

01

Spot delivery risk before go-live

Project Planning & Delivery. Gantt charts, milestone tracking, and task management built for clinical timelines that can’t slip.

Project Planning & Delivery. Gantt charts, milestone tracking, and task management built for clinical timelines that can’t slip.

stakeholder loadrebalance
DL
CN
OP
IT
PM
42%
48%
46%
44%
50%
team statushealthy

02

Keep stakeholder
relationships healthy

Resourcing & Capacity Management. Full visibility into who’s assigned, who’s available, and where the next bottleneck is forming.

Resourcing & Capacity Management. Full visibility into who’s assigned, who’s available, and where the next bottleneck is forming.

audit reportchecklist
Security scopepending
Milestone logspending
Permission tracepending
Variance reportpending
Audit-ready
security modelsalesforce-governed

03

Compliance without the audit grind

From Reporting on Delivery to Driving It

Reporting & Project Health. Real-time dashboards governed by your Salesforce security model, audit-ready by default.

Reporting & Project Health. Real-time dashboards governed by your Salesforce security model, audit-ready by default.

hours → invoicesync
CA4.0h
CB6.5h
EA3.0h
PA2.5h
Workshop--
Build--
UAT--
Cutover--
status0.0 / 16.0h

04

Bill accurately without the reconciliation risk

From Reporting on Delivery to Driving It

Time, Expense & Billing. Billable hours captured directly from delivery, so nothing gets lost between implementation and invoice.

Time, Expense & Billing. Billable hours captured directly from delivery, so nothing gets lost between implementation and invoice.

Supercharge Your Workflow

Fewer Slipped Go-Lives. Healthier Margins.

When health tech 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 Slipped Go-Lives. Healthier Margins.

When health tech 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 Slipped Go-Lives. Healthier Margins.

When health tech 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 Health-Tech
Delivery Intelligence for Health-Tech
Delivery Intelligence for Health-Tech

Your Implementation Data Knows What's at Risk. Now it Can Tell You.

Portfolio Visibility is One
Thing. Intelligence is Another.

Health tech delivery teams don’t have room for a project to quietly slip. Cloud Coach Delivery Intelligence watches your live project data and surfaces risk before it threatens a go-live date.

Health tech delivery teams don’t have room for a project to quietly slip. Cloud Coach Delivery Intelligence watches your live project data and surfaces risk before it threatens a go-live date.

Health tech delivery teams don’t have room for a project to quietly slip. Cloud Coach Delivery Intelligence watches your live project data and surfaces risk before it threatens a go-live date.

Stop Guessing on Delivery Risk. Ask Project Copilot.

Ask which implementations are trending toward delay, in plain English, from live Salesforce data.

Project – Advisor
Ask me a question…

See Client Risk Coming with
Customer Signal Intelligence.

Every Customer Signal.
Zero Blind Spots.

Know which provider relationships need attention before a go-live conversation gets hard.

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.

Kill the status meeting overhead around every clinical rollout check-in. Agendas build themselves from live project data, decisions get captured as they happen, and action items are tracked to completion.

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 Health-Tech

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

“Excel is gone, dashboards have been created, and managers can start their day with a coffee and a quick 50,000ft hover over their department to see how things are doing, how individuals are performing and see how profitable projects are as a whole.”

PerfectMind

Manager of Implementation Consulting, PerfectMind

Proven in Health-Tech

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

“Excel is gone, dashboards have been created, and managers can start their day with a coffee and a quick 50,000ft hover over their department to see how things are doing, how individuals are performing and see how profitable projects are as a whole.”

PerfectMind

Manager of Implementation Consulting, PerfectMind

Proven in Health-Tech

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

“Excel is gone, dashboards have been created, and managers can start their day with a coffee and a quick 50,000ft hover over their department to see how things are doing, how individuals are performing and see how profitable projects are as a whole.”

PerfectMind

Manager of Implementation Consulting, PerfectMind

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