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.
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.
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.
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.
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.
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 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.

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

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.

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

