is Project Management??
By Reilly Ellis and Brennan Butler
Last week, we, Reilly Ellis and Brennan Butler, two of Now IT Matters’ project managers, flew to Las Vegas to take on the bright lights and big productivity at the annual "Run Your Projects on Salesforce LIVE" conference put on by our partner (and the wizards behind our project management software) Cloud Coach.
What is Cloud Coach?
Good question! Cloud Coach is an end-to-end project management software that is run on (and does a great job utilizing) native Salesforce functionality. (And by end-to-end, we mean Cloud Coach will help you with everything – from resourcing, to Gantt charts, to requirements gathering, to meetings, to time tracking, to reporting, you get the idea!)
Why do you care about Cloud Coach?
Better question. Now IT Matters has used Cloud Coach for 4 years. It’s our single source of truth when planning and tracking projects – both client projects and internal projects. It’s how our staff knows what to work on and it helps our PMs (yours truly) deliver on time and on budget.
So if you use it all the time, why go to a conference?
Confession time. We do use Cloud Coach all the time, but that doesn’t mean we were using it to its fullest capacity. Our clients tell us all the time that “we don’t know what we don’t know.” Let us let you in on a secret: we also don’t know what we don’t know. The Cloud Coach conference showed us that we weren’t taking full advantage of a bunch of existing features and introduced us to new ones.
As consultants, we spend lots of time thinking about how our clients can improve their business processes. That analysis can’t stop when it comes to our own internal organization!
We came away united in our vision for using Cloud Coach and developed a 12-month plan for upgrading and improving our internal systems. We know these changes will serve our staff and, in turn, help us serve our clients!
How Can I Get Cloud Coach?
Cloud Coach offers different levels of project management - from their free Milestones edition (basic project and task tracking and assignment) to to their Ultimate edition (manage multiple large projects in portfolios with in-depth reporting.)
In terms of customer service, we have high standards and they never cease to impress us. We recently switched our billing plan and noticed on a Sunday night at 6pm that the UI was a little funky. We notified Cloud Coach, and within THREE MINUTES (THREE MINUTES!) we were back to normal.
Did you win any money?
Hey! What happens in Vegas (outside of working hours) stays in Vegas. Well, except for this guy, who Brennan dubbed the Data Dragon.