Purpose-built software for onboarding, implementation, and professional services teams to deliver value faster and profitably.
Manage projects from start to finish. Track progress to deliver value rapidly and effectively.
Craft custom project plans in a single click with templates, ensuring repeatable success.
Drive proactive interventions by automatically calculating RAG status and forecasting projected end dates intelligently.
Organize your work more effectively through flexible task visualization using list, board, Excel, or Gantt views.
Track RAID of non-project related items that impact successful delivery or timely go-live
Store documents centrally in a hierarchical structure across multiple levels like client, project, and module for ease of access.
Get visibility into delayed client projects, modules, and tasks from easily generated reports and dashboards without needing separate analytics tools.
Access built-in project, people, and partner performance reports for actionable insights to drive improvements.
Easily visualize integrated data with customized charts and graphs tailored to your analysis needs
View project forecasts and profitability through the Project Profitability Report.
Adjust functionalities and dashboards with custom fields to match your KPIs.
View revenue impact from delays and actionable recommendations to prioritize projects for maximum revenue recognition through the one-click revenue impact dashboard.
Collaboration with internal cross-functional teams, and customers on a shared platform to track and manage dependencies
Track customer progress, requests, and satisfaction with Customer Portfolio Dashboard.
Invite clients to collaborate on plans, track progress, and provide feedback directly in the client portal.
Assign responsibilities to customers and internal teams for ownership and accountability
Automate CSAT surveys at key milestones, gauging customer sentiment and catching issues early
Generate custom weekly reports with a single click, delivered automatically
Dive deep into project health with multi-level RAG status (Client →Project →Module → Task) and immediate action-triggering alerts.
Standardize project execution with modular plans from reusable templates for streamlined, repeatable success.
View RAG status at the module level across customer projects to track rollout progress and highlight modules needing attention.
Gain visibility into which customers have purchased which product modules over time to understand expansion opportunities.
Track differences between what customers signed up for, what has been delivered, and what is still pending in real-time dashboards
Capture every minute worked, across all projects, for accurate billing and increased revenue.
Easily categorize billable and non-billable time, and generate reports to identify potential cost savings and improve profitability.
Review and approve timesheets easily.
View the details of the time spent by every user on every project and task
Compare planned estimates to actuals to identify overruns
Save time prefilling timesheets with scheduled tasks, expediting the submission
Assign the right people to the right project and make data-driven hiring decisions.
Plan ahead with soft resource allocation, securing talent, and avoiding potential resource conflicts in the pipeline.
Optimize project outcomes by assigning tasks based on skills, roles, time-offs, and current workload.
Get a bird's-eye view of your team's utilization and optimize bandwidth
Use data-driven insights to match team capacity with project needs.
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Collaborate seamlessly with other internal teams, keep all the tools in sync, and ensure nothing falls through the cracks
We selected CogniSaaS after evaluating multiple customer onboarding and project management tools. Unlike other tools which are just a system of record for task tracking, CogniSaaS helps track, prioritize, and deliver customer requirements on time at scale with intelligence. What I liked most about CogniSaaS compared to other project management tools, was that it was very practical and you can tell it was made keeping real world problems in mind (i.e. customer and partner pain points, while keeping in mind that there are project managers too). The team is very helpful and I look forward to a great relationship with them going forward.
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