CogniSaaS

CogniSaaS is a software solution designed to enable onboarding and implementation teams to collaborate with internal and external stakeholders on a single source of truth platform.

Visibility:

• RAG status helps prioritize tasks.
• Revenue milestones and implementation fee tracking at every use case level.
• Single click view of all the customers who requested a new feature
• Time tracking, Gantt chart, resource management, and more to seamlessly manage projects at scale

Contextual Insights

• A holistic view of customer data in one place eliminates information silos and saves valuable time and bandwidth
• Single click view of all the projects, use cases, tasks, and product dependencies associated with a customer
• Custom fields to tailor functionality to your business needs with a few clicks

Intelligent Focus

• Faster customer onboarding with configurable templates for projects and use cases
• Automation of RAG status calculation of customer, project, use case or module, and task with no human intervention
• Intelligent dashboard to automatically show which clients/projects/modules have recently gone off track and which ones have recently progressed so you can focus on what matters with zero clicks

Cross-Functional Collaboration

• Assign tasks to customer stakeholders and internal team members. Collaborate with the customer's team on a shared portal
• Generate and share a customizable project status report with customers with a few click
• Onboarding teams can collaborate with product/tech teams on new feature requests, tech tasks, bugs, API integrations

Revenue Risk Mitigation

• Gone are the days of manual prioritization in weekly meetings between Sales, CS and Product teams via complex excel sheets
• A proprietary algorithm provides actionable insights and recommendations for prioritization and prevent revenue leakage
• Drive product roadmap items and implementation tasks that have the highest impact on the top line and time to value

Document Repository

• Complete handover in a structured format via integration with CRM to capture full context of customers and their business outcomes
• Templatize all information in a hierarchical format with details of projects, use cases, and tasks
• Build a single repository of all important documents so as to never lose any important information down the line