Deliver projects on time, on budget, and exceeding expectations.

CogniSaaS - Your one-stop solution for managing complex customer projects across the globe.

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CogniSaaS Features for PMO Lead

Client Portfolio at Your Fingertips

  • Client Portfolio View: Gain a complete picture of your client portfolio with a central dashboard indicating the status of the key metrics.

  • Data-Driven Prioritization: Identify potential project delays and their impact on revenue with a single click.

  • Adaptability and Growth: Continuously optimize your resources, priorities, and overall strategy based on evolving business goals.

Effortless Reporting & Powerful Insights

  • Actionable Built-In Reports: Hit the ground running with pre-built reports on crucial KPIs like profitability, revenue, and customer satisfaction.

  • Customizable Dashboards: Craft personalized dashboards and reports to track unique KPIs and fields.

  • Visualize Your Success: Explore diverse visualizations, seamless drill-down capabilities, user-controlled filters, and shareable reports.

Empower Your Team & Resources

  • The Perfect Fit: Assign the right people to the right projects with data-driven resource allocation that considers skills, workload, and availability.

  • Proactive Planning: Secure talent for upcoming projects through soft allocation. Identify potential conflicts and ensure smooth project execution.

  • Optimize Workload: Balance team workload effectively with real-time data on availability and utilization, preventing burnout and maximizing efficiency.

  • Data-Driven Hiring: Make informed hiring decisions based on project needs with the help of data analysis.

Standardization & Streamlined Operations

  • Consistent Onboarding: Ensure a smooth and efficient onboarding process with customizable templates for specific industries and segments across your teams.

  • Proactive Risk Management: Identify and monitor internal and external risks, actions, issues, and decisions with RAID logs, allowing for proactive mitigation.

  • Enhanced Security: Leverage RBAC for granular access control. Ensure team members only see relevant information based on their roles.

Portfolio Management & Prioritization

  • Client Portfolio View: Access a centralized dashboard showcasing client-level metrics for a comprehensive overview of your client portfolio.

  • Monitor and adapt: Optimize resources, priorities, and strategies for evolving business goals.

  • Prioritize for Maximum Revenue: Identify the revenue impact of potential delays with a single click and leverage actionable recommendations to prioritize projects for maximum revenue recognition.

Customizable Reporting & Insights

  • Library of pre-built reports: Gain immediate insights tailored to common KPIs like profitability, revenue, and CSATs, facilitating informed decision-making.

  • Track custom KPIs and fields: Craft personalized dashboards and reports enabling tailored data analysis.

  • Data Visualizations & Aggregation: Get diverse visualizations, seamless drill-down, user-controlled filtering, shareable reports, and powerful data aggregation for comprehensive insights.

Resource & Capacity Management

  • Data-driven resource allocation: Assign the right people to the right projects based on skills, workload, and availability.

  • Soft allocation:  Secure the right talent for upcoming projects through soft resource allocation, identifying potential conflicts, and ensuring smooth execution.

  • Efficient Utilization: Effectively balance workloads using real-time data on availability and utilization, preventing burnouts.

  • Data-driven hiring: Leverage data to make informed hiring decisions based on project needs.

Standardization and Governance

  • Customizable Templates: Ensure consistent and efficient onboarding across teams through well-defined playbooks for given industries & segments.

  • RAID Logs: Identify and monitor internal and external risks, actions, issues, and decisions to ensure proactive mitigation.

  • Access Control: Leverage RBAC for granular access control, ensuring team members see only relevant information based on their roles.

Why Our Customers Select Us?

Actionable Insights from Customer Onboarding
1.5X
Faster Revenue Recognition
Actionable insights on prioritization of product roadmap and implementation tasks
Personalized dashboards for customer onboarding
50%
Reduction in Time to
Go-Live
Personalized dashboards and email notifications that give early warnings on potential delays
Dedicated Portal for Customers in Customer Onboarding
40%
Increase in
CSAT/NPS Score
Dedicated portal for customers to view project status and get clarity on the next steps
Automation of reporting, templates, resources for client onboarding
25%
Reduction in
Man Hours
Automation of reporting, templates, resource management, and efficient collaboration among teams

CogniSaaS connects with your existing tools

Collaborate seamlessly with other internal teams, keep all the tools in sync, and ensure nothing falls through the cracks

How CogniSaaS integrates with your existing CRM, Communication, CS, Ticketing and Roadmap tools

Customers love CogniSaaS!

CogniSaaS reviews sourced by G2

Our Awards

Featured Blogs

Leading the Change: Why Change Management is Key to Successful SaaS Implementations

Measuring Up: Key Customer Success Metrics to Track During Implementation

Taming the Implementation Beast: PMO Best Practices for SaaS Success

Deliver Customer Projects on Time, Every Time

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