Thank you so much for hunting us @kevin ! Hello Product Hunters! I'm Rupesh Rao, Founder & CEO of CogniSaaS. After being in the enterprise SaaS industry for over two decades, I had the opportunity to do customer onboarding and implementation in several companies and experience the associated challenges. Most B2B SaaS companies are still struggling with silos of legacy project management tools, excels, product management tools, and CRMs used by different cross-functional teams (Sales, Customer Success, Onboarding, Product Management, and Engineering) across the customer journey from the pre-sales to the go-live stage - to track, prioritize and deliver customer requirements. This leads to the common challenge of the gap between the ‘value promised’ during the sales cycle and the ‘value delivered’. We have created CogniSaaS to help enterprise SaaS companies achieve customer-centric onboarding and prioritization. CogniSaaS enables collaboration among internal cross-functional teams and external stakeholders on a single source of truth platform to deliver customer business outcomes. Our goal with CogniSaaS is to help your customers and internal teams with: - Visibility - Accountability - Customer-Centric Prioritization - Cross-Functional Collaboration CogniSaaS tracks customer business outcomes and intelligently connects it with associated product dependencies and implementation task dependencies - all on a single source of truth platform! Here is what you can achieve with CogniSaaS: - Handover from the Sales to Onboarding/Implementation teams happens in a structured format on what business outcomes/use cases/modules were promised (some of this is automated via API integration with CRM). The users can also define certain fields to be mandatory along with document attachments to ensure handover compliance and nothing ‘falls through the cracks (in emails/slack channels). - The onboarding team creates a project (via templates) and under this project adds not only the implementation tasks but also all the business outcomes/modules/use cases (via use case templates) - to get RAG status at not just project and task level but also module wise tracking of RAG status. - Cross-functional teams from Onboarding/Implementation, Solutions, Customer Success, Product, and Engineering collaborate on this common platform to: - Map the business outcomes/use cases with relevant product modules and features - Map which customer requirements can be delivered with the existing product features out of the box - Raise requests for new product features, enhancements, API integrations, configurations, and customizations (create Jira tickets via our bi-directional API integration) for seamless collaboration between teams - Onboarding teams can also collaborate with customers on any tasks/dependencies from their side and project status reporting with one click. Customers receive magic links in the email that allows them to view/update status from their side with one click (no login required). - Customer Success leadership teams also have access to a revenue dashboard that shows the revenue impact of any delays. - Finally, instead of doing manual prioritization in weekly meetings between Sales, Customer Success, and Product teams via complex excel sheets - our customers save significant time and effort and achieve customer-centric prioritization. Our proprietary algorithm shows actionable insights on what should be prioritized in the product roadmap and project implementation tasks to ensure faster time-to-value for customers and minimize revenue risk for the company. In summary, Onboarding teams achieve successful value delivery for customers with customer-centric collaboration with internal cross-functional teams. We can’t wait for you to try out our platform and help us be your partner in providing exceptional customer onboarding and implementation for your clients. We offer a 14-day free trial. You can get started at cognisaas.com I would also like to thank the CogniSaaS team for working tirelessly over the last few months to provide you with a platform that is reforming the onboarding process from a task-centric and product-centric approach to a customer-centric approach. We look forward to your feedback and sincerely appreciate the support!

Rupesh Rao

CogniSaaS

Maker