Project Planning

Baton is purpose-built for planning and managing software onboarding projects with specific emphasis on accelerating time-to-value and time-to-revenue

Auditable plans built for change

Baton is a collaborative portal to manage all of your company’s onboarding projects.  Create auditable projects, each a record of every action, including a unique view for each client. Projects can be created from scratch or via easy-to-use templates

Customer success starts with a plan

Show up to your client meetings with a clear set of deliverables

Planning Essentials:

Baton Phases

Set up your Baton project by dividing all required work into a collection of sequential, goal-oriented activities called phases. Each phase is divided into one or more milestones.

Milestones

Project inflection points, Milestones mark the completion of one or more tasks and are used to indicate significant progress. The completion of a phase’s final milestone moves the project to the next phase

Tasks and Checklists

Projects consist of a series of tasks that can be scheduled and assigned due dates and owners, estimated effort required  and can host documents, dependencies and checklist items associated with each.

Task Dependencies

Baton lets you identify tasks that are dependent on the completion of other tasks and see how delays in meeting those tasks impact the project schedule going forward.  How we manage dependencies is why we attract the industry's fastest-growing companies.

Projected Completion Date

Use Baton to accurately predict when an implementation project will be completed. Baton automatically calculates these estimates using start dates, due dates, current status and historical data

Client Presentation Mode

Ideal for the project creation and walking clients through the work that lies ahead. It allows you to see what  your client will see and shows this isn't your first rodeo. Or in our case, your first relay.

Budgeting Tools

Time Tracking

Eliminate costly budget overruns by using Baton to closely track and predict project hours and budget burn-down

Stay within Budget - Do More with What You Already Have

Baton's budget estimation tool helps project managers predict and track project resource usage and requirements. Your team can estimate the time required to complete a task, capture timesheet data and stay current with costs at the task, phase and project level

Planning for Change

Easily move timelines forward or backward

Shift multiple dates, all at once with Dateshift.  Move an entire timeline while automatically updating all task and milestone dates. By just selecting a new start date, Baton automatically recalculates the impacted dates

Don't waste time searching for critical project-related documents.

Easily move timelines forward or backward

Shift multiple dates, all at once with Dateshift.  Move an entire timeline while automatically updating all task and milestone dates. By just selecting a new start date, Baton automatically recalculates the impacted dates

Don't waste time searching for critical project-related documents.

Manage change like a boss:

Dateshift

When due dates are missed or changed, Baton lets you shift multiple due dates or an entire timeline -- forward or backwards -- while automatically recalculating project due dates, eliminating tedious work.

What's Up, Docs?

Share task-relevant information with the entire team by attaching documents to any task. While documents are linked to tasks, every project has a unique repository for easy access.

A Project and a Plan

Highly adaptable, Baton projects often become the foundation of our customers' onboarding plans. Your clients expect a roadmap. So show up on day one with a rock-solid plan built into Baton. What you'll avoid is churn.

Baton's radical pricing: unlimited collaborators

Baton’s detailed pricing page coming soon.