Project Visibility
Speed revenue recognition by knowing what’s going on (and what’s not). Get clear and unique visibility into your Baton projects. Do the same for your clients.
Move along folks...there's
everything to see here
Market leading visibility tools used by the fastest growing companies in the software industry have made Baton the leading platform for implementation professionals
Best-in-class visibility into your projects
Get a view of your project that tells it like is
See your project across time
Clearly see task dependencies and how delayed tasks impact your projects
Best-in-class visibility into your projects
Get a view of your project that tells it like is
See your project across time
Clearly see task dependencies and how delayed tasks impact your projects
Multiple ways to view any project:
Project Overview
An at-a-glance project snapshot designed to help users become immediately oriented to any project. See all participants, task owners, contextual status info, bottlenecks, due dates, and next steps.
Status Tracker
A view of each project by milestone, assessed by percent completed and color-coded as either Green, for on track; Yellow, indicating at risk of delay; Red, for delayed; Blue completed; and grey for in the queue.
Progress Timeline
Get a macro view of your project’s standing and how well it’s been progressing. It’s a real-time visual built to make it easier to orient yourself based on progress, project phase, milestones completed, and projected due dates.
Project Health
A visualization tool that uses a "stoplight status" metaphor to easily understand project health: Green means “going well. Yellow says things are falling behind. Red means the project is on a trajectory to fail.
Project Team Page
Quick access to a directory of all assigned project members. Contact info for all involved in the project. Simple, but quite popular.
Baton in Salesforce
Align Sales and Post-sales teams with best-in-class, two-way Salesforce integration. Even if you have custom setups and imports in place. Give Sales leadership and RevOps team visibility into onboarding project status. Easily try this during your free Baton trial.
Tasks Lists
See all the project's required work listed by phase and milestone. Easily add new tasks or see top line details for existing tasks. Click on any task to dig into the details.
View as Client
In the Project Overview, you'll find a Project Actions button that lets you see exactly what your clients will see for any project.
Attachments
One-stop shopping for all documents associated with the project. Sounds pretty basic, right? It is, but it's also a very well-traveled stop in Baton.
Task Activity Feed
Similar to an activity feed in social media, our Task Activity Feed provides an at-a-glance view of all the activity on any given project. Use it to gather project information quickly.
Task Insights
Get a view into select project tasks before they become unmanageable. This pre-filtering option lets users sort project tasks by what’s due next (or last), what's problematic, most impactful or just plain stuck.
Summary & Details
These two adjacent pages are also user-favorites and included in every project. On these pages the software vendor team can find pertinent details such as budget, contract value, risk assessments and more.
Status Tracker
A view of each project by milestone, assessed by percent completed and color-coded as either Green, for on track; Yellow, indicating at risk of delay; Red, for delayed; Blue completed; and grey for in the queue.
Project Timeline
Get a macro view of your project’s standing and how well it’s been progressing. It’s a real-time visual view built to make it easier to orient yourself based on progress, project phase, milestones completed, and projected due dates.
Project Health
A visualization tool that uses a "stoplight status" metaphor to easily understand project health: Green means the project is going well. Yellow says things are falling behind. Red means the project is on a trajectory to fail.
Project Team Page
Quick access to a directory of all assigned project members. Contact info for all involved in the project. Simple, but quite popular.
Baton in Salesforce
Align Sales and Post-sales teams with best-in-class, two-way Salesforce integration. Even if you have custom setups and imports in place. Give Sales leadership and the RevOps team visibility into onboarding project status. Easily try this during your free Baton trial.
Tasks Lists
See all the project's required work listed by phase and milestone. Easily add new tasks or see top-line details for existing tasks. Click on any task to dig into the details.
View as Client
In the Project Overview, you'll find a Project Actions button that lets you see exactly what your clients will see for any project.
Attachments
One-stop shopping for all documents associated with the project. Sounds pretty basic, right? It is, but it's also a very well-traveled stop in Baton.
Task Activity Detail
Similar to an activity feed in social media, our Task Activity Feed provides an at-a-glance view of all the task activity on any project. Use it to gather project information quickly.
Task Insights
Get a view into select project tasks before they become unmanageable. This pre-filtering option lets users sort project tasks by what’s due next (or last), what's problematic, most impactful or just plain stuck.
Summary & Details
These two adjacent pages are also user-favorites and included in every project. These two pages are where the vendor team can find pertinent details such as budget, contract value, risk assessments and more.
Much More to See
Baton is a for serious project managers. Test it out for a few weeks. We're confident that we'll become the implementation management software and fully auditable system of record for your business. Scroll down for more or contact us at info@hellobaton.com if you want to be added to our community.
Best-in-class visibility into your projects
Get a view of your project that tells it like is
See your project across time
Clearly see task dependencies and how delayed tasks impact your projects
Best-in-class visibility into your projects
Get a view of your project that tells it like is
See your project across time
Clearly see task dependencies and how delayed tasks impact your projects
Multiple ways to view any project:
Project Overview
An at-a-glance project snapshot designed to help users become immediately oriented to any project. See all participants, task owners contextual status info, bottlenecks, due dates, and next steps.
Status Tracker
A view of each project by milestone, assessed by percent completed and color-coded as either Green, for “on track;" Yellow, indicating “at risk of delay;” Red, for delayed; Blue completed; and grey for "in the queue."
Progress Timeline
Get a macro view of your project’s standing and how well it’s been progressing. It’s a real-time visual view built to make it easier to orient yourself based on progress, project phase, milestones completed, and projected due dates.
Project Health
A visualization tool that uses a "stoplight status" metaphor to easily understand project health: Green means “going well. Yellow says things are falling behind. Red means the project is failing or on trajectory to fail..
Project Team Page
Quick access to a directory of all assigned project members. Contact info for all involved in the project. Simple but quite popular.
Baton in Salesforce
Align Sales and Post-sales teams with two-way Salesforce-Baton integration. Even if you have custom setups and imports in place. Easily try this during your free Baton trial.
Tasks Lists
See all the project's required work listed by phase and milestone. Easily add new tasks or see top line details for existing tasks. Click on any task to dig into the details.
View as Client
In the Project Overview, you'll find a Project Actions button that lets you see exactly what your clients will see for any project.
Attachments
One-stop shopping for all documents associated with the project. Sounds pretty basic, right? It is, but it's also a very well-traveled stop in Baton.
Task Activity Feed
Similar to an activity feed in social media, our Task Activity Feed provides an at-a-glance view of all the task activity on any given project. Use it to gather project information quickly.
Task Insights
Get a view into select project tasks before they become unmanageable. This pre-filtering option lets users sort project tasks by what’s due next (or last) problematic, most impactful or just plain stuck.
Summary & Details
These two adjacent pages are also user-favorites and included in every project. On these pages the software vendor team can find pertinent details such as budget, contract value, risk assessments and more.
Status Tracker
A view of each project by milestone, assessed by percent completed and color-coded as either Green, for on track; Yellow, indicating it's at risk of delay; Red for delayed; Blue completed; and Grey for in the queue.
Project Timeline
Get a macro view of your project’s standing and how well it’s been progressing. It’s a real-time visual built to make it easier to orient yourself based on progress, project phase, milestones completed, and projected due dates.
Project Health
A visualization tool that uses a "stoplight status" metaphor to easily understand project health: Green means the project's going well. Yellow says things are falling behind. Red means the project is on a trajectory to fail.
Project Team Page
Quick access to a directory of all assigned project members. Contact info for all involved in the project. Simple, yet quite popular.
Baton in Salesforce
Align Sales and Post-sales teams with two-way Salesforce-Baton integration. Even if you have custom setups and imports in place. Easily try this during your free Baton trial.
Tasks Lists
See all the project's required work listed by phase and milestone. Easily add new tasks or see top line details for existing tasks. Click on any task to dig into the details.
View as Client
In the Project Overview, you'll find a Project Actions button that lets you see exactly what your clients will see for any project.
Attachments
One-stop shopping for all documents associated with the project. Sounds pretty basic, right? It is, but it's also a very well-traveled stop in Baton.
Task Activity Feed
Similar to an activity feed in social media, our Task Activity Feed provides an at-a-glance view of all the task activity on any project. Use it to quickly gather project information.
Summary & Details
These two adjacent pages are also user-favorites and included in every project. These two pages are where the vendor team can find pertinent details such as budget, contract value, risk assessments and more.
Much More to See
Baton is a for serious project managers. Test it out for a few weeks. We're confident that we'll become the implementation management software and fully auditable system of record for your business. Scroll down for more or contact us at info@hellobaton.com if you want to be added to our community.
Transparency for your clients
Client View - Project-level
Boost client engagement with actionable, real-time project info
Baton features that your Clients will actually use:
Give your clients multiple ways to see their project:
Activity Feed
This view provides access to comments between the client team and the project team. Linked to timestamped activities, clients can tag peers to trigger automated notifications.
Iconic Symbolism
Okay, that's a stretch, but your clients will love this seemingly minor feature. Baton built custom symbols to let users quickly understand the relationship between tasks, their parent tasks and dependencies.
Project Attachments
One-stop shopping for all documents associated with the project. Sounds pretty basic, right? It is, but it's also a very well-traveled stop in Baton.
Project Transparency
The central information hub for each project in Baton, here you’ll get a scrolling list of each project phase, milestone and task, all of which include several “clickable” tabs where you can access greater detail.
Client Empowerment
Clients can create, edit and delete tasks. It's visibility with integrated controls that promote collaboration and that outdated project management tools just don't offer.
Status Tracker
You can see the status of your $7.00 pizza online but your client can't get a quick update on their mission-critical project? Baton fixed that with a tells-it-like-it-is tool that clients love.
Quick View
When more than a status update is needed, Baton provides a place for clients to see all their project's high-level details and documents. They can also engage with team members directly from this view.
Timeline View
Give your clients a visual representation of their entire project in a dynamic timeline that shows tasks, delays, owners, dependencies and more. They'll see progress and project bottlenecks and easily click to take required actions.
Tasks and Task Details
Clients love having visibility into project tasks, and we let them have the details too. They'll see start and due dates, task assignees, task dependencies, task-related documents and more.
Project Transparency
Repeated successful onboarding isn't all good luck. Baton customers thrive because they collaborate within a place where clients can stay informed and get immediately engaged.
Client Empowerment
Clients can create, edit and delete tasks. It's visibility with integrated controls that promote collaboration and that outdated project management tools just don't offer.
Status Tracker
You can see the status of your $9.00 pizza online but your client can't get a quick update on their mission-critical project? Baton fixed that with a tells-it-like-it-is tool that clients love.
Quick View
When more than a status update is needed, Baton provides a place for clients to see all their project's high-level details and documents. They can also engage with team members directly from this view.
Timeline View
Give your clients a visual representation of their entire project in a dynamic timeline that shows tasks, delays, owners, dependencies and more. They'll see progress and project bottlenecks and easily click to take required actions.
Tasks and Task Details
Clients love having visibility into project tasks, and we let them have the details too. They'll see start and due dates, task Assignees, task dependencies, related documents and more.
Activity Feed
This view provide access to comments between the client team and the project team. Linked to timestamped activities, clients can tag peers to trigger automated notifications.
Iconic Symbolism
Okay, that's a stretch, but your clients will love this seemingly minor feature. Baton built custom symbols to let users quickly understand the relationship between tasks, their parent tasks and dependencies.
Project Attachments
Your clients can see and share documents and other attachments. Also, there's no limit to the amount of documents that your clients can upload. We've even given them to easily rename or change links to documents they've uploaded.
It's your business, see it all
See a sortable list of all your projects
Give Your C-level the Business
Portfolio Views - Vendor - Board & List
Display your projects as cards, sorted by phase as well as other sorting options are available. Click any card to see the project details.
See a sortable list of all your projects
Give Your C-level the Business
Portfolio Views - Vendor - Board & List
Display your projects as cards, sorted by phase as well as other sorting options are available. Click any card to see the project details.
Help your execs see every side of their business:
Board View
View all your projects as clickable cards in the popular Kanban style. Cards can be sorted by project phase; and further by risk, due dates, contract value and more. You can hover over any card to access its "Quick View" and click it for full access to all the details.
List View
One of two customizable views of your business. Sort by name, client, projected due dates, start & complete date, contract value and more. Narrow your view by using Baton filters. Hide columns to see only what’s relevant and hover over Risk and Health columns for a quick assessment.
Data Bar
This optional tool sits above both the Board and List Views to give your execs a glance at what's most important, such as the top 25 live projects, Due vs. Completed projects aggregated by month, number or value; client satisfaction scoring and more. Or just what's in the queue.
Custom List Views
Gain control of what the team sees. Customize your List View to see only the data columns most relevant to your team. Prioritize and freeze your most relevant columns and hide ones of lesser significance. Custom list views are persistent until changed and not visible to clients.
Project Filtering
Both the List and Board Views give you a lengthy list of ways to narrow your views. Sort project views by team member, phase, status, risk, difficulty, or by custom fields specific to your business needs.
Baton Score
Baton Score is a measure of how your implementation team is doing across all clients. Unlike an NPS score which captures feedback at the end of a project, Baton queries clients with a few simple questions at the end of every project phase.
Resource Management
If you need more info, both the List and Board Views feature a clickable button that provides a project snapshot with start dates.
Board View
View all your projects as clickable cards in the popular Kanban style. Cards can be sorted by project phase, and further by risk, due dates, contract value and more. You can hover over any card to access its "Quick View" and click it for full access to the full project details.
List View
One of two customizable views of your business. Sort by name, client, projected due dates, start & complete date, contract value and more. Narrow your view by using Baton filters. Hide columns to see only what’s relevant. And hover over Risk and Health columns for a quick assessment.
Data Bar
This optional tool sits above both the Board and List Views to give your execs a glance at what's most important, such as the top 25 live projects, Due vs. Completed projects aggregated by month, number or value; client satisfaction scoring and more. Or just check what's in the queue.
Custom List Views
Gain control of what the team sees. Customize your List View to see only the data columns most relevant to your team. Prioritize and freeze your most relevant columns and hide ones of lesser significance. Custom list views are persistent until changed and not visible to clients.
Project Filtering
Both the List and Board Views give you a lengthy list of ways to narrow your views. Sort project views by team member, phase, status, risk, difficulty, or by custom fields specific to your business needs.
Baton Score
Baton Score is a measure of how your implementation team is doing across all clients. Unlike an NPS score which captures feedback at the end of a project, Baton queries clients with a few simple questions at the end of every project phase.
Resource Management
If you need more info, both the List and Board Views feature a clickable button that provides a project snapshot with start dates.
Baton's radical pricing: unlimited collaborators
Baton’s detailed pricing page coming soon.