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
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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
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.
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
Connects the team to a time-oriented dashboard displaying the steps to completion, task ownership and critical task dependencies. In this view you'll see tasks across the entire project duration
Project Health
Baton project health status is a simplified visualization mechanism that gives users an easy way communicate a project’s status — beyond using our Project Risk metric.
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
Your Rev Ops team can see Baton information in Salesforce. Sales execs who want the status of a client onboarding project can do so without leaving the Salesforce portal.
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.
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 couple 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.
Much More to Come
Transparency for your clients
Client View - Project-level
Boost client engagement with actionable, real-time project info
Give your clients multiple ways to see their project:
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 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.
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. Card 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 primary views of your business, Baton's List view is also sortable. Sort by Name, Client, Projected Due Dates, Project Lead, Contract Value and more. Narrow the set of projects you want to view by using Baton filters.
The 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 Lists 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 your 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 ‘button’ that provides a project snapshot with start dates.
Baton's radical pricing: unlimited collaborators
Baton’s detailed pricing page coming soon.