Market leading visibility tools used by the fastest growing companies in the software industry have made Baton the leading platform for implementation professionals
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
Contact us at info@hellobaton.com if you want to be added to our list.