Set Your Technology Roadmap
Adopt the right technology at the right time to support your business goals.
Adopt the right technology at the right time to support your business goals.
What is a Tech Roadmap
The Plan that Powers Business Growth
Your business needs technology to grow and thrive, but rarely is it something that you plan.
Step 01
Moving from desktop-based software to the cloud
Step 02
Ditch the spreadsheets for modern integrated systems
Step 03
Plan strategic software investments that support growth
Tech Roadmap Features
Tech Roadmaps by Coachbar is the only service dedicated to helping business owners develop technology roadmaps to support their business growth.
Challenge 1: Old Systems
Modernize your systems for better access & visibility from desktop to cloud
- Scalability
Easily scale up or down as business needs change. Add/remove users, storage, bandwidth as needed
- Improve collaboration
Easy sharing of files and real-time work from any location. Increased internal and external teamwork
- Automatic updates
Cloud providers handle all software maintenance, updates and upgrades behind the scenes. Always running latest version
- Backup and disaster recovery
Data is backed up frequently in multiple geographic locations. Much lower risk of permanent data loss due to system failures or disasters
Challenge 2: Break Down Data
Break Down Data Barriers for Breakthrough Perspective
- Improved visibility
All activity, data and processes are visible in one place for a unified view of objectives, statuses and performance.
- Actionable insights
Connected data can be analyzed holistically to surface trends, relationships and opportunities across departments.
- Enhanced collaboration
Real-time updates and sharing across linked systems fosters more collaborative work practices.
- Increased efficiency
Data only needs to be entered once and is then automatically populated across all integrated applications, reducing duplicate
Challenge 3: Sync Systems
Sync Systems for Seamless Success at Every Stage
- Consistent data handling integrated
systems apply uniform data governance, security and backup measures across all business functions.
- Support for growth
Integrations provide flexibility to add new capabilities and systems easily as business needs evolve over time.
- Cost savings
Less need for data duplication, manual tasks and separate point solutions helps reduce overall software and IT expenses.
- Compliance facilitation
Integrated records simplify adherence to industry and regulatory requirements for documentation.
Challenge 4: Smarter Way
A smarter way to scale
- Dependency management
Some systems rely on data or functions from other apps. Setting up dependencies first ensures they are ready to integrate properly.
- Workflow logic
The natural flow of business processes should guide installation order so workflows operate seamlessly from start to finish.
- Budget prioritization
Core needs take priority over nice-to-haves, so budgets can be phased based on critical path.
- Scalability
Foundation systems need to be in place before adding additional capabilities on top to allow the platform to scale healthily.
What is a Tech Roadmap
A single source of truth for your business
Run your consultancy, agency or any other professional services business on one seamlessly integrated platform.
Project Management
Deliver projects from quote to cash
Quoting & Budgeting
Create proposals & estimate projects
Sales & CRM
Manage customer accounts & track pipeline
Resource Planning
Plan and forecast work for optimal utilization
Retainers
Track & manage recurring client work
Time Tracking
Track billable and non-billable time in detail
Invoicing
Plan and forecast work for optimal utilization
Cost Management
Track expenses to keep costs under control
Reporting & Dashboard
Gain insights on progress, results & outlook
Increase your revenue in a competitive global B2B economy...
Send quotes in the local language and currency.
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