What is Baton?
What do you like best?
As a company leader across multiple projects, the platform helps me to quickly see when a project is and where I can help. I like that we can track time and costs as well as invite clients to the project plan without having to email them reports. The clients are able to see what they need at any time as well. We onboarded quickly as it is easy to use and support has been great when needed.
I can keep track of task history and make comments for easy reference. The ability to attach key documents to each project tasks helps Baton act as a one-stop shop to view everything associated with a specific deliverable. Centralized project information, including a Gantt project view, help increase transparency and facilitates communication with clients. Standardized workflows allow my team to create an efficient and repeatable step-by-step process for knowledge transfer and scalability. Customizable project templates give me the flexibility needed to adapt and reorder project tasks and deadlines to meet unique client needs. I can set up dependencies so that changes in a task automatically update the project timeline as well as start and due dates for dependent tasks.
Baton was able to assist us with scaling our implementation process through providing insights: i) the number of views through the customer portal – ability to view their projects and assigned steps- created accountability ii) allowed the implementation managers track to their time associated for each milestone /tasks which we were able to be digested and reviewed to create efficiencies and iii) visibility and shareable metrics, KPIs
Baton strikes an incredible balance between robust feature offering and lightweight usage. The ability to customize your templates in so many ways makes Baton an extremely flexible platform. Despite how feature-rich Baton is, it is still amazingly simple to use and requires very little training. With some careful consideration for your implementation processes and workflows, Baton shines as a one-stop shop for your customer onboardings.
What do you dislike?
Nothing. Baton is perfect, and I am pushing my company to use it more as it is the right tool for us. Unfortunately, a competitor has offered better pricing (though admittedly Baton’s current pricing structure is very hard to beat).
There are no glaring dislikes. Baton is a growing start up, and with that comes limitations but any concerns surrounding the product are clearly communicated with Baton. Their team will work on finding a short term resolution or work on providing a long term solution through their product roadmap.
The feature to view aggregated task activities, including the comments, is still under development, so it’s not as easy to share post-meeting notes in this view.
They are continuously adding to the product so I know they are listening to their clients so I can’t think of any right now. The product keeps getting better and better!
What problems is the product solving and how is that benefiting you?
Baton solves the challenge of tracking multiple projects and costs in one centralized and easy-to-manage way. It saves people time and ensures all relevant documents are in one place.
How to keep a standard process across a department while being able to tailor it for individual clients. Maintaining a reference list of necessary tasks and their progress. Keeping the project progress transparent to internal and external stakeholders.
We are centralizing action items during customer onboarinding into the Baton platform and establishing timelines for each task. Instead of communicating through emails and sharing PDFs and Google Sheets, etc with all our action items, we now have a central repository. We also use it for file exchange which has been very very convenient. All of this comes together to make our implementations move much faster and helps me spin up executive level updates much much much faster than before.
we are using to realize benefits in software implementation tracking, automated workflows and tickets tracking of various development efforts. All this present in a single software is definitely very beneficial – by adding the ticketing media and workflow tracking we have been able to make sure that all the various types of different software type that exist in the market can be challenged by having in a single unified place.
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