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Baton Reviews & Product Details

Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to work across multiple organizational boundaries. Users enjoy real-time visibility into status reporting without the frustrations of chasing down weekly updates via email, spreadsheets or other outdated processes that will never scale.

Seller

Baton Technologies

Languages Supported

English

Product Description

Baton brings software providers, their clients, and service partners into a communications portal where complex implementations are simplified. Proactively triage, report, and check project status in real time to get your products up and running faster than ever.

Overview by

Cydney Myers

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

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Baton Media

All active and queued projects appear here. Customize your view using filters, fixed columns and more. toggle between a list and Kanban board view.

Set up implementation projects with phases, milestones and tasks. Unlimited internal and external users keeps everyone keyed in. Ability to set timeline, use task dependencies, store documents and automate reporting and communication.

Customizable to show your clients everything you need them to see. Increase client engagement with automated communication, task management and more.

Gauge the overall health of your implementation process. Estimate when revenue will be recognized. Uncover insights to improve your implementation process.

Baton Reviews (40)

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Alia M.

Mid-Market (51-1000 emp.)

2/28/2023

"Sufficient but Timely"

2.5/5

What do you like best about Baton?

Baton is user-friendly and easy to use. Definitely a good tool, but need more enhancements. Review collected by and hosted on G2.com.

What do you dislike about Baton?

1. Tasks are required to have a due date.

2. If a task(s) is deleted, the entire timeline is affected.

3. Unable to move tasks within a milestone, it can only be moved if you change the dates.

4. Checklist items, if a task has checklist items there's an icon listed on the task. When a user selects the icon, it does not directly open to the checklist. The user must navigate to the list.

5. Kanban View being taken away.

6. Project Health, the entry box blocks previous entries. The entry box should be moved to the left-hand side so users can either read or copy+paste previous reports.

7. Client view timeline is overwhelming and has a lot of information to absorb which can be confusing.

8. The projects dashboard due vs completed, baton score, and time to launch should reflect a specific user when it's filtered. Review collected by and hosted on G2.com.

Response from Cydney Myers of Baton

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Hi Alia,

Thanks so much for your candid and detailed feedback! We really appreciate your response and have logged several of your points to review as we continuously work to improve Baton’s capabilities to meet all our customers' needs. A few notes that may help a few of these points in the meantime:

- Task checklist items do not require a due date

- A deleted task will only impact the project’s timeline if the task is linked to another task - this functionality can be turned on or off

- Baton’s drag-and-drop capability allows you to easily move tasks between milestones

- The client timeline view can be customized by user, allowing you to filter and tailor the data to only display what is pertinent to each individual customer

As always, please feel free to reach out to our team if you have any further questions or would like to walk through any of the above in further detail.

Joe W.

Mid-Market (51-1000 emp.)

3/2/2023

"Great Tool for Managing Implementations!"

5/5

What do you like best about Baton?

We've primarily been using it as an internal tool to manage each of our project's progress. It's great when working with cross-functional teams. It allows you to easily assign tasks and due dates.

The project templates are easy to use and makes it easy to create new projects to track.

Easy and friendly team to work with at Baton as wll! Review collected by and hosted on G2.com.

What do you dislike about Baton?

At first, there were a lot of emails, but like any application, this can be managed through settings.

It has a bit of a learning curve for new users as well. It can sometimes feel clunky, and we may not be using it to its full potential. Review collected by and hosted on G2.com.

Patrick B.

Mid-Market (51-1000 emp.)

3/1/2023

"Nicely organized Software to keep a well presented overview of projects"

5/5

What do you like best about Baton?

All tasks are presented in an easily understandable overview: One knows exactly what is the most important task that needs to be worked on at any point in time. Other than that I honestly haven't used it long enough to really say. Review collected by and hosted on G2.com.

What do you dislike about Baton?

Too many notification emails, I was sick for a week and had over 100 emails; however it's very easy to adjust the settings to only receive whatever you like. Other than that I honestly haven't used it long enough to really say. Review collected by and hosted on G2.com.

Louise P.

Small-Business (50 or fewer emp.)

2/28/2023

"Great collaboration tool"

4/5

What do you like best about Baton?

Easy to share project progress with customers & others in the company

Easy to assign ownership of tasks

Several improvements just since we've started using it (six months ago), like a big improvement to how templates work Review collected by and hosted on G2.com.

What do you dislike about Baton?

It's a new-ish platform so there is some friction at times (eg changes that don't save /some things are delayed)

Can't change currency (we're in the UK)

It's a tool, sadly it doesn't magically manage our projects for us, much to my team's disappointment ;) Review collected by and hosted on G2.com.

Harsh P.

Mid-Market (51-1000 emp.)

3/1/2023

"Simple and intuitive but can get time consuming updating attributes at task level"

2.5/5

What do you like best about Baton?

1) Simple to use, no major training required

2) Can share with clients and administer it easily

3) Useful weekly notifications

4) Out of box dashboard for all projects, which is useful. Review collected by and hosted on G2.com.

What do you dislike about Baton?

1) Limited features (for example - can't add more columns to the plan)

2) Need to update each cell using the task drawer (no easy tabular interface).

3) Auto-save happens upon every keystroke and makes it slow and painful, especially at the start of the project when scores or hundreds of tasks need to be updated. Review collected by and hosted on G2.com.

Response from Cydney Myers of Baton

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Hi Harsh,

We really value your review and feedback as we look for new opportunities to further improve Baton. We’ve released a few new features and updates that should help resolve a few of your comments.

- Baton’s ‘Tasks’ view, which can be accessed in the main navigation, provides a hub where you can easily assess the priority of the work they've been committed to, update task status and task estimates, as well as easily track time across all assigned tasks

- Recent improvements to autosave should help alleviate lag times

Thanks again for your feedback! If you have any additional questions, please don’t hesitate to reach out.

Lucas H.

Small-Business (50 or fewer emp.)

2/28/2023

"Used for new client integrations"

3.5/5

What do you like best about Baton?

- Overall a useful tool for project management with good insight for client and allows for internal collaboration.

- Has decent integration with Jira allowing for PMs to push tasks from Baton, where clients can track them, to Jira, where they can implemented by dev team.

- Allows for quick setup of new client and lay out all required tasks Review collected by and hosted on G2.com.

What do you dislike about Baton?

- The jira integration isn't two-way and not automatic. It became a lot of overhead to make sure that Baton and Jira were in sync which led to a lot of Baton tasks become outdated by the time they were actually implemented due to changing requirements

- Related to above, a lot of our projects were very heavily used in the early stages of project by all stakeholders, but by the mid to late stages was usually not maintained properly and customer no longer was actively using it. The tool requires an expert, or someone to 'own' it. This is not necessarily an issue with the product and maybe more in my experiences. Review collected by and hosted on G2.com.

Response from Cydney Myers of Baton

edit

Hi Lucas,

Thanks for your review! We really appreciate your feedback and will be releasing an update to the Jira integration that will make working across systems more efficient and seamless. If you have any additional questions, please feel free to reach out directly.

James G.

Small-Business (50 or fewer emp.)

3/1/2023

"A nice product that has room for growth"

4/5

What do you like best about Baton?

I like being able to get all the tasks in a nice list and being able to organise projects. A very cool part of it is when you have tasks that are dependent on others, any time you change the date, those dependents get shifted to accomodate the changes automatically. Does take a little bit of time to get set up but once it's done, it works brilliantly Review collected by and hosted on G2.com.

What do you dislike about Baton?

It can sometimes feel a little bit clunky, this is when it is trying to autosave. I've had instances where I have typed out some notes within a task or updated the description for a client and it has then decided to overwrite what I have done as it has decided to save an old state. Review collected by and hosted on G2.com.

Response from Cydney Myers of Baton

edit

Hi James,

Really value your review and feedback as we look for new opportunities to further improve Baton. We’ve recently released several improvements to Baton’s autosave function that should alleviate the mentioned lag times. If you have any additional concerns, please do not hesitate to reach out to our CS team directly.

Alex J.

Mid-Market (51-1000 emp.)

2/28/2023

"Great platform for project management"

4/5

What do you like best about Baton?

I really love the ability to add subtasks under tasks to ensure we're checking all boxes with portfolio clients. This allows us to add tasks for each specific building which is very useful! Review collected by and hosted on G2.com.

What do you dislike about Baton?

I wish there was an ability to filter by date, not milestone within our projects. Being able to do this would be extremely helpful with seeing an overall view of what is due today. Review collected by and hosted on G2.com.

Response from Cydney Myers of Baton

edit

Hi Alex,

We’re always looking for new ways to improve Baton, so we really appreciate your feedback. To help you easily access the project data you need, you do have the ability to filter by due date with a project and in Baton's Tasks view. If you have any additional questions or feedback, please do not hesitate to contact our CS team directly.

Harrison H.

Mid-Market (51-1000 emp.)

2/28/2023

"Passing the Baton"

4.5/5

What do you like best about Baton?

Great at keeping projects and tasks organized, and useful for time tracking and planning when to tackle certain tasks.

Also love the ability to integrate with Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Baton?

Often times a project is listed as high risk when it should not be/when there are no problematic tasks left uncompleted. Alternatively sometimes projects are listed as low risk when they do have problematic tasks left uncompleted. Review collected by and hosted on G2.com.

Alex L.

Small-Business (50 or fewer emp.)

2/28/2023

"Great platform. Great people."

5/5

What do you like best about Baton?

Baton is used in our company for project tracking. We rely on Baton to keep ourselves accountable and on track. Baton has many valuable features, but my favorite part about it is the open communication we have with the Baton team. Any feature request we have, the team is responsive and takes it into consideration, often times building it into their next release! Review collected by and hosted on G2.com.

What do you dislike about Baton?

Nothing! Baton works well and meets the needs for my team to stay on track. It has great features and we are able to use Baton to digest where we are when tracking projects. Review collected by and hosted on G2.com.