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Preferred Implementation & Onboarding Platform
What do you like best about the product?
Rocketlane provides my team with the transparency and collaboration tools I need in order to concurrently manage all of our projects. We use Rocketlane for internal and external onboarding and implementation of our service. It allows us to have one source of truth with the customer.
What do you dislike about the product?
As Rocketlane is newer to the space, some of the features (while helpful and a step in the right direction) can be confusing to use. They have great learning resources and Care team which eliminates this concern.
What problems is the product solving and how is that benefiting you?
We have struggled in the past to use a project management tool for our specific service onboarding with customers. We want to have a single place for all tracking of tasks, conversations, and materials internally and externally. We've been able to change our workflow accordingly.
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An incredibly pleasant experience with customer onboarding with Rocketlane
What do you like best about the product?
The process has been seamless and organized after adopting Rocketlane for onboarding our customers.. the visibility at different phases gives us the flexibility to act according to the need of the hour.
What do you dislike about the product?
Nothing in particular so far. Things have been going well.
What problems is the product solving and how is that benefiting you?
Using the Platform to track all our onboarding activities with multiple client engagements. effectively tracking the resource task progress which is helping us take right decisions as we go through the process.
RocketLane review from PM standpoint
What do you like best about the product?
Very nice look of the portal, professional, user firendly, logical layout, good navigation, self-explanatory. Easy to invite customers and share project plan and project activities, great overview on the timelines!
What do you dislike about the product?
Missing some features and needs more development/enhancements:
1) Need to build in the tool the view of orginially planned project dates vs actual dates, so you can see the gap.
2) Status reports need to include project overview graphics, status report needs to be exportable
2) Status reports need to be emailed also to PM with an option for customers to reply to the report email that comes to PM.
3) Would be nice to add Project Action tracker functionality where Project action items will be captured in one sheet/table and updates can be made by PM and customer.
4) Need to set up Filter to search Project by PM.
5) Time sheet functionality can be improved: to add edit option for activities created.
1) Need to build in the tool the view of orginially planned project dates vs actual dates, so you can see the gap.
2) Status reports need to include project overview graphics, status report needs to be exportable
2) Status reports need to be emailed also to PM with an option for customers to reply to the report email that comes to PM.
3) Would be nice to add Project Action tracker functionality where Project action items will be captured in one sheet/table and updates can be made by PM and customer.
4) Need to set up Filter to search Project by PM.
5) Time sheet functionality can be improved: to add edit option for activities created.
What problems is the product solving and how is that benefiting you?
RocketLane helps to share with customers project status, project plan, and all related activities. Keeps customer and PM on track, provides access to latest project status, reminds of due tasks.
Super Project Manager
What do you like best about the product?
The ease of handling project timelines and have complete overview of project timelines and task aligned.
What do you dislike about the product?
Nothing as of now as Rocketlane is evolving and there is definitely a lot more in store for us. Little more automation where required will make the tool super powerful.
What problems is the product solving and how is that benefiting you?
Problems solved is customer engagement where they have complete visibility on the project timeline and tasks aligned. Same are the benefits because the progress can be tracked both ways keeping the overall project plan intact
Recommendations to others considering the product:
One stop solution for a super intuitive Project Manager tool
An effective onboarding tool
What do you like best about the product?
a) Easy to Get started
b) Helpful and seamless onboarding process
c) Effective Collaboration - Gives clarity to the Customers and the internal team
b) Helpful and seamless onboarding process
c) Effective Collaboration - Gives clarity to the Customers and the internal team
What do you dislike about the product?
a) Couple of essential features missing ie., integration with other Project Management and Issue Tracking services
b) Editing a "Template" and Customising the Timeline
b) Editing a "Template" and Customising the Timeline
What problems is the product solving and how is that benefiting you?
Our biggest problem of Onboarding and keeping a track of the actionable items is taken care by RocketLane, which helps us completing a Sprint effectively
All in one, easy and simple customer onboarding tool for Customer Success teams
What do you like best about the product?
1.) Ability to create a checklist for customer onboarding. Factors.AI being a marketing analytics tool, the onboarding process involves integrations, data validation, data setup, verifications, etc. Without Rocketlane, we ended up using Sheets which was a hassle and prone to errors
2.) The Kanban board view for tasks and the ability to co-assign tasks to customers brings in accountability and visibility to the entire customer success process.
3.) Creating milestones and grouping tasks under a milestone for the onboarding process
4.) Inbuilt NPS scoring
5.) Creating templates for documents in shared spaces: This helps our clients access all our integrations/product documentations, minutes of meetings for all weekly call and notes in a single place.
6.) And lastly, awesome customer onboarding and service for using Rocketlane: Anirudh has been very helpful and addressed all of our questions within a couple of hours
2.) The Kanban board view for tasks and the ability to co-assign tasks to customers brings in accountability and visibility to the entire customer success process.
3.) Creating milestones and grouping tasks under a milestone for the onboarding process
4.) Inbuilt NPS scoring
5.) Creating templates for documents in shared spaces: This helps our clients access all our integrations/product documentations, minutes of meetings for all weekly call and notes in a single place.
6.) And lastly, awesome customer onboarding and service for using Rocketlane: Anirudh has been very helpful and addressed all of our questions within a couple of hours
What do you dislike about the product?
Not something I dislike- but it would be great if the changes/updates to templates could reflect in the older projects associated with those templates.
What problems is the product solving and how is that benefiting you?
1.) Removing room for errors in the onboarding checklist
2.) Bringing in visibility and accountability for the customer onboarding process
2.) Bringing in visibility and accountability for the customer onboarding process
Best project planning tool!
What do you like best about the product?
Rocketlane is easy to use and collaborate with internal and external team members. Rocketlane takes the frustration out of project management software by simplifying the interface. I also appreciate the ability to present high level timelines to customers and share real time updates with team members.
What do you dislike about the product?
Nothing, Rocketlane nailed it. Rocketlane is easy to update, modifying timelines and dependencies is a breeze.
What problems is the product solving and how is that benefiting you?
Rocketlane is helping me share deployment and onboarding timelines with internal and external stakeholders. I've saved a great deal of time updating milestones or tasks and use the platform to send recurring updates to team members. Additionally, I'm using Rocketlane to present high level timelines during kick off meetings to set expectations and spark conversation.
Visibility Operations Managers and Project Managers Crave
What do you like best about the product?
The most helpful thing about Rocketlane is the ability for the customers to have a no nonsense, simplified view of deliverables. For software like ours, that has long and complex technical set up, this tool helps us stay organized so we can focus on giving the customer an enjoyable onboarding experience, without having to juggle deadlines. We also appreciate the automation aspect, which helps us save time with every onboarding.
What do you dislike about the product?
I dislike the lack of meta project view - I would prefer if there was a project wide timeline view, so we can have a resource planning type overview, to present to top management of all onboarding customers.
What problems is the product solving and how is that benefiting you?
The problems we are solving are long lead times on customer deliverables either from lack of clarity or lack of motivation. The tool provides motivation to finish action items, as you feel more satisfied. We were previously inundated with emails, and this is a more clear historical overview of customer interation and progress.
Functional
What do you like best about the product?
Able to track timelines. Gives a better picture of endstate
What do you dislike about the product?
update of cards without getting into it. leadds to miultiple back and forths for making progress update. Progress update should be on UI. Requires some automation like auto grannt chat update if project delayed by x days. Sheet stored on cloud so collaboration could be easier
What problems is the product solving and how is that benefiting you?
timeline capture. what needs to be done next
Great tool for customer success & onboarding teams
What do you like best about the product?
A simple interface without clutter, which makes it easy for the team to use the platform. Additionally, the focus on client's experience is great
What do you dislike about the product?
a. A dedicated view is missing for team leads to manage the team's work effectively.
b. Introducing NLP, and recognizing categories better when creating tasks would take UX to a better level.
c. Better workflow management
b. Introducing NLP, and recognizing categories better when creating tasks would take UX to a better level.
c. Better workflow management
What problems is the product solving and how is that benefiting you?
We are solving for better collaboration within the organization and with the client team to a. Improve the speed of implementation, b. Improve client experience and c. Make processes scalable
Recommendations to others considering the product:
If you are looking to improve customer success and customer onboarding, Rocketlane is a great place to start
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