Rocketlane

Score9.6 out of 10

19 Reviews and Ratings

What is Rocketlane?

As per the information provided by the vendor, Rocketlane is a platform specifically designed to cater to onboarding, implementation, and professional services teams. The primary objective of this platform is to enhance collaboration with customers, optimize project delivery efficiency, and augment customer experience and accountability. Its target audience primarily includes industries such as CS (Customer Success) and Professional Services. It emphasizes its capability to expedite time-to-value, streamline processes and resources, and facilitate collaborative onboarding experiences. However, it should be noted that these assertions have not been independently verified or substantiated.

Comprehensive Project Management Solution

The product is designed to consolidate project updates, tasks, and phases into a centralized location for convenient accessibility. The platform enables users to easily monitor progress, assess risks, and manage milestones without constant supervision. The vendor claims that conversations, documents, and updates are well-organized within the system, streamlining project management processes and promoting efficient collaboration among team members. Rocketlane also offers customizable project templates to facilitate the creation of personalized plans according to each customer's requirements. By leveraging its robust automation capabilities and real-time communication features, Rocketlane aims to assist teams in delivering projects punctually and cost-effectively while navigating complexities with ease.

Customer Experience and Accountability

The product endeavors to promote transparency and accountability by providing customers with instantaneous visibility into the progress of their onboarding projects. Functionality such as task templates, automated reminders, and CSAT surveys aid in keeping customers on schedule and completing tasks punctually. The vendor asserts that this collaborative methodology facilitates smooth inter-team communication, mitigates project risks, and guarantees timely milestone delivery. By emphasizing customer experience and augmenting accountability, Rocketlane aims to provide significant value and cultivate enduring client relationships.

Categories & Use Cases

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Screenshot of Project Lists

Team Collaboration
Team collaboration capabilities let team members work directly with each other and provide team updates.
Category average: 9
Task Management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 9.1
Scheduling
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
Category average: 8.2

Workflow Automation
Workflow automation is the ability to route work requests along an approval process automatically.
Category average: 8.6
Document Management
Document management provides for centralized management of all project documents.
Category average: 7.9
Support for Waterfall Methodology
Waterfall methodology is a tradition development method that is linear and sequential.
Category average: 7.9

Chandni Mishra View profile

Lead business Analyst in Professional Services at LeadSquared (1001-5000 employees employees)

Use Cases and Deployment Scope

We used Rocketlane to manage project timelines, milestones, timesheets, and status updates for internal and external stakeholders. Business problems addressed by Rocketlane are giving complete transparency and visibility for the teams to manage the project timelines and delivery. I would say it is more of a project management tool. Scope: Plan resource utilization from the project timelines and keep external and internal stakeholders aligned regarding the project timelines, tasks, and status updates. Also, to fill the timesheet.

Pros

The project timelines and tasks feature is nice.
Status updates can be published, which can be seen by external stakeholders/clients even though they are not on Rocketlane or they have not taken Rocketlane subscriptions.
Timesheets can be easily tracked through which resource utilization can be planned.

Cons

Because of too many features, load time has become a little slow.
Sometimes, the feature was not saved. Forex, we wrote something in the task description that was not saved, so the auto-save functionality should be there.
If it can be integrated into Google Meet or Zoom and log the time from the calendar, we don’t have to fill timesheets and create tasks manually.

Return on Investment

Lesser onboarding and implementation time (Reduced from 3 months to 2.4 months.
Increased resource utilization.
10-15% lesser escalations.

Usability

Alternatives Considered

Jira Software

Other Software Used

Figma, Jira Software, Atlassian Confluence

Jalpesh Mehta

Director Enterprise Application in Information Technology at Amagi Media (501-1000 employees employees)

Use Cases and Deployment Scope

Rocketlane is useful tool to manage both in-house enterprise projects plus customer onboarding projects; We were looking for the user friendly project management tool which can be easily managed, plus help project managers to reduce their time on project management related activities and follow-up on pending tasks, resource allocation and task assignment. Rocketlane is supporting us to manage projects efficiently and effectively thanks to Rocketlane tool we can able to save approx. 80-85% time of project managers to manage projects. Following features are highly effective 1) Automatic reminder email on upcoming & overdue tasks to task owners 2) Publishing of Project Status report periodically 3) Resource allocation & capacity planning

Pros

Saved Project Manager time by 80-85%
Ease of use, User Friendly interface
Reminders : Email notification on upcoming due task to task owner
Publishing of Periodic Project Status Report

Cons

Resource Allocation & Capacity Planning
Subtask dependency
Toggling between the screen especially from subtask to task/milestones

Return on Investment

Resource Capacity Planning
Effective & Efficient Task Management
Well versed E-mail notification
Saved 80-85% of project management time

Alternatives Considered

GuideSpark

Other Software Used

Salesforce CPQ, Salesforce CMS, NetSuite ERP

Renee Ramig

Director of Customer Relationships in Customer Service at Vidigami (51-200 employees employees)

Use Cases and Deployment Scope

We require annual onboarding from all of our almost 400 customers. Rocketlane is used to manage this onboarding process. It allows the customer to have step-by-step instructions with links to pdfs and videos on what they need to do. But it also gives us visibility into where each of our customers are in the onboarding process. Customers can send messages from within Rocketlane which show up in notifications and can also be sent via email to ensure we are fully supporting our customers.

Pros

Gives visibility into where in the process each customer is.
Allows for different processes created for different customers.
Creates a portal for customers to see and interact with the entire process.

Cons

It would be helpful if Rocketlane had a more robust Knowledge base and customer support portal.

Return on Investment

Being able to support each customer with visibility into where each is in the process.
Better communication with customers related to onboarding.
Took a bit of time to figure out how to best set up for our company and learn how to use it.

Other Software Used

HubSpot Service Hub, HubSpot Sales Hub, Slack

Mohit Kumar

Implementation Consultant at Posist technologies private limited (51-200 employees employees)

Use Cases and Deployment Scope

Rocketlane uses as a project management tool. Here we can track the project and add all the data related to the project. And all effort in the project we can add and so many features in it. Task-wise phases so everything come under visible to the client. No need to remember the task date it's come under the due date. You can move the task date as per the client's requirement. Really well a user interface and is easy to use these project plan tools. I really like it so much.

Pros

Time tracked
Project phase
Due dates
Project Overview
Project team
Project Owner

Cons

Project Opening time
Automated time tracked should be there
Every phase has a option to make a call and zoom so time tracked real time

Return on Investment

Real time Tracked
Client visibility
Chat tools
Efforts Calculation

Alternatives Considered

Bigin by Zoho CRM

Other Software Used

Bigin by Zoho CRM, ACCEO activeSaaS ERP Manufacturer, Agiline CRM

Emily Long

Implementation Consultant in Professional Services at Flatfile (51-200 employees employees)

Use Cases and Deployment Scope

We use Rocketlane within Professional Services at Flatfile as our all-in-one project management tool. As an Implementation Consultant, I work out of Rocketlane multiple times daily to track tasks, view and update project statuses and customer health, take notes on customer meetings, and keep our customers updated. Before Rocketlane, our team was using many different tools, and it's made a huge difference to have it all consolidated in one place.

Pros

features
responsiveness and helpfulness
task management

Cons

even more customizable dashboards
drag and drop to move tasks and milestones around

Return on Investment

more timely responses to customers
better account organization

Rocketlane

What is Rocketlane?

Comprehensive Project Management Solution

Customer Experience and Accountability

Categories & Use Cases

Media

Key Features

Top Performing Features

Team Collaboration

Task Management

Scheduling

Areas for Improvement

Workflow Automation

Document Management

Support for Waterfall Methodology

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

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