OnRamp review from Smart Glazier Software
Use Cases and Deployment Scope
We use OnRamp for both customer facing onboarding and internal project management. It allows us to more effectively request data from customers, review submissions, and empower customers to access key information from a single place rather than having endless emails to go through.
Pros
- Timeline targets for task completion
- Single portal for task review and submissions
- Customer facing tasks, sub-tasks and instructions
Cons
- Full management overview of all active projects in a Kansan style board would be good
- Tracking internal ad hoc tasks for projects like customer reported bugs or features, would be great to have follow up targets and better ways to track allocations for these
- Better way to return to a task overview after editing sub-task builders (at the moment it returns to the list and not the specific task or module)
Return on Investment
- It has probably saved me between 2-8 follow up emails and calls with customers on a project, easily accounting for 30minutes to 4 hours saved on projects where the typical billable time is 30 hours.
- I would think that the improvement in own organisation and tracking follow up tasks/needs saves me at least a couple of hours on a project over its duration. Information is more accessible and I am kept on tasks more effectively
Usability
Alternatives Considered
Wrike, Asana and monday.com
Other Software Used
Fathom AI, HubSpot CRM