#1 most frequent
United States of America
74.5%146 installations of 196
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.
Categories & Use Cases
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Screenshot of Project Lists
Top Performing Features
Team Collaboration
Team collaboration capabilities let team members work directly with each other and provide team updates.
Category average: 8.8
Task Management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 9
Scheduling
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
Category average: 8.3
Areas for Improvement
Workflow Automation
Workflow automation is the ability to route work requests along an approval process automatically.
Category average: 8.2
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
Who Buys & Uses Rocketlane
#2 most frequent
Canada
7.1%14 installations of 196
#3 most frequent
India
5.1%10 installations of 196
Best project management tool.
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
A worth application to look at ! which has helped an organization to save approx. 80-85% time of project management team
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
Flexible Onboarding Management Application
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
Such A wonderful Project Management Tools
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
The dream software for a project manager
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
