Head of Enterprise Onboarding at a tech vendor with 51-200 employees
Real User
Top 20
Jul 8, 2026
I believe customers responded well to being able to see their project status and task assignments directly in Rocketlane, as it provided them visibility. I do not think they interacted with it much, but it was very important to give them the visibility into what they needed to complete and accomplish on their side. It helped us drive timelines and helped drive accountability by showing the customer what they were directly responsible for during the onboarding process. We could always point back to the project plan if deadlines or timelines slipped, which helped us have very clear ideas around who was responsible for those things if those deadlines ever did slip. It was not the majority of the customers who interacted with Rocketlane projects wholeheartedly, but it was an important mechanism for our team. My CSAT was always pretty high, but Rocketlane helped us retain high CSAT even as our customer base grew. We definitely saw improvements in time to value, as we were able to move customers through onboarding a little bit quicker because we were able to orient around the dates that we were tracking in Rocketlane. As I mentioned earlier, it also allowed us to track utilization per onboarding manager, which outside of time tracking is very difficult or relies on self-reporting. It is most helpful to be able to connect into Salesforce data with Rocketlane, so you will need a Salesforce admin who can sync in the proper data that you want to be able to view in Rocketlane or sync back data from Rocketlane into Salesforce for your reporting capabilities. Otherwise, it is a pretty easy setup. I would also be aware of the full customization options on the client portal side and try to reduce that down to what is necessary for the client to be able to see in their own portal. I would rate this product an eight overall.
While I do not know that Rocketlane has specifically saved time, reduced errors, or improved customer satisfaction, it has absolutely surfaced customer communication, allowing us to receive customer feedback almost instantaneously on tasks and milestones. This proactive insight has allowed us to course-correct where customer satisfaction has been lower than desirable. When I joined NICE, the process for highlighting risks included creating a ServiceNow ticket for an incident, filling out a risk form, attaching that to an email, and sending it to an executive who may or may not check their inbox, which resulted in no tracking of risk mitigation. However, with Rocketlane, I enter that risk into a form within a task, and a communication is generated to my leader that I am escalating the risk. Every week my manager is able to filter down to risks on the portfolio and see each project manager's risk across her portfolio with the tasks associated to them, which has been incredibly helpful because no one is asking me where my risk documentation is. I advise others looking into using Rocketlane to really understand their project process and implementation process before building anything in Rocketlane. I love the webinars and fun videos that Rocketlane produces. They are very fresh and create excitement around the brand, which is really appealing because project management tools can be very dry. I provided an overall review rating of seven out of ten.
Rocketlane should be considered if the budget is low, as it is definitely worth going for. The overall review rating for this product is nine out of ten.
Rocketlane enhances project management by delivering remarkable efficiency and collaboration among teams. Its platform is designed to streamline onboarding and implementation processes, making it an essential tool for businesses aiming to optimize operations.Rocketlane is built to address the complexities of project delivery and customer onboarding. It offers a comprehensive interface that integrates task management, communication, and document sharing into a unified solution. This alignment...
I believe customers responded well to being able to see their project status and task assignments directly in Rocketlane, as it provided them visibility. I do not think they interacted with it much, but it was very important to give them the visibility into what they needed to complete and accomplish on their side. It helped us drive timelines and helped drive accountability by showing the customer what they were directly responsible for during the onboarding process. We could always point back to the project plan if deadlines or timelines slipped, which helped us have very clear ideas around who was responsible for those things if those deadlines ever did slip. It was not the majority of the customers who interacted with Rocketlane projects wholeheartedly, but it was an important mechanism for our team. My CSAT was always pretty high, but Rocketlane helped us retain high CSAT even as our customer base grew. We definitely saw improvements in time to value, as we were able to move customers through onboarding a little bit quicker because we were able to orient around the dates that we were tracking in Rocketlane. As I mentioned earlier, it also allowed us to track utilization per onboarding manager, which outside of time tracking is very difficult or relies on self-reporting. It is most helpful to be able to connect into Salesforce data with Rocketlane, so you will need a Salesforce admin who can sync in the proper data that you want to be able to view in Rocketlane or sync back data from Rocketlane into Salesforce for your reporting capabilities. Otherwise, it is a pretty easy setup. I would also be aware of the full customization options on the client portal side and try to reduce that down to what is necessary for the client to be able to see in their own portal. I would rate this product an eight overall.
While I do not know that Rocketlane has specifically saved time, reduced errors, or improved customer satisfaction, it has absolutely surfaced customer communication, allowing us to receive customer feedback almost instantaneously on tasks and milestones. This proactive insight has allowed us to course-correct where customer satisfaction has been lower than desirable. When I joined NICE, the process for highlighting risks included creating a ServiceNow ticket for an incident, filling out a risk form, attaching that to an email, and sending it to an executive who may or may not check their inbox, which resulted in no tracking of risk mitigation. However, with Rocketlane, I enter that risk into a form within a task, and a communication is generated to my leader that I am escalating the risk. Every week my manager is able to filter down to risks on the portfolio and see each project manager's risk across her portfolio with the tasks associated to them, which has been incredibly helpful because no one is asking me where my risk documentation is. I advise others looking into using Rocketlane to really understand their project process and implementation process before building anything in Rocketlane. I love the webinars and fun videos that Rocketlane produces. They are very fresh and create excitement around the brand, which is really appealing because project management tools can be very dry. I provided an overall review rating of seven out of ten.
Rocketlane should be considered if the budget is low, as it is definitely worth going for. The overall review rating for this product is nine out of ten.