Head of Enterprise Onboarding at a tech vendor with 51-200 employees
Real User
Top 20
Jul 8, 2026
I used Rocketlane to track onboarding project plans for large customers. I used Rocketlane for both templatized and bespoke project plans that we put together for our clients. I also used it for reporting capabilities to track utilization from our onboarding managers as well as reporting on our onboarding timelines and milestones. For some of our large enterprise customers, we would show Rocketlane to that customer in the pre-sales process to demonstrate how detailed our project planning would be. Once that customer converted, we would spin up a template project plan based off of our different onboarding offerings. We then used Rocketlane as our source of truth for project management for that customer. That customer had access to Rocketlane to view the current timelines and milestones related to their onboarding journey, and we kept that project plan updated throughout the implementation. I had Rocketlane integrated with a couple of different systems. We integrated Rocketlane with Salesforce so that it synced in data from Salesforce to make the project plans bespoke to the plan that the customer had purchased. They also synced back fields from Rocketlane to Salesforce so that we could run more customized reports out of Salesforce with our CRM data, and then we eventually would plug in that data into Omni for reporting purposes.
Rocketlane in my organization is mainly used to manage client-facing implementation projects, specifically in the Professional Services department, and it is the project management platform that we use to manage all of our customer-facing implementations. A typical workflow is that a customer is sold, the booking is closed and passed to me, and I stand up our Rocketlane project plan template that has all of the customer's details from their ServiceNow and Salesforce onboarding integrations. From kickoff until project closure, all of their tasks are managed within Rocketlane. The main use case is that our project plan is customer-facing, so it is an opportunity for the customer to follow along in the customer portal with their implementation, which hopefully reduces friction.
Rocketlane is used to track project tasks that are under development or need to be developed, and primarily serves as a project management product. When implementing a solution like an LOS implementation for a client, different timelines and criteria are tagged, such as requirement gathering and particular tasks that need to be completed. These tasks are mapped in Rocketlane along with timelines for each task, including how much time each will take and completion estimates. When tasks are configured in Rocketlane, they are assigned to a particular SPOC based on requirements. The SPOC completes the development or task and provides updates once finished.
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 used Rocketlane to track onboarding project plans for large customers. I used Rocketlane for both templatized and bespoke project plans that we put together for our clients. I also used it for reporting capabilities to track utilization from our onboarding managers as well as reporting on our onboarding timelines and milestones. For some of our large enterprise customers, we would show Rocketlane to that customer in the pre-sales process to demonstrate how detailed our project planning would be. Once that customer converted, we would spin up a template project plan based off of our different onboarding offerings. We then used Rocketlane as our source of truth for project management for that customer. That customer had access to Rocketlane to view the current timelines and milestones related to their onboarding journey, and we kept that project plan updated throughout the implementation. I had Rocketlane integrated with a couple of different systems. We integrated Rocketlane with Salesforce so that it synced in data from Salesforce to make the project plans bespoke to the plan that the customer had purchased. They also synced back fields from Rocketlane to Salesforce so that we could run more customized reports out of Salesforce with our CRM data, and then we eventually would plug in that data into Omni for reporting purposes.
Rocketlane in my organization is mainly used to manage client-facing implementation projects, specifically in the Professional Services department, and it is the project management platform that we use to manage all of our customer-facing implementations. A typical workflow is that a customer is sold, the booking is closed and passed to me, and I stand up our Rocketlane project plan template that has all of the customer's details from their ServiceNow and Salesforce onboarding integrations. From kickoff until project closure, all of their tasks are managed within Rocketlane. The main use case is that our project plan is customer-facing, so it is an opportunity for the customer to follow along in the customer portal with their implementation, which hopefully reduces friction.
Rocketlane is used to track project tasks that are under development or need to be developed, and primarily serves as a project management product. When implementing a solution like an LOS implementation for a client, different timelines and criteria are tagged, such as requirement gathering and particular tasks that need to be completed. These tasks are mapped in Rocketlane along with timelines for each task, including how much time each will take and completion estimates. When tasks are configured in Rocketlane, they are assigned to a particular SPOC based on requirements. The SPOC completes the development or task and provides updates once finished.