Are SaaS really dying? Rocketlane: More Than a Solution, an Active Community

Another in the series proving the opposite: If SaaS is not going to die, there are also incredible solutions to support these companies in improving their management and value delivery.

I had the privilege of leading areas like Professional Services, Delivery, CX, and CS in consulting and software companies. Part of my career has been dedicated to initiatives focused on managing customer expectations in the B2B enterprise world. I witnessed the evolution of tools and methodologies, from the classic Microsoft Project (yes, that gives away my age!) to modern solutions for managing customer journeys.

Over the past two years, I’ve dived deep into benchmarks, searching for tools capable of managing the customer journey end-to-end, especially in critical stages like onboarding and CS. Honestly, I didn’t find a single solution that covered everything. But some are truly revolutionizing specific aspects of the customer experience.

One of these solutions is Rocketlane . Although it’s a relatively new platform, it has proven its value by transforming CS onboarding, evolving into Professional Services management, and, most recently, launching a Customer Portal — a feature that, in my view, is a game-changer for managing B2B implementations.

Rocketlane is an innovative platform that centralizes and optimizes customer onboarding, implementation, and professional services processes. Its goal is to accelerate time-to-value by providing collaborative and efficient experiences for teams and their clients. It’s not just an internal project management tool but is highly focused on generating insights, agile management, and fostering relationships.

Key Rocketlane Features:

Project and Process Management:

• Customizable Templates: Allows the creation of standardized, adaptable projects, documents, and forms tailored to each customer’s needs, ensuring consistency and efficiency in deliveries.
• Task Automation: Automates workflows, reducing repetitive tasks and enabling teams to focus on strategic activities.
• Interactive Views: Provides Gantt, Kanban, and list views, making it easier to track progress and manage tasks.

People and Financial Management:

• Resource Allocation: Helps plan and efficiently distribute resources, optimizing team utilization and ensuring on-budget delivery.
• Revenue Recognition: Simplifies revenue recognition processes by aligning them with project milestones, ensuring financial accuracy.
• Billing and Invoicing: Manages various billing models, such as Time & Materials, Fixed Fee, or Subscription, integrating with tools like QuickBooks, Sage, and NetSuite for a smoother billing process.

Customer Experience and Accountability:

• Customizable Client Portal: Provides a dedicated portal where clients can access project information, tasks, documents, and updates, fostering transparency and collaboration.
• Satisfaction Surveys: Captures client feedback at critical project points, enabling proactive adjustments and continuous improvement.
• Integrated Communication: Facilitates real-time communication with clients and partners through email, Slack, or directly within the platform, keeping everyone aligned and informed.

Automation and Integrations:

• Workflow Automation: Configures global or project-specific automations for phases and tasks, enhancing operational efficiency.
• Integrations with Popular Tools: Connects with various market tools, eliminating manual work and ensuring seamless workflows.

AI-Powered Capabilities:

Rocketlane is also investing in AI-driven features like Resource AI, which helps build ideal teams by considering skills, availability, and workload, optimizing resource allocation for better project outcomes.

More Than a Solution: An Active Community

Rocketlane goes beyond offering a high-performance product. It actively invests in market development through initiatives that foster knowledge exchange and best practices.

Propel Event:

An annual event organized by Rocketlane, bringing together leaders and professionals in CS, onboarding, and professional services to share insights, trends, and innovations. Propel has become a platform for strategic discussions and networking, placing Rocketlane at the center of industry development.

Preflight Community:

An online space for onboarding and CS professionals to exchange experiences, learn together, and access high-quality content. Rocketlane promotes the creation of a global community united by common goals, demonstrating its commitment to collective market success.

With these tools and initiatives, Rocketlane positions itself as a comprehensive solution for companies seeking to enhance their delivery processes, increase customer satisfaction, and maximize operational efficiency.

Want to learn more about how Rocketlane can transform onboarding and management for your business? Comment "Rocketlane" on this post or send me a direct message. Let’s chat and explore how this tool can help your company level up. ??