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Director of Implementation
What do you like best about the product?
I love the process flows that can be created in RocketLane and the customer visibility into their ongoing projects.
What do you dislike about the product?
Sometimes the browser moves slowly, however that issue could be related to my bandswidth because I know others don’t experience it as often as I do.
What problems is the product solving and how is that benefiting you?
One onboarding experience for customers and the same onboarding process for multiple brands across one organization.
Time to Value + CSAT = Success
What do you like best about the product?
Rocketlane has allowed the Virtuous onboarding team to standardize implementations while still maintaining a high degree of personalization. We’ve also been able to remove a lot of the manual work (work smarter) and repurpose that energy into delighting our customers.
The results in our first year using Rocketlane has been a 50% decrease in time to value whole maintaining a perfect CSAT rating.
The results in our first year using Rocketlane has been a 50% decrease in time to value whole maintaining a perfect CSAT rating.
What do you dislike about the product?
Our organization places a premium on customer heath, and the absence of a customer health score forced us to go outside the platform to our CSP to monitor onboarding health.
What problems is the product solving and how is that benefiting you?
Time to Value and teal-time collaboration with our customers are the primary drivers. But using time tracking and resource management has helped us monitor billable utilization and identify opportunities to work more efficiently.
User friendly project management tool
What do you like best about the product?
RL is one of the best project management tool I have used. The collaboration feature, templates and spaces are really helpful to track the projects easily without hassle.
What do you dislike about the product?
Nothing. I would definitely recommend it.
What problems is the product solving and how is that benefiting you?
It helps us to track the project tasks and sub tasks along with due dates. We also use this tool to collaborate with our customers and keep them updated.
Great Tool, only for Project Management
What do you like best about the product?
Rocketlane has some great features (like calendar syncing for time tracking) and is user-friendly for people using it as a Project Management tool. Support is very helpful and quick to respond.
What do you dislike about the product?
Their Resourcing Function is very buggy and not a great user experience. Not to mention, they have a soft vs hard hold process, but the only thing it does is a visual change and nothing else. As a resourcing team, we need the ability to proactively hold customers, but that function is not set up in Rocketlane today. Customization is still minimal. Time tracking can be easy, but there are some wonky UI pieces - for example, if I log time using one categorization bucket and then try to log another time to the same project, the categorization bucket is stuck, and a hard refresh is needed. Most issues with Rocketlane require a hard refresh is always needed to resolve. The number of times I refresh the system daily is up in the 100s.
What problems is the product solving and how is that benefiting you?
We have been able to streamline our users from having to use multiple systems down to one. However adoption is not great as the tool is very buggy and people are less likely to use it.
Implementation Manager juggling multiple projects
What do you like best about the product?
The project planning features are excellent, especially for keeping everything organized and tracking deadlines across multiple teams.
What do you dislike about the product?
The lack of a more affordable, restricted-use license for senior leadership is an issue—we don’t need full access but still want to view key data.
The search functionality is very limited, making it hard to find specific information across tasks or comments quickly.
When sharing the "View as" view, I can't make updates in the tool as we discuss project updates during the course of the meeting. I end up either having to take notes for later or have a team member make updates in our internal view while I lead the meeting.
The search functionality is very limited, making it hard to find specific information across tasks or comments quickly.
When sharing the "View as" view, I can't make updates in the tool as we discuss project updates during the course of the meeting. I end up either having to take notes for later or have a team member make updates in our internal view while I lead the meeting.
What problems is the product solving and how is that benefiting you?
Manages client implementation, project management and communication in one tool
Please improve searching for tasks
What do you like best about the product?
Really useful if you are client-facing and have action items for your clients to complete
What do you dislike about the product?
Almost non-existent search capabilities making it very difficult to find information across project tasks and comments.
What problems is the product solving and how is that benefiting you?
Has improved customer collaboration, improved ticket/task resolution.
Improves customer expectations
What do you like best about the product?
I appreciate the visibility Rocketlane gives into tasks and accounts, which helps us stay on top of multiple projects at once.
We've also achieved our primary goal of helping customers understand their role and responsibilities in their implementations.
We've also achieved our primary goal of helping customers understand their role and responsibilities in their implementations.
What do you dislike about the product?
Our biggest pain point is the difficulty my entire team and our customers lose due to lack of search across comments and tasks.
Onboarding was generic and not tailored to our needs, and our CSM was new, which led to a less-than-ideal transition.
Onboarding was generic and not tailored to our needs, and our CSM was new, which led to a less-than-ideal transition.
What problems is the product solving and how is that benefiting you?
Rocketlane help our customers through our complex onboarding.
Robust Tool for Implementation Managers
What do you like best about the product?
Rocketlane’s robust templates make project setup very streamlined, which saves time in the early stages of implementation.
What do you dislike about the product?
The Salesforce integration is not very useful to us as it’s extremely limited, and we can’t do much with it.
What problems is the product solving and how is that benefiting you?
Project visibility and shared workflows. Searching for a search though in projects.
Solid PSA Product
What do you like best about the product?
Rocketlane brings a lot of modern project management functionality into a professional services focus. It combines the functionality of project management with practice management and includes all things necessary for a professional services firm to run from financial data, to resourcing scheduling, to project management. It is also highly customizeable to work for your use cases and provides automation functionality similar to more project management based tools.
What do you dislike about the product?
Their onboarding is very poor. The tool is pretty slick and I would recommend it to anyone considering a PSA, but do NOT pay for their onboarding. They will setup a generic project template and just go over all the functionality you already likely went over during the sales process. There is no actual implementation support that occurs. Its no different than a normal support desk. They expect you to implement your own workflows and templates, etc. They do nothing but answer questions. Buy the tool but save your money on the implementation, its worthless.
I also don't like how all project related fields, settings, and automations are established at the account level rather than at the individual project level. This makes it difficult if you have different types of projects that require different workflows and fields. You also cannot save a new project from an existing project; so if you have extensive project setup/onboarding with customized data, you wont be able to reuse that data on a future project. It makes any project work that is customized but recurring difficult to manage.
I also don't like how all project related fields, settings, and automations are established at the account level rather than at the individual project level. This makes it difficult if you have different types of projects that require different workflows and fields. You also cannot save a new project from an existing project; so if you have extensive project setup/onboarding with customized data, you wont be able to reuse that data on a future project. It makes any project work that is customized but recurring difficult to manage.
What problems is the product solving and how is that benefiting you?
If you take the time to setup effectively it can bring clarity to task management and tie projects together with practice management for proserv firms.
Support resolved my issue quickly
What do you like best about the product?
allocations are helpful, especially splits
What do you dislike about the product?
Timesheets...very slow to pop up and cannot quickly cycle through fields. When trying to entre a note quickly, the focus jumps back to the time field. Frustrating.
What problems is the product solving and how is that benefiting you?
project management with notifications on task schedule, project budget tracking
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