Rocketlane

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.

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.

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

What do you like best about the product?

I like the various visual options to see the project tasks and progress. The client portal seems interesting, but I have not yet dug into it. Overall, I think there are a lot of useful features, so just takes time to figure out what works best with clients.

What do you dislike about the product?

The notification control. I think users should be able disable all email notification if they don't want that noise.

What problems is the product solving and how is that benefiting you?

It's helping manage special projects and give clients a view into the project timeline.

What do you like best about the product?

The Customer portal is fantastic. Provides a shared view of onboarding projects. Our new customers LOVE it and the transparency it provides. Internally, we appreciate the consistency of tracking onboarding projects as well as data-driven status that reflects the reality of project progress.

What do you dislike about the product?

I would like better filtering options at the project level as well as a tool-wide search. And links to tickets that don't take up two text lines or more when pasted elsewhere. Then you'd get a 10 from me.

What problems is the product solving and how is that benefiting you?

Improve onboarding experience both internally and for new customers.
Better collaboration internally and with customers on onboarding and major customer projects

What do you like best about the product?

It's new and doesn't have any of the technical debt you see in other solutions. I love that they provide a Customer Portal - a place that our customer can go to at any time and immediately see the status of their project, tasks status (filterable by type and by owner), announcements, attachments, and form capability for our customers to submit feedback directly into the project as a task (and the ability the track that feedback). The Customer Portal is fantastic. It also means we save a lot with licenses and don't have to struggle with access or permissions and trying to teach our customers how to navigate the application itself. Customers have one plact where they can see everything they need to see and they can share or invite others. It's ultimately what made us select Rocketlane. And Rocketlane's implementation was relatively easy and they use their own application to manage it (they "drink their own champaigne") That helped us understand how to use the product and leverage ideas they used in our own implementation. The customer support has also beeen top notch.

What do you dislike about the product?

I think because their solution is relatively new, it makes it cutting edge, but it also means that somethings need still to be added or modified. That said, when we bring up enhancements or ideas they seem very quick to get them in their backlog and alert us when the functionality is available. I would like to see more AI options that summarize the Project and Project status and sentiment from the feedback forms. Also need better adoption metrics for the Customer Portal. There are plenty of metrics for the internal use of the tool (us), but I am not seeing a lot of reporting capability for the our customers (the Customer Portal side) - yet.

What problems is the product solving and how is that benefiting you?

Rocketlane solves customer accessibility to view the Project and Project status whenever they want. The Customer Portal provides our Customers with a single place to find eveything they need to know about their project as well as give them the access/ability to update their assigned tasks. And bevause this is done from a Customer Portal, they can access and view this on their own without the need to reach out to our Project Management team or to having to wait until the next scheduled project meeting.
Everything the customer needs to see and have access to is litterally on the landing page when the Customer logs in.