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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.
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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
Promising project management product
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.
Game changer for Onboarding new customers
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
Better collaboration internally and with customers on onboarding and major customer projects
Project Management and Automation with a Customer Perspective
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.
Everything the customer needs to see and have access to is litterally on the landing page when the Customer logs in.
Client Portal and Internal Project Management in one!
What do you like best about the product?
Rocketlane was easy to implement and integrated seamlessly into our CRM.
What do you dislike about the product?
When creating tasks and saving new projects, there are slight delays or the save doesn't always save. A few small bugs that Rocketlane is working on.
What problems is the product solving and how is that benefiting you?
Consolidating all our information about a Client in one place - integrated with Jira, Slack, and Salesforce. We now have a 'one stop shop' to show notes, opportunities, updates, documents, etc.
Awesome tool for project management
What do you like best about the product?
It is very intuitive for managing projects and offers new features almost every week to improve performance and facilitate all the areas involved in a project.
What do you dislike about the product?
It sometimes lags a bit and has some minor bugs from now and then, but nothing serious.
What problems is the product solving and how is that benefiting you?
Managing my daily tasks and facilitating communication with our clients.
Quick Resolution
What do you like best about the product?
RL support team was really quick to resolve my issue. I have rarely seen this kind of speed for any customer support team.
What do you dislike about the product?
The Gantt chart has to be improved. Its not looking nice.
What problems is the product solving and how is that benefiting you?
updating project dates, marking the tasks as complete, seeing the project statuses are some helpful features in RL. Also, its a simple tool to use , not very comples with thousands of options.
Rocketlane is a powerful tool with an intelligent team
What do you like best about the product?
Rocketlane is a very flexible, powerful tool. You can adopt its out of the box version or customize it to your liking. I appreciate how it considers the needs of multiple, interconnected stakeholder groups including Professional Services, Operations, and Finance - it is not a "one team tool" by any means.
The Implementation team we worked with seemed very knowledgable about Rocketlane's capabilities and workarounds to achieve our exact use case. They were always willing to take and disseminate product feedback internally as well and always strived to understand the WHY behind our requests to ensure we are following best practices and not just haphazardly configuring our instance.
The Implementation team we worked with seemed very knowledgable about Rocketlane's capabilities and workarounds to achieve our exact use case. They were always willing to take and disseminate product feedback internally as well and always strived to understand the WHY behind our requests to ensure we are following best practices and not just haphazardly configuring our instance.
What do you dislike about the product?
We did not find the implementation process to be completely smooth, but we were certainly underresourced and on a difficult timeline from our side contributing to some of the issues. Our migration from GuideCX and Clockify to Rocketlane was not successful, which caused us to have to attempt multiple re-migrations and finally just manual fixes to remedy everything because we were not able to figure out whether the problems originated in the initial tools, data export, data transformation, upload, or mapping. Despite our needing to re-migrate many times our Implementation Manager, Jasmine, was with us each step of the way willing to try as many times until we were satisfied. In the end, it became too complicated to continue trying to re-migrate as we had already begun entering new data into the tool so we launched and fixed data as we found errors, but I really appreciate our Implementers devotion to our account as she never left us behind struggling alone and was always willing to go back to her team internally to get us another re-do.
Don't purchase and try and implement this tool without a resourced team on your side. You need a decision maker who will ultimately be owning the tool and familiar with all of the ins and outs of being the administrator, and without truly prioritizing this effort on your side, you will struggle to have a successful launch.
Don't purchase and try and implement this tool without a resourced team on your side. You need a decision maker who will ultimately be owning the tool and familiar with all of the ins and outs of being the administrator, and without truly prioritizing this effort on your side, you will struggle to have a successful launch.
What problems is the product solving and how is that benefiting you?
Rocketlane has allowed us to consolidate our Time Tracking, Client Onboarding/Project Management, and Financial Analysis of PS Profitability into one tool.
Helps me organize my tasks and deliverables, as well as providing visibility to my customers.
What do you like best about the product?
Phases and Spaces, and the ability to create tasks from the spaces tab.
What do you dislike about the product?
I haven't found one so far, I've found it pretty helpful
What problems is the product solving and how is that benefiting you?
Trackability, Accountability, Project Management
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