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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