Rocketlane - Client Onboarding Platform - Overview

Summary

Rocket Lane is an onboarding platform designed to enhance the first customer experience by streamlining project management and communication. It offers a comprehensive overview of projects, customizable dashboards, and integrations with tools like Jira and Slack. The platform emphasizes flexibility, customer feedback at milestones, and ensuring projects move swiftly. Features include private and shared task views, a timeline view for project manipulation, and a customer portal for transparency and ease of access to documents and updates.

Takeaways

• 🚀 **Rocket Lane Overview**: Rocket Lane is an onboarding platform designed to enhance the first impression of a business on its customers, ensuring a professional and efficient project start.
• 🔍 **Project Screen**: The platform provides a comprehensive view of all projects, including customer names, project statuses, assigned team members, and progress details.
• 📊 **Progress Tracking**: Rocket Lane uses an algorithm to assess project timeliness, considering task dependencies and durations, helping teams adjust plans as needed.
• 💬 **Customer Feedback Module**: Emphasizing the importance of ongoing customer feedback, Rocket Lane allows for easy rating and feedback collection at each milestone, not just at the end of the onboarding process.
• 📈 **Customization and Flexibility**: The platform offers extensive customization options, allowing leadership to tailor views and data fields to their specific needs.
• 📅 **Project Plan and Timeline View**: Detailed project plans and timeline views help teams visualize and manage project steps, dependencies, and durations, with the ability to adjust tasks on-the-fly.
• 💬 **Chat Functionality**: Integrated chat features facilitate clear communication between teams and customers, with options for internal and customer-facing discussions.
• 📋 **Task Management**: The platform includes robust task management tools, enabling teams to assign, update, and track tasks, as well as collect data through forms.
• 📚 **Document Management**: Rocket Lane supports document collaboration, with the ability to annotate and track changes, and integrate third-party documents for easy access.
• 🔗 **Integration Capabilities**: The platform offers integration with tools like Jira and Slack, streamlining updates and notifications across different systems.
• 📊 **Dashboards and Reporting**: Rocket Lane provides powerful dashboards and reporting tools for monitoring task statuses, team utilization, and customer satisfaction scores.

Q & A

What is the primary goal of Rocket Lane's onboarding platform?

The primary goal of Rocket Lane is to ensure that businesses provide a professional and impactful first impression to their customers during the onboarding process, making sure that the customers are kept in the loop and that the project moves fast to deliver value quickly.

How does Rocket Lane help in maintaining a good first impression for customers?

Rocket Lane helps by providing a platform that keeps customers informed about the next steps, expectations, and the status of their projects, ensuring that the business appears professional and that the customers are always aware of what's happening and when.

What is the significance of the project screen in Rocket Lane?

The project screen in Rocket Lane provides a high-level overview of all ongoing projects, including customer names, project status, progress, and task completion. It also includes an algorithm to predict project timeliness and allows for integration with CRM or other platforms for additional insights.

How does Rocket Lane facilitate customer feedback collection?

Rocket Lane has a simple customer feedback module that allows for easy rating on a scale of one to five stars. It encourages collecting feedback at every important milestone throughout the onboarding process, enabling businesses to address issues promptly and improve the customer experience.

What is the purpose of the 'private' steps in the project plan?

The 'private' steps in the project plan are used for internal team communication and tasks that do not need to be shared with the customer. This can include recovery efforts for issues or steps to get the team back on track without the customer's knowledge.

How does Rocket Lane's timeline view help in project management?

The timeline view in Rocket Lane provides a graphical representation of each project step, including duration and dependencies. It allows for easy manipulation of tasks, such as extending a task's duration, which automatically adjusts subsequent dependent tasks, simplifying project adjustments.

What is the benefit of having a customer-facing side in Rocket Lane?

The customer-facing side of Rocket Lane ensures that customers have access to relevant information about their projects in a simple and straightforward manner. It helps maintain transparency and keeps customers informed without overwhelming them with unnecessary details.

How does Rocket Lane handle communication within projects?

Rocket Lane organizes communication through chats that can be specific to a project, stage, or task. It includes features like reactions, emojis, and mentions, centralizing communication in one place and allowing for efficient collaboration between teams and customers.

What is the importance of forms in the onboarding process as per Rocket Lane?

Forms in Rocket Lane are crucial for collecting necessary data from customers throughout the onboarding project. They streamline the data collection process and can lead to automation, ensuring that information is gathered and utilized efficiently.

How does Rocket Lane integrate with other tools like Slack?

Rocket Lane offers a unique Slack integration that allows customers to connect their customer portal to their Slack instance. This enables real-time notifications and actions on tasks directly within Slack, enhancing communication and task management efficiency.

What are the advantages of using templates in Rocket Lane?

Templates in Rocket Lane standardize the onboarding or project process, saving time and ensuring consistency. They can be customized for different types of customers or project phases and can include placeholders for team members, pre-populated tickets, and expected time frames.

Outlines

00:00

🚀 Introduction to Rocket Lane Onboarding Platform

This paragraph introduces the Rocket Lane onboarding platform, emphasizing its potential impact on businesses. The speaker highlights the importance of onboarding as the first interaction customers have with a company post-contract signing. The goal of Rocket Lane is to ensure a professional and efficient onboarding process that leaves customers satisfied and trusting their new partnership. The platform aims to keep customers informed about project progress and expectations, and to facilitate a fast-moving project that delivers value quickly. The speaker also introduces the project screen, which provides an overview of all projects, including customer names, assigned personnel, project status, and progress.

05:01

📊 Project Management and Customer Feedback in Rocket Lane

The second paragraph delves into the project management capabilities of Rocket Lane, showcasing features like the mathematical algorithm that predicts project timeliness based on task completion and duration. The platform also includes a status update feature that allows teams to keep customers informed about project progress. Additionally, Rocket Lane incorporates a customer feedback module, which the speaker believes should be collected at every milestone, not just at the end of the onboarding process. This approach helps identify and rectify issues early, ensuring a positive customer experience. The overview page is highlighted as a tool for leadership to monitor project health, including overdue tasks, risks, and integration with CRM systems.

10:03

🔍 Exploring the Project Plan and Customer Portal

This paragraph focuses on the detailed view of a single project within Rocket Lane. The project plan is described, with steps marked as yellow (private to the team) or white (shared with the customer). The speaker introduces presentation mode, which allows for a clean, slide-like presentation of the project plan, and timeline view, which provides a graphical representation of project steps and dependencies. The overview page for a single project is also discussed, offering insights into task statuses, risks, and integration with external systems. The customer-facing side of Rocket Lane is introduced, emphasizing simplicity and clarity in presenting project information to customers.

15:05

💬 Communication and Task Management in the Customer Portal

The fourth paragraph discusses the communication tools within Rocket Lane, highlighting the organization of chats by project, stage, or task. Features like reactions, emojis, and mentions are noted, along with the ability to send notifications via email. The customer portal's task list view and status updates are described, allowing customers to see the progress and history of tasks. The internal side of Rocket Lane is also covered, detailing task management capabilities such as bulk updates, filtering, and reassigning tasks. The concept of forms for data collection and automation is introduced, streamlining the process of gathering customer information.

20:06

📚 Document Management and Integrations in Rocket Lane

This paragraph covers document management in Rocket Lane, including the ability to attach and collaborate on documents like PDFs. The platform supports document templates, annotations, and change history tracking. The concept of 'spaces' for sharing third-party documents is introduced, along with the ability to template documents based on customer categories. The speaker also discusses integrations with tools like Slack and Jira, enhancing project management and communication. The customer portal's customization options and the use of templates for standardizing processes are highlighted.

25:08

🛠️ Automation, Dashboards, and Resource Management

The final paragraph introduces automation features in Rocket Lane, such as automatically updating project plans based on meeting notes. The platform's dashboard capabilities are discussed, offering insights into team performance and project statuses. The speaker mentions the use of templates for standardizing onboarding processes and the concept of dynamic templates that adjust based on customer characteristics. Resource management features are highlighted, allowing for efficient team allocation and time tracking. The paragraph concludes with an invitation to explore the product further.

Keywords

💡Onboarding

Onboarding refers to the process of integrating new employees or customers into a company or system. In the context of the video, it is the initial stage where a customer partners with a business after signing a contract and making a purchase. The script emphasizes the importance of making this experience positive and efficient to build trust and satisfaction, which is a key theme of the video.

💡Rocket Lane

Rocket Lane is the name of the onboarding platform being discussed in the video. It is designed to streamline and professionalize the onboarding process for businesses. The platform aims to ensure that businesses look professional, keep customers informed, and move projects forward quickly, which is central to the video's message about enhancing customer relationships.

💡Professional Services

Professional Services in the script refers to the team within a company that is responsible for providing specialized services to customers, often after a sale. They are the first point of contact for customers and set the tone for the customer's experience with the business. The script mentions that the goal of Rocket Lane is to support these teams in making a great first impression.

💡Customer Feedback

Customer Feedback is a critical component of the onboarding process as described in the video. It involves gathering the customer's opinions and satisfaction levels at various stages of the onboarding process. The script suggests that obtaining feedback at every important milestone can help businesses correct issues promptly and improve the overall customer experience, which is a key aspect of the platform's functionality.

💡Project Screen

The Project Screen is a feature within the Rocket Lane platform that provides an overview of all ongoing projects. It displays information such as project names, customer names, assigned team members, status, and progress. This tool is crucial for managing multiple projects and ensuring that all tasks are on track, as mentioned in the script.

💡Status Updates

Status Updates are a mechanism within the Rocket Lane platform that allows teams to report on the progress of projects. The script mentions that these updates can be checked in on and are important for keeping customers informed about the status of their projects. This feature is part of the platform's strategy to maintain transparency and communication with customers.

💡Customer Portal

The Customer Portal is a part of the Rocket Lane platform that is visible to customers. It provides a simplified and straightforward view of the project plan, status updates, and other relevant information. The script emphasizes the importance of presenting information in a way that is clear and accessible to customers, which is a key aspect of the platform's customer-centric approach.

💡Task Management

Task Management is a core function of the Rocket Lane platform, allowing teams to organize, assign, and track tasks within projects. The script discusses the ability to view tasks by person, project, or due date, and to manage them effectively. This feature is essential for ensuring that all project tasks are completed on time and to the required standards.

💡Integrations

Integrations in the context of the video refer to the ability of the Rocket Lane platform to connect with other tools and systems, such as CRMs, Jira, or Slack. These integrations enhance the platform's functionality by allowing data to flow seamlessly between systems, as mentioned in the script. This feature is crucial for streamlining workflows and improving efficiency.

💡Templates

Templates in the Rocket Lane platform are pre-designed project plans or workflows that can be used for onboarding new customers. The script discusses how these templates can save time and ensure consistency in the onboarding process. They can also be customized or made dynamic based on specific customer needs or categories, which is a key feature for tailoring the onboarding experience.

💡Resource Management

Resource Management within the Rocket Lane platform involves tracking and allocating team members' time and efforts across different projects. The script mentions the ability to see which team members are fully utilized and which have more bandwidth, which is essential for effective project planning and ensuring that resources are used optimally.

Highlights

Rocket Lane aims to enhance the first impression of a business by providing a professional and impactful onboarding experience for customers.

The platform ensures that customers are kept in the loop with clear expectations and next steps, fostering a sense of trust and reliability.

Rocket Lane's project screen offers a comprehensive overview of all projects, including customer names, assigned personnel, status, and progress.

An algorithm assesses project timeliness, taking into account task duration and dependencies, to help teams stay on track.

The platform integrates with CRM and customer success platforms, allowing for a holistic view of customer interactions and spending.

A simple customer feedback module is included for easy collection of satisfaction scores at key milestones throughout the onboarding process.

The project plan feature provides a detailed step-by-step guide for projects, with the ability to mark steps as private for internal team use only.

Presentation mode offers a clean view of the project plan for customer presentations, ensuring transparency without revealing internal steps.

The timeline view graphically represents project steps, durations, and dependencies, allowing for easy manipulation and adjustment of project schedules.

The overview page serves as a dashboard for projects, indicating overdue tasks, risks, and integration data from CRM and other platforms.

Chat functionality centralizes communication within the platform, with features like reactions, emojis, and mentions to streamline discussions.

Task management features include bulk updates, reassignments, and filtering to efficiently handle project workloads.

Forms within Rocket Lane streamline data collection from customers, potentially leading to automation of project updates.

The customer-facing side of Rocket Lane presents information in a simplified manner, ensuring clarity and relevance for the customer's perspective.

Integration with tools like Slack allows for real-time notifications and task management directly within the customer's preferred communication channels.

Customization options for the customer portal ensure that each customer's experience can be tailored to their specific needs and preferences.

Dashboards provide powerful out-of-the-box reporting and the ability to create custom reports for detailed project insights.

Templates in Rocket Lane standardize onboarding processes, saving time and ensuring consistency across projects.

Dynamic templates adjust based on customer attributes, such as region or market segment, to customize the onboarding process as needed.

Resource management capabilities help allocate team members effectively, ensuring projects are staffed with the right people at the right time.

Transcripts

hi and welcome to this demo and overview

of Rocket Lane and the rocket Lane

onboarding platform we're really excited

about the potential for what this can do

to your business but before we jump into

the details and go over each module we

want to talk about why we think this is

so impactful for companies

onboarding is the very first time your

customer partners with you after they

sign the contract and buy so your

Professional Services team are

implementation team really is the first

impression your customer has of you as a

customer

and you want that to be a great

experience you want people to walk away

from that very glad that they partnered

with your business so the goal of Rocket

Lane is to make sure that you look

fantastic that you look professional

that your customers are always kept into

Loop of what you expect from them what

the next step will be and most of all

they want to make sure that the project

moves fast so that your customers get

value as quickly as Pro possible and we

do that by helping you partner with your

customers you get your team to know

exactly what step to do for each and

every implementation even if it's a

little different than your normal and

you make sure that a customer always

knows when the ball's in their court and

you're waiting on them this builds trust

this makes sure that your customers

believe they can depend on you and it

makes sure that the first partnership

you ever have goes really really well

so let's start with our project screen

this is really a 30 000 foot overview of

exactly what you're going to see with

every single one of your projects here

you can see every project you've got

going with every single customer even if

you have multiple projects per customer

or dozens and dozens of customers that

you're working with at any one time

you can see the name of the project the

name of the customer and here you can

see who's assigned to it the status it's

in the phase that we've reached you can

see the progress how many tasks have

been completed and how many are still

waiting you can even get a breakdown

into each of the phases and where each

of those phases they're at and what's

next with each of them

we've also got a mathematical algorithm

here that will tell you whether we think

you're on time for this project or maybe

whether you're running a little bit late

not just based on the number of tasks

but also how long you've budgeted for

each of those tasks and what

dependencies you've got if you're using

status updates which we'll talk about a

little bit later you can check in on

your five last five status updates here

did you report to the customer that

everything was going well or did you

have some bad news for them and you can

get an overview you can see how many

hours your team's logged on each of

these Pro projects to know what's taking

up so much time you can see the owner

and then you've got a whole bunch of

fields that you can bring in from

outside sources like your CRM or your

customer success platform that will tell

you how much is this customer spending

with your business how much did they pay

for this project fee this will make sure

you've got everything you need to

prioritize your projects and and know

exactly where they are on each step

we've also got a really simple customer

feedback module and you can get that

data from this overview page as well

customer feedback We Believe should be

easy to give it's a one to five star

module that just really quick lets you

know exactly how your customer feels now

most of us are getting customer feedback

or customer satisfaction scores at the

end of the onboarding process we believe

you should be getting it at every

important Milestone throughout the

onboarding and so we let you get

feedback easily along the way so you can

correct problems before they become too

serious and this overview will show you

what's the overall rating for each

project and what's the last score that

they gave you it'll also tell you give

you a comparative of why some of your

csms might be scoring higher than others

or why a certain step in your onboarding

process is consistently real really

delightful to your customers or maybe

not so delightful so you can know what

part of the process you need to focus on

and which part isn't building that trust

with your customers

the other thing that adding customer

satisfaction checkpoints to your project

does is it really places an emphasis on

your team for what's most important if

they know that the customer is going to

give feedback right after a step that

becomes a step that everyone knows we

just have to get right

so yeah this is the overview for all of

your projects and it's a 30 000 foot

view of everything you've got going on

it's really valuable for leadership or

anyone who needs to get a general pulse

on the business the name of the game

here is flexibility and customization to

make sure that leadership has every view

they need we it's

almost Limitless

how much that how many fields you can

add and bring into this to make sure

that you have everything you need

so now let's transition to looking

inside of a single project in other

words what's going on with one project

we're working on with just one customer

so to do that you just simply easily

click on one of these projects and

that'll bring you inside the project

plan

this is the project plan

it tells you every step you've got going

on for the project now the first thing

to notice is that some of these steps

are yellow and some are white and

throughout rocket Lane there's a theme

that anything that's yellow is private

to just your team this is where you'd

put anything you're working on that you

don't necessarily want to let the

customer know about maybe you're trying

to scramble to recover for a bug or

maybe the team's behind and you need to

get them back on track anything there

can be made private and it shows up here

in yellow anything in white gets shared

with the customer in the customer portal

or customer view that we're going to

show you in a little bit

if you want to share where things are

going with your customer this is

presentation mode now presentation mode

is a really clean look at the project

plan that you can click through exactly

like it was a PowerPoint or Google

Slides deck and of course anything that

you make private that won't show up here

so that of course you don't give away

anything that you're trying to hold

within your team but it will show every

step and give them a real clear view of

where you're at and which step is a

milestone what's due from your team

what's due from their team and it's a

it's a great way to prevent your team

from having to build decks before every

time they meet with the customer

you can also switch to this timeline

view which will give you a graphic

representation of each and every step

how long it's going to take which ones

are dependent on others but this view

isn't just for

um looking nice it also is a really easy

to view to help you manipulate what's

going on if the project gets delayed you

can just grab a task drag it out make it

longer and all of the subsequent tasks

or the dependent tasks will shift with

it and become you will adjust so that

when one task gets off track you don't

have to adjust every single task you can

add milestones dependencies

and really this is kind of the nerve

center of the project when you want to

work with it and adapt it when you've

got to adjust in flight

this also helps you again show exactly

where you're at and what steps took

longer so you can hold your team and

your customer accountable

you can point to the key milestones in

the journey

the next page we're going to look at is

the overview page

the overview page really just gives you

everything that's going on it's like the

dashboard for your project it'll show

you exactly what tasks are overdue or

any tasks that might be at risk those

that you've completed or any that might

be blocked it also gives you a lot of

data that again can be brought in from

your CRM inter or any integration that

we're doing a jira integration an

integration with

um your your CS platform and all of that

flowing in as relates this project can

be brought into this section here uh

including business goals

um and and all of the information you

want

this really is again another valuable

place for someone leading a project to

understand exactly where things are at

or a leader who needs to check in on how

the onboarding is going for a customer

will get a really good sense of the

exact state of this project without

necessarily having to bother and

interrupt an implementation manager that

might be hard at work so let's skip over

to that second side of Rocket land that

we mentioned that existed the customer

facing side now the first thing you're

going to notice is that the customer

facing side has a lot of the same

information as the side that your team

the internal team would use but that

it's presented in a very simple

straightforward way the goal here is to

let the customer know exactly what's

going on and nothing else that they

don't need to know so you've again got

the project plan and you can also show

an overview of the project much the same

as your internal team but of course

anything in yellow won't show up here

and only those you want shared with the

customer you've also got a place where

the customer can see all the chats that

have gone on on the project between you

and them now internally as you switch

over to that side you can also see all

of the chats we're really proud of how

we've organized our chats first of all

you can have a chat that is pertaining

to just one project or one stage of the

project or one task on the project so on

the task you can have conversations

internally that might be in yellow or

with the customer letting them know

where you're at or what you need from

them or clarification that might be

needed

and just like all your favorite

messaging applications we've got all the

features you've come to expect

reactions emojis at mentioning people

routing it to a teammate it really

allows you to to centralize

Communication in one spot and not make

your customer go different ways

the other thing we've built that we're

really proud of is you can do a single

at mention

you can do a single app mention to

mention a person yeah double that

mention brings up a task and a triple

app mention will bring up a resource so

I can send a message that says hey Shri

I need help getting the onboarding

meeting scheduled please reference this

agenda you also can get notifications

sent via email to your customers anytime

the chat comes up or there's something

you need them to respond to

if you use that feature and have someone

mentioned you can click on the person to

go to their profile or click on the task

to be drawn immediately to that task or

click on the resource to be lent to that

document

this is a great way to keep everyone on

the same page as to what's going on with

the task

jumping back into the customer side

you've got a list view of all the tasks

so if they want to see just everything

that everyone's got to do yourself them

maybe tasks that you're working on

together everything is listed here and

of course you can sort it you can filter

it you've also got status updates and

we'll show you how those work a little

bit later but in here they can see it at

exactly every point where they checked

in maybe weekly or monthly what tasks

were completed what tasks were behind

where were we at what were the

dependencies

you can use create these using templates

and then you can modify those templates

to make sure that it fits exactly what

you want to share with that customer in

that week

but also you can let the templates go

out just exactly how they are for maybe

a smaller customer that you don't want

to dedicate a ton of time to updating

them every single week

once you publish a status update it goes

out to that customer and they're kept in

the loop in their inbox of exactly

what's going on

now back to the internal side you've

also got a list view of all of the tasks

um so you can look at what's due by

person you can group them by project you

can do a bulk update so you can Mark a

bunch of tasks behind or done or change

who they're assigned to you can filter

them you can reassign them you've got

everything all here to make sure you can

manage every task that your teams work

looking at so you've also got these

tasks that have the little nice looking

header

those are forms and we have the concept

of forms because we know that throughout

an onboarding project you always need to

be collecting data from your customer

and the best way to do that is in a form

so you could be collecting integration

data you need from them or maybe login

credentials users that you might need

anything the customer needs to give you

that can be typed out and doesn't

necessarily need to be explained uh can

be gathered through these forms

these forms also can lead to automation

so you can have your customer fill out a

migration request

and that will create a task at a

specific phase when they fill it out

um

so you can update projects you can

update everything based on the values

that your customer does

in in the forms that they fill out for

you

so now let's jump back over to what the

customer size sees they can see all the

status updates that we mentioned and

they mentioned and they can also see the

form responses everything they answered

so they can know exactly where you're

getting all the information from or

change it if need be they can look at

all of the documents that you've

attached these can be PDFs that you can

mark up together if you're doing

creative collaboration or any other type

of document that you need to work on

together and since these are native in

rocket Lane you can have a new template

filled out for every project that you s

that you spin up you can annotate and

mark up each and every one of those and

see a history of the changes that that

happen within a document

you've also got spaces spaces you can

think of more like a drive it's a place

for third-party documents to be shared

together

um and

all of these documents can be

templatized too so that if your customer

falls into one of your categories like

mid-market or Enterprise the discovery

questions on a discovery questionnaire

can have different questions or they can

be pre-populated with different answers

depending on who they are you can upload

external documents like a Google slide

to make sure that it's always there and

the customer never has to go back and

search their email calendly links how

many times have we sent calendly links

over and over to a customer and every

time they've got to go look for them and

find them what if the link was always in

their customer portal waiting for them

whenever they need it ready to go so you

never have to send it again and they

never have to wait to schedule that next

meeting with you

you've also got uh

shared within shared spaces you've got

the concept of training material you can

embed a mirror board and it works great

in here you can zoom in on each and

every part of the diagram or zoom out

this will really let you diagram and

plan out processes with your customers

one of the things our customers love the

most is a meeting notes template so you

can put a template in here for a

standard meeting so that every single

time you don't have to come up with a

new notes template but can just populate

the exact same things you do every time

you meet with a customer saves you a lot

of time and manual process and trying to

run those weekly check-ins that we all

have with our customers

the automations we built here are also

very powerful if during your meeting

notes you uncover a new task that needs

to be done you can add it as a new task

in the meeting notes and that will

automatically add that task including

who it's assigned to and when it needs

to be done into the project plan so

instead of taking notes and then

transferring those notes later the notes

themselves actually update the project

to make sure everyone's kept on the same

page

many of our customers might use slack

and unique to Rocket Lane is our slack

integration where your customers can

connect this customer portal to their

slack instance and be notified of

absolutely everything that happens

what's due for them and they can even

take actions on the tasks that they're

notified of right in uh slack so they

get notified that they need to give

certain data they can type that data

into it and it'll Mark the task as done

and transfer the data and get it to your

team

now this might be even a little bit too

much all of this for the customer so you

can customize the customer portal using

these options to add or remove many of

the options making it as simple or as

powerful as you think each of your

individual customers will deserve it can

be set up at a template level for all

your types of customers or it can be

customized individually

now going back into the company side

you've also got a task list this is kind

of like your days or a rather a task

template that has everything you need

for the day what's upcoming for you

what's overdue what's it button assigned

to you what tasks you've been mentioned

on everything you need this is where we

picture your team coming in

jumping in and knowing exactly what

they're behind of and of course all of

these can be filtered grouped sorted by

the customer by the due date by the

project so that they can have an easy

way to get to everything they need

you can save views and share views and

make sure everyone's looking at it

exactly the way that it will be best

now I mentioned earlier some of our

Integrations and we've got a beautiful

jira integration that can automatically

create jira tickets right from rocket

Lane and it's a two-way sink so there's

things get updated or completed by your

technical team that can be brought

immediately into rocket Lane so no one

no wondering if the Project's done or

waiting after it's done not knowing

you'll know you'll be notified

immediately upon it being completed

you've of course got your own slack

integration where you can into a single

Channel or into multiple channels keep

you and your team exactly updated on all

the projects that they're working on and

that are in progress for them

the next feature I want to show you are

our dashboards and we have a really wide

variety of powerful out of the box

dashboards that will show you who's on

task who's behind who has the most tasks

assigned to them and and and who might

have spare bandwidth to get stuff done

you can of course build your own custom

modules within the dashboard your own

custom reports if you want to slice and

dice your data a new way of course we

mentioned our csat tool and we've got

reporting around csat to know which of

your people are getting the best csat

scores or which projects or which stages

are getting csas scores we can know

which type of task or which group of

tasks are taking longer than expected

and which of them are getting done on

time we can also check in on each of the

different phases within a template or

the projects within those phases the

tasks within those phase is

we also have the powerful concept of

templates templates are a standard

onboarding or project customer facing

project that you create beforehand and

then can be spun up each and every time

you land another customer that needs to

be onboarded a certain way we've also

got templates for the status updates

document templates

and project templates and they're all

very very powerful and save your team a

lot of time ensuring that they're never

wondering what steps to take on this

project and we can go into each of those

if you want to talk to the team

specifically

you're able to really craft the project

template to be exactly what you want and

the project template can have

placeholders so that you know that a CS

person is needed or a Professional

Services person or a technical person

and then when the Project's created you

assign that individual you can

pre-populate jira tickets

and you can also know exactly like what

time is expected from this project

um

billable hours non-billable hours and

exactly how that project should be run

foreign

we also have the concept of dynamic

templates which allows you to have

certain conditions on a project

depending on who that project is so

let's pretend you've got customers in

Europe you might have a section of your

onboarding template that relates to gdpr

and it will only appear when your CRM

indicates that the customer is in the

United States or maybe you've got a

different onboarding template for

Enterprise versus mid-market customers

it'll customize that depending on what

your sales force or your HubSpot

integration says what category you put

that customer in this allows you to not

have so many different templates if only

a few things are different for certain

types of your customers

we've also built a resource a really

comprehensive Resource Management

capabilities that'll allow you to see

which of your team is fully utilized and

which of them might have more bandwidth

to work on we've got time tracking so

they can log the hours on a task that

they want to you know log to or just on

a project

you can search through the resource

planning template to find who's got

availability which people in which role

have availability on a certain date and

and thus know who you need to assign to

each project you can find people assign

them right here in the resource

management module to make sure you've

got everyone on the right task at the

right time

you also can see how many hours are

available or how much they're utilized

you can also forecast your demand across

different projects and know from the

template which projects are going to

take how much time and how much you have

to budget maybe you need to make a

higher to do that here you can see a lot

of our time tracking capabilities where

like I said time can be logged at a

project level at a template level or at

a task level and and peop you can keep

track of this here

so this is rocket Lane we're really

really proud and if you've got a second

we'd love to meet with you and show you

through the product thanks for the time