Jirav needed a tool to make their onboarding and implementation process more transparent, accelerate time-to-value, and improve overall efficiency.
- Data entry was manual
- No system to measure project duration
- Unable to separate internal and external work
EngagedMD is a healthcare startup based out of Washington DC, USA. They help patients and healthcare providers by modernizing patient education and informed consent through their platform.
1. Help reduce the time taken to onboard new clients.
2. Help set clear ownership of projects and tasks and hold everyone involved accountable.
3. Facilitate easy communication and collaboration with their customers.
Before Rocketlane, EngagedMD was using Trello boards to run their implementation projects. For starters, Trello couldn’t allow client data to flow in and out of Salesforce, and they had to take care of this manually.
Measuring project duration was another challenge. Not knowing how long each task/phase took to complete meant that they couldn’t determine project completion timelines accurately.
Trello also fell short when it came to separating internal and customer collaboration. Things like having contextual conversations, setting project/task owners on both sides, and holding people accountable were quite challenging for them.
They couldn’t gauge client health at every stage of the project. Healthcare implementations can get quite messy and chaotic with third-party vendors involved, so it was important for them to know their customers’ sentiments at every step of the way.
Before Rocketlane, EngagedMD was using Trello boards to run their implementation projects. For starters, Trello couldn’t allow client data to flow in and out of Salesforce, and they had to take care of this manually.
Measuring project duration was another challenge. Not knowing how long each task/phase took to complete meant that they couldn’t determine project completion timelines accurately.
Trello also fell short when it came to separating internal and customer collaboration. Things like having contextual conversations, setting project/task owners on both sides, and holding people accountable were quite challenging for them.
They couldn’t gauge client health at every stage of the project. Healthcare implementations can get quite messy and chaotic with third-party vendors involved, so it was important for them to know their customers’ sentiments at every step of the way.
Director of Professional Services, JIRAV
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