for psa
Whether it’s project planning, collaborating with customers, budgeting for resources, or determining the profitability of your projects - Rocketlane lets you do it all in one place.
PS Delivery Leads need to juggle cost of resources and revenue forecasts. You need to monitor and analyse your burn rate so you can take corrective measures when it threatens to impact your bottom line.
Delivery Managers lack visibility into project status, which projects are behind schedule, and what is holding up a project. You need a tool that allows you to drill down to the root cause of project delays, so you can get projects back on track.
Switching between spreadsheets, email, Slack, et al can quickly turn client project delivery into a tangled mess. Your PS team needs a dedicated tool that can simplify project planning, collaboration, and customer communication.
PSA tools with a clunky interface create friction in your team’s day-to-day workflows. Newer team members take longer to ramp up. You need a tool that your team can fully adopt and realise value in a matter of days, not weeks or months.
Sabina Pons
Operating Partner
Robert Block
Global Vice President of Professional Services
Céline Caux
Director, Professional Services
Becca Weiss
Sr. Director, Customer Success
Keep track of project costs, analyse team bandwidth, forecast demand for resources, and make data-driven hiring decisions
Unify project planning, document management, and real-time collaboration with your team and your customers
Make your PS team more productive with advanced project templates, in-built document management, and workflow automation
Engage your customers with a self-serve portal, real-time collaboration, automated status updates, and periodic CSAT surveys
Keep costs in control and make sure projects stay on budget. Get complete visibility into resource availability and team bandwidth. Plan your project timelines and resource requirements accurately.
Get to know who on your team is available to take on projects, who is occupied, and when they will be available. Make the most of your available resources, and avoid burn out for your team members!
Understand the demand for different roles from projects across your portfolio, and predict when you are likely to face a resource crunch. Use these insights to make accurate and timely hiring decisions.
Find out where your team spends their time - Are they executing billable tasks on customer projects? Are administrative tasks eating into their bandwidth? Analyse time sheets and take corrective measures on time.
Save hours every week for your team with complete visibility into project execution, seamless collaboration on tasks, and out-of-the-box reporting on metrics. With Rocketlane’s sleek, easy-to-use UI your team will realise tangible results in no time.
Chart out a project roadmap with well-defined phases, milestones, tasks, owners, and deadlines. Have conversations with your customers and your team in real-time with in-built Chat. And with in-house forms and native document editing, you can get a lot more done without leaving Rocketlane.
Get a birds-eye view of all ongoing projects with the Rocketlane dashboard. Check the current status, progress, upcoming phases, and deadlines. See which projects are on track, and which ones are behind schedule. You can even integrate your CRM with Rocketlane and sync custom project fields.
Automate reminders for overdue tasks, and use status update templates to save hours spent on writing emails to all your customers. Organise all project-related documents within Rocketlane instead of hunting down links in your inbox and Slack conversations.
Take the heavy lifting out of day-to-day project execution with Rocketlane’s advanced templating capabilities. Be it project plans, documents, forms, or status updates - create once, and reuse them any number of times.
Set up project templates for different customer verticals, and save hours for your team every week. With reusable templates, you can create a project plan with phases, milestones, tasks, boilerplate documents, and forms in just a few clicks.
Use customer attributes to trigger custom execution pathways with Dynamic Templates. You can automate the creation of phases, tasks, forms, et al based on conditional logic. This means you can create tailor-made project plans for a wide spectrum of customers on the fly.
Codify the context of client projects into reusable task templates. Create a tailor-made project plan for your client by merging multiple templates. Enable your team to become successively more efficient at executing bigger projects, and win larger deals with existing clients.
With an easy-to-access, self-serve customer portal, Rocketlane puts your customer at the core of every project. Make customers feel invested in the project delivery journey with seamless two-way collaboration.
Your customers need to do their share of the heavy lifting to bring a project to fruition. With the Rocketlane Customer Portal, customers know what tasks they need to complete, which documents they need to share, and what approvals are pending on them.
Have real-time discussions with your customers around tasks and projects on Chat, share-edit-upload documents using Spaces, and collect all the necessary information and approvals with built-in forms. Make sure every client project keeps rolling along smoothly.
Share status updates summarizing what you accomplished, send reminders about task deadlines, and standardize your communication with templates. You can push project updates to your customers’ Slack workspace with our native integration.
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Rocketlane unifies project planning, customer communication, and document management - so your team can manage client projects efficiently.
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