Introduction to Rocketlane Essentials
Rocketlane is the #1 rated customer onboarding and professional services automation platform. Rocketlane is the only platform that uniquely connects projects, people, and finances, focusing on elevated client experience. Our AI-powered platform automates mundane work to make your teams more efficient and productive.
Watch this video to learn how Rocketlane accelerates your time to value, creates on-demand visibility internally and for clients, maximizes utilization, and helps you deliver projects consistently and profitably.
Chapters:
0:00 - 0:07 intro
0:07 - 2:40 Working with dashboards
2:40 - 6:36 Project portfolio
6:36 - 14:47 Standardization with templates
14:47 - 16:09 Resource Management
16:09 - 19:35 Resource AI
19:35 - 24:40 Project Management
24:40 - 26:53 Spaces
26:53 - 28:44 Communication
28:44 - 30:54 Project Updates
30:54 - 35:53 Customer Portal
35:53 - 38:05 Reporting
38:05 - 42:43 Account Management
42:43 - 42:51 outro