Blogs

5
MIN READ
Software implementation plan: 6 crucial steps
Learn how to implement your software for a new customer with a free template using this step-by-step guide.
6
MIN READ
Resource planning and forecasting with Rocketlane
Explore the basics of resource planning and forecasting with Rocketlane and discover how to streamline project management processes.
5
MIN READ
Scaling your business with a PSA platform
Unlock growth potential and optimize operations with PSA software. Scale your business confidently and enhance client satisfaction.
6
MIN READ
10 surefire ways to improve project profitability
Learn how to optimize project profitability with these 10 smart tips that improve project management and drive continuous profitability.
5
MIN READ
4 reasons why you should have a project health dashboard
Discover the power of project health dashboards. Learn what they are and why they are essential for improving project performance.
3
MIN READ
Manage recurring client work with Rocketlane Subscriptions
With Rocketlane Subscriptions, gain an end-to-end view of your recurring projects in a few clicks.
6
MIN READ
Mastering project planning in 6 Steps: Your essential guide
Project planning saves time and boosts efficiency. Discover the key elements of project planning and how to master it in 6 simple steps.
6
MIN READ
Benefits of professional services subscription model
Take your professional services to new heights with a subscription model that ensures your and your client's success and satisfaction.
5
MIN READ
Transitioning your PS business to a subscription model
Explore how professional services are adopting subscription models. Discover their benefits, best practices, and key factors to consider.
5
MIN READ
How to track and improve TTV for implementation projects
Learn best practices to optimize and improve time-to-value for implementation projects.
5
MIN READ
Q&A recap: From the launch of The State of Customer Onboarding 2024
Dive into the questions asked at the State of Customer Onboarding 2024 launch session and uncover valuable insights into latest trends.
5
MIN READ
6 ways resource leveling could help with your next project
Discover how resource leveling can improve project efficiency. Dive into 6 ways resource leveling can enhance your next project's success.
6
MIN READ
Resource leveling vs. resource allocation
Explore the differences between resource leveling and resource allocation in project management and how they contribute to project success.
6
MIN READ
5 spreadsheet alternatives to boost resource management
Discover the limitations of spreadsheets and explore 5 spreadsheet alternatives for resource planning and forecasting.
3
MIN READ
Introducing 'Resource AI': Redefining resource allocation for the modern era
Rocketlane's Resource AI instantly assembles the perfect project team, while keeping your business goals in sight!
5
MIN READ
The beginner's guide to resource scheduling
Learn resource scheduling basics and discover tips to effectively manage your team's time and workload for enhanced project productivity.
6
MIN READ
Resource management lifecycle: Benefits and phases
Explore the world of resource management lifecycle. Discover its different phases, and how it benefits your organization.
6
MIN READ
Project governance: Tips for enhanced project management
Learn about project governance, types of project governance models, and project governance tips to enhance project management.
6
MIN READ
Customer-centric project management: A 6-step guide
Explore customer-centric project management. Also, discover its advantages and 6 simple steps to become a customer-centric project manager.
7
MIN READ
What is project governance: Unraveling its components, frameworks, and examples
Learn what project governance is, the components, frameworks and how it can help in ensuring ultimate project success.
5
MIN READ
Understanding float and why it matters in project management
Explore the importance of float in project management. Discover how flexibility impacts success, risk mitigation, and resource allocation.
5
MIN READ
Hybrid project management: How can it help your business?
Dive deeper into the concept of hybrid project management and its role in fostering stronger teams and driving continuous business growth.
7
MIN READ
The ultimate guide to resource leveling (with techniques and examples)
Discover the ultimate guide to resource leveling and learn effective techniques for efficient resource allocation and resource management.
5
MIN READ
7 project management tips for consultants to swear by
Learn how consultants can improve project efficiency, profitability, and client satisfaction with project management.
5
MIN READ
Project success: Key pitfalls to avoid in project management
A complete guide to critical success factors in project management. Unlock best practices, avoid common failures, evaluate project success.
7
MIN READ
Everything you need to know about project planning tools
A comprehensive guide on everything you need to know about project planning tools and how you can pick the right one for your organization.
5
MIN READ
What is project management and project governance?
Learn how project governance is different from project management, and how taking a more comprehensive approach can boost project success.
5
MIN READ
Winning the long game of NRR
Find out how you can win the NRR game and improve customer retention by engineering the right approach to customer onboarding and support.
5
MIN READ
How to improve project performance
From enhanced collaboration to efficient project management practices, learn how to improve project productivity and achieve goals.
7
MIN READ
4 ways to use technology to level up your project management
Explore four innovative ways project managers can use technology to take their work to the next level and achieve project success.
7
MIN READ
Retainers for professional services
An in-depth walkthrough on what retainers are, their benefits, and how they can help in professional services projects.
6
MIN READ
Rocketlane TV: Unveiling a new era of knowledge sharing
Explore Rocketlane TV, an OTT platform for expert insights in Customer Success & Professional Services. Why should Netflix have all the fun?
5
MIN READ
5 key elements of project management and planning
Discover the role of project planning, the five essential elements of project management, and how they impact the success of your project.
5
MIN READ
5 ways capacity planning benefits resource and project management
Discover how capacity planning enhances resource utilization in professional services for unmatched efficiency. Explore the 5 benefits that
5
MIN READ
Aligning your PSA with your resource management model
Optimize your business with a strategic resource management approach integrated into your PSA. Drive success and maximize efficiency.
5
MIN READ
3 different project management goals to boost success
Wondering what project management goals to track for your business? Here are 3 different project management goals to increase success.
7
MIN READ
Can time tracking software boost your bottom line?
Find out how time tracking software can help you achieve peak profitability. Leverage accurate time monitoring to optimize productivity.
5
MIN READ
PPM vs PSA software: What's the difference?
Learn the differences between PPM and PSA software, and find the right fit for your project and resource management needs.
5
MIN READ
7 telltale signs of employee burnout
Discover the signs of burnout in employees and how to prevent workplace exhaustion. Take action before it's too late.
7
MIN READ
5 capacity planning tricks to avoid project management nightmares
Learn about capacity planning, the factors that impact it, and 5 capacity planning steps to avoid project management nightmares.
5
MIN READ
7 reasons your company needs to implement PSA software
Want to break free from a thousand applications for your project management? Here are 7 reasons your company should invest in PSA software.
5
MIN READ
Top 5 consulting pricing models for unlocking maximum profits
Discover five types of consulting pricing models, their pros and cons, and factors to consider when choosing the right pricing model.
7
MIN READ
How PSA helps drive project profitability
Learn how PSA tools can help streamline project management, resource allocation, and time tracking, to improve project profitability
7
MIN READ
PSA Software vs. Project Management Software: Key Differences
Discover the distinctions between PSA software and project management software, and determine which solution suits your business needs.
5
MIN READ
5 key benefits of adopting PSA software for professional services firms
Considering getting a PSA software for your professional services firm? Here are 5 key benefits of PSA software for your business.
7
MIN READ
Crafting an effective billable utilization plan for your team
Discover how to create a successful billable utilization plan for your professional services business.
8
MIN READ
Top 20 PSA tools for resource management and project management
Discover the best professional services automation software for resource management and project management with list of top 20 PSA tools.
5
MIN READ
How professional services automation tools boost efficiency
Maximize productivity in your organization with PSA tools. Discover how PSA streamlines operations and improves team performance.
5
MIN READ
Balancing client satisfaction and billable utilization: What you need to know
Learn how to optimize billable utilization while ensuring client satisfaction. Increase productivity today!
7
MIN READ
PSA vs. ERP software: Key differences, features, and benefits
Expore the difference between Professional Services Automation and Enterprise Resource Planning. Also learn their features and benefits
5
MIN READ
Analyzing the impact of non-billable time on overall billable utilization
Understand how non-billable time affects overall billable utilization for improved productivity.
5
MIN READ
Exploring the benefits of implementing professional services automation (PSA) software for your business
See how a professional services automation (PSA) software can enhance your business operations. Unlock productivity and growth potential.
5
MIN READ
How professional services automation can help streamline business processes
Discover how professional services automation and PSA tools can optimize workflows and boost efficiency in your business.
5
MIN READ
How to boost customer experience with high-touch onboarding
Discover high-touch onboarding, its benefits, an 8-step guide, and the ultimate tool for a quality, high-touch onboarding experience.
5
MIN READ
Automatically track and measure Time-to-Value with Rocketlane's Interval IQ
Effortlessly measure and optimize TTV with Interval IQ. Automate tracking, benchmark performance, and keep projects on track for success.
5
MIN READ
A 5-stage customer onboarding process and flow chart (with templates)
See what a customer onboarding process flow chart is and why you need one. Also, discover the five essential stages with templates for each.
5
MIN READ
What is a price quote (and how do you write up a good one?)
A step-by-step guide on how to make a quote and some essential tips for developing an efficient quoting process.
7
MIN READ
Project billing: A complete guide to all stages and types
Learn about project billing and its different types and stages. Also, discover 10 tips to improve your billing process, including a tool
5
MIN READ
Pre-onboarding for customers: The what, why, and how
Learn about pre-onboarding for customers and why it matters. Discover 9 key tips for a powerful pre-onboarding strategy and a tool for it.
5
MIN READ
Meet SmartFill: Access project information within seconds!
Say goodbye to manual data entry and hello to Rocketlane's new SmartFill feature. Save time by retrieving project details in seconds!
7
MIN READ
Client Management 101: Strategies to build strong client relationships
Learn all about client management, and discover the strategies and tools to deploy for building strong client relationships.
5
MIN READ
5 best user onboarding software: features, pros and cons
Learn all about user onboarding software, its importance, and 5 best options. Also discover the ultimate tool for smooth customer onboarding
5
MIN READ
Customer Onboarding Software: Best Features + Tools
Pick the best customer onboarding software for your business. Also, explore what features to look for in a customer onboarding platform.
5
MIN READ
Keeping customers accountable and engaged during onboarding
Donna Weber, customer onboarding expert, shares best practices on how to drive customer engagement by building trust, delivering value early
5
MIN READ
7 great client onboarding templates (+ A 23-point checklist)
Use these seven thorough client onboarding templates. Bonus: get a 23-point checklist for a powerful client onboarding experience.
5
MIN READ
The 10 steps to executing a flawless kickoff meeting
Discover 10 simple steps to pull off a successful kickoff meeting. Also, explore a tool that simplifies the rest of the onboarding journey.
5
MIN READ
The importance of hiring a customer onboarding specialist
Customer onboarding specialists are crucial for successful customer onboarding and avoiding churn. Find out about their skills and more
7
MIN READ
7 client onboarding best practices (+ a tool to boost results)
Explore the 7 best practices for effective client onboarding. Also, discover a unique tool that makes the client onboarding smooth.
5
MIN READ
Decoding the State of Customer Onboarding 2023
Customer onboarding expert and author of 'Onboarding Matters' Donna Weber released Rocketlane's 2023 survey report on all things onboarding.
5
MIN READ
4 critical customer onboarding challenges and how to overcome them
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
6
MIN READ
Customer Onboarding to Customer Success Handoff
Learn how to successfully transition customers from the onboarding team to the customer success team with our comprehensive handoff guide.
6
MIN READ
How to plan rewards for your customer-facing teams
Want to keep your team motivated? Giving credit where it is due is the bare minimum. There is more you can do!
5
MIN READ
Drive customer adoption through shared KPIs for CS and Product
Shared KPIs for the product and the CS teams? The community discussed how cross-functional goal alignment can drive adoption.
4
MIN READ
Pre-implementation and why it might be relevant for your business
Preflighters discussed how customer onboarding and implementations become more impactful if you have already laid the runway for your teams.
5
MIN READ
10 insightful customer onboarding statistics for 2023
Explore 10 incredible customer onboarding statistics and eight important metrics to measure customer onboarding experience.
5
MIN READ
What is Customer Onboarding? (+6 Steps You Need to Follow)
Understand customer onboarding, why it’s important, and the six steps you need to follow for successful onboarding.
5
MIN READ
4 critical customer onboarding challenges and how to overcome them
Discover the four main customer onboarding challenges and their causes. Also discover a way to streamline your customer onboarding.
5
MIN READ
Track time off for resource planning & scheduling with Rocketlane
Learn how Rocketlane's Time Off feature can help with accurate resource planning and resource scheduling.
6
MIN READ
The 4 stages of a world-class customer onboarding process
Find out how to set a customer onboarding process for your onboarding team that can be easily customized for each of your unique customers.
5
MIN READ
Top 5 videos on customer onboarding from Rocketlane
Discover best practices, unique insights, and new perspectives for customer onboarding through our top 5 video resources of 2022!
8
MIN READ
Ten ways to supercharge your implementation plan
We take you through 10 tried and tested ways to fortify your implementation process.
10
MIN READ
Customer Onboarding: Best Practices Guide
Ten customer onboarding best practices to retain more customers, improve NRR, and build loyalty.
7
MIN READ
Signs that your customer onboarding process needs an overhaul
Five critical signs that point towards rethinking your customer onboarding process entirely.
7
MIN READ
Resource Management: Best Practices Guide
Six best practices to help you get the most out of your team and deliver projects on time.
6
MIN READ
Common Reasons Why Your Customers Leave During Onboarding
Top five reasons why your customers churn or ghost you during the onboarding process.
6
MIN READ
7 ways to transform your Customer Onboarding process
Learn some of the best practices to take your customer onboarding game to a whole new level!
3
MIN READ
The Mystery of the Changing Task Status
One customer onboarding platform, a vendor who manages customer projects on it, and task statuses that change because they can.
5
MIN READ
Rocketlane Forms: For smooth customer onboarding
Create intake forms, customer surveys, migration/integration requests, handoff forms, and turn them into tasks on Rocketlane projects
5
MIN READ
Client onboarding playbook for marketing and design agencies
Learn what goes into creating a playbook that sets up the rules of engagement and increases your clients’ retainership with you
5
MIN READ
RocketlaneXSalesforce = Smooth customer onboarding process
Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.
9
MIN READ
5 easy ways to improve your customer onboarding process
Easy-to-implement, actionable advice that will set your customer onboarding process on the course to success.
7
MIN READ
A customer-centric framework for onboarding
A five-point customer onboarding framework to put the spotlight on the people who matter the most: your customers!
5
MIN READ
Customer onboardings and how to nail them
Members of the Preflight community discuss effective strategies to nail customer onboarding
5
MIN READ
10 project management tools you can use for customer onboarding
Find out which tool suits your onboarding needs, including delegating tasks, mapping dependencies, and providing visibility to stakeholders.
5
MIN READ
Setting up your first customer onboarding team
Do you need a dedicated onboarding team? Who’s the best fit? What kind of skills will they need?
6
MIN READ
Proof of Concept: Definition, Benefits, Best Practices
Demonstrate project feasibility and get your proposals approved with a solid Proof of Concept
5
MIN READ
Project visibility: The secret to great customer onboarding
Ever wanted to feel like Tony Stark when he handles all those cool gadgets? Rocketlane can be your perfect sidekick!
7
MIN READ
Measure performance across projects with Operations Insights reports
Understand how well you’re executing projects with key insights on overall performance.
6
MIN READ
Rocketlane: Custom built for a reason
Rocketlane is an incredibly versatile tool that you can customize to suit a number of different use cases. See how.
5
MIN READ
How Rocketlane makes customer onboarding delightful
Customer experience now made a 5-star affair, each time, every time with Rocketlane.

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