CLARA Analytics is a California, USA-based machine learning startup. Their AI-powered insights help customers in the commercial insurance space reduce claim costs and optimize carrier, customer, and claimant outcomes.

‍

‍

‍

CLARA Analytics needed a solution that could:

‍

• Enable timely communication with customers on implementation projects
• Facilitate both internal and customer-facing task management
• Replace multiple tools and reduce inefficiencies in their workflow

‍

The Challenge

‍

• Since the implementation process at CLARA involves multiple teams on both sides, effective communication was crucial for onboarding success.
  ‍
• The Clara team used to share project plans on spreadsheets and PDFs and any change required all project documents to be updated and reshared. Such repetitive manual tasks were time-consuming.
  ‍
• The Customer Success team was managing each project on two separate trackers - internal and external. It was painstaking to keep both trackers up to date.

‍

The Solution

‍

I’d recommend Rocketlane to anyone looking to create a better experience for their customers! We’ve received great customer feedback on our onboarding. Rocketlane has helped us focus on building a good relationship with our customers as we go from implementation to adoption.

‍

• Rockelane’s customer portal helped CLARA deliver a consistent and professional customer experience. It allowed teams on both sides to have conversations around implementation projects with ease.
  ‍
• By unifying the management of internal and external tasks, Rocketlane has made the onboarding process smoother for Clara’s Customer Success team.
  ‍
• Since Rocketlane allowed embedding external documents on the platform, no data/document/process went out of sight and it made document collaboration convenient for both parties