How Go Evo streamlined client onboarding and cut manual work by 10+ hours weekly with Rocketlane

Go Evo is a Canada-based technology company that provides cloud-based tools to help government and enterprise teams streamline safety, compliance, and operational workflows.
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‍Nick Beaver, the Lead of the Implementation Team at Go Evo, oversees the company’s onboarding processes and ensures smooth, efficient rollouts for every client. Their core business involves enabling organizations to operate with greater agility and compliance, which requires a seamless onboarding experience and strong collaboration across internal teams and customer stakeholders.

Before Rocketlane

Go Evo’s implementation team managed projects through email threads and spreadsheets, a setup that became a growing liability as the team scaled:

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Lack of visibility and structure

Without a centralized tool, it was hard to track project progress, define timelines, or know what was coming next in a project.

Communication breakdowns

Client communication lived in email inboxes, often going unnoticed or unprioritized. This caused significant delays in responses and project completion.

Manual follow-ups

Implementers spent 10–15 hours a week following up with clients for updates, check-ins, and meeting coordination.

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No performance insights

There were no dashboards, reporting tools, or CSAT tracking mechanisms in place. The leadership found it hard to identify bottlenecks or areas for improvement.

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Scaling risks

With project context locked to individual implementers, any absence or change in personnel risked losing continuity and delaying delivery.
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Nick was looking for a tool that would streamline onboarding, bring clients into the process, and help his team work smarter, not harder. That meant strong collaboration features, automation, and visibility for both internal stakeholders and customers.

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Life at Rocketlane

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A polished client experience from day one

From kickoff, Go Evo’s clients are onboarded into a branded customer portal that becomes their single source of truth. With no logins required—just a name entry—clients get immediate access to tasks, timelines, and project plans.

The client portal brings clarity and urgency to every step, with overdue tasks flagged and all communication streamlined.

Client tasks are templated with placeholders, allowing for one-click assignments and seamless collaboration. Comments can be added directly to tasks, which reduces confusion and speeds up resolution.

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Efficiency through templates and automations

Go Evo has built templates for every major process, from onboarding to release management, saving hours each week. Automations now handle key workflows, including:

• Pre-kickoff surveys to gather project details
• Weekly digests to keep the team updated
• Phase-end CSAT forms
• Handoff emails to the customer success team

The team is also exploring API-triggered automations to create customer accounts in Go Evo’s platform as projects move through specific phases.

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Visibility for leadership and stakeholders

Rocketlane’s dashboards give Nick a real-time view of resource assignments, module usage, project phases, and CSAT scores. This visibility helps him track progress, optimize resourcing, and spot issues early.

“Now I know which phase a project is in, how clients are feeling, and where we need to step in, before issues escalate.”

Dashboards are fully customizable, allowing Nick to align reporting with both team and stakeholder needs.

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Smarter internal collaboration

Beyond onboarding, Rocketlane powers internal workflows too. Go Evo now runs its product release management through a dedicated internal project template, tracking QA, release notes, communications, and timelines.

This structure has improved coordination across product, support, and implementation teams, helping Go Evo run more efficiently company-wide.