8 min demo
Industry
SaaS
Use case
Project Delivery, Client Collaboration, Resource Forecasting, Issue Tracking
Before
After
Alex Hildebrandt, Senior Engagement Manager, and Fred Fontes Gerards, Chief Customer Officer at Replicant, are committed to helping businesses automate customer interactions through AI-powered conversational agents. With ambitious goals to enhance their client implementations, their priorities included:
Managing implementations at scale required a solution beyond basic project management tools like Asana. They turned to Rocketlane to streamline their post-sales processes and deliver exceptional client experiences.
While tools like Asana served basic project management needs, they fell short in providing a comprehensive portfolio-level view. This limited Replicant's ability to track projects across different phases, identify bottlenecks, and see outstanding tasks at a macro level.
Replicant found it challenging to ensure customers were equally aware and engaged in the implementation process. Important project communications often got buried in multiple email threads, causing delays and misunderstandings.
The lack of integrations between project management and engineering tools, like Jira, forced engagement managers to toggle between platforms, slowing down decision-making and fragmenting critical information.
Since implementing Rocketlane, Replicant has significantly improved their operational efficiency and customer experience, directly aligning with their key objectives:
Rocketlane’s structured templates and milestone tracking allowed Replicant to clearly define target dates and monitor key intervals, reducing the project delivery timeline by approximately 40%. Clients now receive weekly status updates, keeping everyone aligned and projects on track.
Replicant now leverages Rocketlane’s robust reporting to obtain an aggregate view of all projects. Leadership can swiftly identify project statuses, interval-based performance, and outstanding tasks, enabling timely interventions and continuous improvement.
With Rocketlane’s built-in chat and document-sharing functionalities, Replicant and their customers can communicate effectively at the task level. This transition away from email has dramatically improved communication clarity and response times, significantly enhancing client satisfaction.
The two-way integration between Rocketlane and Jira has streamlined issue tracking, especially during UAT and post-production phases. Issues created in Rocketlane automatically sync to Jira, simplifying engineer workflows and allowing engagement managers to maintain a single source of truth.
Automations like project creation from Salesforce, standardized templates, and ticket management forms have minimized administrative efforts. This unified approach ensures Replicant’s engagement managers spend less time managing tools and more time driving project success.