Before you go… Want to see Rocketlane in action?

8 min demo

How Replicant reduced time-to-value by 40% and enhanced customer collaboration by moving from Asana

Industry

SaaS

Use case

Project Delivery, Client Collaboration, Resource Forecasting, Issue Tracking

Before

  • Managed projects in Asana with limited visibility across accounts and phases
  • Key project communications lost in email threads, delaying decisions
  • Manual workflows and disconnected tools slowed down execution

After

  • 40% faster project delivery through structured templates and milestone tracking
  • Improved client satisfaction with real-time updates and task-level chat
  • Seamless Salesforce and Jira integrations reduced manual effort and context-switching

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:

  • Accelerating deployments without sacrificing quality
  • Efficiently managing multiple projects simultaneously
  • Improving customer collaboration and visibility throughout the project lifecycle

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.

Challenges before Rocketlane

Limited portfolio visibility with Asana

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.

Simplifying client communication and keeping everyone aligned

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.

Disconnected tools slowing down project execution

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.

Value with Rocketlane

Since implementing Rocketlane, Replicant has significantly improved their operational efficiency and customer experience, directly aligning with their key objectives:

Cutting delivery timelines by 40%

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.

Real-time insights into portfolio and resources

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.

Increased client satisfaction through clearer, faster communications

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.

Two-way Jira sync for smoother engineering workflows

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.

Automated deal creation from Salesforce

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.