Data scattered across multiple tools
Poor visibility into progress of projects
No way to collaborate with customers on onboarding projects
Infinx creates intelligent payment lifecycle solutions for healthcare providers and is based out of California, USA. Their AI-driven software streamlines and automates operational workflows for hospitals, clinics, imaging centres, and laboratories.
The success and implementation teams at Infinx could be handling as many as 35 projects at any given time. Manual documentation made the process time-consuming and tiresome.
Managing implementation projects on multiple generic tools meant data was scattered and visibility into critical information was a challenge. The success and implementation teams at Infinx had to spend close to 4 hours each day on compiling data and reporting.
The success and implementation teams had no way to collaborate with customers on onboarding projects. They had to follow up with customers via email threads which was cumbersome.
The flexibility of creating reusable project templates helped improve Infinx’s productivity by 20%.
With Rocketlane, Infinx is now able to bring all project-related information in one place. Rocketlane’s dashboards give the team complete visibility into all project activities.
Rockelane’s collaborative platform helped deliver a consistent and professional customer experience and shorten their time-to-value. It allowed teams on both sides to collaborate and have conversations around implementation projects with ease while improving their NPS by 15%.
Customer Success Manager, Infinx