How Tevera shortened project timelines by 20% with Rocketlane

Tevera’s implementation team found it difficult to demonstrate the value of their platform to new clients. The onboarding solution Tevera relied on was difficult to use and came in the way of their clients’ learning outcomes.

Pain points

-Client engagement during the onboarding process was poor and needed improvement


-The previous onboarding platform was not intuitive and came in the way of learning outcomes

-The onboarding team were not able to help clients realize the value of the platform in under six months

Results

20%

reduction in project duration
Tevera is an ed tech company based out of Hudson, Wisconsin, USA, that caters to educators and counsellors. Their solutions simplify field and program management, accreditation, internship, and employment.

Tevera needed a solution that could:

  • Help create an onboarding experience that increases engagement
  • Enable the team to demonstrate the value of the platform within six months
  • Help reduce the duration of onboarding and implementation projects‍

The Challenge

Given Tevera’s limited resources, making sure that every client is engaged and understands the tasks and milestones involved during onboarding was critical for them.

The previous platform Tevera was using wasn't intuitive to use for their onboarding team and it created a lot of tension in the learning outcomes they were trying to achieve.

Tevera was looking for a platform that could allow their users to focus on learning how Tevera worked rather than spending time on a separate onboarding tool.

The Solution

The in-built project communication, the ability to assign tasks, and tag team members in chats helped them send thoughtful follow-ups and keep everything contextual with their customers. Rocketlane offered them the flexibility they needed, which they couldn't find anywhere else.

The flexibility of editing and re-using templates made life far easier for their onboarding team. It helps them reduce their average project duration by 20%.

Their clients now have more clarity about what they need to be doing at every stage, making task completion faster. User engagement has drastically improved post Rocketlane and the average CSAT score is up by 10%.

The biggest difference with Rocketlane is the ability to update templates. This has vastly improved our process. We have reduced the average project duration by 20%.
Carly Mawer
Implementation Team Manager

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