Rocketlane's Projects and Processes platform helps professional services teams navigate the complexities of project delivery by offering templates, collaboration, and end-to-end visibility. It delivers a 360-degree view of every project, enabling teams to monitor progress, spot risks early, and keep customers aligned. Real-time collaboration with teammates, partners, and customers keeps tasks and documents in one place, reducing friction and speeding up delivery.

Projects are created and managed with dynamic templates that tailor plans, tasks, timelines, assignees, and documents to different customer segments. Automation orchestrates playbooks from planning to execution, eliminating repetitive work and enabling teams to scale without sacrificing control. At deal closure, projects can be created automatically, ensuring a smooth handoff from sales to delivery. Insights and analytics surface time-to-value, project performance, and operation insights across projects, phases, and tasks. Partner Central centralizes partner processes and cross-company collaboration, helping identify top performers and outsource work with confidence.

Features & Benefits

• Dynamic templates for customization: Craft unique project plans tailored to each customer. From tasks to timelines, assignees to documents, everything is personalized and ready to roll.
• Automate your playbooks without intervention: From planning to execution, Rocketlane orchestrates your project automation. Build bespoke workflows and say goodbye to tedious, repetitive work.
• Real-time insights and 360° project view: Monitor time-to-value and track critical events with Interval IQ while seeing every project facet in one place.
• Collaborative partner ecosystem: Collaborate with team, partners, and customers in real-time to move work forward.
• Seamless transition from deal to delivery: Automagically create projects at the close of a deal, ensuring a smooth handoff from sales to delivery.