How Joveo uses Rocketlane to accelerate, customize, and improve their onboarding

Joveo scores 9/10 CSAT and cuts implementation time by 15 days — all through a templatized onboarding process on Rocketlane.
December 7, 2021
Blog illustrator
Sivaprakash

Shehzad Karkhanawala, Vice President - Global Marketing at Joveo talks about how Rocketlane helps them customize, speeden up, and elevate their customer onboarding experience.

About Joveo

Joveo is a market leader in programmatic data-driven job advertising. Its recruitment advertising platform allows large-scale employers and recruitment agencies to buy, manage, and track recruitment media, including job sites, social and search marketplaces, to attract and hire the most relevant applicants.

The platform powers more than 20 million jobs every day using advanced data science and machine learning to manage and optimize talent sourcing and applications dynamically.

Onboarding and Implementation at Joveo

Given the time-critical nature of hiring, onboarding plays a critical role in getting customers to derive maximum value from the platform. Any delays or gaps in onboarding could impact ad campaigns by delaying hiring and impacting subsequent budgets. 

Since Joveo’s clients are mostly large enterprises operating across multiple geographies—with varying hiring requirements, regulations, and currencies—onboarding requires close collaboration between multiple teams, including Sales, Customer Success, Ad Operations, Implementation, etc. 

The Challenge 

Using a combination of generic tools like Google Forms, Google Docs, and spreadsheets meant little scope for a consistent and repeatable approach to onboarding. 

Since projects depended largely on the individual team member’s style, a cohesive approach to project management that combined automation, tracking, and reporting was missing.

There was no way to know for sure the actual implementation time for each type of customer that could help us understand what we needed to improve. 
Shehzad Karkhanawala, VP - Global Marketing

The Solution

A platform that enabled a cohesive, templatized, and consistent approach to customer onboarding.

With the centralized visibility that Rocketlane offered, the team had a single source of truth for all their onboarding projects—across customers, geographies, and team members. 

This approach relied less on internal team members' individual project management abilities and more on templatizing the onboarding process. It helped them manage, benchmark, and track onboarding projects for specific types of customers so they could identify bottlenecks, blind spots, and areas of optimization. 

With Rocketlane, the Joveo team had a strong foundation to anchor and enhance their other CX improvement initiatives. For instance, Rocketlane’s inbuilt feedback collection functionality enabled them to collect and track customer feedback at critical stages in the onboarding journey and the templatization functionality helped them closely customize their onboarding journeys to streamline and improve their internal processes. 

The Results

  1. 9/10 consistently high customer ratings
  2. 5-15 days
  3. Shortened implementation timeline 
“Rocketlane’s platform gave us a single source of truth for all things onboarding. We now have a way to benchmark, analyze, and optimize our onboarding process—with each new customer and for every project.” - Shehzad Karkhanawala

Here’s how Rocketlane helps Joveo deliver consistent and customized onboarding journeys:

  1. Templatization that enables customizing, managing, tracking, benchmarking, and improving onboarding journeys for specific types of customers 
  2. Integrated and automated feedback collection at key milestones to ensure that there is a standardized way to collect and track customer feedback
  3. Unified internal and external task management with inbuilt project management and reporting capabilities to enable closer collaboration and communication with customers 
“On the customer side, Rocketlane has helped us achieve higher customer satisfaction and lower time-to-value. But at our end too, it has helped us drive internal innovations by removing earlier blindspots and giving us insights and data that we can use to continuously improve our internal processes.” - Shehzad Karkhanawala

Is Rocketlane for you?

Talk to us to learn how Rocketlane’s onboarding platform can help you design delightful onboarding journeys for your customers. 

Sign up for a trial here.

Subcribe to Our
Newsletter

FAQs

What I appreciated most about Rocketlane is its seamless approach to onboarding and project management. The ability to collaborate in real-time, set clear timelines, and track progress across multiple teams makes it incredibly efficient. The built-in document-sharing and communication tools reduce the need to switch between platforms. It’s especially useful for client-facing projects, where transparency and accountability are key

Sebastian
Intercom

AI that executes your delivery work (Add to any plan)

Most popular

Standard

Ideal for expanding organizations needing more in-depth capabilities and integration for scaling.

$49

per team member/
month billed annually

*minimum of 5 team members

  • Full partner ecosystem support
  • Dynamic templates for any project
  • Milestone CSAT for customer pulse
  • Docs, forms, projects in one place
  • Docs, forms, projects in one place
  • Approval-governed time tracking
  • 200 Automations/user/month
  • Native HubSpot, Jira, Slack Integration

Most popular

Premium

Great for teams desiring tailored workflows with comprehensive reporting capabilities.

$69

per team member/month billed annually

*minimum of 5 team members

  • Real-time project profitability
  • AI resourcing and capacity planning
  • All revenue recognition models
  • Centralized rate cards and budgets
  • Portfolio reporting for leaders
  • Bill faster & improve cash flow
  • Native Salesforce integration

Most popular

Enterprise

Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.

$99

per team member/month billed annually

*minimum of 5 team members

  • SAML SSO and role-based access
  • Unlimited, hands-off automations
  • Soft-allocate pipeline deals early
  • Skills matrix for smarter staffing
  • Staff global teams ahead of demand
  • Multi-currency global delivery
  • Snowflake data + custom reports

Full reviews for all 11 tools below

<TL;DR>

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.

<TL;DR>

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.

Trusted by top companies

One platform does what the entire table above tries
to split across tools.

Myth

Enterprise implementations fail because customers don’t follow the process or provide clean data on time. Most delays are purely “customer-side” issues.

Fact

Implementations fail because complex environments need real-time technical problem-solving. FDEs unblock workflows, integrations, and unknown constraints that traditional onboarding teams can’t resolve on their own.

Get a better all-in-one PSA

Did you Know?

Companies that embed engineers directly with customers see significantly higher enterprise retention compared to traditional post-sales models — because embedded engineers uncover “unknowns” that never surface in ticket queues.

Sebastian mathew

VP Sales, Intercom

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.