How Jirav is using Rocketlane to onboard new customers 50% faster

About Jirav

Jirav is a Seattle-based all-in-one financial planning and analysis solution that helps businesses accurately forecast bookings, revenues, workforce, expenses, and cash flow.

The Challenge

The Professional Services team at Jirav lacked visibility into onboarding project progress. Initial use of HubSpot proved cumbersome for accessing project information. Migration to Asana improved task management but created two problems: customers had to learn Asana alongside Jirav, overwhelming them during onboarding; and the platform couldn't keep certain project information private. Additionally, Jirav struggled to accurately track how long onboarding projects took.

The Solution

Through Rocketlane's project templates, Jirav structures onboarding consistently, enabling faster project setup. Project visibility improved for all stakeholders, enabling faster completions. Private and Shared Spaces allow control over internal versus customer visibility. Automatic weekly status updates eliminate manual follow-ups, and time tracking capabilities enable accurate timeline promises.

The Impact

•  ~20% improvement in time-to-value with structured onboarding processes

•  Enhanced project visibility ensuring faster, more consistent project completions

•  Accurate time tracking for tasks and phases

"Rocketlane is our single source of truth, and it helps us track every aspect of their projects efficiently, with reliable and accurate information enabling elimination of manual audits." — Jirav

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