How Xceptor streamlined global client delivery and improved financial control with Rocketlane

Xceptor is the intelligent data automation platform for financial markets providing data ingestion, standardization, normalization, and validation services. Catering to thousands of unique use cases, its highly configurable and enterprise-grade platform offers proprietary solutions for tax, reconciliations, confirmations, client onboarding, and allocations.

Since 2003, Xceptor has been empowering businesses worldwide to trust their data and digitize their operational workflows. With offices in London, New York, Singapore, and Cape Town, Xceptor serves nearly 125 clients and over 11,500 users across 60 countries, including banks, asset managers, hedge funds, custodians, and asset servicers. 

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Chris Cowlard, Senior Director, Head of Global Client Delivery and Jacqui Morgan, Head of Client Delivery, Transformation, drive operational transformation and standardization across Xceptor’s delivery teams, a goal Rocketlane is helping them realize.

When their legacy system approached license renewal, the leadership team took it as an opportunity to rethink how delivery, finance, and forecasting could operate in unison.

The roadblocks before Rocketlane

As Xceptor’s customer base and delivery footprint expanded globally, their Professional Services (PS) organization began encountering the natural complexities that come with scale. Processes that worked well for a smaller team now needed to evolve to support greater delivery volume, distributed teams, and growing client expectations.

“Every region had its own way of doing things- spreadsheets, trackers, and manual reports. We couldn’t get a consolidated view of where we were with all our projects or what was coming up next.”

The need for a centralized project management

Xceptor’s global delivery teams used different tools and trackers to manage projects, and each team maintained its own version of project trackers. Variations in task structures, milestones, and documentation meant that leadership didn’t always have a unified lens for visibility or benchmarking performance.

Evolving financial oversight requirements

Xceptor used NetSuite OpenAir effectively for timesheet and invoicing management, but as delivery scaled, the team recognized a need for deeper, real-time insights into project financials. They began looking for ways to gain greater visibility into metrics like budget utilization, burn rate, and forecasted revenue, all within a single connected view.

Shift toward proactive management

Because delivery, resourcing, and financial data lived in different systems, Xceptor’s PS organization wanted to move from retrospective reporting to real-time decision-making. They saw an opportunity to better anticipate risks, optimize resource planning, and engage more proactively with customers throughout project delivery.

Scaling a global delivery function

With over 40 consultants across London, New York, Singapore, and Cape Town, Xceptor’s delivery organization aimed to strengthen consistency across regions. The team wanted to standardize project tracking, reporting, and governance practices, setting the foundation for a more connected, data-driven delivery model.

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The transformation with Rocketlane

When it was time to renew OpenAir, the leadership team viewed it not just as a system upgrade, but as an opportunity to modernize how their delivery organization worked.

“As we approached our OpenAir renewal, we saw it as a good checkpoint — an opportunity to review whether our delivery systems were keeping pace with our evolving needs.”

Template-driven consistency

Every project at Xceptor now begins with a Rocketlane template customized by project type and customer segment. These templates define key milestones, phases, and governance checkpoints, ensuring that every engagement follows a consistent, proven structure. Project managers now have real-time visibility into effort, budget utilization, and forecasted revenue, helping them make faster, data-backed decisions.

Smarter financial governance and forecasting

Rocketlane has become the single source of truth for both delivery and financial data. By connecting project execution with financial outcomes, Xceptor’s PS leadership can now track revenue forecasts, budget burn, and profitability, all in real time.  This added visibility has strengthened project governance and helped proactively manage budgets.

Unified delivery operations across regions

With 40+ consultants spread across regions, maintaining consistency in project execution was an area of focus for Xceptor. Rocketlane brought in standardization and visibility at scale, enabling every region to work off the same playbook, with consistent reporting and governance. The result: smoother handoffs, stronger accountability, and clearer ownership.

Efficiency gains through automation and collaboration

Rocketlane has simplified day-to-day coordination for project managers through automation and shared visibility. Teams no longer toggle between spreadsheets, emails, and tools as Rocketlane brings everyone into one workspace.

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What’s next for Xceptor 

With the foundations of operational excellence firmly in place, Xceptor’s focus is now shifting from visibility to strategic growth enablement. The next phase of their journey is about leveraging Rocketlane for predictive insights and long-term scalability.