The customer projects teams at Yellow.ai could be handling about 300-350 projects at any given time. Implementation timelines vary vastly, with projects taking anywhere between two weeks and four months. They also provide managed services for the entire duration of a customer’s contract, which could last between 24 and 36 months.

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Managing such high volumes of implementation projects on generic tools like Jira, Zoho Projects, and Google Sheets was a nightmare. The team had no way to collaborate efficiently with their customers which meant cumbersome follow-ups via email threads and phone calls.

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More critically, the team had next to no visibility into critical information such as how much progress was made on each projects, and which projects needed immediate attention

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With Rocketlane, Yellow.ai is now able to deliver a consistently positive onboarding experience to every customer.

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Yellow.ai’s customers are now in perfect sync with the onboarding team, as they have access to project updates at their fingertips.

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Managing onboarding projects on Rocketlane has helped Yellow.ai save over 50,000 hours annually.

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