Customers

IT services

How ERPgruppen increased client engagement by 86% with Rocketlane by replacing spreadsheets

Region

EMEA

Industry

IT services

Use case

Project Management, Customer Visibility

Results

86%

client engagement increase (customer portal adoption)

Results

7–8%

efficiency gains (time reduction per project)

Listen to this article
Before
  • Tracking tasks in spreadsheets led to errors, delays, and extra coordination work.
  • Manual handovers slowed down onboarding and created communication gaps.
  • Customers had limited visibility and engagement during the onboarding process.
After
  • Project templates auto-generate around 200 tasks based on selected products.
  • Automated CSAT follow-ups and approvals save time and reduce manual work.
  • Customers now engage through the portal, improving collaboration and transparency.

About ERPgruppen

ERPgruppen is a Denmark-based, medium-sized consultancy specializing in implementing Microsoft Dynamics 365 Business Central for small and medium-sized businesses. Their core business involves migrating customers from legacy systems to Microsoft Cloud solutions. Chris Erik Jensen is Chief Product Officer.

The Challenge

Tracking tasks in spreadsheets led to errors, delays, and extra coordination work. Manual handovers slowed down onboarding and created communication gaps. Customers had limited visibility and engagement during the onboarding process.

The Solution

Project templates auto-generate around 200 tasks based on selected products. Automated CSAT follow-ups and approvals save time and reduce manual work. Customers now engage through the portal, improving collaboration and transparency.

The Impact

ERPgruppen increased client engagement by 86% through customer portal adoption and achieved 7–8% efficiency gains through time reduction per project.

"In creating the project and keeping track of the project, I think it's maybe around 7 or 8% we have reduced in the time spent… that's quite a lot of hours saved on each project."
"Everything we automate saves time. And if something saves time, that means we get more time for a new customer." — Chris Erik Jensen, Chief Product Officer, ERPgruppen

Fintech/Financial Services

How Qapita sets up their onboarding projects in 15 minutes using automation on Rocketlane

Read more

Professional Services & Consulting

How Advanstaff HR streamlined onboarding and cut quoting cycles by 50% with Rocketlane

Read more

Fintech/Financial Services

How Rocketlane helped Trovata save 50+ hours by transforming their client onboarding process

Read more