How Flatfile is using Rocketlane to accelerate go-live times by ~70%

About Flatfile

Flatfile enables businesses to exchange customer data efficiently and securely using AI-assisted import flows, enabling all parties to accelerate their ROIs.

Flatfile needed a solution that could:

•  Help them track and manage their onboarding projects with ease

•  Give their team and customers visibility into the status of implementation projects

•  Enable their customers to stay on top of the work assigned to them

The Challenge

Flatfile's Customer Success team lacked a dedicated tool for onboarding projects, using Salesforce, Zendesk, and Slack instead. They created custom Salesforce objects requiring extra effort. Only implementation consultants knew project status through lengthy, unstructured notes. With 100+ concurrent implementations, team coordination was inefficient. Customers had no real-time project visibility.

The Solution

Flatfile now tracks onboarding projects with full team visibility into progress and roadblocks. Customers access real-time status via a dedicated portal, knowing exactly which tasks are due and when. A built-in document editor maintains meeting notes and generates tasks. Salesforce integration automates customer data flow between systems.

The Impact

•  70% reduction in customer go-live time, from 86 to 25 days, streamlining onboarding

•  Rocketlane's integration with Salesforce automated data flow, improving project efficiency

•  Customer portal increased real-time project visibility and enhanced customer accountability

"Our customers are more involved than ever. Rocketlane's customer portal gives them real-time visibility into the status of their onboarding project." — Flatfile

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