How Navix switched from Monday.com to deliver faster, more configurable customer implementations

About Navix

Wil Kratz leads solutions and implementations at Navix, a freight-tech company that simplifies invoice audits through intelligent document processing. As a fast-growing startup, Navix needed to scale its onboarding process to match its product sophistication. Wil's agile team was focused on delivering faster, more transparent, and collaborative implementations. But with manual tools, they lacked the repeatability, configurability, and client-facing visibility they needed, especially as the business scaled.

The Challenge

As Navix scaled, their existing tools created more friction than efficiency, especially for a team aiming to deliver high-quality, repeatable onboarding experiences.

Limited Project Visibility with Monday.com

Navix initially used Monday.com for basic project tracking. While it worked for internal task management, it lacked the ability to share real-time project visibility with clients. Navix needed an externally facing platform where customers could easily track onboarding progress, understand task ownership, and collaborate with the Navix team. Monday.com fell short, making client communication fragmented and status tracking manual.

Inefficient Sales-to-Implementation Handoff

The disconnect between HubSpot (Navix's CRM) and Monday.com created a major bottleneck. Every time a deal closed, the implementation team had to manually re-enter customer details and project information, increasing the risk of data errors and slowing down onboarding. There was no way to seamlessly transition opportunities from sales to delivery, making the handoff process time-consuming and inefficient.

High Setup Effort for Every New Project

Every new customer project meant starting from scratch. Navix's team had to manually build out workflows and task lists before onboarding could even begin. This repetitive setup process delayed project kickoffs, reduced team productivity, and made it harder to scale as new customers came onboard.

"We knew that we wanted something that was going to be externally facing and externally friendly so that we could share real-time visibility to those efforts and then even assign responsibility to certain tasks."

"A lot of time was spent on the front side just propping up the project before we could even start working with the customer." — Wil Kratz, Solutions & Implementations Lead, Navix

The Solution

Faster, More Transparent Onboarding

With Rocketlane, Navix completely transformed its onboarding process, bringing in speed, clarity, and collaboration at every stage. Teams could track progress in real time, manage tasks efficiently, and provide clients with visibility into their onboarding journey, something that was missing with their earlier tools.

Dynamic, Configurable Project Templates

Rocketlane's ability to support dynamic project templates was a game-changer for Navix. Since each customer's implementation path varied based on their Transportation Management System (TMS), the team could now create tailored project plans that matched each client's specific needs. This meant fewer irrelevant tasks, more accurate timelines, and a more personalized onboarding experience for every customer.

A Single Source of Truth for Everyone

One of the biggest wins for Navix was finally having a centralized platform where both internal teams and external stakeholders could track progress, share updates, and collaborate in real time. The team eliminated dependency on email threads for status updates, significantly reducing back-and-forth communication.

The Impact

Dramatic Reduction in Onboarding Timelines

Before Rocketlane, Navix's implementations often took three to five months to complete. After adopting Rocketlane, onboarding timelines dropped to just 4–8 weeks, with some projects going live even faster, especially for clients using Navix's pre-built TMS integrations. This allowed the team to take on more projects without adding headcount, improving both scalability and customer satisfaction.

"We don't need to chase updates over email anymore. Everyone logs into Rocketlane and sees where things are at." — Wil Kratz, Solutions & Implementations Lead, Navix