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

ERPgruppen is a Denmark-based, medium-sized consultancy specializing in implementing Microsoft Dynamics 365 Business Central for small and medium-sized businesses. Chris Erik Jensen, the Chief Product Officer at ERPgruppen, oversees the company's onboarding processes and is focused on ensuring smooth customer experiences during ERP transitions. Their core business involves migrating customers from legacy systems to Microsoft Cloud solutions, a process that requires significant coordination across multiple teams and customer touchpoints.

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Challenges Before Rocketlane

Prior to Rocketlane, ERPgruppen relied heavily on Excel to manage onboarding customers. This approach became increasingly inefficient as the company grew:
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Version control issues: Different versions of the same project plan created confusion and errors.

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Lack of collaboration: With Excel, it was difficult to keep all stakeholders—including customers and internal teams—on the same page.

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Manual work: Repetitive tasks like remembering to send information to the finance department or notify customers were time-consuming.

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Scaling problems: As the onboarding team expanded, it became impractical to manage handovers and project tracking manually.
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Lack of structure: Tools like Trello and Jira were tried but failed to meet the company’s need for a templated, repeatable process that aligned with their fixed-price service offerings.

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Chris noted that ERPgruppen wanted a solution that could support a template-driven approach, automate repetitive steps, and ensure both internal and customer-facing processes were streamlined. Additionally, customer visibility and accountability in projects was lacking.

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Life after Rocketlane
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Templates for scalable delivery

ERPgruppen built a single master template in Rocketlane that includes all their fixed-price products and associated tasks—typically around 200 tasks per project. When a new project kicks off, teams simply select the relevant services, and Rocketlane auto-generates the full project plan. This has drastically cut down project setup time and ensures consistency across every engagement.

“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.” – Chris Erik Jensen

This repeatable setup enables ERPgruppen to handle a growing number of implementations without adding proportional overhead.

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Stronger customer collaboration

With Rocketlane’s customer portal, clients now have a clear view of project progress, tasks assigned to them, and upcoming milestones. ERPgruppen reported that 86% of their customers actively engage through the portal, especially younger, more digitally-native users who value transparency and self-service. This increased collaboration has also led to better communication, fewer delays, and improved overall satisfaction.

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Automation of Repetitive Processes

ERPgruppen leveraged Rocketlane’s automation features to save time and reduce manual coordination. This includes:

• Welcome emails and kickoff messages for new customers.
• CSAT form reminders, with escalations to managers if scores are negative.
• Status meeting scheduling and automated approvals for key project milestones.

“Everything we automate saves time. And if something saves time, that means we get more time for a new customer.” – Chris Erik Jensen

These automations help the team stay proactive while ensuring consistent customer experiences.