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Fluxx is a cloud-based grants management solution that empowers organizations with data-driven grant-making. We spoke with Elizabeth Kuehl, Senior Manager of the Customer Onboarding Team at Fluxx. 

She described her team as "data-driven," always striving to monitor both tangible metrics like time-to-value and project scope creep, as well as qualitative factors such as customer sentiment—all crucial for delivering an exceptional customer experience.

Initially, Fluxx utilized Wrike to meet these varied needs. While Wrike excelled at managing timelines and project updates, it lacked the transparency and engagement elements needed to build trust with their customers. Additionally, Wrike’s reporting tools weren’t robust enough to track their critical data points or provide the leadership team with the transparency needed to make informed decisions.

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The Challenge

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 ”What we were missing with Wrike was something that our customers could engage. We really wanted to drive home our values of being customer-centric.“

Lack of customer engagement and transparency 

Wrike’s setup wasn’t quite hitting the mark for customer engagement—it lacked a central, friendly interface, so customers often felt out of the loop. Its inability to share documents forced customers to scramble for information across different platforms. This gap made it hard to ensure customers felt truly informed and valued during onboarding.
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Manual reporting woes 

Wrike lacked comprehensive dashboards and data visualization tools, forcing Fluxx’s team to manually export data and analyze it in separate spreadsheets to track performance against their OKRs. This cumbersome process led to inefficiencies and made it difficult to obtain the quick, actionable insights they were after. 

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The Solution

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“Rocketlane has truly embraced the goal of being customer-centric by providing a one-stop shop for their clients”

One-stop shop for customer engagement 

Now, from onboarding to project management, everything is unified in one place, giving customers clear visibility and seamless access to the entire project process and any information they need. This has not only sped up delivery but also enhanced their customer experience, keeping everyone in the loop and connected.
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“Our team internally is really grateful for the integration with their calendars. They've gotten really good at blocking their calendars and making time tracking at the end of the week easy for themselves.”

Robust time-tracking features 

Our time-tracking features have really resonated with the team, making a significant impact on their productivity. The calendar integration has made managing their time a breeze, freeing them up to focus more on customer-centric activities.
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“We could track data that we didn't even know we wanted to be looking at. We've really relied heavily on just the standard default reports. They are actually exactly what we need.”

Balanced team utilization

At Fluxx, the team heavily relies on Rocketlane’s default reports, especially the utilization and time analysis reports, to closely monitor utilization rates and manage project budgets effectively. They’re all about keeping the team engaged without burning out, and Rocketlane’s detailed tracking has supported maintaining this balance perfectly.
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“Our executive leadership team really enjoys the interface and the ability to jump in and see very quickly at a glance how projects are going.”

Enhanced leadership transparency

Thanks to Rocketlane's extensive dashboard controls, slicing and dicing project data has never been easier for them. It's been a real time-saver—no more pulling data from all over the place. Now, the leadership team can just hop in, take a quick look, and get a clear picture of project sentiments, track utilization rates, and see how the team is doing against their OKRs.