Infinx creates intelligent payment lifecycle solutions for healthcare providers and is based out of California, USA. Their AI-driven software streamlines and automates operational workflows for hospitals, clinics, imaging centres, and laboratories.

Infinx needed a solution that could:

• Help create a transparent onboarding experience
• Enable the team to demonstrate value to customers in less time
• Allow efficient collaboration with customers on onboarding projects

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The Challenge

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• The success and implementation teams at Infinx could be handling as many as 35 projects at any given time. Manual documentation made the process time-consuming and tiresome.
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• Managing implementation projects on multiple generic tools meant data was scattered and visibility into critical information was a challenge. The success and implementation teams at Infinx had to spend close to 4 hours each day on compiling data and reporting.
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• The success and implementation teams had no way to collaborate with customers on onboarding projects. They had to follow up with customers via email threads which was cumbersome.

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The Solution

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"Infinx’s productivity has improved by at least 20%, transparency by 85%, and NPS by 15%."

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• The flexibility of creating reusable project templates helped  improve Infinx’s productivity by 20%.
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• With Rocketlane, Infinx is now able to bring all project-related information in one place. Rocketlane’s dashboards give the team complete visibility into all project activities.
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• Rockelane’s collaborative platform helped deliver a consistent and professional customer experience and shorten their time-to-value. It allowed teams on both sides to collaborate and have conversations around implementation projects with ease while improving their NPS by 15%.