Yellow.ai is a conversational AI platform provider based out of San Mateo, California, USA. Their platform uses dynamic human and AI-powered agents that help create personalized interactions for over 1,000 B2C/business-to-employee businesses around the world.

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Yellow.ai needed a solution that could:
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• Help create an onboarding experience that increases engagement
• Enable the team to demonstrate the value of the platform within six months
• Allow efficient collaboration with customers on onboarding projects

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The Challenge

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• The customer projects teams at Yellow.ai could be handling about 300-350 projects at any given time. Implementation timelines vary vastly, with projects taking anywhere between two weeks and four months. They also provide managed services for the entire duration of a customer’s contract, which could last between 24 and 36 months.
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• Managing such high volumes of implementation projects on generic tools like Jira, Zoho Projects, and Google Sheets was a nightmare. The team had no way to collaborate efficiently with their customers which meant cumbersome follow-ups via email threads and phone calls.
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• More critically, the team had next to no visibility into critical information such as how much progress was made on each projects, and which projects needed immediate attention

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The Solution

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Our clients get real time information, and we love the ability to internally collaborate on Rocketlane. The intuitive dashboards and the insights we derive from Rocketlane are a couple of things that I absolutely love about the product.

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• With Rocketlane, Yellow.ai is now able to deliver a consistently positive onboarding experience to every customer.
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• Yellow.ai’s customers are now in perfect sync with the onboarding team, as they have access to project updates at their fingertips.
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• Managing onboarding projects on Rocketlane has helped Yellow.ai save over 50,000 hours annually.