Case Study: Involvio achieves streamlined, clearer customer onboarding with Arrows

Switching from Trello to Arrows

Involvio, an EdTech company that builds apps for colleges and universities, faced a complex customer onboarding challenge: multiple products and varying customer processes made it hard for Hillary Engelman, Customer Success Team Lead, to track progress and keep customers clear on next steps. The team had been using Trello as a temporary solution, but customers were often confused, so Involvio turned to Arrows for a dedicated, customer-facing onboarding solution that still gave the team control behind the scenes.

Arrows provided a single, easy-to-use dashboard to display project goals, key contacts, and anticipated launch dates, and within a few weeks Hillary saw customers interacting with plans more clearly and projects moving forward more quickly. Using Arrows reduced the need for double-checks on task completion, improved customer clarity and engagement, and has already prompted Involvio to expand Arrows usage (5+ seats) and explore building internal plans with the platform.

Involvio

Hillary Engelman

Senior Customer Success Manager