RocketDocs
3 Case Studies
A RocketDocs Case Study
Lord Abbet’s, a financial services/asset management firm, was experiencing a steady rise in the number and complexity of requests to its Messaging Team, which led to delays, outdated database content, and managers being repeatedly pulled into day-to-day work despite added staff and longer hours. They engaged RocketDocs, leveraging its Baseline Discovery process and platform training to diagnose workflow bottlenecks and identify improvements.
RocketDocs performed a robust end-to-end process analysis, removed single points of failure, reduced redundancies, and worked with the team to implement a simplified content-entry process and training on platform functionality. RocketDocs’ solution streamlined the DDQ process, shortened turnaround times, improved collaboration, reduced reliance on subject-matter experts, and drove measurable impact — including a 65% increase in productivity.
Mario Barbato
Chief Transformation Officer