Case Study: Clutch scales professional services to 100+ concurrent projects with Rocketlane

Clutch scales PS to 100+ projects and cuts go-live to 7 days with Rocketlane

Clutch, a fintech startup that builds digital account-opening software for credit unions, faced significant challenges scaling its professional services operation. As the company grew rapidly, its lightweight task management tool lacked portfolio visibility, embedded enablement, and project governance, forcing the team to rely on individual memory and manual chasing. To address this, Clutch implemented the Rocketlane Professional Services Automation (PSA) platform.

With Rocketlane, Clutch embedded enablement directly into project templates, automated governance, and gained real-time portfolio dashboards. The solution resulted in a dramatically faster go-live time, reduced from 6 months to 10 weeks, and customer satisfaction (CSAT) scores rose from 4.6 to 4.9 stars over 16 months. The full team was live on Rocketlane just seven days after contract signature, enabling them to manage over 100 concurrent projects.

Clutch