Case Study: BigChange achieves automated self-serve onboarding with Rocketlane

How BigChange built an automated, self-serve customer onboarding experience

BigChange, a leading field management software provider, needed a better way to manage customer onboarding. Before using Rocketlane, its team relied on spreadsheets, emails, CRM records, and manual time tracking, which made it hard to keep a single source of truth, coordinate handoffs, and give customers clear visibility into onboarding progress.

With Rocketlane, BigChange created a centralized, automated onboarding hub with structured workflows, task templates, self-serve customer journeys, real-time tracking, and automated handoffs to customer success. Rocketlane helped BigChange speed up onboarding, improve collaboration and visibility for customers and internal teams, and track time at the task level to optimize onboarding packages more effectively.

BigChange

George Matthews

Operations Manager for Customer Onboarding, Leads the Team Responsible