Case Study: Jirav achieves 50% faster customer onboarding with Rocketlane

How Jirav is using Rocketlane to onboard new customers 50% faster

Jirav, a Seattle-based SaaS financial planning and analysis company, needed a better way to manage customer onboarding. Before using Rocketlane, the team relied on HubSpot and then Asana, which made project visibility difficult, limited control over private information, overwhelmed customers with another tool to learn, and made it hard to measure project timelines accurately.

With Rocketlane, Jirav created structured onboarding workflows using project templates, private and shared spaces, automated status updates, and time tracking. Rocketlane became their single source of truth, helping them improve project visibility, track time more accurately, and deliver onboarding about 50% faster, with an estimated 20% improvement in time-to-value.

Jirav