Case Study: Optro achieves real-time visibility across 900 projects with Rocketlane

Optro gains real-time visibility across 900 concurrent projects with Rocketlane

Optro, an enterprise SaaS platform for governance, risk, and compliance, faced significant challenges managing its high-volume professional services operation. With 900 concurrent projects, their previous tooling, monday.com, provided no native portfolio reporting, requiring a fragile data pipeline to Snowflake and Tableau for visibility. Project templates lacked conditional logic, necessitating manual cleanup, and customers received outdated status reports. They turned to vendor Rocketlane for a modern Professional Services Automation (PSA) solution.

By implementing Rocketlane, Optro achieved real-time visibility across its entire portfolio without engineering effort. Rocketlane's dynamic conditional logic auto-configured project templates based on customer purchases, eliminating manual work. The platform provided native reporting, accurate calendar-synced time tracking, and a live client portal that gave customers real-time visibility. This solution removed the burden of manual status reports and provided leadership with reliable data for capacity planning and staffing decisions.

Optro